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Knowledge Center > Zuora CPQ > Zuora Quotes > Bundling in Zuora Quotes > Configure Products and Bundles in Salesforce > Create Product Option Groups and Options in Salesforce

Create Product Option Groups and Options in Salesforce

After creating or editing a product, create the following under the product in the given order:

  1. Product Option Groups
  2. Product Options
  3. Product Rate Plan Options
  4. Product Rate Plan Charge Options
  5. Product Rate Plan Charge Tier Options

Create a Product Option Group

Create a product option group to create a logical grouping of the product options for a parent product, e.g. Support Plans.

  1. On the Product page, click New Product Option Group to create a product option group under this product. The current product shown on the page becomes the parent product.
  2. Specify the following field values.
    • Product Option Group Name: Specify a name of this option group.
    • Root Product: The top level in the bundle.
    • Min Option: Enter the minimum number of product options under the parent product. In the Guided Product Selector, your users will be required to select at least this number of bundle components.
    • Max Option: Enter the maximum number of product options under the parent product. In the Guided Product Selector, your users will not be able to select more than this number of bundle components.
      You can have more than the Max Option number of product options in this product option group during configuration.
  3. Click Save.

Create a Product Option

  1. Click New Product Option.
    • If this option is contained in an option group, click New Product Option on the Product Option Group page.

    • If this is the only product option for the parent product, click New Product Option on the Product page.

  2. Specify the following field values.
    • Product Option Name: Specify a name to identify this option.
    • Root Product: The top level in the bundle.
    • Product: The child product that is included under the parent product.
    • Option Type
      • Included: This product is automatically included in the bundle. An included product does not have a rate plan of its own in the bundle. If this option is under an option group, this option is not available.
      • Required: This product is always included in the bundle and cannot be removed during the product selection process. A required product has its own rate plan.
      • Recommended: This product is selected by default, but your users can remove it during the product selection process.
      • Optional: This product is not selected by default, but it can be added to the bundle during the product selection process.
  3. Click Save.

Clone a Product Option or a Product Option Group

You can create a product option or a product option group by copying an existing option or an option group.

To copy a product option or a product option group:

  1. Open the product option or the product option group you want to copy.
  2. Click Clone.
  3. Update the field values as needed for the new option or option group.
  4. Click Save.

Copy Product Option Relationship

To facilitate faster catalog creation, you can copy a product/bundle structure to create a new structure. 

To copy a product/bundle structure:

  1. On the Product Option page of the product option you want to copy, click Copy Relationship.
  2. Select the product option or product option group.
  3. Click Copy.
    The selected product option or product option group along with its children production options, product rate plan options, product rate plan charge options, and product rate plan charge tier options are copied. The Root Product field of the copied option / option group is set to the current Root Product value.

Create a Product Rate Plan Option

A product rate plan option is required if the Option Type of the parent product option is set to Required, Recommended, or Optional. 

Do not create a Product Rate Plan Option if the parent product option type is Included.

Under the product option, create product rate plan options to link the rate plans in the included products.

  1. On the Product Option page, click New Product Rate Plan Option.
  2. Specify the following field values.
    • Name: Specify a name to identify this product rate plan option.
    • Product Rate Plan: Look up and select the rate plan you want to include in the bundle.
    • Effective Start Date: The first date this rate plan option goes in effect and available in the Lightning Guided Product Selector.
    • Effective End Date: The last date this rate plan is available as a component in the bundle in the Lightning Guided Product Selector.
  3. Click Save.

Create a Product Rate Plan Charge Option

A product rate plan charge option is required if the Option Type of the parent product option is set to Required, Recommended, or Optional. 

  1. On the Product Option page, click the product rate plan option you want to add the new charge option to.
  2. Click New Product Rate Plan Charge Option.
  3. Specify the following field values.
    • Name: Specify a name to identify this product rate plan charge option.
    • Product Rate Plan Charge: Specify the product rate plan charge you want to include in the bundle.
    •  Minimum Quantity: For the Per Unit Pricing model, specify the minimum number of units allowed for this charge in this bundle. 
    •  Maximum QuantityFor the Per Unit Pricing model, specify the maximum number of units allowed for this charge in this bundle.
    •  Default QuantityFor the Per Unit Pricing model, specify the default quantity of units for this charge in this bundle.
    • Price: Specify the price of this charge if different in this bundle.
    • Currency: Specify the currency of this charge price in this bundle.
  4. Click Save.

Create a Product Rate Plan Charge Tier Option

A product rate plan charge tier option is required if the Option Type of the parent product option is set to Required, Recommended, or Optional. 

  1. On the Product Rate Plan Option page, click the rate plan charge option you want to add a charge tier option to.
  2. On the Product Rate Plan Charge Option page, edit the price table in the Price section to override any tier fields.
    • Starting Unit: The starting number of a range of units for the tier.

    • Ending Unit: The end number of a range of units for the tier.

    • Price: The price of the charge if the charge is a flat fee, or the price of each unit in the tier if the charge model is tiered pricing.

    • Price Format: Indicate if pricing is a flat fee or is per unit. This field is for tiered and volume pricing models only.

  3. Click Save All.

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