Configure, Price, Quote (CPQ) Ordering for Product Bundles

For most manufacturing enterprises dealing with bundled product configuration, order placement, and Quotation scenarios for bundled products, ShareCRM offers a dedicated solution:

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The specific configuration of CPQ bundles is managed in the Upstream admin console. Below we focus on how to place orders for bundled products in the Downstream environment:

Adding Bundled Products to Cart (Applicable to SKU-based Enterprises Only):
In the Products list, click the bundle icon to the left of a bundled product to access its display interface. Here you can view pricing and add individual items to your Cart. After completing the bundle selection, the product list will show a “[Configured]” label. Click “[Configured]” to reselect items if needed.

Mobile Interface:
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Web Store CPQ Integration:
The web store allows browsing CPQ bundles, one-click Cart additions, and secondary editing in the Cart. Click “[Select Configuration]” to enter the bundled product selection interface:

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After entering quantities, you can directly add items to Cart:

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The Cart list supports secondary review and editing as shown below:

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Placing Orders for Bundled Products:
When creating a new order with bundled products, you can expand product bundles for configuration. The mobile interface example is shown below:

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