Additional products can be added automatically using the Rules Engine. There are a few limitations, so please beware of them before setting up the rule.


Limitations:

  • The Scope of adding the product is limited to the source product being in the Current Quote only
  • The rules are only evaluated when the source product is being inserted by the user. 
  • If the source product is removed, it will not remove the product that was inserted automatically.
  • The product to be automatically added must also be a pricebook entry in the current quote pricebook .


Setting up a Rule to Automatically add a product:


  • Browse to the product you would like to set the rule for.
  • Click the ”Rules” button.
  • Set name for the Rule.
  • Select the following attributes:
    • Action: "Add"
    • Rule Type: "Custom"
    • Sub-Type: "Product"
    • Scope: "Current Order"
    • Criteria: Select the product you want to add from the picklist
    • Add a message
  • Click "Save" or "Quick Save".