Configuring Bundle Products
- Open desired quote and select a product by doing any of the following:
- Click Catalog from the right-side panel and select the category hierarchy you want to view.
- Click Catalog > Go to Catalog to navigate to categories.
- Click Catalog and type a category or product name in the Search Bar
- From the Product Catalog section, to configure options for a product, click Configure next to it. The selected product is displayed in the Selected Products section on the right and the options page is displayed.
- Select the options for your bundle. You can search for products using the search bar next to the bundle name. Type full or partial text and click Next or Previous or press Enter to search the product in various option group tabs. The search result is highlighted under the respective tab.
- The following actions are available for you once you select the options.
- Click Add More Products, to add additional products.
- Click Remove Item, to remove a product.
- Click Go to Pricing to price the product.
- Click Save to save your selected product for that quote.
- Select Optional to consider a particular line item as an optional one.
Note: The configuration page displays contextual indicators when a product triggers or violates a validation rule. You can view rule messages directly on the product. Error indicators and rule indicators appear separately, even when multiple rules apply.The values in the Quantity field for options can be driven by the numeric expression builder configured for the selected option.
Note:The precedence for calculating the default quantity of an option product is as follows:
- Transactional input provided by the sales representative on the Configuration page
- Default quantity defined at the bundle structure level
- Default quantity defined at the price list item level
The Save button is used in case you want to save your configuration before proceeding to the attributes and cart page. For example, if you change the Quantity of the options associated with your bundle product, you might want to save the configuration before moving to the cart page.