Create Product Groups

A Product Group is when you add a Group to an Opportunity; the price of each component will be assigned to the Opportunity Product, and the Group Opportunity Product has a $0 value.

When you add a Group Product to an Opportunity, the price of the components will be assigned to the component Opportunity Products. The Group Product will have a $0 value. The Quantity and Sales Price of each Group component can be modified separately from the Group Quantity and Sales Price.

1. Create the Group Product

1. Go to the Products Tab
2. Click the New Package Button
3. Click Group, then Select
4. Fill out the mandatory fields:
   1. Package Name –  The name of the Bundle Product.
   2. Select the appropriate Price Book
   3. Assign it to a Product Family, Product Code, and other fields relevant to Products in your Salesforce environment.

2. Configure the Package Sections

1. To add new Sections to the Package click the Add Section button.
2. To configure the parameters of the section, click the pencil. You can then edit the following:
   1. The Name – Label your section appropriately.
   2. Determine if it is single-select or multi-select.
      1. Single select means only one Product in the section can be chosen
      2.  Multi-select allows one or more Product to be chosen from the section.
   3. Is it a required section –  If set to true, at least one Product must be selected from this section, when the Package is added to an Opportunity.

Once you have created all your sections, you can add Products to each of the sections in the Package.

3. Adding Products to the Package Sections

1. To add a Product to the Package, locate it from the list of available Products on the left side and click the plus button.
2. By default, the Product will appear in the first section. You can then drag and drop it to the appropriate section.
3. Once in the correct section, you can adjust the product in the following ways:
   1. Make it default –  The Products will be pre-selected when  addingthe Package to an Opportunity using the Product Manager.
   2. Modify the Sales Price – This can be used when a Product’s price differs depending on whether it is purchased individually or as part of a Package.”
   3. Modify the Quantity – This can be used when a Package requires multiple units of the same Product.
4. Repeat steps 1-3 until you have added all your Products to the Package, then click Save.

You have now successfully created a Package. Please repeat the above steps to create the rest of your Packages.