Add Bundle Components

Xenial PortalData ManagementOrdering SettingsProductsProduct List

To add bundle components to a product:

  1. From the pane on the left, open the Build page of the product record.

  2. On the Build page, locate the Bundle Configuration section.

  3. Set the Enabled toggle to On to enable bundle configuration.

  4. Set the Show Confirmation Prompt toggle to the desired setting.

    • If this option is toggled to YES, the order taker is prompted to confirm combining order item components into a bundle. This prompt is displayed when bundle components are added to an order separately.

    • If this option is toggled to NO, the order taker is NOT prompted to confirm combining order item components into a bundle.

  5. From the Advance on Component Fulfillment dropdown, select the desired option.

    • Use Company Preference - If selected, the Advance on Component Fulfillment option selected from the Company or Site Preferences editor is enforced with this product.

    • On Final Component Choice - Once the order taker has fulfilled all components except for the final component, the tab for the final component is automatically displayed.

    • Do Not Automatically Advance - When this bundled product is added to an order, the component remains selected on the order item listbox enabling the order taker to perform another action on the component.

  6. Set the Perform Conversion on Change to Component(s) toggle to the desired setting.

    • If this option is toggled On, the size of all bundle components is automatically converted when the order taker changes the size of one component.

    • If this option is toggled Off, the size of all bundle components is NOT converted when the order taker changes the size of one component.