Creating Bundled Products

Organizations may have business models where they group similar or frequently purchased products into a single product entry, either for ease or discounting purposes.

Mobileforce CPQ mirrors this behavior by allowing you to create a bundled product listings. These listings are configured by a Mobileforce Admin.

Working with Bundled Product Listings

A bundled product listing is added to a quote just as a seller would add any other product; however, the individual products included in the bundle are listed below the bundle name.

If the seller increases the quantity of the bundle (as highlighted in yellow), the quantity of the bundled sub-products only increases if configured by the Mobileforce CPQ admin (as highlighted in teal).

Additionally, Sellers only have the option of modifying or deleting the bundle itself. The individual products within the bundle cannot be modified within the quote.

Configuring a Bundled Product Listing

To manually create a product bundle from Mobileforce CPQ, we use "configurable" products, as follows:

Ensure Listings for Products exist in Price Book

If the products to be included in the product bundle do not currently exist in the desired Price Book, you must create them.

Specify Multiply Quantity Setting

For each product in the bundle, you must determine whether or not the quantity of the products in the bundle is to be multiplied when the bundle quantity increases.

The Multiply Quantity with Parent Product's Quantity setting from the Configuration tab of the product listing allows you to control this feature.

• Select Yes if you want the product quantity to multiply when the bundle quantity is increased.
• Select No if you do not want the product quantity to multiply. (Default)

Create a Product Listing for the Bundle

Now you must create a unique Product listing for the bundle itself.

Create a Product Listing:
Create a new Product for the bundle, ensure that it has a unique name and product code.

Specify the UI Layout:
From the Configuration tab, change the Type to Configurable, and select Nested Product Layout from the Product UI Layout list. When selected, Mobileforce CPQ automatically populates the subproducts table into the Sub Product Tables section.

Add the Initial Sub-Products to the Bundle:
From the Initial Sub-Products section, you will add each applicable product to the bundle, using the Add Product button. This creates an entry in the Sub-Products table.

For each sub-product entry, click the Product list and select the applicable product. Then, in the Quantity column, enter the number of the specified product to be included in the bundle.

Create Price Book Entries for the Bundle

From the Pricing tab, create an entry for each Price Book where you want to sell the bundle.

Mobileforce CPQ does not provide a way to calculate the price of the bundle, based on the selected products. This value must be calculated outside of Mobileforce CPQ.

:::(Tip) (Example:)
To use only the bundled product price (ie the price book entry for the bundled product), and ignore the individual product prices: just create a bundle specific version of each of the products that are included in the bundle, but with $0 price.

Conversely, to use the individual product prices rather than the bundled product price, please set the price book entry for the bundled product to be $0.
:::