Unable to use Product Configurator in sales opportunity

[Kenta Koizumi]

Hello community,

Using Opportunity Management function in SOM(Sales and Order Management), I cannot customize Product Offering characteristics in Catalog. Just showed "Add" button. (Photo 1)

As the same product offering(Code is MOBILERENTAL ), I can "customize" Product Offering characteristics and attribute adjustment is reflected to price. (Photo 2)

How can I use Product Configurator in sales opportunity? or Is it impossible in the first place?

[MontooG]

Hi @Kenta Koizumi - I feel this is as per design and correct. Although catalog is visible on Opportunity, it is to just add the product while on Quote you can configure the product characteristics. It is in-line with fact that Oppy line item is not created for child POs.

[Tom Schnarr]

I agree with MontooG on this as well.

The intention of the Quote Management is to perform the CPQ - namely Configure, Price and Quote -  other quote management functions.  When you are configuring the characteristics, we used this as the definition for ConfigurePQ and have this in the Quote management portion of the sales journey. 

This is the out of box behaviour which can be customized for your business needs.  It sounds like you want to configure during the Opportunity phase - easiest way may be to label the Quote as opportunity and skip the SOM Opportunity step.

[Kenta Koizumi]

@MontooG @Tom Schnarr 

Thank you for your replies. I understand your explanations and they make sense to me.

However, I would like to be able to manage sales forecasts by utilizing the "deal size" column in Opportunity Management.

Currently, in the current version of the Sales Opportunity Management (SOM) system, the "deal size" is not automatically updated by the Opportunity Line Item and attached Quote. However, based on this conversations, I have heard about your plans to address this issue, which would greatly benefit salespeople by eliminating the need for manual data entry.

If I am unable to use the configurator in Opportunity Management, I believe the "deal size" may not provide an accurate value.

[Krupa Singampal · Accepted solution]

We are actively working on the "sync quote to opportunity" feature which would update the opportunity deal size based on the quote for a more accurate forecast.