Deal Packages Guide

A Deal Package is a pre-configured, reusable package of one or more products, which can include bundle products, each with its own pre-configured options like quantity, discounts, and dynamic attributes. An admin builds it once, and sales reps load it into a Quote in a couple of clicks, instead of adding each product by hand.

Building a Deal Package involves, at a high level:

• Setting up the package - its name, category, visibility, and other descriptive properties
• Assigning price books - which price book(s) the package can be used under, and where its pricing comes from
• Adding products - including bundles, whose child products are created automatically from the catalog’s own bundle definition
• Setting up product attributes - configuring per-product attribute values (options, specifications) where the catalog defines them
• Activating the package so it becomes available for reps to apply

Deal Packages also supports list views with in-place filters, so an admin or user can narrow the package list down to exactly the set they work with regularly, and save that filter for reuse.

Open the App Launcher and search for Deal Forge, then open the Deal Packages app.

Layout

The screen has three regions:

• Left panel - the list of every Deal Package you have access to
• Header bar - the name of the currently selected package, plus action buttons
• Tab strip and detail area - four tabs for the selected package: Overview, Deal Package, Package Price Books, and Package Products

Left panel - search, sort, filter, refresh

Header bar - action buttons

Every button shows a styled tooltip on hover with a title and a short description. Buttons you don’t have permission for appear greyed out rather than disappearing - in practice this is rare, since creating, editing, and deleting packages is available to any Deal Packages seat (see Section 3).

Overview tab - tiles, quick views, and actions

The Overview tab shows three tiles, each summarizing one part of the selected package. Hover the small summary icon on any tile to open its Quick View popover without leaving the Overview tab.

• Tile 1 - Deal Package. At a glance: Name, Package Category, Effective Date, Active. Quick View adds: Visibility, Version, Description.
• Tile 2 - Pricebooks. At a glance: a count and a comma-separated list of assigned price book names. Quick View: one row per assigned price book - Name (linked), Active, Valid From, Valid To - with an Unassign row-level action per row. This tile also carries the same tab-level actions as the full Package Price Books tab: Refresh, Assign, Unassign - usable from either the tile or the tab.
• Tile 3 - Package Products. At a glance: a count and a comma-separated list of product names. Quick View: one row per top-level product - Name (linked), Type, Selling Model, Quantity, Discount - with Attributes, Edit, and Delete row-level actions per row. This tile also carries the same tab-level actions as the full Package Products tab: Refresh, Add, Edit - again usable from either the tile or the tab.

Every tile also has an Open Tab button (forward-arrow icon) that jumps straight to that tile’s full tab. In short: any tab-level action is available both from its own tab and from its Overview tile, and each tile’s Quick View additionally exposes row-level actions on the individual records inside it.

Any user with a Deal Packages seat - Admin or standard User - can create, clone, edit, and delete packages. The one thing that’s admin-only is Visibility = Public (see the Visibility row below) - everything else about package creation works identically for both roles.

1. Click New in the header
2. Fill in the New Deal Package form

A new package always starts inactive - there’s no Active field on this form. You activate it later, once it’s fully built (Section 8).

Click Save to create the package. It opens selected, on the Overview tab, with no products or price books yet.

Cloning an existing package

Instead of starting from scratch, click Clone in the header (with a package selected) to copy it:

• Every field from the New form is pre-filled from the source package, plus its full product list and assigned price books
• The name defaults to “CLONED: {source name}” and the description to “CLONED: {source description}” - edit these before saving
• The clone always starts inactive, and Visibility resets to Private for non-admins even if the source package was Public

The package’s own descriptive fields - the same ones from the New form, plus Active - live on the Deal Package tab:

1. Select the package, open the Deal Package tab
2. Click Edit in the header
3. Update any field: Name, Package Category, Description, Effective Date, Version, Version Notes, Visibility, Active
4. Click Save

Visibility follows the same admin-only-for-Public rule as the New form. Activation (the Active checkbox) is covered fully in Section 8, since there are a couple of things worth doing first.

A package needs at least one assigned price book to be usable in a Quote - pricing on the Package Products tab is also read from whichever price book is currently selected here.

1. Open the Package Price Books tab
2. Click Assign in the tab’s title bar
3. Search and check one or more price books, then confirm

The tab shows a table of every assigned price book:

To remove a price book, click Unassign and check the ones to remove (or use the Unassign action on that price book’s row in the Overview tab’s Pricebooks Quick View).

1. Open the Package Products tab
2. Click Add in the tab’s title bar
3. Search for a product (2+ characters)
4. In the results table, set Quantity, Selling Model, Discount Type, and Discount Value for each row you want, check the rows, and click Add
5. Keep searching and adding - the modal stays open until you close it

The Package Products table shows: Product, Type, Quantity, Selling Model, List Price, Discount, Net Unit Price, plus a row-action column. Once a price book is assigned (Section 5), a row with no price entry in the currently selected price book is highlighted, with a tooltip explaining why.

Each product row has its own actions, available from the row’s action menu:

Attributes opens a dynamic form built from that product’s own attribute definitions in your catalog - text, number, date, picklist, or checkbox fields, whatever the catalog defines for that product. Changes save immediately.

Editing several products at once: click Edit in the Package Products tab’s title bar (not a row action) to open Edit Product Lines - a table of every top-level product with Quantity, Selling Model, and Discount all editable in place, plus a Delete per row. Nothing is saved until you click Save on the whole table.

Once the package’s properties, price books, and products are in place:

1. Open the Deal Package tab and click Edit
2. Check Active
3. Click Save

The same Filter control from the left panel (Section 2) lets you build and save a reusable filter - a named list view scoped to a set of criteria (e.g. category or visibility) instead of browsing the full list.

• Click Filter, then New List View to build one
• Choose a Visibility for the saved view: Private (only you see it) or Public (everyone with a Deal Packages seat sees it) - the Public option is admin-only, same rule as package Visibility in Section 3, though it’s a completely separate setting
• A non-admin who tries to save a view as Public has it silently saved as Private instead

Any user can select and apply a Public list view someone else created - non-admins just can’t create or promote their own to Public, matching the package-sharing rule from Section 1.

This is the rep-facing side: loading a Deal Package’s products into a Quote. Any user with a Deal Packages seat can do this.

1. Open a Quote record and click Browse Packages

The Browse Packages list then opens, showing only packages assigned to that price book:

Search by package name or by a product it contains; sort by clicking Deal Package or Package Category.

Select a package and continue to review it before loading. This screen shows the package’s own details (Package Category, Visibility, Version, Effective Date, Active) and its full product list:

Expand a row (chevron) to view or edit that product’s own configurable attributes, if it has any.

Selecting or excluding individual products before loading

• Public packages - every top-level product has a Select toggle. Turn one off to leave that product (and any of its bundle children) out of what gets loaded into the Quote.
• Private packages - the Select toggle is disabled on every row; the whole package loads exactly as built, with nothing excludable.
• Bundle child products never get their own toggle - they always follow whatever their parent bundle row is set to.

Click Load Configuration to add the selected products to the Quote. A confirmation toast appears (“{Package Name}” has been added to the quote.) and you’re returned to the Quote record.

• This guide covered building, administering, and applying a Deal Package end to end.
• See the PCM Hub Guide for the companion app’s catalog administration.