Auto-Inclusion with Line Item Updates
While creating auto-inclusion constraint rules, you can specify an Action Criteria based on which products are auto-included. For every new product auto-included, line items are added to the cart. You can now update the fields of the auto-included line items, such as, quantity, term, base price, and adjustment type. You can also update the fields based on condition defined in the Update Expression field.
CPQ displays the Auto-Included Product icon to distinguish auto-included line items in the cart. The icon is displayed on auto-included standalone, bundle, and option products.
Line updates are only applicable on Auto-inclusion rules with the scope as product. Add only 10 line item expressions. Please consult with Conga before adding more than 10 action expressions. There may be a more optimal way of approaching the requirement.
Scenario 1
If you purchase ten chargers or more, you can offer 2 USBs free. In this case, if the quantity of chargers in the cart is updated to >=10, then auto-include USB to the cart with the quantity set to 2, adjustment type set to % discount, and Adjustment value set to 100.
If the quantity of the chargers on the criteria line item is updated to less than 10 then auto remove Auto included USB line item from the cart.
Scenario 2
If you purchase a product with selling term greater than 2 years, you can auto-include 1 year of Premium Maintenance for free. In this case, if the Term of the product line item in the cart is updated to >=24, then auto include another line item in the cart for Premium Maintenance with term set to 12 months, start date set to start date of the criteria line item, adjustment type set to % discount, and Adjustment value set to 100.
If the term of the product on the criteria line item is updated to less than 24 then auto remove Auto included Premium maintenance line item from the cart for each Quantity.
Scenario 3
For every 10 chargers you buy, auto-include 2 chargers. In this case, if the quantity of chargers in the cart is updated to 56, then auto include another line item in the cart for chargers with quantity set to 10 (56/10 = 5), adjustment type set to % discount, and Adjustment value set to 100.
If the quantity of the chargers on the criteria line item is updated to 60 then the quantity of the Auto included charger line item in the cart is updated to 6 from 5.
If the quantity of the chargers on the criteria line item is updated to 45 then update quantity of Auto included charger line item in the cart to 4 from 5.
If the quantity of the chargers on the criteria line item is updated from 56 to less than 10 then auto remove Auto included charger line item from the cart.