Bundle Products (BETA)

Introduction

If you want to offer several products together, appero quote offers you three different options:

Name

Function

Usage

When inserting the product, additional suitable products are displayed for selection in a separate tab. The selection of an additional product can be mandatory, but a fixed product combination can hardly be specified.

Serves mainly for better user guidance in the quoting process. Add-on products behave as independent products after insertion into the quote.

Bricks

Fixed product combinations can also be saved in a brick and thus be transferred to the quote with one click. Different promotion prices can also be defined in a brick.

Bricks do not offer choices like add-on products. The individual components are calculated independently of each other, there is no hierarchy within the combined products.

Bundle Products

Bundles are fixed product combinations consisting of a parent product and one or more child products, which are also mutually dependent in the quote and are offered at a total price.

Bundle products are suitable if I want to offer a fixed (promotional) package that the user should use as is in the quoting process. This kind of price dependencies between parent and child products can neither be mapped by Bricks nor by add-on products.

This chapter is about the configuration and usage of the bundle products.

Configuration

Bundle products are created in the same way as AddOn products in the sf42_quotefx__sf42_ProductEntry__c " AddOn Product" object.

Select the type sf42_quotefx__sf42_Type__c "Component" or "Accessory".
The product hierarchy is created using lookup fields on existing products. Thus, a bundle product consists of a parent product - sf42_quotefx__sf42_ProductID1__c - and a child product - sf42_quotefx__sf42_ProductID2__c.
For each child product, you create a record as follows:

Object: sf42_quotefx__sf42_ProductEntry__c
Field Name	API-Name	Field Type	Used for Type	Explanation
Addon Product	`Name`	Text	AddOn Component Accessory	Internal name. Not used in the quoting process.
Parentproduct	`sf42_quotefx__sf42_ProductID1__c`	Lookup (Product2)	AddOn Component Accessory	Sets the parent product, the head of the bundle.
Childproduct	`sf42_quotefx__sf42_ProductID2__c`	Lookup (Product2)	AddOn Component Accessory	Sets the child product. The configuration defined below refers to the child product in a bundle product (type 'Component' and 'Accessory')
Type	`sf42_quotefx__sf42_Type__c`	Picklist	AddOn Component Accessory	AddOn (Default): The following fields do not apply to this selection. Component: The quantity of the child product depends on the quantity of the parent product. Accessory: The quantity of the child product can be freely edited depending on the setting.
Position	`sf42_quotefx__sf42_Position__c`	Number (18,0)	Component Accessory	Set the order of multiple child products.
Display Options	`sf42_quotefx__sf42_DisplayOptions__c`	Picklist	Component Accessory	Specifies where the child product should be visible: Everywhere (default) Only in the quote editor Only in PDF (If the option "Only in PDF" is selected, the product can still be edited in the product detail dialog).
Override Primary Product Group	`sf42_quotefx__sf42_OverridePrimaryProductGroup__c`	Lookup (Product Group)	Component Accessory	Select another primary or secondary product group for the child product. These product groups can be used to define product properties, they are not used to create group sums or to arrange products in the quote.
Override Secondary Product Group	`sf42_quotefx__sf42_OverrideSecondaryProductGroup__c`	Lookup (Product Group)	Component Accessory
Discount	`sf42_quotefx__sf42_Discount__c`	Percent (4,2)	Component Accessory	Set a discount for the child product. If Bulk prices apply to the product, the Bulk prices will override the discount set here.
Discount Not Editable	`sf42_quotefx__sf42_DiscountNotEditable__c`	Checkbox	Component Accessory	If this checkbox is active, all discount and unit price columns in the quote are locked for editing. Discounts via product properties such as Bulk prices can still be assigned.
Ignore Bulk Price Rules	`sf42_quotefx__sf42_IgnoreBulkPrices__c`	Checkbox	Component Accessory	If this checkbox is active, all bulk price rules for the child product will be ignored and custom discounts can be applied.
Required	`sf42_quotefx__sf42_Required__c`	Checkbox (Default: true)	AddOn Component Accessory	If this checkbox is active, the employee cannot remove the child product from the bundle.
Quantity	`sf42_quotefx__sf42_Quantity__c`	Number (16,2)	Component Accessory	Set a default quantity for the child product.
Minimum Quantity	`sf42_quotefx__sf42_MinimumQuantity__c`	Number (16,2)	Accessory	Define a minimum or maximum quantity for the child product. The values are checked when you enter them in the editor.
Maximum Quantity	`sf42_quotefx__sf42_MaximumQuantity__c`	Number (16,2)	Accessory

Bundle calculation options

You set the basis of bundle calculation on the product record (product2) of the parent product in the "Calculation in Bundles" sf42_quotefx__SF42_CalculationInBundles__c field:

Either only the price of the parent product applies or the prices of the child products are added to the sum price. For details see below in the section "Opportunity products calculation".

Bundle products in quote

Bundle products are stored on the quote item in their individual components, recognizable by the object type sf42_quotefx__SF42_QuoLI_Typ__c.

Object: sf42_quotefx__SF42_GenLineItem__c
Bundle component	Object Type `sf42_quotefx__SF42_QuoLI_Typ__c`	Reference to associated bundle components
Parent product	4	-
Child product	999	Reference to the "Bundle Parent”: `sf42_quotefx__SF42_QuoLI_ParentQuoLi__c`(Lookup to the associated quote item, i.e. this relation is valid in this quote, not parent at the `product2` level).

Outline and numbering

As with AddOn products, the numbering of the subordinate products is based on the "Position number for child product items" setting (Setup Text addOnSubPos):

Please note that the order of bundle products cannot be changed manually in the quote editor. You will receive a corresponding message.

