You can launch the Installed Products page directly for the Add/Remove flow (Service CPQ), where you can modify the association of assets with services.

Prerequisite

Your administrator must have configured a custom button to launch the Installed Products page directly from the custom cart page. For example, your administrator has used servicePLN=2 on the custom button. For more information, see Configuring a Custom Button to Launch the Installed Products Page Directly for the Add/Remove Flow.

To modify the association of assets with services 

  1. Create a quote.
  2. Click Configure Products. The Catalog page is displayed.
  3. Click Installed Products. The Installed Products page is displayed.
  4. Select the required assets that you want to associate with service products.
    Example:
    • Standalone Asset 1
    • Standalone Asset 2
  5. Click Relate. The Service Catalog is displayed.
  6. Click Add to Cart for the service products that you want to associate with the selected assets.
    Example:
    • Service Product 1
    • Service Product 2
  7. On the Mini-Cart, View Cart. The Service Cart page is displayed.
  8. Finalize the cart (or save it). CPQ finalizes the cart and navigates you back to the quote.
  9. Click the custom button (where the administrator has used the service parameter, servicePLN=2). CPQ launches the Installed Products page directly with Standalone Asset 1 and Standalone Asset 2 selected by default. You can see the service parameter in the URL now. On the Mini-Cart, you can see Service Product 1 Service Product 2.
  10. Modify the association of assets with Service Product 2:
    • Add more assets.
    • Remove the assets you will no longer associate with the service.
  11. Click Relate. The Service Catalog with the service product that you passed in the parameter is displayed. In this case, Service Product 2 is displayed.
  12. Click Update.