• Bundles are a predefined collection of specific, individual products made up of "Bundle Items".
  • Bundles are Price Book specific to each Price Book.
  • Bundles have their own unique codes that will roll down to each line item related to the Bundle.
  • Bundles with locked discounts can be setup to be “pre-approved” and bypass Approval process rules since the discounts cannot be changed.
  • Bundles can have a "Master" Product which can control the Product display on the Order Schedule - as well as apply attributes to child products.

An example of Bundle displays from the Line Editor vs the Quote are shown in the attached PDF. The examples are:

  1. Bundle that shows lines with quantity and term and no prices
  2. Bundle is shown as a single line with a description and total price.
  3. “Normal”, non bundled line item



NOTE: Non-Recurring items that are part of a Bundle purchase will not be added to the Future Renewal unless "Add to Renewal" is checked.