Managing Ad-Hoc Groups in the Cart
- You have access to the CPQ cart page.
- The cart contains one or more line items.
Ad-hoc grouping lets you organize cart line items into custom groups for better proposal structuring. You can create new groups, move line items between groups, and delete groups you no longer need.
Creating a New Group and Moving Line Items
Moving Line Items to an Existing Group
Deleting an Ad-Hoc Group
Your cart line items are organized into the ad-hoc groups you defined. The Ungrouped group always remains visible and contains any line items not assigned to a specific group.
After organizing your line items into groups, you can proceed with generating your proposal.