Published at: 2026-10-12

Configure bundle products and place orders


Select bundle components and quantities, save the configuration, then add the bundle to the cart or an order.

Overview

Bundle products use CPQ configuration. Order clerks only select the bundle and place the order. The upstream enterprise admin configures bundle rules in advance.

Before you begin

❗
  • Role and permission: Use an enabled ordering account.
  • Prerequisites: The upstream enterprise has opened the mall and configured sellable products.

Steps

Configure a bundle product and place an order (CPQ ordering)

ShareCRM provides a dedicated solution for manufacturing companies that configure, order, and quote bundle products:
alt text CPQ bundle configuration is done in the upstream admin console. This topic focuses on how downstream users order bundle products.
Add a bundle product to the cart (SKU companies only):
  1. In the product list, find a product with a bundle mark, then click the bundle mark or Select Configuration.
  2. In the bundle interface, select components, enter quantities, and verify the price.
  3. After you finish, save and add the bundle to the cart. Configured in the list means the bundle is saved.
  4. To change it, click Configured, select again, and save.
  5. Verify bundle details in the cart, or expand the bundle when you create an order, complete configuration, and submit.
Mobile effect:
Web mall CPQ effect:
You can browse CPQ bundle products in the mall, add them to the cart in one click, and edit them again in the cart. Click Select Configuration to open the bundle interface:
After you enter quantities, you can add the bundle to the cart directly.
The cart list supports a second review and edit:
Place an order with a bundle product:
When you create an order and select a bundle product, you can also expand the bundle and configure it. Mobile example:

Expected results

  • The product list shows Configured, and the cart shows bundle details.
  • Component items, quantities, and the bundle price on the order match the saved configuration.

Related topics

Submit Feedback