Product Bundle

To access the functionality covered in this section you must add these custom buttons to respective page layouts – Add Line Items, Edit Line Items, Sort, and Schedule

ADD BUTTONS TO OPPORTUNITY AND QUOTE 

• Setup | Object Manager | Opportunity (or Quote) | Select Page Layouts. Click Edit next to layout you want to modify
• Click the wrench icon on the Opportunity Product section
• In the popup window, click Buttons section
• Move Add Line Items, Edit Line Items, and Sort from Available Buttons list to Selected Buttons list
• Click OK and then Save to save the layout

ADD BUTTONS TO ORDER

1. Go to Setup >> Object Manager >> Order Product >> Buttons, Links, and Actions
2. Click “New Custom Button or Link”
3. Create new button as per below screenshot.

URL: {!SUBSTITUTE( $Site.Prefix , ‘null’, ”) }/apex/sfcloud__ConfigureOrder?id={!Order.Id}

ADD BUTTONS TO WORK ORDER

1. Go to Setup >> Object Manager >> Work Order Line Item >> Buttons, Links, and Actions
2. Click “New Custom Button or Link”
3. Create new button as per below screenshot

URL: {!SUBSTITUTE( $Site.Prefix , ‘null’, ”) }/apex/sfcloud__ConfigureWorkOrder?id={!WorkOrder.Id}

OVERRIDING STANDARD ADD PRODUCT OR EDIT PRODUCT BUTTONS 

If you do not want to add custom buttons as described above, you can also override standard buttons to point to our Product Configuration page. This will help your Sales Reps search, configure, and add bundles and standalone products in one go. Using standard buttons means one less step involved in user training.

For Opportunity (For quote, navigate to Quote Line Item) –

1. Go to Setup >> Object Manager >> Opportunity Product >> Buttons and Links
2. Click Edit next to Add Product or Edit Product standard button
3. Select Visualforce Page >> ConfigureOpportunity as override
4. Click Save