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. The Add Line Adjustment dialog box is displayed. Perform the following steps:
   1. To view the metrics used to calculate the customer's rating, click the View Details hyperlink displayed adjacent to the Customer Rating field. The Customer Rating Details dialog box is displayed. You can view the metrics such as the customer's lifetime revenue, the average customer lifetime revenue, the customer's revenue in the previous year, the average customer revenue in the previous year, and so on. Click Close to close the Customer Rating Details dialog box.

      Notes:

      - The View Details hyperlink is displayed based on the configuration.

      - The View Details hyperlink is disabled if there is no information available to display the metrics.

   2. To use the Discount Advisor to view the adjustments provided to the product in quotes on earlier occasions, click Discount Advisor. The Discount Advisor dialog box is displayed. Perform either of the following tasks, and click Close:

      - Click the Industry tab to view the minimum, maximum, and average adjustments provided to customers who belonged to the same industry as the customer in context.

      - Click the Category tab to view the minimum, maximum, and average adjustments provided to products that belong to the same category as the product you have selected.

      Note: If you select multiple product lines, the Discount Advisor button is disabled, with the tooltip indicating that you can use the Discount Advisor only for a single line and not multiple lines.
   3. From the Adjustment drop-down list, select the manual pricing rule, and click Add.
      Note: You can add a manual pricing rule only once.
   4. In the box under the Adjustment column, enter the absolute adjustment or percentage adjustment to be applied to the products.
   5. Click Save.

      The Add Line Adjustment dialog box is closed and the Component Pricing dialog box is displayed with the updated pricing adjustments.

8. Click Close to close the Component Pricing dialog box.