Filter product catalog by location
Agents can filter products in the catalog by using the location function in Order Management. The location filter helps agents be more efficient when creating orders.
Before you begin
Location-based product transaction capability must be activated to enable location-based filtering in Order Management. For more information Activate location-based transactions.
Role required: sn_ind_tmt_orm.order_agent, sn_ind_tmt_orm.service_agent
Procedure
Navigate to Workspaces > CSM/FSM Configurable Workspace .
Select the List icon
.
Navigate to Customer Orders > All.
Select an order you want to work with.
The order opens in the Catalog tab with the Select a location field available.
Select a location from the Service location field.
The products in the catalog are filtered according to the selected location.
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