Controlling When Bundle Configuration is Required

by Community Manager ‎07-20-2015 06:06 PM - edited ‎07-28-2015 06:15 PM

CONTROLLING WHEN BUNDLE CONFIGURATION IS REQUIRED

Choose a configuration event to control whether users are prompted for options when the initially select a bundle or must click a Configure link thereafter.


To set when users are prompted for bundled options: 

  1. Navigate to the product detail page for your bundle.
  2. Click Edit.
  3. Choose the appropriate Configuration Event for when you want users to configure the bundled options: 
    1. Always: Always prompt the user for options when initially adding the product. Also, display the Configuration link next to the quote line item to review or change these options.
    2. Add: Only prompt the user for options when initially adding the product and do not display the Configure link next to the quote line item.
    3. Edit: Do not prompt the user to configure options when initially adding the product, but display the Configure link next to the quote line item for them to review or changes options.
  4. Click Save.

Tip: This option is dependent on the Configuration Type being set to "Allowed". When Configuration Type is "Required, the Configuration Event is "Always", since users are required to select options for the bundle.

WHAT'S NEXT?

Changing Option Selection Method

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