Product Name

Enter a name for the product.

Product Code

The Product Code can be an internal code or a product number to identify the product within your organization.

Product Family

Enter a Product Family to categorize the products. If the required Product Family is not displayed in the list, you must add a picklist value in the Product Family field on the Product object. For more information refer to Configuring Product Families.

Uom

Select a unit of measurement.

Product Description

Enter a description of the product. This description is displayed when the user clicks the product name on the catalog page.

Disable Bundle Expansion

Select this checkbox to disable the expansion of the bundle or a sub-bundle on the Cart page. This does not allow the Sales Rep to expand the bundle to view the options and secondary line items. If you only disable the expansion of a sub-bundle, the Sales Rep can still expand the parent bundle.

You must create this field in the Product object. The checkbox is only considered if the Configuration Type is Bundle and Has Options is selected. Otherwise, CPQ does not disable expansion.

Configuration Type

Must Configure

Indicates that the user has to configure a product to add options or attributes or both. The Configure button is the only option available on the Catalog page. When you select Must Configure, you must also select either Has Options, Has Attributes, or both. Clearing the checkbox allows an end user both the options; either add the product to cart directly or configure the product with attributes or options, or both.

Has Options

Indicates a product as a bundle that has options (bundles/options). You can associated options and option groups to the bundle on the Structure tab. Options and Options groups are not displayed on the Configuration page, is this disabled.

Has Attributes

Indicates that the product has attributes associated to it. During the quote creation process, the end user can enter values for those attributes. Using the product attributes administration tool, you can associate product attributes to products.

Active

Indicates the product is active. The Product is not displayed on the Catalog page if this setting is not selected.

Product Type

Select a type of product. For example, Equipment, Service, and so on.

Has Search Attributes

Indicates that the product has search attributes and is useful for searching related products based on product attribute values.

Renewal Lead Time

Enter a value when the renewal quote must be created for this product after an order is activated and an asset is generated.

By default, the value is 0, which indicates that the renewal quote is created immediately after the order is activated, with the same number of Line Items in the order. If you specify 30, the renewal quote is created 30 days before the Asset End Date.