NetSuite CPQ Configurator Products
NetSuite CPQ Configurator uses products to represent configurable items. Each product contains the business logic that defines how users can configure the item. Products also provide a user interface that guides users through the configuration process based on the business logic constraints. For example, a furniture company may offer a desk as a configurable item. This desk may be available in various shapes, sizes, colors, and so on. Customers can combine various options and features based on their preferences, but only within the combinations that are allowed.
Users with an administrator or a CPQ Product Builder role can create and maintain products. For more information about NetSuite CPQ custom roles, see Assigning NetSuite CPQ Custom Roles.
Before making products available to users, you can preview the user interface during the setup to make sure everything works as expected. For more information, see Previewing Products.
To add configurable items to transactions, you must assign an item to the product during the setup. This base item (formerly called the base generic product) is associated with the configuration and added to the transaction. If you only want to include additional items in the transaction, you don't need a base item. For more information about the base item, see Assigning Base Items to Products.
You must also provide information about the product to open when users edit a configured item. For more information, see Defining a Product to Edit Configured Items.
When the base item is added as the main configured item to transactions, you can set transaction line fields associated with it. To set transaction line fields for the main configured item, go to the product record and select mapping records in the Line Field Mapping Records field. For more information about mapping records, see Setting Transaction Body and Line Fields Based on Configuration Data.
Products can be organized into categories, and you can export and import products as well. For more information, see Creating Product Categories, Exporting Products and Importing Products.
If you no longer need a product, you can make it inactive or delete it. To let users edit configured items associated with inactive or deleted products, replace these products with active products. For more information, see Inactivating Products, Deleting Products, and Replacing Deleted or Inactive Products.
All your active products are displayed on the Configurable Items page. To integrate this page into third-party websites and let users configure items outside of NetSuite, see Launching the Configurable Items Page from Third-party Websites.
Users choices made during configuration are stored in the configuration record. See Working with Product Configurations for more information.
Each product is made up of several building blocks, such as questions, answers, and images. For more information, see Working with Product Building Blocks.
To create a product:
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Go to CPQ > Configurator > Product Maintenance.
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Click New CPQC Product.
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Enter a descriptive name for the product.
Users view this name on the Configurable Items page and on the product user interface.
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In the Code field, enter a unique identifier for this product.
The code must contain only uppercase letters, numbers, and underscore characters. You can use a shortened version of the name as the code.
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(Optional) In the Description field, enter a brief explanation of this product.
The description isn't displayed to users.
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In the Sequence Number field, enter a number to sort the product on the Configurable Items page.
You can enter a negative or positive number, for example, -2 or 5. Products are sorted from lowest to highest sequence number.
To display the products by sequence number, also select the corresponding option in the Sort Products By field at CPQ > Configurator > Settings.
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To hide the product from the Configurable Items page until it's ready, check the Inactive box.
Clear this box to include the product on the Configurable Items page when you've completed the setup.
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To preview the product faster during the setup, check the Deactivate cache box. By checking this box, you avoid the cache being frequently deleted and recreated every time you open the product interface.
Clear this box when the product is ready, and use the cache to load it faster.
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(Optional) In the Product Category field, select a product category. For more information, see Creating Product Categories.
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Assign a base item (formerly called a base generic product) to the product. For more information, see Assigning Base Items to Products.
If you only want to include additional items in the transaction, skip this step.
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To set transaction line fields for the base item when it's added as the main configured item to transactions, select the mapping records in the Line Field Mapping Records field. For more information, see Setting Transaction Body and Line Fields Based on Configuration Data.
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On the Appearance subtab, select an image from the File Cabinet to represent the product in the Cover Image field. This image is displayed on the Configurable Items page with the product name.
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On the CPQ AI Assistance subtab, define the AI description for use by the NetSuite CPQ AI Assistant. For more information, see Setting Up CPQC Products for NetSuite CPQ AI Assistant.
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Click Save.