Filter catalogs by location in a quote

  • Release version: Australia
  • Updated March 12, 2026
  • 1 minute to read

    • Use the location filter on the Catalog tab to filter products by location in Quote Management.

    Before you begin

    Role required: sales_agent

    Procedure

    1. In the CSM Configurable Workspace, select the List view.
    2. Navigate to Quotes > All.
    3. Select the quote that you’re working with.
    4. Select the Catalog tab.
    5. In the Select a location field, choose a location.
      The products in the catalog are filtered according to the selected location.