About Bundle Terms


Bundle Terms (similar to Product Terms) can automatically be added using an existing Library Term.


Adding Terms to a Bundle

  • Browse to the Bundle you would like to add Terms to.
  • Click the "Terms" button.
  • Click "Add Term"

  • Select the Term from the Library using the drop down
  • Check the "Auto-Approve" box if the term should automatically be shown on the Quote.
  • If you want the term to NOT automatically be added to follow-on purchases of this Bundle, check the "Exclude Secondary Purchases" box.
    • For Example, if the Customer purchased this Bundle on their Initial Purchase, and it is added again for an Add-on or Renewal, the Term will not be automatically added. 


Note:
Terms will automatically be removed upon save if any qualifying Bundles no longer exist in the Quote
Terms will automatically be removed upon save if the Product Term was deleted from the system.