About this course

Course code TPZL1_6F04
Duration 2 Days

This 2-day instructor-led course provides students with an understanding of how to configure Items and Pricing using IBM® Sterling Business Center. This course is primarily designed for Item, Pricing, Hub, and Enterprise administrative users of IBM® Sterling Selling and Fulfillment Foundation.
This course begins with an introduction to Sterling Business Center and the tasks that can be performed using this application. The course then proceeds to explain concepts related to Items and Pricing, such as Catalog Management, Item Administration, Attributes and Price Rules, Coupons, Quote and Opportunity Management and System Configuration tasks.

Prerequisites

Participants

This intermediate course is designed to train Item, Pricing, Hub, and Enterprise administrative users to create and configure items and pricing.

Prerequisites
You should have completed:

  • Participant Modeling and User Security Instructor-Led course
  • Process Modeling Instructor-Led course

Delegates will learn how to

  • Describe Item and Pricing concepts
  • Launch and navigate Business Center
  • Create Items, Catalogs, Categories, and Classification
  • Create Customer Definitions
  • Configure Item-related tasks
  • Manage Category and Item Attributes
  • Create Price Lists, Price Rules, and Coupons
  • Assign Price Lists, Price Rules, and Coupons to customers
  • Manage Opportunity and Quote Configurations
  • Manage System Configurations and Customizations

Outline

  • Course Overview
  • Unit 1. Introduction to Business Center
  • Lesson 1.2. Introduction to Business Center
  • Exercise 1.2.1. Launch Business Center
  • Unit 2. Item Concepts
  • Lesson 2.1. Catalog Management
  • Exercise 2.1.1. Create a Catalog and Category
  • Lesson 2.2. Customer Definitions
  • Exercise 2.2.1. Create a Customer
  • Exercise 2.2.2. Add a Customer Membership Level
  • Lesson 2.3. Item Administration
  • Exercise 2.3.1 Create an Item
  • Exercise 2.3.2 Create a Classification
  • Lesson 2.4. Manage Attributes
  • Exercise 2.4.1. Assign Attribute Values to Items Lesson 2.5. Services and Fulfillment Configuration
  • Exercise 2.5.1. Create a Delivery Service Item
  • Unit 3. Pricing Concepts
  • Lesson 3.1. Price List Management
  • Exercise 3.1.1. Create a Price List
  • Lesson 3.2. Pricing Rules
  • Exercise 3.2.1. Create a Pricing Rule
  • Lesson 3.3. Coupons
  • Exercise 3.3.1. Create a Coupon
  • Lesson 3.4. Quote Approval Management
  • Unit 4. System Configurations
  • Lesson 4.1. Opportunity and Quote Management
  • Exercise 4.1.1. Add Lead Origin for Opportunity
  • Exercise 4.1.2 Create a Notes Reason
  • Lesson 4.2. Validation and Override Rules
  • Course Wrap Up

2 Days

Duration
Delivery Method

Delivery method

Classroom

Face-to-face learning in the comfort of our quality nationwide centres, with free refreshments and Wi-Fi.

Find dates and prices

Online booking is currently not available for this course, to find out more please call us on 0345 074 7998 or email us at info@qa.com to discuss how we can help.

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