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Creating Simple Product Bundles


A simple product bundle is a group of products offered as package. The user cannot change the items in the bundle or their quantity.

To create a simple product bundle, you first create a product record for the bundle and select Bundle in the Structure Type field. Then you add products to the bundle. After creating the bundle, see Siebel Pricing Administration Guide to set up pricing.

Observe the following guidelines and restrictions when creating a simple product bundle:

  • The quantity of a product in a bundle can be greater than one. When creating a quote or purchasing the bundle, users cannot change the quantity of a product in the bundle. The user cannot change which items are in the bundle.
  • When users add bundles to quotes and orders, the products in the bundle display as line items beneath the bundle's product name.
  • You can add a product bundle to another product bundle.
  • You can add a product with components to a bundle.
  • When you add a bundle to a product with components, the user can change the quantity of the bundle product during a configuration session.
  • You can convert a bundle to a product with components and you can convert a product with components to a bundle.

To create a product bundle

  1. Navigate to the Administration - Product screen, then the Products view.
  2. Create a new product record, enter the name of the bundle in the Product field, and select Bundle in the Structure Type field.

    Complete any other needed fields for the product bundle, as you would for a simple product.

  3. Click the Bundle Product view tab.
  4. In the Product Bundle list, add a new record and complete the necessary fields. Some fields are described in the following table.
    Field
    Comments

    Product

    Select a product that is in the bundle.

    Description

    Enter a brief description of the bundle. This does not display to users.

    Quantity

    Enter the quantity of the product you want to include in the bundle.

    Sequence

    Enter the order in which products in the bundle display in quotes and orders.

    Forecastable

    Select this field to add the product to product forecasts when the bundle is included in a quote and the user updates the related opportunity.

  5. Repeat Step 4 for each product you want to add to the bundle.
  6. Create the pricing for the bundle product, as described in Siebel Pricing Administration Guide.
  7. Click Done.

    This releases the bundle for use by customers. A check mark displays in the Bundle check box in the product record form.

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