Troubleshooting product visibility in CPQ Cart

Scroll for more

Troubleshooting product visibility in CPQ Cart

Context: products are not visible in the CPQ cart

You have built a CPQ solution and configured your commercial products within the EPC. But when you view the cart, no products are visible or available. What now? There could be a number of things going on, causing the products not to be visible in the CPQ cart.

The problem: what could it be due to?

The Orderable box is not marked true for this product.

The solution:

  • Go to your Vlocity Product Designer
  • Look up your product 
  • Go to General Properties
  • Check that the box Orderable is checked
  • If not, check the box and save your modification. 

 

The 'Product Status' is not active

The solution:

  • Go to your Vlocity Product Designer.
  • Look up your product. 
  • Go to General Properties.
  • Check that the box Status at Active is set.
  • If not, check the box Active box in the drop-down list and save your modification.

The 'Active' box is not selected for this product

The solution:

  • Go to your Vlocity Product Designer.
  • Look up your product.
  • Look under Effectiveness or the box Active box is checked.
  • If not, check the box Active box and save your modification.

The product has an incorrect sell-by date

The solution:

Please note that products within the EPC have a start and end sale date.

  • Go to your Vlocity Product Designer.
  • Look up your product.
  • Look under Effectiveness or the box Selling Start Date is empty, or that the date is in the past.
  • If not, make the box live or select a date that is in the past. 
  • The same goes for the end date. Make sure the date is in the future when this box is filled in.
  • Save your adjustments.   

The product has a Context Rule that hides the product

The solution:

  • Go to your Vlocity Product Designer.
  • Look up your product. 
  • Go through all Context Rules through; click on the details of the Rules of the (old) Product Console. Using the old Product Console , because the new Product Designer sometimes does not show all the Rules properly.
  • Check all Conditions, the easiest way to verify that the context rule is the problem is to temporarily remove the rule. If the product then appears, you know you need to take some time to dig through the context rules.
  • You can also use the context rules with the CPQ Configuration setting: ContextRulesEnabled.

There is no price for this product in the price list

The solution:

Note: A product without a price is not visible in the CPQ cart.

  • Go to Vlocity Product Designer.
  • Look up the product. 
  • Check for values entered for that product under the "pricing" tab. 
  • Always have a value filled in, even if it is zero. This also applies if you have a setup with attribute pricing or the like.

Insufficient Maintenance jobs have been performed

The solution:

We recommend that you always have a Maintenance job after you have changed a product configuration. Then you can be sure that the product cache and the product hierarchy are properly configured for use in the CPQ Cart.

  • Go to the app launcher and search for Vlocity CMT Administration up.
  • Go to "Maintenance Jobs" and perform the following tasks in this order:
    1. PRODUCT HIERARCHY MAINTENANCE
    2. CLEAR MANAGED PLATFORM CACHE
    3. REFRESH PLATFORM CACHE (FULL)

Ensure you complete each task before starting a new one. This can sometimes take a while because they are executed as async jobs. You can also check progress in Setup with the keyword Apex Jobs.

If you frequently perform these tasks, you can automate them. This is especially useful if you want to add them to your development or CI/CD workflow. You can run them as Apex scripts.

Product Visibility in CPQ Cart

// Run jobs for hierarchy and cache

for (Pricebook2 pricebook : [SELECT Id FROM Pricebook2]) {

//https://docs.vlocity.com/en/Refresh-Platform-Cache.html

vlocity_cmt.CMTAdminJobService.startProductHierarchyMaintenanceJob(pricebook.Id);

}

You can even use them as post-Deploy step run in the Vlocity Build Tool: (https://github.com/vlocityinc/vlocity_build)

In conclusion

Hopefully these tips will help you configure your EPC and CPQ. I know these problems can be really tricky to solve, but at least your products are now visible again in the CPQ cart.

I post Technical Deep Dives on a regular basis. Subscribe today and don't miss a single CaseNine Technical DeepDive episode.

Interested in what we can do for you?

Contact our experts directly. We'd love to hear from you!

Or would you like to learn more about Salesforce Industries CPQ? Find out what Salesforce Industries can do for your business. Download our presentation today.

Theodore van Donge

Tech Lead

Theodoor van Donge works at CaseNine as a Tech lead. In this capacity he is responsible for several projects at customers. Theodoor not only deals with the actual development and implementation, but also advises customers in the areas of process and strategy.

Receive notification when a new blog arrives

We would love to keep you updated on the latest news.