1. CPQ
  2. Epicor Integrations
  3. Epicor Commerce (eCommerce Webstore)

Ordering CPQ Configurable Products

Article last updated:

Ordering Epicor CPQ Configurable Products

In this article, we cover the two ways the shoppers can add Epicor CPQ items to their orders. Other than the below processes, the shoppers can also use the Add to Cart functionality to add Epicor CPQ items to their shopping cart.

Adding Epicor CPQ Items through Customer Quotes

  1. Shoppers navigate to their Account RFQs and select New Quote.
  2. They select a Epicor CPQ item and add it to the quote and then select Configure.
  3. The Epicor CPQ iframe opens where they can look at a 3D visualization of the item and set the parameters as needed. They select Save.

  4. The item gets attached to the quote. They select Save and Continue to request for the quote. A quote detail enquiry is sent to Kinetic.

  5. Administrators of ECC can navigate to Epicor > Log and see the XML response. It will have the quote number.

  6. In Kinetic, you can search for the quote using the quote number and adjust it if necessary.

  7. When you save the quote, its status in Account RFQs changes to Awaiting Acceptance.

  8. When the shopper confirms the quote, administrators can go to Epicor > Log and check its status. The quote has now been confirmed as an Order.

Adding Epicor CPQ Items through Quote Request

Shoppers can also create quotes with Epicor CPQ items using the Convert to Quote functionality on the My Cart page.

  1. Shoppers search the catalog for a Epicor CPQ-configurable item and use the Configure Product button to invoke the Epicor CPQ iframe and set the parameters as needed.

  2. Then, they select Add to Cart.
  3. After they select View and Edit Cart, they can press Convert to Quotation to convert the cart items to a quote.

  4. The item is added to a quote. They can select Request for Quote. When the quote is now submitted for review, its status changes to Pending for Review.
  5. Epicor Commerce sends a GQR is sent. The XML response displays the quote number.

  6. You can now change the quote in Kinetic as needed and select Save.
  7. Shoppers can now see the quote status as Awaiting Acceptance.
  8. Once they select Accept and Checkout, they will go to the Cart. They select Proceed to Checkout, which will generate a GOR message.

  9. Shoppers can now see their orders in My Orders section.

Was this article helpful?