how to create a bundle in salesforce cpq

You can create a new product bundle in Salesforce CPQ by following these steps:

• Click on the new product button under the Product tab.
• Fill out the necessary information.
• From the list of products, select the one you want.
• Click on the price book to add the price.
• Ensure the checkbox status for the active product is accurate.
• The option to create products is available.

Full Answer

What is product bundle in Salesforce CPQ?

A Product Bundle is a combination of different products and services that are sold to consumers as one combined product or service package. For any of the CPQ solutions, Product creation is the first step. Salesforce CPQ provides the facility to configure different types of product offerings and services using their unbelievable features.

How do I create a bundle in CPQ?

1 Make sure that before proceeding you have CPQ installed. ... 2 Go to the Products tab 3 Click the New button. ... 4 Click the Save & Add Price button. ... 5 Create some additional products that will be the products that make up your bundle. ... More items...

What is Salesforce CPQ and how can it help your business?

Thankfully Salesforce CPQ makes selling complicated product offerings easy by giving sales reps premade product bundles to choose from, and even tweak as needed. With bundles, your sales reps can create accurate quotes in record time. Creating a quote means choosing products, and some products must be sold with other products.

How to configure price books in Salesforce CPQ?

Log in to Salesforce CPQ → Select the “ Price Books ” available in the Menu bar (For parent product selection) → After selecting the parent product (”Cloud Package Product”) → In the “ Salesforce CPQ Configuration ” section → select “ Option Layout ” → Select the required (Sections / Tabs / Wizard) as per the requirement → Save.

What is bundle in Salesforce CPQ?

The bundle is a central concept in Salesforce CPQ. Simply put, a bundle is a group of products that are commonly sold together. There are three key objects that define bundle structure: products, options, and features. Bundles are made of products.

How do I create a nested bundle in Salesforce CPQ?

To create a nested bundle, assign a bundle product to the Optional SKU field of an option record. When users configure the top-level bundle, they'll see a configuration icon on the quote line for the option containing the second bundle.

How do you create a bundle?

In Android Studio, select “Build => Generate Signed Bundle / APK” and follow the dialog. Whether you use the command line or Android Studio, the process will leave you with a built and signed release bundle that's ready for upload to the Play Store.

What is nested bundle in Salesforce CPQ?

A nested bundle lets users select from a subset of options within a single product option. Unique Quote Line Codes Based on Bundle Configuration. When your sales rep quotes a bundle product, Salesforce CPQ can assign that bundle's quote line a unique package product code based on its configuration.

What is bundle product in Salesforce?

A bundle is a product with optional features or components that you want to include on a single quote line.

What is SKU in Salesforce CPQ?

A stock keeping unit (SKU) is an alphanumeric code that identifies a product and helps you track inventory for your retail business. You can create SKU numbers manually or using inventory management or point-of-sale (POS) software.

How do you offer bundles?

3:1610:42POSHMARK TIPS FOR MAKING MORE SALES WITH BUNDLESYouTubeStart of suggested clipEnd of suggested clipI start a bundle send an offer and then send them a message to say hi see if they have any questionsMoreI start a bundle send an offer and then send them a message to say hi see if they have any questions and let them know that i've sent that offer if a person has liked three or more items in my closet.

How do you use bundles?

2:513:34How To Use A BUNDLE In Minecraft - YouTubeYouTubeStart of suggested clipEnd of suggested clipLeft click on the item then right click on the bundle. Also you can left click on the bundle. AndMoreLeft click on the item then right click on the bundle. Also you can left click on the bundle. And right click on the item. This would be easier if you want to place a bunch of items in the bundle.

What is a bundled sale?

Bundling is when companies package several of their products or services together as a single combined unit, often for a lower price than they would charge customers to buy each item separately.

Steps to create a product bundle

Click on the “Products” tab and click “New”. The “New Product” window will open.

Recap

Let’s recap the topics that are covered here. Firstly we looked up the benefits of product bundling for both customer and seller. Then we examined its terminologies like what is a bundle, what are “Product Options”, how do we group them logically into Features.

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Process Explanation for creating a Parent Product with Feature & Options

Before heading to the features and options of a parent product, we need to finalise the Parent Product first (ex: Cloud Package Product). After finalising the Parent Product, we have to follow a few checks for Configuration Type & Configuration Event in which,

How to Create a Feature & Options For a Parent Product?

Let us consider the above example and create the Parent Product, Feature and Options for it.

Select Product bundle In a New Quote

Let's see the how to Select a Product Bundle within a New Quote Generated after Product bundle Creation.

Create different UI for Parent Product in Quote

Now, Let's see how to Create a Different UI as per the client requirement for the Parent Product with Features & Options in Quote Creation.

What is a bundle in sales?

A Bundle essentially is the collection of options and/or components that make up a product.

Do companies use bundles in CPQ?

Many companies have products that may have accessories, add-ons, or different components that make up a product – think about purchasing a laptop and the various configurations and accessories that you would use to build that. When a company has such a product, they are likely to want to use Bundles in CPQ.

What is a nested bundle in Salesforce?

Nested bundle: This is a bundle inside another bundle. You might have a configurable hamburger bundle nested inside a combo meal bundle. In Salesforce CPQ, you can nest bundles as much as you want, but we recommend only going one or two levels deep.

What does Salesforce CPQ do?

Your customer wants to buy a new printer. Use Salesforce CPQ to make sure they get the printer and all the supporting products they need, such as toner and paper.

What is a bundle in sales?

A bundle is simply a group of products we know should be sold together. When the sales rep chooses to sell the bundle, all the related products come along for the ride. There are three types of bundles. We use a food analogy to describe each type.

Do sales reps have to make sense of a wide variety of products?

Many buyers expect an array of products to choose from, but for sales organizations, offering a lot of options can come at a cost. Your sales reps have to make sense of a wide variety of products, and there’s a real possibility that they’ll quote products that just don’t work together.

Can you add bundles to quotes?

Sales reps can add bundles to quotes just like any other product, and that’s because they are products themselves. We’ll see more about the inner workings of bundles in a later unit, but for now all you need to know is that you can add bundles to quotes in a familiar way. Let’s see what it’s like to add a configurable bundle to a quote.