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Create a Linear Relationship
Linear relationships provide a simpler and more flexible ordering experience. For example, product admins can set the relationship type to Relies On to create connections between devices and/or add-ons and a plan, allowing sales agents to easily link them.
You can form linear relationships between
- A product and another product/bundle/bundle child product.
- A bundle and another product/bundle/bundle child product.
- A bundle child product and another product/bundle/bundle child product.
A product can have multiple linear relationships - one with another product, one with a bundle, and so on, at once. A product can act as a related product for many products at once. Create a linear relationship between two products by using these steps
- From the App Launcher, find and select Product Relationships.
- Click New.
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Enter Product Relationship Details
- Product Relationship Name: Enter a name for the product relationship.
- Product: Select the source product that relies on a related product.
- Relationship Type: Set to Relies On.
- Related Product: Choose the target (related) product.
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Set Quantity Parameters
- Max Quantity: Define the maximum quantity of the related product that can be linked.
- Min Quantity: Set the minimum quantity of the related product, ensuring it’s less than or equal to the maximum quantity.
- Reverse Min: Enter the minimum quantity of the source product that relies on the target product.
- Reverse Max: Specify the maximum quantity of the source product that relies on the target product.
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Save the product relationship.
This step configures a linear relationship between the two products. After you implement the Relies On capability in Industries CPQ, the products are linked in the CPQ Cart quote or order page. See: Relies On Product Relationships in Industries CPQ.You can edit or delete the linear relationship anytime by going to Product Relationships in the App Launcher. Use the Actions dropdown list to select Edit or Delete.
- Product Relationship Details
This guide outlines how to create a product relationship in EPC by providing essential details such as the relationship name, source and related products, and quantity parameters. To link products effectively and manage their product dependencies, refer to the table.
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