Products – CPQ Online Help

Products

The Product administrative section allows setting up new and existing products. Accessing this administrative section from the Products admin menu displays a list of all existing products in the system. Products can be seen in two views: by Category and through the Product list. User can toggle between the two views by clicking the button at the top of the page labeled either by Category or through Product list.

Product definition in CPQ can be done in two ways: Product Setup Wizard (PSWProduct Setup Wizard) and through the Product Import admin section. The Product Setup Wizard can be accessed by clicking Add New from the Products administrative section. In addition, user can edit existing products in the wizard by clicking the Edit button from the Product list.

Alternatively, page access is offered through the Using Categories view. Existing product can be easily found and it is possible to add new one. Selecting a product or clicking Add New will display the Product Definition page. Using the Manual Product Definition displays the Current Product menu items. This menu allows user to access administrative areas such as Product Definition, Product Attributes, Add Product Alias, Code Matching, Attribute Dependencies, Rules, and BOM Admin. Each of these sections are described in depth in later chapters.

Take a look at Figure B to learn about the purpose of icons on the Products Administration page.

Products can be defined in the PSW with four different configurations: Simple, Configurable, Collection of Configurable Products, Parent-Child products and Configurable System. Simple and Configurable apply to single products, while Collection of Configurable Products and Configurable System allow the user to configure one or more configurable and simple products simultaneously. Upon configuration one or more peer products are simultaneously added to a shopping cart. For more information on Collection of Configurable Products and Configurable System see the Modeling for Multiple Product Configurations chapter.

  • Simple | A simple product is one that may or may not have attributes assigned to it, but they cannot be configured. Because of non-existing configuration of attributes, users can add the product to their cart directly from Catalog. In addition to defining simple products using the PSW simple products can be imported from Excel. See the Product Import chapter for more information.
  • Configurable | Configurable products have attributes associated with them and they need to be configured before added to the cart. This is generally the standard configuration type used in the system.Note that the cart contains a System(List) of Configurable Products, and that its default behavior is as follows: if you delete one item from the system it will delete the entire system as well. This is expected behavior.
  • Collection of Configurable Products | Each included product can have its own attributes and each can be independently changed/reconfigured.
  • Configurable System | Each product may have its own attributes but added products CANNOT be independently changed/reconfigured. The entire system needs to be changed/reconfigured.
  • Parent-child | A child product’s existence in CPQ is determined by its function in relation to the parent product. Each parent can have a range of child products and each child can assume the role of a parent and have a range of its own child products.

Collection of Configurable Products and Configurable System can be marked as 'Do not load referenced products in product collection


While loading the product, all related products are loaded and rules for each of them are executed. After that catalog code, price, cost, image and product name of the related product will be used as catalog code, price, cost, image and display value of the attribute value. The fact that all 'related' products have to be loaded is the reason why it takes too long to load the product in the configurator.
If the formulas for catalog code, price and cost of the related product are simple i.e. there is no need to load related product and execute rules in order to evaluate them this option can be used to increase the speed of product loading. In that case formulas for catalog code, price and cost of the related product will be used as formulas of the attribute value.

Product Changes

In the product table, columns “Date Modified” and “Modified By” include fields that show at what time and on what day the currently active product revision was modified last time, as well as who executed the change. If none of the product versions is currently active, data will be displayed for the product version with the highest version number.

When an admin enters Product Edit, he or she will be able to see “Created” and “Modified” data (when and who did it). The data will be displayed for the version that admin is editing (admin can edit different product versions, not just the currently active one).

CPQ will log a rule change only when the rule was really changed (not every time admin clicks the Save button). This will be checked for all rule fields: rule name, description, condition, action etc.

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