Adjust the price of multiple bundle components in a quote

A bundle product is a product comprising multiple products. A bundle comprises a parent product and one or more component products. You can view the components of a bundle product in a quote and adjust the price of the components.

1. Click the Quotes tab in the menu bar.
2. The Quote Home page is displayed. Perform either of the following steps:
   • Click the Find Quote hyperlink.
   • In the Search box, enter the name of the quote as the search criteria and click the Search icon. The Quick Search Results screen displays a maximum of 10 quotes matching the search criteria.

     If the quote that you are searching for is displayed in the Matches on Quotes panel, click the corresponding Quote Name hyperlink or double-click the corresponding row. The Quote Summary screen is displayed. In this scenario, ignore steps 3 and 4.

     However, if the quote that you are searching for is not displayed in the Matches on Quotes panel, click Advanced Quote Search.

3. The Quote Search screen is displayed. Enter the appropriate search criteria and click Search.
4. The quotes matching the search criteria are displayed in the Search Results panel. Click the corresponding Quote Name hyperlink or double-click the corresponding row.
   Note: If only one quote matches the search criteria, the details of the corresponding quote are automatically displayed.
5. The Quote Summary screen is displayed. Perform either of the following tasks:
   • From the Actions drop-down list, select Modify Quote. From the Quote Details screen that is displayed, click the Products tab.
   • Click the Edit hyperlink in the Lines panel.
6. The Quote Details screen is displayed, with the Products tab highlighted. Perform either of the following tasks:
   • Click the Quote Lines tab to adjust the price of the bundle components of a quote product line.
   • Click the Recommended Lines tab to adjust the price of the bundle components of a recommended product line.
     Note: The Recommended Lines tab is displayed or hidden based on the configuration.
7. The list of products in the quote is displayed. To narrow down the list of products displayed, perform the following steps:
   1. Click the Show Filter Options hyperlink.
   2. Select one of the following radio buttons:
      • All Lines: Select this to display all the products that match the search criteria.
      • Problem Lines: Select this to display only the products containing the products that match the search criteria and have failed validation.
      • Lines Pending Approval: Select this to display only the products that match the search criteria and are pending approval.
   3. (Optional) Enter the Product ID as the search criteria in the Find Products Within Quote box, and click the Search icon.

      The list of products that match the search criteria is displayed.

      The total number of lines displayed on the page is displayed at the bottom of the page. By default, the first 100 lines are displayed. Click Get More Records to retrieve the next set of lines, and click Get All Records to retrieve all the lines that match the search criteria. You can sort the lines by the Line #, Product ID, and Quantity in either an ascending order or a descending order. For example, to sort the lines by Quantity in an ascending order, move the pointer over the Quantity column, and select Sort Ascending from the drop-down list.

      Note: When you sort the lines, sorting is performed on the server side. Therefore, when you sort the lines, all the lines that match the search criteria are considered for sorting. If there are any unsaved changes in the lines, and you try to sort the lines, a warning message is displayed.
8. (Optional) To clear the filter options, click the Hide And Clear Filter hyperlink. If there are any unsaved changes in a quote product line or a recommended product line, a message asking you for confirmation is displayed. Perform either of the following tasks:
   • Click Yes to proceed without saving the changes.
   • Click No to close the message box and return to the Quote Details screen.
9. Click the Bundle Component icon adjacent to the product for which you want to adjust the price of component products.
   Note: The Bundle Component icon is displayed only if the product is a bundle product.
10. The Component Pricing dialog box displays the details of the parent product and its components, such as the quantity, unit price, additional charges, adjustment, line total, and so on. Select the check boxes corresponding to the products for which you want to adjust the price and click Add Line Adjustment.
    Note:

    • The unit price of the parent product and its components is displayed based on the bundle pricing strategy that has been configured for the product. The unit price is displayed as follows:

      - If the bundle pricing strategy has been configured such that the price of the bundle product is calculated based on both the parent product and its component products, the unit price of the parent product is displayed along with the sum of the unit price of the components in the Parent panel.

      - If the bundle pricing strategy has been configured such that the price of the bundle product is calculated based only on the parent product, only the unit price of the parent product is displayed in the Parent panel. In this scenario, the unit price and the line total of the product lines are not displayed.

    • The Add Line Adjustment button is enabled only if the bundle pricing strategy for the parent product has been configured such that the price of the bundle product is calculated based only on the component products or both the parent product and its component products.

    • The Additional Charges is displayed in the Component Pricing dialog box only if you have enabled the multi-price type for an enterprise in Sterling™ Business Center. For more information about enabling the price type for an enterprise, refer to the Sterling Business Center System Configuration.
11. The Add Line Adjustment dialog box is displayed, showing the list of manual pricing rules applied to the products. Perform any of the following tasks, and click Save:
    • To add a different pricing rule, select the manual pricing rule from the Adjustment drop-down list, and click Add. The pricing rule is added to the list. After you add a pricing rule, a default adjustment percentage is displayed in the Adjustment column for the newly added pricing rule.
      Note: You can add a manual pricing rule only once.
    • To modify the adjustment that is to be applied for a pricing rule, enter the appropriate absolute adjustment or percentage adjustment in the corresponding box under the Adjustment column.
    • In the box under the Adjustment column, enter the absolute adjustment or percentage adjustment to be applied under the pricing rule.
    • To delete a pricing rule from the list, click the Delete icon adjacent to the pricing rule that you want to remove.
12. Click Close to close the Component Pricing dialog box.
13. Click Save.