Product Options Flashcards
Option Name
Standard Field
Apply Immediately Context
“Apply Immediately on Selection” applies changes immediately on selection of product, whereas “Apply Immediately on Quantity Change” does that on change of quantity. “Always” applies changes both times, on selection of product and on change of quantity.
Options are Always, On Selection, and On Quantity Change
Apply Immediately
Select the checkbox to immediately apply changes to this option. Use sparingly to avoid slow user
experience.
Bundled
Select the checkbox to indicate that the related product is bundled with the main product. Bundled options have fixed quantity and zero price as price is included in the main product. Leave this unchecked if the price should be added to the option.
Component Code Position
This field marks the position of this component in the generated product code for the configuration.
Component Code
This field gives the code for the component represented by this option.
Component Description
Position
This field gives the position of this component in the generated product description for the configuration.
Component Description
Description for the component represented by this option; this is used in conjunction with the “Configured Description Pattern” field on the product object.
Configured SKU
Product SKU of the bundle that is being configured with this option; if you create the option from the
product detail page, this should already be populated.
Default Pricing Table
Select the pricing table this product should appear in by default when price dimensions are defined.
Options are Segmented and Standard
Discount (Amt)
Discount (Amt), based on the field, when the product referenced for this option is offered standalone. But, you’ll need to extend a discount if purchased a part of this product bundled.
Discount Schedule
Look up the discount schedule to be applied to the product selected by this option. This discount schedule overrides the discount schedule selected on the product or feature.
Discount (%)
Enter a discount (%), based on the field, when the product referenced for this option is offered standalone. But, you’ll need to extend a discount if purchased a part of this product bundled.
Discounted by Package
Check to automatically apply additional discount from parent package to this component. Only a percentage-based discount can be applied.
Existing Quantity
The existing quantity of this product is computed by looking at the assets attached to the account.
Feature
Enter or lookup the feature that includes this option. This will be dependent on the configured SKU.
Max Quantity
This is the maximum quantity allowed for this option.
Min Quantity
This is the minimum quantity allowed for this option.
Number
Set the display order of this option within the feature it’s assigned to.
Optional SKU
Enter or look up the product SKU that should be added when this product is selected.
Price Editable
Select to mark the price as editable, allowing users to make changes to option prices.
Product Code
This is the product code for the optional product SKU.
Product Configuration Type
This field pulls in the value of configuration type on product object in order to avoid loading related product record.
Product Description
This is the description for the optional SKU.
Product Family
This is the product family for the optional product SKU.
Product Name
This is the name for the optional SKU.
Product Quantity Scale
This specifies the number of decimal places used in the “Quantity” field.
Product Subscription Pricing
This shows the type of pricing to use for this subscription. “None” means this product is not a subscription.
Quantity Editable
Check to allow the quantity to be edited even though it’s specified on the option.
Quantity
This shows the quantity of the related product that should be added to the quote.
Quote Line Visability
Configure the visibility of quote line generated by this option.
Options are Always, Editor Only, Document Only, and Never
Renewal Product Option
This product option replaces the product option on renewal. Use this to quote a different SKU when renewing.
Required
Select the checkbox if this product is required on the bundle.
Selected
Select the checkbox if this product option should be automatically selected by default.
Percent of Total Scope
Choose how this percent of total product option is calculated. “Package” is specific to the parent product. “Components” is specific to sibling components. “Both” is specific to the parent and sibling components.
Options are Package, Components, and Both
System
Select the checkbox to indicate this option is managed by the system, which makes it unavailable for user
selection.
Type
Use “Component” if this option, including quantity, is dependent on the parent. Use “Accessory” if this option is dependent on the parent but quantity is independent. Use “Related Product” for related but fully independent products.
Options are Component, Accessory, and Related Product
Unit Price
This is the unit price for this option. This will override the value from the price book.
Uplifted by Package
Check to automatically apply uplift from parent package to this component. This only applies to components that are multisegmented products.
Location
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