This section provide information on association of products with an option group.

To associate a product with an option group

  1. Go to ADMIN SETUP> Product Administration > Option Groups. The Option Groups page is displayed.
  2. Search for the required option group and click the option group name link. The Option Group details page is displayed.
  3. Click the Products tab. 
  4. Click Add Product. The Add Product pop-up is displayed. 

  5. Advanced Search

    In advanced search, you can search for a product using a search query. The search query uses options provided in Field, Operator, and Value and displays a search result that matches the criteria.

    1. Click the Advanced Search icon . The Advanced Search pop-up is displayed.
    2. Click Add Criteria.
    3. Enter the following details: 
      1. Field: All product field options are available in the drop-down list such as product Name, Product Code, and Configuration Type.
      2. Operator: Operators that are available for selection helps create the filter expression. Operators are displayed based on the field types. 
      3. Value: Enter a value.
    4. Click Add Criteria if you want add more criteria in the advanced search.
    5. Review the filter expression.
    6. Click Apply to enable the search filter. CPQ returns all products that match the criteria.
  6. Click the checkbox beside Product Name column. You can select one product, multiple products, or all the products.
  7. Click the () icon to export the selected products in CSV or Excel file format.
  8. Click Add button.

  9. Use the icon to move the products up and down in the products section.

    You can rearrange the order of the products so that most-used or purchased products appear at the top of the list in the option group.

To delete an associated product from an option group

  1. Go to ADMIN SETUP> Product Administration > Option Groups. The Option Groups page is displayed.
  2. Search for the required option group from which you want to remove products.

    You can sort products based on the product names. You can also use the rows per page to find required products.

  3. Click the option group name link. The Option Group details page is displayed.
  4. Click the Products tab. You can see a list of products associated with the option group.
  5. In the Search this list field, enter keywords to search the product you want to remove from the option group and search.
  6. Click the remove icon for the product you want to remove.