Adjusting the price of a bundle component 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. Log in to Sterling™ Field Sales.
2. From the application sidebar menu, click Quotes.
3. The Quotes home page is displayed. Expand the Search Criteria panel and enter the appropriate search criteria.
4. Click Search. The search results display quotes matching the search criteria.
   • If only one quote matches the search criteria, the Quote Details screen is displayed.
   • If multiple quotes match the search criteria, the list of quotes is displayed in the Search Results panel. Click the corresponding Quote Name hyperlink. The Quote Details screen is displayed.
5. The Quote Details screen is displayed with the Products tab highlighted. Perform either of the following tasks:
   • Select the corresponding quote product line 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.
6. Based on the configurations made by your administrator, you will be able to view the component lines of a bundle component either in the Component Pricing dialog box or sequenced below the parent product of the bundle component in the Quote Details screen.
   • If you find the Bundle Component icon adjacent to the product for which you want to adjust the price of component products, then perform the following steps:
     • 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.
     • The Component Pricing dialog box displays the details of the parent product and its components, such as the quantity, unit price, additional charges, adjustments, 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: 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 configurationSterling Business Center system configuration.
   • If you find the component lines sequenced below the parent product of the bundle component in the Quote Details screen, then click Add Line Adjustment for the parent product of the bundle component.
   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.
7. Click Close to close the Component Pricing dialog box.