Quote Product Filter Logics

In this section, you can define logics that will be used in the Product picker when adding products to a Quote. When users create a new Quote and start adding products, they will see only a subset of products based on the logic results. The logic can have multiple elements; for the resulting filter they are joined using the AND operator.

Note:

• This setting applies only when adding products to a Quote in the Quoting module. If you need to use such product filter in other modules, use the logic option 'Nature' set to Product Input Filter.

• The product filter applies also to recommended items.

To set this filter:

1. In Administration > Logics > Filter Logics > Quotes Product, create a logic which will filter out the required products.

2. Make sure this logic is set as Active and is valid at the time of adding products to the Quote.

For example, the logic below will for the given Quote return all products that do not have 'attribute30' equal to 'customerId'.

Open