Product Configuration in Zoho CRM CPQ defines the valid combinations of options, variants, and add-ons for a configurable product. Configuration rules specify which components can be selected together and which are mutually exclusive, preventing sales reps from quoting invalid or incomplete product setups.
When a product has multiple selectable options – for example, a server with CPU, RAM, storage, and OS choices – Product Configuration defines which combinations are allowed. If a particular CPU requires a minimum RAM of 16GB, the configuration rule enforces this: the rep cannot select 8GB RAM with that CPU.
In Zoho CRM, Product Configuration is set up in the Products Module under the CPQ section. Products are grouped into bundles with parent-child relationships. The configuration rules are applied when a rep builds a quote in the Quotes Module.
Product Configuration in Zoho CRM CPQ defines the valid combinations of options, variants, and add-ons for a configurable product. Configuration rules specify which components can be selected together and which are mutually exclusive, preventing sales reps from quoting invalid or incomplete product setups.
Configuration rules define which product options are valid together. When a rep builds a quote, the CPQ engine validates their selections against these rules and flags or blocks invalid combinations before the quote is sent.
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