Product Bundles

This chapter explains how to create product bundles. A product bundle is a group of products that are sold together for a specified price. It includes the following topics:

About Product Bundles

A product bundle is a group of products sold as a package. If you create a product bundle, the user cannot change the items in the bundle or their quantity. If you want the user to be able to select the items, you must use a product with components instead of a product bundle.

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. You cannot use Pricer to create roll-up pricing based on components or on attributes of components in a bundle. You also cannot use attribute-based pricing to set the price of a bundle based on the attributes of the bundle as a whole.

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.

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

Navigate to the Administration - Product screen, then the Products view.
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.
Click the Bundle Product view tab.

In the Product Bundle list, add a new record and complete the necessary fields as 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.

Repeat Step 4 for each product you want to add to the bundle.
Create the pricing for the bundle product, as described in Siebel Pricing Administration Guide.
Click Done.
This releases the bundle for use by customers. A check mark displays in the Bundle check box in the product record form.

Modifying Simple Product Bundles

You can modify a simple product bundle by changing the items in the bundle or by changing the quantity of items. Modifying a product bundle releases a new version of the bundle.

To modify a product bundle

Navigate to the Administration - Product screen, then the Products view.
Select and lock the record for the desired bundle.
Click the Bundle Product view tab.
Click Modify to edit, add, or delete products from the bundle.
When finished, click Done.
This releases a new version of the bundle for use by customers.

Deleting Simple Product Bundles

You cannot delete the product record for a product bundle. However, you can make the product bundle unavailable for use.

To make a product bundle unavailable

Modify the bundle to remove all its products.
In the bundle's product record, deselect the Sales Product check box.
This removes the product bundle from the product picklist.
Remove the product bundle from all price lists.
Delete any pricing rules that refer to the product bundle.
Remove the product bundle from all product with components relationships, and configuration rules. Validate the products with components and release a new version.

Controlling How Bundle Components are Forecast

When you add a product to a bundle, you can put a check mark in the Forecastable field. This adds the product to forecasts when the bundle is included in a quote and the user updates the related opportunity.

To prevent bundle products from being added to product forecasts, do not put a check mark in the Forecastable field in Bundle Administration.

A Forecastable check box is also available in the Quotes screen, then the Line Items view. This allows you to add or remove a bundle and its products from product forecasts within individual quotes.