The Service Cart works similar to Product Cart. For more information, see Working with the Cart. CPQ supports the cart grid actions on the Service Cart as well. After you navigate from the Service Catalog or the Service Config page to the Service Cart page, you can perform the following actions:

  1. Modify the related line items that are associated with the service:
    • Hover the mouse on the service bundle name, click the more icon () and select Related Line Items. The asset bundle that you selected on the Installed Products page is displayed.
    • Click the icon to expand the service bundle and hover the mouse on a service option name, click the more icon () and select Related Line Items. The asset component(s) that you selected on the Installed Products page is displayed.
  2. Click Add/Remove if you want to change the assets associated to a specific line item only (service bundle or service option). The Installed Products page is displayed. 
    1. Remove the selected asset if you do not want to associate it with the current service. 
    2. Add more or different assets if required and click Relate. The Service Catalog is displayed.
    3. Click Update to confirm the service product association with the new asset. 
    4. Click View Cart on the Mini-Cart. The Service Cart is displayed.
  3. Click Add/Remove at all levels if you want to change the assets associated to the service bundle and all service options together. The Installed Products page is displayed. 
    1. Remove the selected assets if you do not want to associate them with the current services. 
    2. Add more or different assets if required and click Relate. The Service Catalog is displayed.
    3. Click Update to confirm the service product association with the new asset. 
    4. Click View Cart on the Mini-Cart. The Service Cart is displayed.


      When you use Add/Remove and Add/Remove at all levels buttons to navigate to the Service Catalog, filters defined in Search Filter (CPQ) are not applied.

  4. Distribute the weightage of the service among related line items:
    1. From the Weightage Type drop-down, select Percentage or Amount.
    2. In the Weightage Amount field, enter a value.
      • If the Weightage Type = Percentage, the total weightage must be equal to 100.
      • If the Weightage Type = Amount, the total weightage must be equal to the net price of the line item.

    3. Click Save.

      The weightage amount or percentage value drives the service allocation for the customer. For example, you can set 60:40 service allocation amongst two service products depending upon service implementation needs.

      If your administrator has set the global flag isTriggerInitiatedUpdate to True, CPQ skips the trigger logic, which allocates the net price of the service line item to all associated related line item records based on the Weightage Type and Weightage Amount fields. For more information, see Configuring the Execution of the RelatedLineItem Trigger.

  5. Click Split to clone a configured service line. For more information, see Splitting the Related Line Items from Services.
  6. Finalize the cart.