Add-on Products
- Anne Krieg
- Phu Nguyen (Unlicensed)
Configuration of add-on products
Add-on products, i.e. products that are interdependent in the quoting process, are created in the add-on product object sf42_quotefx__sf42_ProductEntry__c.
The product hierarchy is created using lookup fields on existing products. Thus, an add-on product consists of a parent product - sf42_ProductID1__c - and a child product - sf42_ProductID2__c, which you can find under the Related Lists of a product.
Add-on products, if any, are queried in the product detail dialog when a product is inserted.
Individual products from the hierarchy can also be preselected here via the SF42_preselected__c field, but this selection is not mandatory in the quoting process and can be changed.
The field Position sf42_quotefx__sf42_Position__c is ignored from version 19.1000 and can be hidden for all users.
The value defined in the SetupText addOnSubPos sets the optional sub-numbering for related products in the quote.
appero quote supports up to 8,000 add-on products in the quoting process. It is important for the correct display of the product hierarchy in the quote editor that really all existing add-on products in your org - not only for the respective selected product - are configured correctly. Otherwise you will receive an error message.
Add-on products in conjunction with the Sync from Opportunity function
We do not recommend using add-on products with pre-selection or as mandatory product properties in connection with the "Sync from Opportunity" or "Quote as Template" functions. On the one hand, this leads to duplicate products and incorrect calculation of your quote.
In this case, do not preselect the add-on products (SF42_preselected__c = false) or mark the product property as mandatory (SF42_isMandatory__c = false), and skip selecting add-on products when loading the saved products.
Add-on products in the quote editor
There are two alternative ways to make add-on products available in the quote:
Configuration via setup text and product configuration
The active setup text showAddOn - value true - is a prerequisite for existing add-on products to be displayed in the quote editor.
Configuration via product property and product configuration
Add-on products can also be defined as 'Product Property without Price Influence' of the type 'Related products' and based on products or product groups. The product property is always created on the parent product.
As soon as such a product property is active, the setup text showAddOn loses its function; add-on products from the hierarchy are only queried if the product property applies.
The product property 'Related products' can also be set up as mandatory. The product detail dialog cannot then be closed without the user making a selection in the 'Related products' tab or confirming a preselection.
For the user, no difference between the two options is apparent in the editor.
Positioning of the add-on products
Add-on products can be placed according to their own product groups in the offer template or directly below the parent product. You can specify this setting using the radio button in the Add-on products tab:
You can set the default value of positioning using the setup text addAddOnsRespectingProductGroups - you can find the setup in the "Interface" area as the "Add related products by product group" button. If you enable the option, related products will be inserted into the quote based on their product groups, otherwise they will be inserted after the parent product.