Defining a Product to Edit Configured Items
After adding a configured item to a transaction, users may want to make changes to it. To let users edit configured items from transactions, you need to define the product used for this purpose. You can either define a default product to edit all configured items, or assign a specific product to each base item.
If you set both a default and a specific product, users will edit the associated configured item with the specific product.
If you want all configured items to be edited in the same way, define a default product. To define a default product, go to CPQ > Configurator > Settings and select a product in the Default Product field. If you use a default product, make sure you also go to the Custom or CPQ subtab of the item used as the base item. Then, check the Is configurable box. By setting this option, you can edit the configured items associated with the base item using the default product. For more information about base items, see Assigning Base Items to Products.
Alternatively, if you want to edit the configured item using a specific product, assign a product to each item used as a base item. To assign a product to the base item, go to the Custom or CPQ subtab of the item record. Then, select a specific product in the CPQ Configurator Product field.