Use of Product Option Fields - Part 1

Hello Everyone,

Welcome again to my blog.

We have seen use of important product fields in my previous blogs, Today we are going to have a look at important fields available on Product Option object. 

Let's start reviewing:

  • Optional SKU - Identifies the product which is defined as an option to the bundle.
  • Configured SKU - Identifies the product which is defined as a Bundle.
  • Feature - If provided, the product option will be visible under this feature.
  • Number - This is a numeric field using which we can define the order in which the options will be appearing on bundle configuration page. Product Option with the smallest number will appear on the top of product option list.
  • Selected - If Checked, the product will be selected by default when the bundle configuration. User can deselect the option at any point of time.

  • Required - If Checked, the option product will become mandatory on bundle configuration page and user will not be able to deselect the product option.

  • Quantity - This field is used to set the Default quantity for the option product.

  • Quantity Editable - If checked, the quantity will be editable on bundle configuration page.
  • Min Quantity -  This is used to set the minimum quantity for the option product. If user enters the quantity less than this, System will provide an error message on saving the bundle configuration.
  • Max Quantity - This is used to set the maximum quantity for the option product. If user enters the quantity greater than this, System will provide an error message on saving the bundle configuration.
  • Type - This field controls the behaviour of the product option quantity. We can select from the following values:
    • Component - If selected, the quantity of option will be multiplied by the bundle parent quantity. The quantity of product option will not be editable on Line Editor Page.
    • Accessory - If selected, the quantity of option will not be multiplied by bundle parent quantity. The quantity of product option will not be editable on Line Editor Page
    • Related Product - If selected, the quantity of option will not be multiplied by bundle parent quantity. The quantity of product option will be editable on the Line Editor Page.
  • Quote Line Visibility - This defines at which places the quote line will be visible. We can select from the following values:
    • Always - If selected, the quote line will be visible on Line Editor and on Generated Document.
    • Editor Only - If selected, the quote line will be visible on Line Editor screen only.
    • Document Only - If selected, the quote line will be visible on Generated Document only.
    • Never - If selected, the line will not be visible on Line Editor screen and Generated Document.
  • Bundled -  If selected, the price of this product will be 0 and the quote line editor shows that the pricing of the option is included in the bundle's price.
  • Unit Price - This field will be used to override the price coming from price book entry.
  • Discount (%) - This field is used to provide the static discount % on product option.
  • Discount Amt - This field is used to provide the static discount in amount on product option.
  • Discount Schedule - This is lookup to the discount schedule object. If you want to apply range or slab based discount, we can utilize this field.

These were few fields which can be used to control behaviour Product Options.

Please reach out if you have any feedback/query/suggestion.

Kindly subscribe to my youtube channel SFDC Learning to get learning from video tutorials.

Thanks,

Mehul Parmar

Hello Everyone, I am working as Senior Consultant. I am using this channel as a platform to share the useful knowledge of Salesforce across community. Blogs related to Salesforce domain will be easily available on this channel using which one can improve his/her knowledge and learn more about the Salesforce domain.

Comments

Post a Comment

Popular posts from this blog

Pricing Waterfall Model - Salesforce CPQ

Image
Hello Everyone, Welcome again to my blog. In CPQ (Configure, Price & Quote) softwares, the most important part is Pricing. Without pricing a CPQ software is of no use, Agree? Today we are going to learn about the Salesforce CPQ Pricing Waterfall model and different price fields available on quote lines. Following diagram best represents the Pricing Waterfall model of Salesforce CPQ.   The above image depicts different price fields which gets populated by default or as a result of some discounting. Now, let us learn about each field. Note: In all the examples given below, we have taken an example of Subscription product but in order to avoid the confusion the prices getting calculated are shown without getting multiplied by subscription term. In real life, the pricing coming will be multiplied by whatever subscription term is defined at quote level. Original Price - This field will get populated by the price that we have specified on the price book entry.  Example: A ...
Read more

Summary Variable - Salesforce CPQ

Hello Everyone, Welcome again to my Blog. It's been silence from some time, but I am back with another interesting feature provided by Salesforce CPQ. In my previous blogs, we have learnt about Pricing Water Fall Model of Salesforce CPQ. Today we are going to learn about Summary Variable in Salesforce CPQ. Summary Variables provides a way to do mathematical operations on fields which can be used further in Price Rule, Product Rule and another Summary Variable.   Let's have a look at different fields available on Summary Variable object. Target Object : This defines the object that has the field based on which we wants to apply math. Following are the values we can select from: Quote Line Product Option Asset Subscription Aggregate Function:  This field is used to specify which mathematical operation we wants to perform on the selected field, Following are the different functions available: Sum : Sums the values of selected field.  Average : Calculates the average for the ...
Read more

Percentage of Total Pricing - Salesforce

Image
Hello Everyone, In my last article, we learnt about how a product can be priced using Block Pricing Today we are going to see how can we price a product as few percent price of other products in the cart. We will focus of following things while learning: What is Percent Of Total (POT) pricing? How to setup Percent of Total (POT)  pricing? Percent of Total pricing for Bundled & Non Bundled products? Please have a look at following Video Tutorial to learn how Percent of Total pricin can be setup using Salesforce CPQ. Non Bundled Product Bundled Product Please also subscribe to  SFDC Learning  to learn from the video tutorials. Feel free to reach out with suggestion/feedback. Regards, Mehul Parmar
Read more