Manage Your Locations Group in a Quote or Order

Groups are useful when you have a large number of locations who need the same products. Create a group of locations and apply the same configurations to an entire set without applying the offer to each location individually. This streamlines the process when multiple locations need the same configuration, improving the scalability and performance of quote line items or order line items.

Required Editions

Available in: Lightning Experience

Available in: Enterprise, Unlimited, and Developer Editions with Communications Cloud Advanced

User Permissions Needed
To manage groups and configure offers:	Revenue Cloud for Communications Features OR CME Sales Features
To browse catalogs and assign products:	Manage Product Catalog

For example, a sales rep at Global Corp received a request from a customer to add the same internet package to multiple locations. The sales rep creates a group for the recipients and configures the same product to the entire recipients of the group without cloning the product for each recipient individually.

Add Locations to Group

Organize locations into groups to apply the same configuration. Add locations to an existing group or create a group to add them. Additionally, add the same location to multiple groups. Add locations to a group either from the Location tab on a quote record page, or from the Location step in a guided journey.

1. Select the locations, and click Manage Group.
2. To add the locations to an existing group, select Add to an existing group, and select the group from the Group Name. To create a group and add the locations, select Create group, and enter the group name.
3. Save your changes.
   The locations are now added to the group.

Create an Empty Recipient Group

Sales reps can create recipient groups without adding recipients. They can also configure and apply an offer to the empty recipient group, without cloning the offer for each recipient.

For example, when a company expands and opens a new branch, such as in the United Kingdom, a common task is to secure mobile plans for employees. Due to GDPR requirements, employee names can't be provided. Instead, the company provides a list with the quantities of employees per role. Then sales reps create groups for every role and quote specific plans for their needs.

1. On the Locations tab, click Manage Group.
2. Select Create Group.
3. Enter the recipient group name for the group name.
4. Enter the expected number of recipients in a group for group recipient quantity.
   

   Note The value of Group Recipient Quantity must be within the range of 1 and 800.
5. Save your changes.
   An empty recipient group is created with an expected number of recipients, called Group Recipient Quantity. Sales reps then add actual recipients to this group. The number of recipients actually added is known as the Recipient Count.
6. Update the recipient quantity of an empty group.
   1. On the quote or order record page, click the Locations tab.
   2. Go to View, and click your group name in the View by Group section.
   3. Click , and then select Edit Recipient Quantity.
   4. Enter the required recipient quantity.
      

      Note The value of the updated recipient quantity must be within the range of 1 and 800.
   5. Save your changes.

Remove Locations from a Group

You can remove one or more locations from a group when you don’t want to apply the same offers that are assigned to the group. For example, if you add SMB Fiber Platinum to Group A and the customer finds the quote too expensive. Then, you can remove some locations from Group A and move them to Group B, which has the more cost-effective Gold Platinum offering assigned.

1. On the quote or order record page, click the Locations tab.
2. Go to View, and click your group name in the View by Group section.
3. Select the locations from the list, click , and then select Remove Locations.
   

   Note If offers are assigned to the selected locations, then you must first remove any offers that are assigned to them.
4. Click Remove in the confirmation dialog.
   The locations are removed from the group.

Remove Group from a Quote

You can remove a group from the quote or order record page. Make sure that offers aren’t assigned to the group.

1. On the quote or order record page, click the Locations tab.
2. Go to View, and click your group name in the View by Group section.
3. Click , and then select Remove Group.
   

   Note If offers are assigned to the selected locations, then you must first remove any offers that are assigned to them.
4. Click Remove in the confirmation dialog.
   The group is removed from the quote or order.

Delete Location from a Quote

You can delete a location from your quote or order if it’s no longer needed.

1. On the quote or order record page, click the Locations tab.
2. Select the location from the list, click , and then select Delete.
   

   Note If offers are assigned to the location, then you must first remove any offers that are assigned to it.
3. Click Delete in the confirmation dialog.
   The location is removed from the quote or order.

Assign Products to Group

You can assign products from a catalog to a group. After assigning the products to a group, the products are available to all locations in the group.

Note On the Locations tab of the quote record page, the Assigned toggle doesn't show recipients that have offers assigned through a group. The recipients directly associated with the offer are displayed.

1. On the quote or order record page, click the Locations tab.
2. Go to View, and click your group name in the View by Group section.
3. Select the group and click Browse Catalogs.
4. If you’ve not selected the price book before, select your price book and click Save.
5. Select the required catalog from the catalogs list, and click Next.
6. In the browse products list, enter the required quantity for the product, and then click Add next to the product. You can add more than one product.
7. Save your quote or order.
   The products are assigned to the location group.