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            Use Percent of Total Products in a Bundle

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            Use Percent of Total Products in a Bundle

            You can define a product option as a Percent of Total product. This setup is useful when your Percent of Total product is part of a larger package, such as an IT service bundle that contains hardware, software, and a hardware warranty. It also lets you limit your covered products to the bundle instead of your entire quote. (Salesforce CPQ Managed Package)

            Required Editions

            Available in: All Salesforce CPQ Editions

            If your product option is related to a Percent of Total product record, use the Percent of Total Scope field to determine what your Percent of Total product covers. All of these values exclude other percent of total products.

            Package
            Covers only the bundle parent
            Components
            Covers only other options on the same level
            Both
            Covers the bundle parent, and other options on the same level.
            Hierarchy
            Covers the entire bundle configuration, including all parent and child bundles.
            1. From your bundle product, create a new product option record.
            2. Set your product option’s Configured SKU field to your Percent of Total product record.
            3. Provide a value for the product option’s Percent of Total Scope field.
            Example
            Example

            Your company sells an appliance bundle with child bundles for gold support and silver support respectively. Each child bundle contains a mix of hardware and software product options, as well as a hardware warranty Percent of Total product and a software warranty Percent of Total product. Each type of warranty covers only the same type of product options within the bundle. You can set up this bundle by using Percent of Total products as product options alongside the Percent of Total Category field.

            1. Create all your warranty products and set their Subscription Pricing fields to Percent of Total.
            2. Add the gold warranties as product options in your gold bundle, and the silver warranties as product options in your silver bundle.
            3. Set the Percent of Total Scope field on all your warranties to Components.
            4. Add Hardware and Software values to the Percent of Total Category field on your product object.
            5. Set the Percent of Total Category field on all your hardware products, including the warranties, to Hardware.
            6. Set the Percent of Total Category field on all your software products, including the warranties, to Software.
             
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