Quickly Add Products


This feature allows you to add new products (simple or configurable) or replace existing directly from quote. It is controlled by several application parameters but, the availability of this function also depends on Workflow configuration as well as on action permissions.

Six new application parameters have been added to the General→Application Parameters→Shopping Cart and Quotes section of the administration:

  • Enable product search by part number in ‘Add Products’ section of the quote
  • Enable product search by product name in ‘Add Products’ section of the quote
  • Enable product search by product name and description in ‘Add Products’ section of the quote
  • Show Part Number as part of product search results in ‘Add Products’ section of the quote
  • Show Product Name as part of product search results in ‘Add Products’ section of the quote
  • Show Product Description as part of product search results in ‘Add Products’ section of the quote




Add products section



To have 'Add Product' section on the quote page, you'll need to have at least on of the first three parameters enabled and 'Add Item' action available. Also, at least one of the last three application parameters should be set to 'TRUE' in order to have functional search.
Using the Ajax technology, search will show results real-time, as you type. It will show only simple products found that are visible for current user. Search engine will skip records that contain formulas, so for example, if your search is done by part number, only products that are: 1. simple, 2. visible, 3. do not have formulas and 4. start with entered text will be shown. Product will be automatically added to the quote after user has made a selection.
Configurable products can also be added by typing their part number or name/description and clicking on the 'Add' button afterwards. Note that all rules that apply to 'Bulk Validation' functionality for adding products also apply here (product must be visible, product must be complete, etc.).


Replacing exiting products can be also done quickly on the quote. To have this function enabled, you will need to have 'Replace Items' action available as well as set up cart calculations that will make the part number field editable (Pricing Calculations→Cart Fields Administration). After you have clicked on the part number you wish to change, all part numbers will become editable, so you'll be able to start changing all part numbers you would like to be replaced. When done, you will need to click on the 'Replace Items'. If all new part numbers are valid, CPQ will remove existing items from the quote, and at their place, insert new products. Fields quantity, discount percent, multiplier, channel mark-up percent and upfront percent will be copied from the previous item to the new item. All other fields (discount amount, multiplier amount etc.) will be calculated as part of 'Replace Items' action.
If part number doesn’t exist, CPQ will display message the error message to the user at which point no part numbers will be added to the quote and action 'Replace Items' will not be executed.


Replacing one item with another




Replace Items action


You are here: CallidusCloud SAP CPQ Online HelpUser Side HelpShopping Cart/QuoteQuickly Add Products