Bundle products in PDF

Please note that the order of bundle products cannot be changed manually in the quote editor. You will receive a corresponding message.

If you want to visually set off the child products in the PDF, please create your own CSS classes for type999.

Also, you cannot currently influence the visibility of the columns of child products in the editor or via configuration. Please control this via the quote CSS using the following sample classes.

CSS pattern classes for the display of child products

To hide or visually modify cells at child products in the quote PDF, please control the individual columns via the CSS of the Style belonging to the quote template. You can simply add to the following sample classes as needed or customize them to your liking.

Hide Listprice column

.type999 .Listprice {
  visibility: hidden;
}

Hide Quantity column

.type999 .Quantity {
  visibility: hidden;
}

Hide Discount

.type999 .Discount {
  visibility: hidden;
}

Hide Endprice

.type999 .Endprice {
  visibility: hidden;
}

Hide Sumprice column

.type999 .Sumprice {
  visibility: hidden;
}

Hide separator line between child products

.type999.prodline {
  display: none;
}

Show a column again

Here at the example of the Sumprice column:

.type999 .Sumprice {
  visibility: visible !important;
}

Formatting adjustment

General adjustments of the formatting, e.g. font, font color, font size, can be defined analogously for each column. Here at the example of the list price column:

.type999 .Listprice span {
  font-size: 14px !important;
  color: red !important;
  font-style: italic !important;
  font-weight: bold !important;
}

All these adjustments are of course only visible in the PDF, in the quote editor the user sees the columns according to the respective configuration.

Bundle products in the Opportunity process

Calculation of the opportunity products and the opportunity amount

If you copy a quote with bundle products into the opportunity, the components will be stored as independent opportunity products.

The relation of a subordinate to its parent product is stored in the field "Bundle Parent" sf42_quotefx__SF42_BundleParent__c by means of a lookup to the corresponding opportunity product.

The calculation of each product is based on the settings on the parent product record in the "Calculation in Bundles" field:

Product2	sf42_quotefx__SF42_CalculationInBundles__c
Picklist value	Explanation	Calculation of the opportunity product
Use Parent Price	The prices of the child products are ignored for the price of the bundle.	In an Opportunity, only for the parent product the unit and sum price will be calculated, the child products will be shown with amount 0.
Child-to-Parent Rollup	The total prices of the child products add up to the unit price of the parent product (or are added to its existing unit price).	Each opportunity product is calculated separately, the parent product is issued with amount 0 or the proportional price if the price book entry is > 0.

In this way, the correct calculation of the opportunity amount is ensured at the same time.

The "Calculation in Bundles" setting on the parent product thus also influences how you can evaluate the individual prices of the bundle components in reporting.

Capabilities and limitations

The following is a list of basic possibilities and limitations when using bundle products.

Area	Explanation
Possible combinations	There can be no combination of add-on and bundle products. Similarly, nesting of bundle products, i.e. bundles as child products in a bundle, is not allowed. Combination of subordinate products of Component type and Bundle Accessories in a bundle is also not supported.
Price dependencies	Price dependencies such as price calculation from sum or product can only be considered within child products. Thus, the parent product cannot be used to calculate a child product, likewise products outside the bundle cannot refer to child products of a bundle for price dependencies and vice versa. Price dependencies from the parent product to products outside the bundle are currently not yet reliably calculated (planned for appero quote Winter 23).
Product properties	All components of a bundle, i.e. parent and child products, can have product properties with and without calculation. Bulk prices are also taken into account in the calculation. However, not yet with the additional options "base quantity" and "user-defined scale price filter" (Provided for appero quote Winter 23)The calculation is then included in the total price depending on the bundle configuration.
MediaVelox	Aktuell können Produkte mit Produkteigenschaften aus MediaVelox nicht in Bundle Produkten verwendet werden.
Summation in quote	Child products cannot be included individually in group totals. The bundle is only included in the totals with the total price and the product groups of the parent product. Similarly, subordinate products cannot be used to calculate a total discount from a discount matrix.
Validation	Currently, the VAT amount of a bundle cannot be displayed yet. Likewise, the gross total, and the group total gross are not calculated correctly when bundle products are in the quote. (Provided for appero quote winter 23)
Product search	If one of the child products does not have an active price book entry, the entire bundle will be deactivated and, if necessary, removed from existing quotes during editing.
Bricks	If one of the child products does not have an active price book entry, the entire bundle will be deactivated and, if necessary, removed from existing quotes during editing.
VAT	Currently, the VAT amount of a bundle cannot be displayed yet. Likewise, the gross total, and the group total gross are not calculated correctly when bundle products are in the quote. (Provided for appero quote winter 23)
Opportunity Process	Currently, the quote process with bundle products cannot be started from the opportunity product search yet. Please add the products in the quote editor first. (Intended for appero quote winter 23)
Server Product Search	The server product search cannot currently be used for bundle products. (Intended for appero quote winter 23)
Lower Price Limit	Currently, the so-called lowsell price for bundle products is not yet calculated. This also means that no lower price limits can be defined in the approval process for bundle products (planned for appero quote Winter 23).
Particularities in the calculation	Currently, the Settings > Calculation "Use rounded values to calculate product values" and "Use exact values to calculate sum values" are not yet considered for bundle products. Likewise, you should not apply the "Listprice is editable" checkbox on Product records to components of bundle products. (planned for appero quote Winter 23)
Apex Hooks	The external pricing, so called Apex Hooks, can currently not be applied to bundle products.(Intended for appero quote Winter 23)

Further Links

Bundle Products in the Quoting Process