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Create Product Bundles in the Product Designer
Creating a product bundle as an offer involves creating the structure of the bundle, including the main product and the product child items that comprise the bundle offer.
Before You Begin
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Add prices to the offers. Only offers with prices are listed in the Structure tab.
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Review Offer Bundles, Cardinalities, and Relationships for Product Designer.
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If you're using offers to sell product specifications, review Configuration for Offer Specification Realization for guidelines on structures for offers and product specifications.
Communications Example
Energy Example
Example: New Product Bundle
Monique creates a bundle that is available to residential customers needing only electricity. It consists of a Fixed Energy parent product and two child products: Standing Charges and Unit Rate.
For commercial energy customers, much larger bundles are often needed. There may be dozens of cost components, each of which is a child product in the bundle. For example, different unit rates might apply during peak and off-peak hours, in different seasons, and at different volumes of energy usage.
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From the Vlocity Product Designer app, click the
button, and select Products.
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In the products list, click the product that will be bundled.
The product opens on a new page.
- From the product page, click the Structure tab.
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Drag and drop products from the Quick Add panel onto the layout to create relationships. Only products that have prices are shown in the Quick Add panel.
Note
If you have more than 200,000 PCIs records in your org, contact Salesforce to index the
Product2.GlobalGroupKey__cfield for your org.After you drop a product into a parent node, it becomes a child of that node. You can modify product relationships.
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Update the relationship properties in the Edit Relationship form.
After you drop a product, bundle, or service on the structure tree, the Edit Relationship form appears on the right side. Also, you can click the white space on a box to see the Edit Relationship form.
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Change the order of the nodes by dragging and dropping them into the desired order.
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In the Edit Relationship form, configure the following settings.
Setting
Description
Min Quantity
Sets the minimum quantity required for a valid order.
Default Quantity
Sets the default number of child products that are included in the bundle when it is added to the Industries Cart.
Max Quantity
Sets the maximum quantity required for a valid order.
Group Cardinality
If the root product has children, sets a Min Quantity and Max Quantity.
Virtual Item
When checked, makes the product item not assetizable. This is customarily used as a grouping mechanism and to set cardinality for the parent product nodes.
Collapse Hierarchy
When checked, enables a Search Item dialog in the cart’s line items pane to find items within a bundle and then add these other products to the bundle. This is intended for use with very large product bundles.
For example, at run time, when you type in the name of the mobile handset that you are looking for in the search item dialog box, if the Collapse Hierarchy flag is set to True, the product bundle displays all the mobile handset items in a drop-down list as suggestions for you. This is useful as the Mobile handset product bundle may be large and can have several items.
Collapse Hierarchy applies only to intermediate offers or product specifications in a structure (intermediate parents). It doesn't apply to these products in a structure:
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Top-level product specification or offer (root product)
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Simple product specification that's associated with an offer
When you enable this flag, products in the bundle don't appear in the sequence order.
If you have multiple versions of child products with the versioning feature, the mini-search displays the correct version of child products based on the reference date (such as Opportunity, Quote and Order date). See Versioning Reference Dates.
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- Click Save.
A new or modified product bundle is saved.
With Fall '20 and later, the Structure view shows icons so that you can more easily differentiate products and their relationships without having to open each to view the details.
Specification types (product, offers, service, and resource)
Specification Sub Type (simple or complex product bundles)
Relationship types between products:
Parent-child relationship
Associated product specification
Parent-child relationship within an associated product specification
Communications Example
Energy Example
You can delete a relationship from the product structure one node at a time. The deletion of a node is only prevented if it violates referential integrity. You can rearrange child products by dragging and dropping them.
