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Understanding Product Bundles
A product bundle is a group of products sold as a package. A simple product bundle is one where the user cannot change the items in the bundle or their quantity. A dynamic bundle is one where the user can either change the items that make up the bundle, or the quantity of items in the bundle, or both.
A product bundle is itself a product and has a product record. It can also have a part number. You price bundles by assigning them a list price.
When you create a bundle, it is added to the product master. This means you can add the bundle to any quote or order. Product packages that you create in a quote or order are bundles that are specific to that quote or order. They are not added to the product master.
You must create a bundle record for each product you add to a bundle. A bundle record has the following fields:
- Product. The product name.
- Part #. The product part number.
- Description. A brief description of the bundle. This does not display to users.
- Quantity. The quantity of the product you want to include in the bundle.
- Sequence. The order in which products in the bundle display in quotes and orders.
- Forecastable. A check mark in this field means that the product will be added to product forecasts when the bundle is included in a quote and the user updates the related opportunity.
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Product Administration Guide, Version 7.5 Published: 18 April 2003 |