Configuring Products

This section discusses how to configure products using Lightly Configurator.

Page Name

Definition Name

Usage

<Configure Product> Page

CP_DYNAMIC_PANEL

Create a dynamic package from within Order Capture.

Use the <Configure Product> page (CP_DYNAMIC_PANEL) to create a dynamic package from within Order Capture.

Navigation:

  • Orders and Quotes > Add Order > Order - Entry Form

    Click the Configure Package link next to a package product on the Order - Entry Form: Products page.

  • Orders and Quotes > Add Quote > Quote - Entry Form

    Click the Configure Package link of a package product on the Quote - Entry Form: Products page.

This example illustrates the fields and controls on the <Configure Product> page.

 <><Configure Product> page

Configured product packages are established using these components: Product Definition and Package Components.

In a package component definition, you specify the maximum and minimum number of optional or required components that a customer can select, and specify (for each component) the maximum and minimum quantity that a customer can order.