Multiple configurations
Summarize
Summary of Multiple Configurations
As a product catalog admin, you can enable agents to add multiple configurations for child product offerings within configurable product offerings. This allows agents to customize quantities, define configurations as separate line items, and select specific options for each configuration.
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Key Features
- Allow Multiple Configurations: Enabling this option in the Create New Product Offering form allows agents to create multiple configurations for child offerings.
- Configuration Management: Agents can change quantities, clone, or split child offerings, resulting in new line items that can be configured separately.
- Validation: The system enforces cardinality rules during configuration creation to ensure compliance with defined limits on quantities.
- Options for Management:
- Clone: Create copies of the selected child offering.
- Split: Distribute quantity evenly across multiple instances of the offering.
- Delete: Remove child offering instances, subject to minimum quantity constraints.
Key Outcomes
By enabling multiple configurations, agents can efficiently manage child offerings, leading to tailored product solutions that meet customer needs. However, note that certain limitations apply, such as the use of the legacy product configurator and restrictions on quotes of specific types. Proper setup ensures streamlined configuration processes, enhancing overall productivity.
As a product catalog admin, when you define a configurable product offering, you can enable agents to add multiple configurations of a child product offering. When agents add multiple configurations, they can change the quantity for each configuration of the offering, define each configuration as a separate line item, and select the appropriate options and characteristics for each configuration.
How multiple configurations work
- Change the quantity of a child offering.
- Clone a child offering.
- Split a child offering that has a quantity greater than 1, to create child offering instances with different quantities.
How multiple configurations are created
When agents review a bundle offering in the product configurator, they identify the child offerings that can have multiple configurations. They navigate to the summary page for the appropriate child offering to create multiple configurations.
In the offering summary page, a message indicates that the offering supports multiple configurations and the aggregated quantity of configurations that can be created. Agents can change the quantity of the child offering on this page.
The More options icon 
displays next to the Quantity. Selecting the icon lists the options available for creating and managing multiple configurations.
- Clone: Create child offering configurations by copying the selected child product offering configuration. The agent is prompted to enter the number of clones to be made.
For example, if the current child offering quantity is 2, and the agent specifies 2 copies, two identical copies of the child product offering are created. Each clone becomes a separate line item and has a quantity of 1.
- Split: Create child offering configurations by splitting the current child offering quantity and distributing the quantity evenly across all the copies. The agent is prompted to enter the number of
splits.
For example, if the child offering quantity is 5, and an agent specifies 3 splits, two child offering instances are created. After the split, there are three child offering instances, where the instances have a quantity of 2, 2, and 1, respectively.
- Delete: Removes the child offering instance. If deleting a child offering instance causes the number of child offers to fall below the minimum quantity defined for the product, the Delete option isn’t available.
When the child offering configurations are created, each offering name reflects the child product offering name followed by an incremental number. For example, Home Automation Hub configurations are named Home Automation Hub 2, Home Automation Hub 3, and so on. Agents can then select the appropriate offering instance to configure it. If the agent changes the Quantity value, the Current Selection pane reflects the new quantity and associated pricing.
Validation during multiple configuration creation
As your agents create multiple configurations, the system uses the default, minimum, and maximum cardinality rules defined for the product offering to validate the configurations. If there are violations, the system displays the appropriate information and error messages in the product configurator UI.
The system also uses the cardinality rules to determine when certain configuration options (Split and Delete) should be enabled or turned off, based on the context. For example, if the minimum child offering quantity is 1 and a child offering has a quantity of 1, the system disables the Delete option in the More options menu.
Limitations for multiple configurations
- Agents use the legacy product configurator to create multiple configurations. This feature is not supported on the CPQ Configurator.
- Quotes of type sales agreements are not supported.
- Changes to quotes and orders with sold products or product inventory:
- Sold products: When creating a modify order, the Delete option for multiple configurations is supported, but the Clone and Split options aren’t supported.
- Product inventory: Multiple configurations are supported. But the Split option isn’t supported.
- For product offerings that have an associated specification, all characteristics from the specification are rolled up to the parent product offering. Pricing occurs at the product offering level and not at the specification level, which prevents different configurations from having separate pricing. Multiple configurations aren't supported in this scenario, since the pricing model assumes only one characteristic per option.