Bundle Options

An option is a child product inside a bundle. You add and edit options on the Bundling tab in Product Manager. Each option pairs a product with the rules that govern how it behaves in the configurator and how it prices.

Option Type — the most important choice

The Option Type decides how the option’s quantity and price relate to the parent. There are four:

  • Component — quantity is multiplied by the parent’s quantity, and the price rolls into the bundle. (10 bundles × a 2-per-bundle component = 20.) This is the “part of the product” option.
  • Fixed Price Component — quantity is multiplied by the parent, but the price is independent of the bundle’s pricing model.
  • Accessory — quantity is independent of the parent (it does not scale when the bundle quantity changes). An add-on you buy a fixed number of.
  • Related Product — a standalone line, editable in the QLE — loosely associated, priced on its own.
The Bundle Option editor — Option Product search, Feature selector, Option Type, Non-Subscription Renewal Behavior, Sort Order, Min/Max/Default Quantity, and the Required / Selected by Default / Hidden / Quantity Editable checkboxes
The bundle-option editor: the option product, its type, quantity controls, and the Required / Selected-by-Default / Hidden flags.
The Options pane on the Bundling tab listing a bundle's options with their type and flags at a glance
The Options pane — a bundle's configured options at a glance, with their type (Component / Accessory / …) and flags.

Quantity controls

  • Min Quantity / Max Quantity — bounds enforced in the configurator when the option is selected (blank = no bound on that side).
  • Default Quantity — seeds the quantity when the rep first selects the option (defaults to 1).
  • Quantity Editable — when off, the rep can’t change the option’s quantity; it locks at Default Quantity.

(The save validates Min ≤ Max and that Default falls within the Min/Max range.)

Selection flags

  • Required — force-include this option in every configuration; the rep cannot deselect it.
  • Selected by Default — pre-checked on first open, but the rep can uncheck to remove it.
  • Hidden — always included in the saved bundle, but never shown in the configurator UI.

Feature, sort order, and renewal

  • Feature — assign the option to a Feature so it participates in that feature’s min/max selection rules; leave Unassigned to keep it standalone.
  • Sort Order — position among the options (blank = automatic / alphabetical).
  • Non-Subscription Renewal Behavior — for a non-subscription option on a subscription bundle, what happens at renewal: Drop (default — doesn’t renew), Replay (re-added automatically at the same quantity), or Prompt (re-added and flagged for the rep to review).

Configurable Children (sub-bundles)

When the option is itself a bundle (a sub-bundle), a Configurable Children flag appears. Turn it on to enable pricing on the sub-bundle’s own options; those prices roll up to the parent. See Overview — Sub-bundles.

  • Pricing Models — how each option type’s price presents and rolls up.
  • Features — grouping options with selection rules.
  • Constraints — dependencies/exclusions between options.
  • Overview — the bundle as a whole.