Check Prior Purchases & Option Constraints (To Avoid Creating Product Rules)

by Community Manager ‎09-03-2015 11:56 PM - edited ‎09-03-2015 11:57 PM

This feature allows administrators to create and group Option Constraints that cross-check prior purchases (e.g. Assets and Subscriptions) in an Account, avoiding the need to create a Product Rule.

 

 

NOTABLE USE CASES

  • Option Constraints are now a simple and efficient way to require or exclude one or more options based on one or more other options. Previously, Product Rules were required when a sales rep wanted to include or exclude Options based on whether a different option or product existed in an Asset or Subscription. Now you may configure an Option Constraint to check prior purchases, as opposed to just those Options selected in the current quote.
  • The "Grouping" mechanism allows users to require or exclude options based on combinations of other options. For example, if you create option A which excludes option B, and another option B which also excludes option B, you can place both A and B in the same group. This means C will be excluded only if both A and B are selected. Without the grouping, C will be excluded if either A or B are selected.

 

ADMINISTRATION

Preconditions:

  • Add the "Check Prior Purchases" checkbox to the Option Constraint page
  • Add the "Option Constraint Group" field to the Option Constraint page

To set up Cross-Check of Existing Subscriptions & Assets:

    1. Navigate to a desired Product.
    2. Choose an existing Option Constraint or create a new one.
    3. Select the Check Prior Purchases checkbox.

    1. Optional: Enter the Option Constrain Group that you would like the Option Constraint to be grouped into. The Option Constraint can be applied to multiple groups by entering the names of the group in a comma delimited fashion. If multiple Option Constraints target the same Constrained Option, putting the Option Constraints in the same group will require all Constraining Options to be selected.

  1. Click Save.

Adding an Asset when "Check Prior Purchases" is enabled: 

  1. Navigate to your Quote.
  2. Click Edit Lines.
    • When configuring Line Items, Line Item checkboxes become enabled or disabled, based on a dependency or exclusion, (acting exactly like a Product Rule) once another Line Item which they are dependent on is selected for purchase (essentially checking a prior purchase).

 

NOTES

  • See SteelBrick Online Help on Product Rules for more information on how dependencies and exclusions operate.
  • During product configuration, a pop up appears when you hover over a product that contains Option Constraint dependencies and exclusions.
Comments
by gail
on ‎02-12-2016 03:09 PM

This is confusing:

  • The "Grouping" mechanism allows users to require or exclude options based on combinations of other options. For example, if you create option A which excludes option B, and another option B which also excludes option B, you can place both A and B in the same group. This means C will be excluded only if both A and B are selected. Without the grouping, C will be excluded if either A or B are selected.

Should it actually be (emphasis mine):

  • The "Grouping" mechanism allows users to require or exclude options based on combinations of other options. For example, if you create option A which excludes option C, and another option B which also excludes option C, you can place both A and B in the same group. This means C will be excluded only if both A and B are selected. Without the grouping, C will be excluded if either A or B are selected.
by FedeMiguez
on ‎04-11-2016 10:50 PM

How can I implement an "Inclusion" type instead of Dependency? What I want is that when a Product is selected in the Line Editor, a second Product is automatically selected (and if one is de-selected, the other is too). 

by ttrevisan
on ‎05-13-2016 03:32 PM

@FedeMiguez You'll need to set up a Product Rule for that type of logic. Configuration Rules can be added which will select the product you want.  Take a look at this article for more info http://community.steelbrick.com/t5/Products-Bundles-Knowledge-Base/Configuration-Selection-Rules/ta-...

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