Web Product Configurator – User Interface

This chapter provides a detailed description of the user interface of the Web Product Configurator.

Note: Before working with the Web Product Configurator see the different Basic settings.

HOME screen

WEB_product_Configurator_202012

Field	Description
Change/Select a Customer	Only visible when logged in as a Sales Employee. Click menu entry and the "Select Customer" screen opens with Card Code/Name filters.
View Cart (x items)	Only visible when cart already contains item configurations created with the Web Product Configurator.
Add/Configure Product	Create a new product configuration.
Sales Orders List	Displays the list of sales orders. See settings.
Sales Quotations List	Displays the list of sales quotations. See settings.
Logout	Log out with the current user.
Welcome XY	Displays the name of the logged in user. - Visible in the collapsible menu on the right.
Customer	Customer code. - Visible in the collapsible menu on the right.

The collapsible menu on the right contains the same menu entries.

In this screen the user can manage item configurations added to their cart.

WEB_Config_Cartview_2021_02

Field/Function	Description
Item Description	The description of the item, containing all details of the configuration (materials, colors, prices etc.)
Unit Price	Unit Price
Quantity	Quantity to be ordered.
Price	Total price
Customer information
Customer	Customer code. Visible when logged in as a Sales employee.
Delivery Date	Delivery date.
Billing Address	The address to which the order should be invoiced.
Shipping Address	The address where the order should be transported.
Remarks	Free text for notes regarding the order.
Create the order	Click this (orange color) button to create the sales order. - Visible if set up in Document settings.
Create quotation	Click this (orange color) button to create the sales quotation. - Visible if set up in Document settings.

In this screen you can select an item configuration to edit and create a new configuration.

Field	Description
Item Code/Item Name	Enter an item code- or name to filter the list.
Filter	Click the button to filter according to input of the ItemCode field.
Image	Default image set up in the Product Configuration Definition.
Description	Short description of the item.

After selecting an item from the list, the configurator interface opens. Once all mandatory selections are made, you can add the new configuration to the cart.

WEB_Conf_202012_CONFIG

See Product Configurator Definition

The Sales orders list contains all sales orders that are made visible for the user based on the Document settings.

Field/Function	Description
Doc Date (from-to)	Two (From-To) fields to list all available sales orders that were created in that period. Click on the calendar icon right of the field. Dates are provided in mm/dd/yyyy format.
Filter	Click the filter button to list sales orders according to the Doc Date selections.
DocNum	Sales order document number.
Status	Status of the Sales order: open, partially open, or closed.
ReqDate	Requirement date for the total quantity.
Total	Total price.
CUR	Currency.

The Sales quotations list contains all sales orders that are made visible for the user based on the Document settings.

Field/Function	Description
Doc Date (from-to)	Two (From-To) fields to list all available sales orders that were created in that period. Click on the calendar icon right of the field. Dates are provided in mm/dd/yyyy format.
Filter	Click the filter button to list sales orders according to the Doc Date selections.
DocNum	Sales order document number.
Status	Status of the Sales order: open, partially open, or closed.
ReqDate	Requirement date for the total quantity.
Total	Total price.
CUR	Currency.

Field /Function	Description
Customer	Customer code.
Name	Customer name.
Contact Person	Contact person set up in SAP Business One > Business Partners > Business Partner Master Data > Contact Person.
Customer Ref.	Customer reference number. For example "WebOrder"
No.	Sales order document number
Status	Sales order status: Closed, Open
Posting Date	The posting date of the product. Format in mm/dd/yyyy.
Delivery Date	Delivery date.
Document Date	The date when the sales order was created. Format in mm/dd/yyyy.
Image	Default image set up in the Product Configuration Definition.
Description	Description of the item
Quantity	Ordered quantity.
Price	Price of one unit per line.
Total	Total price of all units per line.
Sales Employee	The Sales employee provided in the SAP BusinessOne Sales order document.
Remarks	Free text.
Cancel Sales order	Click this button to cancel the sales order/quotation. See Allow to cancel sales orders. The "Cancel Document" dialog box appears where you can confirm cancellation. Note: If a work order has been created from the sales order, the function is not available, and the button does not appear.

Back to Web Product Configurator

Help URL: https://help.beascloud.com/beas202102/index.html?user_interface.htm