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Table of Contents

Introduction

Product properties without price influence are suitable for specifying products in the offer more precisely in terms of content, without this affecting the price calculation. An advantage of product properties is that the information specified in the property is also transferred to the opportunity and is not lost in the body text of the offer.

Create a new product property of the record type "Product Property without Price Influence". The mask for configuring the product property opens:

Basic Configuration

The exact basic configuration is as follows:

Field Name

API-Name

Function

Example

Product Property

Name

Under this name the product property is displayed in the offer

Cable length

Property Type

sf42_quotefx__SF42_PropertyType__c

The property type determines the representation of how the property is queried in the quote editor. Possible characteristics are:

  • Number

  • String

  • Textarea

  • Checkbox

  • Dropdown

  • Multipicklist

  • Date

  • Relation

  • Table

  • Basequantity

  • MultiselectTable

  • AddOnProducts

Number

Preassigned Value

sf42_quotefx__SF42_PreassignedValue__c

Optional, at this point a value can be specified with which the property is preset. In the case of a checkbox, the available values are 'true' and 'false'.

5

Unit Text

sf42_quotefx__SF42_UnitText__c

Optional, this text appears in the offer after the payment input for more precise specification, e.g. a unit of measurement.

m

Mandatory

sf42_quotefx__SF42_isMandatory__c

Optional, if this checkbox is set, it is mandatory to specify the product property. Otherwise it could also be skipped in the product dialog


hidden

sf42_quotefx__SF42_isHidden__c

If set to 'true', the product property will appear in the Quote Editor, but not in the printout.


Order

sf42_quotefx__SF42_CalcOrder__c

Optional, determines the query order for multiple product properties of the same record type for a product.


Opp Lineitem API

sf42_quotefx__SF42_OppLiAPIfieldname__c

Optionally, here you can define on which field of the opportunity product the determined value should be written (esp. property type Table/Relation).


Relations

The Relations section specifies the product(s) or product group(s) to which the product property relates.

Field Name

API-Name

Function 

Example

Product

sf42_quotefx__SF42_Product__c

The product property refers to this product

GenWatt Gasoline 2000kW

Product Group

sf42_quotefx__SF42_Product_Group__c

As an alternative to the "Product" category, the price calculation can also refer to products of a product group. In this case, no product is to be specified.


secondary Product Group 

sf42_quotefx__SF42_Product_Group_2__c

Indicates the secondary product group, if applicable.

Important: The product property then only applies to products that have exactly this combination of first and secondary product group.


Note

The sections "Basic Configuration" and " Relations" are to be filled in the same way for all property types.

Property types

Property type “Number”

The specification of the "Number" type property is done in the "Additional for Number" section. The following fields are to be filled in here:

Field Name

API-Name

Function

Example

Value 1 enabled

sf42_quotefx__SF42_Value1Enabled__c

Mandatory field, to be able to query a number, value 1 must be active

Value 1 minimum

sf42_quotefx__SF42_Value1Min__c

Optional, at this point a lower limit can be defined

2

Value 1 maximum

sf42_quotefx__SF42_Value1Max__c

Optional, an upper limit can be defined at this point

15

Value 2 enabled

sf42_quotefx__SF42_Value2Enabled__c

Optional, with this checkbox another number field can be activated


Value 2 minimum

sf42_quotefx__SF42_Value2Max__c

see above


Value 2 maximum

sf42_quotefx__SF42_Value2Min__c

see above


The sections - "Additional for Dropdown/Multipicklist", "Additional for Relation/Table" - do not matter for type "Number".

Property types “String”, “Textarea”, “Date”, and “Checkbox”

With the property types "String", "Textarea", "Date" and "Checkbox" you can insert an additional, freely fillable text field or a date field or a checkbox as a product property.

The configuration is done alone via the sections "Basic Configuration" and " Relations"

Note

Note on the type "Date”

The If the field "Preassigned Value" field shows the current date by default for the of the property type "Date" property type. If it is to remain empty, the value "empty" must be entered here. If be preassigned with a concrete date is to be preassigned, it is important to observe the standard format "YYYY-MM-DD".

You can also fill the "Preassigned Value" of a product property with the selection from another product property:

If, for example, a date field is queried in a product property of the type table, another product property of the type date can be preassigned with this date value. To do this, enter the following in curly brackets in the field "Preassigned Value": {ID of the 1st product property : API name of the date field}

The sections - "Additional for Dropdown/Multipicklist", "Additional for Relationship/Table" and "Additional for Number" - do not matter for type "String" and "Checkbox".

Property type “Basequantity”

The product property "Basequantity" acts as a "hidden" quantity specification related to products with bulk prices. This feature is helpful for upselling processes: If the customer has already purchased a certain number of a product, this number will be entered as the so-called "Basequantity" in the event of a further additional purchase of the same product and will be taken into account when determining the scale rate.

The configuration is done alone via the sections "Basic Configuration" and " Relations".

It is recommended to set this product property to "hidden". Unfortunately, an automatic readout of the already existing quantity is currently not possible in the standard of appero quote.

Property type “Dropdown/Multipicklist”

For product properties of the "Dropdown" type, the values available for selection must be stored in the "Additional for Dropdown/Multipicklist" section - separated by commas, without spaces. These will then be requested in the offer in a dropdown field.

For the property type “Dropdown/Multipicklist” the following fields have to be filled in:

Field Name

API-Name

Function

Example

Dropdown Values

sf42_quotefx__SF42_DropdownValues__c

Captures the values available for selection

red, blue, green

Property type “Relation” and “Table”

See Use of Object Queries

Display in quote editor

Product Properties without Price Influence are requested in the quote editor when inserting the product and can also be edited later via the Product Details dialog:

Note

Users with the "appero quote Admin" permission can navigate to the associated record in Salesforce via the name of the product property. The product property opens in a new tab so that the quote process is not interrupted: