Create Product Bundles

Learning Objectives

After completing this unit, you’ll be able to:

• Describe the steps for creating a product bundle in Enterprise Product Catalog (EPC).
• Create a parent product for a bundle.
• Apply a price to a parent product.
• Add child products to a product bundle.
• Set product cardinalities.

Making a Bundle

The Infiwave marketing team just informed Product Designer Devi Jacob that they are planning to introduce a new product bundle that includes the new Infiwatch Series 5 and the Infiwave Phone 10. They wonder when the new bundle will be available, with a not-so-subtle hint that there’s no time like the present. Devi is excited to provide another selling option for his new offer, so he creates a product bundle for it. 

Bundle Creation Overview

Devi configures the product bundle in Enterprise Product Catalog (EPC), with these steps.

1. Create a parent product.
2. Add a price to the bundle.
3. Add child products to the bundle.
4. Set the cardinalities for the child products.

Create a Parent Product

Devi knows that the first step to creating a product bundle is to set up its parent product. 

As he did when creating product specifications (specs) and offers, Devi navigates to the Products tab in Product Designer, and clicks Create New Product.

On the New Product page, enter a descriptive Name to indicate that the product is a bundle, and a Product Code. There are a few important differences in how you set up a bundle’s parent product compared to creating simple products. To ensure that the product can hold child products, set the Specification Type to Offer and Specification Sub Type to Bundle.

Another key difference is that you can only assign an object type to a bundle’s parent product. Here, Devi uses the Base Bundle Offer object type, which holds the basic attributes for bundle definition.

Devi makes sure to set the parent product’s Status to Active and selects Orderable so the bundle is sellable in the CPQ Cart. 

Devi wants to get the bundle to the market as soon as possible, so he makes the necessary configurations. Set the Effectivity to Active and enter today’s date in the Selling Start Date and Fulfillment Start Date fields. 

Click Done to save your changes.

Add a Price to the Bundle

Next up, Devi creates a price for the bundle. He does this before adding child products to associate the parent product with the same price list as the child products he wants to add. Child products appear in the Structure tab only if they contain prices from the same price list.

On the Pricing tab, click New Price.

Devi wants to make the prices of the child products roll up to the bundle’s total price. In the Add Price pane, configure the following properties.

Next, fill out the Pricing Details and Availability sections. 

After you enter this information, click Done. 

Devi has now associated the parent product with the business-to-consumer (B2C) price list.

Add Child Products to the Bundle

Next, Devi adds child products to the bundle he just created.

Click the Structure tab. In the Quick Add pane, notice the list of all the products in the catalog you can add.

For products to appear in the Quick Add list, set their Specification Type to Offer in the product properties. Also, ensure that they belong to the same price list as the parent product.

Search for each product, and then drag the product directly onto the parent product. 

By consulting the helpful Legend, you can see that the products are now connected via a product child item (PCI) relationship. 

Set the Cardinalities for Child Products

The bundle is ready! Now, Devi can set limits on how many child products a customer can order when the products are part of this bundle. 

Select the Infiwatch 5 product, which opens the Edit Relationship pane. Set the minimum orderable quantity to 1, the maximum quantity to 2, and the default quantity to 1. This means customers must include at least one smartwatch in the bundle, and they have the option to even include an extra in the order. One for their loved one, perhaps? 

Edit the cardinality settings as needed for the other child products. 

Override the Cardinality of the Child Product Bundle

What if Devi sets up cardinalities for child products in a bundle and then adds that bundle to another bundle? What happens to their cardinalities? He can easily override the cardinalities of these grandchild products, so they follow the desired cardinality settings only when they’re a part of a specific bundle. Here’s a closer look into this process.

Devi notices that the marketing team wants to add the Individual Simple Choice Plan bundle offer to Infiwave Phone 10 & Infiwatch Bundle. This includes mobile plan options such as Unlimited Talk + Text, 4G LTE Data Plan, and Mobile Hotspot. In this child bundle, the 4G LTE Data Plan has a maximum allowable quantity of 5, but he must allow only 2 per order.  

Select the child product, and then click  .

In the Overridden Value section, enter the new cardinality values.

Devi takes a quick break to check his email and sees a message with the subject: One more thing. The marketing team wants to exclude InfiStream TV, Infiwave’s new channel subscription, from this new bundle. The team still wants to sell it as part of the Individual Simple Choice Plan bundle when it’s ordered on its own. How will Devi configure this? Easy. He creates another override on the InfiStream TV child product and sets its minimum, maximum, and default quantities to 0.

InfiStream TV is no longer a line item in the Cart for the Infiwave Phone 10 & Infiwatch Bundle, but still appears as part of the Individual Simple Choice Plan when it’s added to the Cart. 

Override Child Product Attributes

The marketing team wants to exclude brown, green, purple, and yellow from the Infiwatch color options. Devi knows he can achieve this using an attribute override for the Infiwatch child product. 

In the Attributes section of the Edit Relationship pane, click  .

In the Edit Attribute pane, select Brown, Green, Purple, and Yellow. These attributes are now unavailable in the Cart when the customer orders the Infiwatch as part of the bundle. 

To ensure that everything’s working as expected, Devi tests the new bundle configuration in the Cart, and is quite pleased with how easily he set up a rather complex product bundle. He lets the marketing team know the new bundle is available for sale, and they couldn’t be happier. With his work done for the moment, Devi smiles as he heads to the break room to enjoy some coffee and cookies. 

Resources

• Salesforce Help: Offer Bundles, Cardinalities, and Relationships for Product Designer
  
• Practice Guide: Create_Product_Bundles.pdf
• Practice Guide: Test the New Products in the Cart.pdf