Understanding the Type field on Product Option

An important field on the Product Option record that you should always consider when creating Product Options is the Type field.

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This field controls the behavior of its relationship with its parent Product (Configured SKU). Below I will demonstrate how the different values of the Type field behave.

Component: This sets the Product Option to be completely dependent on the parent Product, including both its inclusion in the Quote and the Quantity of the Option.
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Component + Bundled = TRUE: This sets the price of the Product Option to be Included, and because of the Component aspect, the Quantity matches that of the Parent Product.

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Accessory: This only makes the parent Product necessary as included on the Quote, in order to include it on the Quote. There is no impact on Quantity.
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Related Product: There is no behavior controlled by the relationship between the parent Product and the Product Option. When Related Product is selected, Required cannot be set to True – the system will let you check the box, but will grey out the option in the Product Configuration step.
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None (no selection): The behavior here differs between if the Product Option has a Feature or not. (A Feature is a way of categorizing the Product Options into different groups). If it has a Feature, then it will be treated as Component. If it does not have a Feature, it will be treated as a Related Product.

Posted in CPQ

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