Creating Configurable Product Listings
  • 22 May 2023
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Creating Configurable Product Listings

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Article Summary

Organizations often sell individual products with options that sellers can select based on their customers needs.

Example:

An appliance company sells a single stove/range model that can be configured with either gas or electric fuel, 4-6 burners, and three size options.

Mobileforce CPQ mirrors this behavior by allowing organizations to create configurable product listings to suit their needs. Mobileforce Admins do this by creating a Product UI Layout that allows sellers to specify the deisred options.

Additionally, if the selectable options change the potential price of the product, Admins must create a uniquely tagged Price Book entry for each pricing option. For more information, see Leveraging Pricing Flexibility using Tags

Note:

Typically, products can only be configurable if the selectable options do not affect the External Product ID number associated with the product in the source CRM.

Working with Configurable Product Listings

Mobileforce CPQ indicates that a product is configurable by displaying the Edit (image.png) icon in the Actions column.

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Click the Edit icon to open the configuration page.

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Select the desired options, and then click Save to add the configuration to the quote. The configured options are added to the Description column for the product. Additionally, if configured, the price for the product is also updated.

Note:

If you click Validate or Submit for Approval for a quote with an unconfigured configurable product, Mobileforce CPQ generates an error message.

Creating Configurable Product Listings

To create a configurable product listing, you must create a Product UI Layout for the product, allowing sellers to select the applicable options for their customers. For more information, see Add Product UI Layouts.

Additionally, if your organization wants unique pricing for specific options (for example, a 4-burner range has a different cost than a 6-burner range), admins must create a unique Price Book entry for each differently priced option, ensuring that each entry is configured with a tag.

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For more information about working with tags and price options, see Leveraging Pricing Flexibility using Tags


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