Advanced Items Settings is a 2018-R2 feature designed to replace the Package Items feature. Using the Package Items feature to create Package Items in an 18-R2 Community Site will not work successfully. Likewise, Advanced Items Settings only performs successfully in Community Sites in orgs updated to 2018-R2 and later.

  • If you are using a pre-2018-R2 Site as opposed to a Community Site, please remove the Advanced Items Settings button from the Package Items related list on the Item object.

  • If you are using a 2018-R2 Community Site, please remove the New button from the Package Items related list to prevent you from accessing the old functionality.

Use Advanced Item Settings to add packaged items to items in the Store. There are 3 different types of packaged items you can add:

  • Included Items: Items will be automatically added to the order along with the parent item.

  • Additional Items: Add a group of items the customer can select to add to a purchase.

  • Recommended Items: Items will display on the parent item's detail page in the Recommended Items Component.

Access Advanced Item Settings:

  1. Navigate to the Items tab and open an item record you want to work with.

  2. Click Related on the item record and locate the Package Items related list.

  3. Click the Advanced Item Settings button on the Package Items related list. Advanced Item Settings will open. If you do not see the Advanced Item Settings button on the Package Items related list, it may need to be added to the page layout. Talk to your System Administrator about adding this button and read Modify Page Layouts.

Clicking the Edit button or a Package Item's record ID from the Package Items related list will open the old Package Items feature as opposed to the Advanced Item Settings builder. Please only edit your Package Items via Advanced Item Settings. If you attempt to edit your Package Items from the old Package Items feature, your changes will not go through.

Included Items

Included Items are items that will automatically be added to an order along with the original parent item the customer is purchasing. When the Advanced Item Settings open, Included Items will be selected by default. You can add individual items, Item Classes, or Catalogues as Included Items.

Included Items are free of charge if the Advanced Item Setting is used to configure it.

  1. Click the Item Type field and Select Item, Item Class, or Catalogue.

  2. In the Item field, type the name of the item, Item Class, or Catalogue you wish to add. Results will generate.

  3. Click to select from the generated responses.

  4. Click Add to add the generated item to the list of Included Items.

  5. Click the arrows beside the Item Name to adjust the order of the items.

  6. Type a quantity in the Quantity field.

  7. Check Display Item if you wish the item to appear in Checkout, the Shopping Cart, and on the Receipt and Invoice Financial Documents. When not checked, Included Items will not be included in Checkout, the Shopping Cart, or on the Receipt and Invoice Financial Documents.

  8. To delete an Included Item, Check the box beside the item and Click Delete.

  9. When your Included Items are complete, Click Save or Save & Close in the upper right-hand corner.

Additional Items:

Additional Items are items or groups of items the user can add to their purchase along with the original item in their order. These items can be required or optional.

  1. Select Additional Items. 

  2. Click + New Group to create a new group. A new Group will generate along with its fields.

  3. Type a name for your Group in the Group Header field.

  4. Type any directions in the Instructions text box.

  5. Scroll down to the Select the Item(s) to Include as Additional Items section.

  6. Click the Item Type field and Select Item, Item Class, or Catalogue.

  7. In the Item field, type the name of the item, Item Class, or Catalogue you wish to add. Results will generate.

  8. Click to select from the generated responses.

  9. Click Add to add the generated item to the Group.

  10. Click the arrows beside the item name to adjust the order of the items.

  11. To delete an item from the Group, Check the box beside the item and Click Delete.

  12. Type an amount in the Minimum Quantity Per Group field under Quantity Settings. This will designate the minimum amount of items a customer must select from that group.

  13. Type an amount in the Maximum Quantity Per Group field. This will designate the maximum amount of items a customer can select.

  14. Type an amount in the Maximum Quantity Per Item field for that group. This will designate the amount of a single item the customer can add to their order.

    1. Setting the amount to 0 in the Minimum Quantity Per Group field makes all items optional.

    2. Setting the Maximum Quantity Per Group to null allows all items in the Group to be added to an order.

    3. Setting the Maximum Quantity Per Item field to null allows users to purchase the same item up to the maximum quantity per Group.

  15. Continue adding items, Item Classes, or Catalogues to your Group. When your Group is complete, Click Save or Save & Close in the upper right-hand corner.

Recommended Items:

Recommended Items will display in the Recommended Items Component on the item's detail page in the Store. These are optional items.

  1. Select Recommended Items.

  2. In the Item field, type the name of the item, Item Class, or Catalogue you wish to add. Results will generate.

  3. Click to select from the generated responses.

  4. Click Add to add the generated item to the list of Recommended Items.

  5. Click the arrows beside the item name to adjust the order of the items.

  6. To delete a Recommended Item, Check the box beside the item and Click Delete.

  7. When your Recommended Items are complete, Click Save or Save & Close in the upper right-hand corner.