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Considerations for Product Options
Keep these considerations in mind when you’re working with product options. (Salesforce CPQ Managed Package)
Required Editions
| Available in: All Salesforce CPQ Editions |
- When you save a bundle configuration, Salesforce CPQ lists the bundle options in the quote
line editor according to their display order within the bundle’s configuration. If you
reconfigure the bundle later, options selected during previous configurations are always present
before options chosen during later configurations.
- For example, you have a bundle product with options A, B, C, and D. Option A is present
before B in configuration, B is before C, and C is before D. During initial configuration, you
select options A and C, so the configured bundle lists the options in the following order:
- A
- C
- Next, you reconfigure the bundle and select options B and D. The configured bundle now
lists the options in the following order.
- A
- C
- B
- D
- For example, you have a bundle product with options A, B, C, and D. Option A is present
before B in configuration, B is before C, and C is before D. During initial configuration, you
select options A and C, so the configured bundle lists the options in the following order:
- The unit price on the product option is given to the quote line, regardless of the quote’s currency. For example, you have a quote in USD and a quote in GBP. If you have a product option with a unit price of 10,000 and bring that product option into both quotes, the related quote lines have values of 10,000 in their respective currencies.
- Product options with a Type field value of Related Product can’t have their Bundled field or
their Required field selected.
Warning If a required or bundled product option has a Type field of Related Product, Salesforce CPQ treats the product option like it’s a component. Its quantity is multiplied by the parent product’s quantity, and its quantity isn’t editable in the quote line editor. - When you’re using a renewal product option, both the original product option and the renewal must have the same values for the Type field.
- If you want to let sales reps upsell a product option, enable its Quantity Editable field and set its type to Related Product. This setup allows sales reps to edit these types of product options in both the configurator and the quote line editor - make sure you consider this when setting up quantity-based validation rules.
- Because the Bundled field sets a product option’s price to zero, sales reps can’t apply a discount to it.
- Renewed product options with Discounted By Package selected don’t inherit discounts from their parent product.
- The Discounted By Package field supports only percentage-based discounts from the parent product. When you renew a quote where the Renewal Pricing Method field is set to Same, Salesforce CPQ adjusts prices where needed by applying amount-based discounts. Because of this process, renewed product options with Discounted By Package selected don’t inherit discounts from their parent product. If you want your renewed product option to inherit its parent’s discount, try using a price rule to apply the discount from the parent.
- When a product has Quantity Editable selected, and its related product option has a type of Related Product and Quantity Editable deselected, the resulting quote line has an editable quantity in the quote line editor but not in the configurator.
- When component-type quote lines are ordered, you must order the parent product.
- JSAR doesn’t support bundles where the parent is designated as optional.
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