Adding a bundle to an order
This section explains how to add a bundle to an order.
Procedure
- Log on to the IBM Sales Center.
- Select a store.
- Create an order or find an order to which you want to add items.
- If this order has already been submitted, click Edit.
- Go to the Order Items page.
- Click on a row in the table in the Product code field and then click the Find Product icon () to open a page that you can use to find and select a prepackaged bundle or multiple items to form a temporary bundle.
- On the Bundle Contents page, perform the following actions
for each item:
- Select the item in the Bundle contents table.
- Optional: Click Details to open a page that you can use to view detailed information about the item.
- If the item requires that you select attributes, perform
the following actions:
- Click Attributes.
- Select an attribute from each list.
- Click Inventory to open a page that you can use to check availability of this item in inventory.
- Click OK.
- Enter the requested quantity in the Quantity field.
- Optional: To select a
different contract price if one is available:
- Click the Contract cell.
- Select a contract price.
- Click OK.
Note: If multiple contract prices are available to the customer, the lowest contract price is selected by default.
- Perform the following actions:
- Select the item's destination from the Shipping to list.
Tip: Click New to open a page that you can use to add a new shipping or billing address for the customer.
- Select the requested shipping carrier from the Shipping Carrier list.
- Enter the date that the customer would like the item shipped in the Requested shipping date field.
- Select the item's destination from the Shipping to list.
- Click OK.
- For each item added to the order-item table
in the previous step:
- Select the item in the order-item table.
- Click Edit.
- Optional: If the product is a dynamic kit, you can configure it by selecting More actions... then Configure.
- Select the item's destination from the Shipping to list.
- Select the requested Shipping Carrier from the Shipping
Carrier list.
Tip: Click the Add Shipping Instructions icon () to open a page that you can use to add shipping instructions for the item.
- Enter the date that the customer would like the item shipped in the Requested shipping date field.
- Optional: To select a different contract
price if one is available:
- Click the Contract cell.
- Select a contract price.
- Click OK.
Note: If multiple contract prices are available to the customer, the lowest contract price is selected by default.
- Optional: Click the Override Price icon () to open a page that you can use to override the total item price if you are authorized to do so.
- Click Update to update the order-item table based on the current contents of the order-item detail fields.
- Optional: For each item
added to the order-item table in the previous step:
- Select the item in the order-item table.
- Optional: If the product is a dynamic kit, you can configure it by selecting More actions... then Configure.
- Optional: Click the Override Price icon () to open a page that you can use to override the total item price if you are authorized to do so.
- Click Apply to update the order-item table based on the current contents of the order-item detail fields.
- Optional: To request that two or more items
ship together, perform one of the following actions:
- Request that some items ship together.
- Select Ship when complete to specify that the order should be shipped when all items are available.
- Click the Apply button to apply your changes before clicking on the Payment page.
- Modify the payment information to include the new order items.
- Optional: Click Shipping to open a page that you can use to view the details of the shipping charges associated with the order and override the shipping charges if you are authorized to do so.
- Optional: Click Adjustments to open a page that you can use to view the details of any adjustments to the order.
- Optional: Select Confirm by e-mail to send an e-mail confirmation to the customer when the order is successfully processed.
- Click Submit.