Changing product configuration

You can change the configuration for products in a confirmed order from the Order Summary screen.

Procedure

  1. Log on to Sterling™ Call Center. The Home page opens.
  2. Go to the Order Summary screen by doing one of the following steps:
    • In the Order panel, enter the appropriate details, and click Find Order.
    • In the Related Tasks panel, click Order Search. The Order Search screen opens. Enter the appropriate details and click Search.

    If the search results in a single order, the Order Summary screen opens. If the search results in multiple orders, a list of orders is displayed. Select the order that you want to view.

  3. In the Related Tasks panel, click Change Product Configuration. The Add Lines to Order screen opens.
  4. Click Reconfigure Product for the product you want to configure. The IBM Configurator window opens.
    1. Select the appropriate preferences to configure the product as per customer's needs.
    2. Click Apply. You can view the availability details for the product.
  5. Click Next and follow the order creation wizard.