Once bundle is configured and approved, Sales Reps can start using those bundles to quickly configure Opportunity, Quote, Order and Work Order. If you are using standard Salesforce, Reps are accustomed going to Opportunity >> Product >> Add Product button. Instead of Add Product button, they will now use Add Line Item button, to take advantage of bundles, volume pricing, attribute pricing and did we mention – way better user experience than standard Add Product screen. Please see Buttons section on how to add custom buttons to page layout.
Here are the steps to add Products and Bundles to Opportunity (Steps are similar if you are configuring Quote, Order and Work Orders)
1. Click Add Line Items button in Products related list.
2. Depending on what you want to search, toggle the bar to Product or Bundle 
3. Enter the keyword to search for Product or Bundle. You can also customize search by adding picklist or any other custom fields. For example, “Product Family”
Info: Need to configure what fields are shown in above screen? Please ask your admin to look at Custom & Standard Fields section.
4. For bundles, Click 
to expand the bundle. This will show all the items for that bundle. If there are any child bundles, it will show individual items for child bundle as well.
to see quantity breaks if item has volume pricing defined (please check Volume Pricing section for more details). Based on the pricing configuration of Product, it will change the item pricing i.e. based on volume or attribute pricing.5. Once products and bundles are configured, click 
button to add these items to Cart. You can continue to add more items to the cart.
6. Once you have add necessary items to cart, click 
to preview products and bundles which are going to be added to the opportunity. Following are the options in Cart –
Info: Need to configure what fields are shown in above screen? Please ask your admin to look at This section
6. On saving the Cart, all bundle items and standalone products are added as standard Opportunity Products with some additional information for bundle items. That way existing reports, dashboards, forecast, integration, and other customization like workflow and trigger would work just fine. What a relief for your admins and product managers!! And this is number 1 reason why Product Bundle is the plug-and-play solution.
Below screen shows an example of bundle and standalone products.
Following are the custom fields added to Opportunity Product as part of Product Bundle app. You can pull them in report to view how the bundles are doing.
To edit line items click on Edit Line Items button which shows existing products and bundles, everything else remains the same.
Please verify below criteria and make sure bundle meets all of them
Not all companies like standard Salesforce way of applying discount to Sub Total field, instead they would like to see updated Sales Price based on Discount percentage. Are you one of them too? Not to worry, we got you covered. Please see Advanced Customization >> Discount changes Sale Price sections for more details.
You may have a need to add bundles as-is because those are pre-approved for certain price and reps should not change the price when adding to opportunity. You can also have exception criteria, for example Sales Rep cannot modify the price, but Sales Manger is allowed to update the price before adding bundles to opportunity. Please see Advanced Customization >> Can edit Bundle … sections for more details.
By default items are sorted in alphabetical order. To sort them as per the time stamp items were added to Opportunity Product, click custom “Sort” button. It is one click sort and page refreshes to show the items in correct order. Note, Sort button is only available in Classic because there is no concept of sort in Lightning. In Lightning, users can click the column headers to sort the list. For more information, see this link: https://success.salesforce.com/answers?id=9063A000000l2XfQAI
Salesforce allows only one currency on an record and hence you will need to create bundles in each currency that you want to sell in. Not to worry, we have made this process very easy. Please ask you your admin to look at Clone section on how to create similar bundles.
Depending on your use case, you may want to show all bundle items and probably select them by default for your Sales Rep. This will save their valuable time so they can focus on things that matter. Please see Advanced Customization >> Auto Expand Bundles and Select all items once Bundle is expanded sections for more details.
