In our last article, we talked about Attributes and how they can be used in complex products and pricing setup in Apttus. In this article, we will talk about some features of Catalog and Cart Pages in Apttus which are useful to increase productivity of Sales Users.

Defaults

  Sometimes we have a few products for which selling term or quantity is pre-defined. We can use Default Selling Term and Default Quantity fields on Price List Item to default fields for these products. Defaults feature helps Sales Users in reducing manual interventions and thus reduces errors.

Cascades

While working with bundle and option products, we need to populate selling term or quantity of option products same as its bundle product. This is possible using Auto Cascade Selling Term and Auto Cascade Quantity fields on Price List Item. This feature also reduces manual interventions and errors.

Search Filters

In large enterprise companies, a single price list can contain hundreds of products. So, when user navigates to Product Catalog page, all these products are visible to him and it’s very difficult to select right products among them. We can create multiple price lists with lesser products to solve this issue but that is also not very efficient. So, Search Filters are used. Search Filters define which products will be visible to Sales Users in Product Catalog page based upon certain conditions.

For example, we have multiple Product Family with values as America, Canada, India and many products available under each of this Product Family. We have Country field available on Account. Now we want to filter out products which matches Account’s Country with Product Family and displays only those products which are associated with that specific Product Family. If our Account’s Country = India, then only those products which have Product Family = India should be visible in Catalog Page. This can be achieved using Search Filter.

Category Hierarchy

We can define number of sub categories under main category and associate products under each level. This structure is visible on the left side of Product Catalog page using which Sales Users can quickly select right products.

Refine Your Search

Refine Your Search provides further filtering capability in Catalog page by asking some questions to users and matching user provided answers with the associated fields on product records. If both the answers match, then the product is visible.

Compare Products

Apttus provides flexibility to users to compare one or more features of multiple products in product catalog page. It gives users the ability to select right and best products for customers and thus increases chances to win.

To provide comparison ability to users, we first need to create feature sets and associate one or more features to them. We also need to associate one or more products to these feature sets. When users will try to compare these products, they can see difference of all these feature values for all comparing products and take better decisions on right products.

Quotes with Multiple Locations

Apttus provides flexibility to users to create single quote for multiple Account Locations and thus eliminates the need of creating multiple quotes for multiple Account Locations. First, we need to create Account Locations which will be visible as picklist on left side of Product Catalog Page. Users can then select any Account Location from that picklist and with the combination of other Apttus Features like Search Filters, Constraint Rules, Attributes, Pricing Methods etc. users can configure products only for selected location. Once product configuration for one location is done, users can select another location from picklist and repeat the same steps. This way we can create single quote for multiple Account Locations.