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            Unique Quote Line Codes Based on Bundle Configuration

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            Unique Quote Line Codes Based on Bundle Configuration

            When your sales rep quotes a bundle product, Salesforce CPQ can assign that bundle’s quote line a unique package product code based on its configuration. You can define a template for the package product code that contains a combination of static text and variables. Your sales reps can then use each package product code as a SKU to quickly send configured bundle data to their orders team. (Salesforce CPQ Managed Package)

            Required Editions

            Available in: All Salesforce CPQ Editions

            This process is useful for sales reps working with quotes that contain many configured objects. If they have a quote containing 100 bundles each with unique configurations, sending a list of SKUs is much faster than sending an order form for each product.

            The product’s Configured Code Pattern fields defines the template for the package product code. It contains any static text that you want in your package product code, and one or more values enclosed by brackets. The bracketed values refer to a product option field called Component Code Position. When a sales rep quotes a bundle with a configured code pattern, Salesforce CPQ evaluates the bundle’s selected product options. If a product option’s component code position has a matching value in one of the pattern’s brackets, Salesforce CPQ replaces the bracketed value with the product option’s component code.

            Important
            Important Make sure that your configured code pattern doesn’t contain a bracketed value for a bundle without a matching product option to fill that position. In this case, the package product code displays the brackets and original enclosed value without replacing anything.
            Example
            Example Your company sells laptops that have a basic chassis and configurable components, such as memory and hard drives. These laptops appear as bundle products in your catalog. To sell a laptop, the company’s fulfillment team first configures it based on customer request. A sales rep then records that request by configuring the bundle product within Salesforce CPQ. Since the sales rep may have hundreds of configurable laptops in a single business order, they want to avoid sending a full order form for each configuration.

            Let’s look at how you can set up this bundle’s package product code so that your sales reps can send it as a SKU. You can make a package product code that’s easy to understand by giving the component code a similar name to the option’s Optional SKU. We also recommend giving your component code positions the same value as the Number field on that option’s parent feature. This way, if you list your component code positions in ascending order within the configured code pattern, they appear in the same order that they’re listed within the configurator.

            Laptop: Model LC-001
            FeatureFeature’s NumberOption 1’s Optional SKUOption 2’s Optional SKUOption 3’s Optional SKU
            Processor 10 i3 i5 i7
            Hard Drive 20 1TB 2TB 4TB
            Memory 30 8GB 12GB 16GB

            Put LC-001 at the beginning of the configured code pattern so that it appears on every configured quote line made from this bundle. Next, list your three different component code position values bracketed and in ascending order. We’ll separate each component code position with a dash so that the package product code is easier to read. So, your final configured code pattern should be LC-001-{10}-{20}-{30}.

            Let’s see what kind of package product codes your sales rep would get from different configurations.

            i3 processor, 1-TB hard drive, 8-GB of RAM
            Package Product Code: LC-001-i3-1TB-8GB
            i7 processor, 4-TB hard drive, 16-GB of RAM
            Package Product Code: LC-001-i7-4TB-16GB

            See Also

             
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