Requirement Overview:
Universal Containers wants to show Quote Line items grouped by Product Family with subtotals for each family in Quote Documents.
Solution Details:
Salesforce CPQ allows grouping of Line Items in Quote Templates. Setting SBQQ__ProductFamily__c as the Group field organizes the Quote Lines into separate sections for each Product Family.
Configuration Steps:
Navigate to the Quote Template.
Create a new Line Items Section.
In the Grouping field, set SBQQ__ProductFamily__c.
Save and test the template by generating a Quote Document.
Validation:
Confirm that the generated document displays separate tables for Hardware, Software, and Professional Services, with subtotals for each group.

Requirement:
The processor is priced differently when sold as a standalone product versus as part of a laptop bundle.
Solution:
Marking the processor as Bundled ensures the discounted price applies only when it is part of the laptop bundle.
Mechanism:
When the Bundled checkbox is TRUE, Salesforce CPQ applies the discounted pricing for bundle components based on the defined Price Book Entry.

Requirement Overview:
Assign generated Approval requests to the user's direct manager.
Solution:
Salesforce CPQ's Advanced Approvals package includes the setting Next Automated Approver Determined By, which allows Approvals to be routed automatically to the user's manager.
Steps to Configure:
Navigate to the Approval Process.
Set Next Automated Approver Determined By to Manager.
Save and test the Approval process to ensure it correctly assigns to the manager.

Tiered pricing in Salesforce CPQ applies a cumulative price where each tier has a marginal rate (e.g., $9 per unit above 100). This matches the scenario: $1,000 for 0-100 units, then $9/unit for
101-500, $8/unit for 501-1,000, and $7/unit above 1,000, building on the prior tier's total (e.g.,
$4,600 at 500). Option A (Block) uses fixed prices per range, not cumulative rates.

Requirement Overview:
* Universal Containers sells a Product exclusively as part of a bundle and does not want it to appear in the Product Selection screen.
Solution:
* The Component checkbox ensures the Product is only available as part of a bundle and is hidden from the general Product Selection screen.
Steps to Configure:
* Navigate to the Product Record for the item.
* Select the Component checkbox.
* Save the changes.
Validation:
* Confirm that the Product is not visible on the Product Selection screen but is available within its assigned bundles.