• WOBI-Boggino
  • NEWBIE
  • 0 Points
  • Member since 2013

  • Chatter
    Feed
  • 0
    Best Answers
  • 0
    Likes Received
  • 0
    Likes Given
  • 0
    Questions
  • 1
    Replies

Hello,

 

I have come accross this problem a few times and still can't find a satisfactory solution. The issue is related to products. So I thought someone out htere must have also encountered it as it is a common structure that many companies would take to their products. 

 

I would like to bundle products so that when you select a product you then have a choice of selecting the breeakdown/makup of that product.  I need products and sub-products.

 

 

 

For example a single opp can be made up of the following main products and sub products, each requires a price associated with it;

 

Each opportunity can have several main products/ (packages/ bundles )

 

Blue Solution  100  (main product/ (package/ bundle ))

 

       Training 20     (sub product)

       Software 40   (sub product)

       hardware 40   (sub product)

 

Red Solution  80  (main product/ (package/ bundle ))

      Training 25     (sub product)

      Software 30    (sub product)

      hardware 25    (sub product)

 

 

I can't seem to achieve this so we have decided to have each segment listed as a product. For example the pricebook will no longer contain just Blue Solution, Red Solution it will have 

 

Blue Solution Training

Blue Solution Software

Blue Solution harware

Red Solution Training

Red Solution Software

Red Solution harware

 

 

and the sales rep picks these for each sale. 

 

That is all fine until you try to report on  the number of blue solutions sold in a month or year. Instead of getting the quantity of 5 blue solutions (no.of opportunities) you get 15 as it counts the number of line items (opportunity and product report required).

 

I have created a multi-picklist in the main opportunity so as to record what was sold, red solution;blue solution however a report will summarise by the combinations of those chosen and not by individual values in the picklist. 

 

I would be so grateful if anyone has any ideas on how to tackle this issue. I know so many companies out there do not simply sell straight forward products, they sell packages, so how do they deal with this?

 

I see the app exchange has a package called product bundles, but it doesn't really tackle the problem I am having. 

 

Thanks 

dac

  • January 13, 2010
  • Like
  • 0