Recently I have seen a question popping up on communities that how can we add a product dynamically to a quote (not within the bundle), based on a condition. I'll explain a few simple use cases below.
These use cases refer to adding a product on a Quote Line Editor and the CPQ version installed is 214.6
These use cases refer to adding a product on a Quote Line Editor and the CPQ version installed is 214.6
Add a "Warranty" Product if "Macbook Pro" is added to the Quote.
While I select "Macbook Pro" to add in my Quote, it should also add the "Warranty" product automatically to my Quote.
1. Product Rule: Create a Product Rule of type Selection and scope equals Quote.
- Type: Selection
- Active: checked
- Conditions Met: All
- Scope: Quote
- Evaluation Event: Always
- Tested Object: Quote Line
- Tested Field: SBQQ__ProductCode__c
- Operator: equals
- Filter Type: Value
- Filter Value: MBPRO
3. Actions: If the condition returns true, we would like to add the Warranty product to the quote, add an action to do so.
- Product: Warranty
- Type: Show & Add
Note that another version of the use case above can be to add a Warranty Product if an "Add Warranty" checkbox on Quote is checked i.e. add a product based on a field value on Quote. To do so the error condition above will be modified to these values:
- Tested Object: Quote
- Tested Field: Add_Warranty__c
- Operator: equals
- Filter Type: Value
- Filter Value: TRUE
Add a linked product on the Quote
If there are a lot many different linked products to be added, creating one product rule for each is not recommended rather a Lookup table should be used to achieve that.
1. Lookup Table: Create a lookup table with the master product and a linked product. In our use case, Macbook Pro is the master product and Warranty is the linked product. I have added 2 sample records in this object:
2. Product Rule: Create a product rule referring to this lookup table:
populate the lookup query information from the custom object.
3. Lookup Query: add a lookup query related to the product rule above.
- Match Type: Field Value
- Tested Object: Quote Line
- Tested Field: Product Code
- Operator: equals
- Lookup Field: Master_Product_Code__c
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