Product Configuration

Purpose:

The purpose of this step is to select available/eligible products and configure them as per the customer’s order.

Description:

The Sales Product manager (SPM) provides product availability/eligibility for the customer based on specified business rules. It is also the gatekeeper for final, valid orders that are sent to downstream systems for processing.

Use Cases:

• UC00 Place Order
• UC01 Change Submitted Order
• UC04 Select and Configure Products
• UC06 Qualify Offering

OMF Services:

• Product Translation Service

Process Information:

• Product Configuration is applicable to the New, Change Existing, Move and Modify Order Paths.

Order Process:

• A CSR navigates through available or eligible Telephone, Internet and/or Television Product categories for the customer, as per the SPM.  Expanding a Product Category node allows the CSR to view various subcategories specific to that product line. For example, the Telephone Product category offers subcategories tied to Accounts, Blocking Features, Bundles, etc. while the Internet Product Category offers Sympatico Services and Value Added Services (VAS). 
• Once a product is selected, it must be configured based on fixed selection parameters via drop-down boxes. Configuration consists of applying customer-specified selections, depending on the product or offer chosen. SimpleOrder also displays associated monthly charges and any applicable service charges based on the selection. 
• The CSR cannot proceed unless product selection and configuration meet SPM specifications. SPM will display detailed error messages should the order be deemed invalid. Once product selection and configuration are complete, the CSR clicks Next to proceed with the order.