Configuring a Product

Once a product is found through a category or the quick search, you can begin to configure it. Clicking the product’s image or name will bring up the configuration screen (the Configurator). Once you enter the configuration screen, navigation links and quick search field on the top of the page are still available. In addition, you will also see breadcrumbs displaying the trail of categories visited to get to this product. Clicking any of the previous categories will display the products or sub-categories that it contains.
Configurations are done through selections called attributes. Attributes are specific characteristics that determine a product. Values are selected or entered for the attributes to configure the product. These values can then have prices that are used to give the product its total price. Attributes can be displayed differently, this includes dropdown boxes, checkboxes, radio buttons, entry fields (text box), etc.
There are four sections on the configuration screen: tabs, configuration area, and the responder. Each section plays a role in the configuration process.

  • Tabs - are displayed at the top of the Configurator. Tabs are used to logically bundle product attributes. They guide you through the product configuration process. Choosing new tabs will display a different set of attributes used to configure the product.
  • Configuration Area - is the main part of the screen that contains all attributes used to configure the product.
  • Responder - is displayed on the right of the screen. The responder will display the selections made in the configuration area. The attribute’s name and selected value will be displayed along with any pricing that may be attached to the attribute. Configurable products may have required attributes. If some of the required attributes are not selected, the configuration is incomplete and cannot be added to the quote.

When SAP CPQ displays the prices of child products in the parent product responder, the system will do so without listing prices of individual line items belonging to the parent’s child items. In other words, SAP CPQ will treat the child items’ line items as the parent’s line items in bulk; this prevents the user from being able to see the price of each child item’s individual line item.

The current configuration status is located below the tabs, displayed either as an orange Incomplete or a green Complete button (or any other colors specified in administration). If the status is incomplete, you can click the Incomplete button and the cpq_1911_required_attribute_icon.jpg icon will display next to the required attributes for which values were not selected. The color of the responder, labels and tabs can be changed in administration (See Styles and Images).

Once you have completed the configuration, the Add to Quote button will display. Clicking the Add to Quote button will create a new quote.

You can also add the configuration to favorites or access the Favorites page from the configurator via the -INSERT ICON-.

If the Allow Product Configuration Import checkbox was selected in Additional Product Data when the product was configured, you will be able to upload a configuration template to the Configurator.


Configuration Tree

Tree navigation makes it easier to configure complex parent-child hierarchies.
The parent product and its child products are displayed in the Configuration Tree tab in the Responder.

By clicking , you can expand and collapse the parent product and view all the child products. Moreover, you can navigate to any product within the configuration tree. When switching from one level to another using the tree navigation, the changes are automatically saved.
In addition, you can easily navigate to incomplete child configuration, as products that have incomplete children are highlighted. Even if you are in a child product, you are able to add the entire configuration tree to quote by clicking the Add to Quote button.

See Also

You are here: SAP CPQ Online HelpUser Side HelpCreating a New QuoteConfiguring a Product