Product Bundle

Product Bundle takes default Product Scheduling to whole new level. If you are into subscription or recurring business model, your users will love how easy it is to override default scheduling and edit multiple schedule line items.

STEPS TO CREATE SCHEDULE LINE ITEMS

  1. Search for the product or services like you normally would and add them to Cart
  2. Click Schedule button on the Cart 
  3. Reps can view default schedule for each product that has scheduling enabled and optionally override it
  4. Click Continue to view break down of each Schedule Line Item. Users can override the information as per the business needs
  5. Finally click Save and Close once all schedule information looks good

Note: Need to edit all schedule items for an opportunity? Click Schedule button on the opportunity to mass update all schedule items in one swoop. This is much faster and convenient way of managing schedules compared to standard process where users must update one item at a time.

Wondering why none of the above is working for you? Probably you do not have scheduling enabled or not configured it. Please reach out to your admin to follow below steps –

  1. Go to Setup >> Products >> Product Schedule Settings >> Enable the settings applicable to your org
  2. Go to Setup >> Custom Settings >> Bundle >> Manage >> Check “Establish Scheduling” checkbox

If you are using Product Schedule for first time, Admins must set default schedule for each recurring product or service. They can do so by going to product record and setting below values