Managing Product Attributes

Objectives

After completing this lesson, you will be able to:
  • Define product attributes in SAP CPQ
  • Create and add attributes to product configurations
  • Describe the types of attributes in SAP CPQ
  • Perform bulk import of attributes

Definition of Product Attributes

Attributes define product features, such as color, size and material. In an earlier lesson, we discussed simple products as having fixed attributes and not requiring configuration.

However, configurable products have attributes with multiple values and other options. Attributes are the building blocks for product configuration and allow products to be configurable.

  • Attributes allow products to be customized based on customer preference.
  • An attribute can have different values for each associated configurable product.

A good analogy is going online to shop for a cellphone. Depending on the manufacturer, you may be offered a choice of screen sizes, storage, and networks. The cellphone is the configurable product. Screen size is one attribute, and its values are the available diagonal measurements.

All attributes defined in SAP CPQ define configurable products.

Some of the ways an attribute can be used are to:

  • Provide a list of selectable values.
  • Provide a free-form input field.
  • Display text.
  • Display a computed value.
  • Enter a measurement.

Hint

Attributes can also be references to stand-alone products.

Attributes of Product Configurations

Again, configured products are configurable because of the attributes. Many attributes are defined with a list of values consisting of a display value normally shown to the user. Other values include a value code used internally as expressions, rules, and scripts.

An attribute is referenced by more than one product. Each product determines which of the attribute's values it will use and how they are priced.

Alternatively, the Cellphone Case attribute values could have been references to standalone products. This would make sense if the Cellphone Cases in question were available for sale on their own.

Attribute values can also be stand-alone simple products:

  • They can be sold as part of a configurable product or on their own.
  • Pricing is determined by the simple product.

An attribute may be associated with a simple product, provided one of its values is preselected:

  • Appears in Product details page.
  • Can be used for Guided Selling.

Attributes can be created by:

  • Manually adding them in the SAP CPQ Setup UI.
  • Importing them from an Excel spreadsheet using the SAP CPQ Setup Attribute Import.
  • Export a template for new items, or export existing items to update them.

Types of Attributes

Attribute Properties

PropertyDescription
Attribute NameA unique identifier that describes and defines the attribute
Attribute TypeSpecifies attribute data type and how the attribute will be used
Values

The valid values can be specified for this attribute. Each fixed value has the following characteristics:

Attribute Value: Value displayed to the user

Attribute Value Code: Internal value used in configuration rules, and not visible to users. Usually an abbreviation related to an attribute value.

Rank: Order in which each Attribute Value should be displayed by default. Can be overridden when attribute is added to Product.

  1. Attribute Name
  2. Attribute Type
  3. Attribute Values
Some attribute types display a fixed list of valid values. Other types require that you provide a placeholder value, such as 1.

Attribute Types

AttributeDescription
User Selection w/ Quantity Inputs for each Attribute ValueUsed for attributes with a list of values that each have a quantity input field
AutocompleteUsed for attributes with many text values; allows easier search
ContainerAllows attributes to be expanded by a set of attributes or another product
User Input or Computed ─ DateUsed for attributes set as a free input or calculation; the result must be a date
External ValueUsed for attributes that retrieve a value from an external source or another product
MeasurementUsed for attributes that display values of certain measurement types
User SelectionUsed for attributes that contain a list of selectable values
User Input or Computed ─ NumberUsed for attributes set as a free input or calculation; the result must be a number
User Selection w/ Attribute Quantity InputUsed for attributes with a list value and a quantity input field for the entire attribute; not restricted to any specific display type
User Input or Computed ─ StringUsed for attributes set as a free input or calculation; the result must be a string

Display of Attributes

Where the attribute type determines the nature of the attribute's data, the product is responsible for defining how each of its attributes displays:

  • Some attribute types can be displayed in different ways. Other attribute types can only be displayed one way.
  • Be aware that the user interface allows some combinations that will not work properly.

Note

This attributes display example is a partial list of the possible combinations available.

Let's take a closer look at working with attributes in the following exercise!

Work With Attributes

Business Scenario

Supertech offers two lines of laptops: the ST Laptop and the STX Laptop. Highly configurable, these laptops are best-sellers among medium-sized businesses as all-around office systems. Customers can configure the following attributes for both the ST Laptop and the STX laptop:

  • Hard Drive
  • Processor
  • Optical Drive
  • Memory

In the steps below, we’ll define the following values for these attributes:

Hard DriveProcessorOptical DriveMemory
HD100Processor ACD-R 52/16/522 GB
HD150Processor BCombo DVD/CD-R12/52/16/524 GB
HD200Processor CDVD12X8 GB
HD250Processor DBlu-ray16 GB
HD300  32 GB

Task Flow

In this exercise, you’ll learn how to:

  • Define a product-reference attribute.
  • Manually create attributes and their values.
  • Import attributes from an Excel spreadsheet.

Exercise options

To carry out the three tasks of this is exercise, you can choose the following option: Platform Simulation: Watch the step-by-step instructions within the simulation.

To start the simulations, choose Start Exercise in the figures below.

Task 1: Define a Product-Reference Attribute

The values for the first attribute, Hard Drive, will be references to products we created in an earlier exercise that covered Categories and Simple Products.

Task 2: Define Attributes Manually

Next, create new attributes for Processor and Optical Drive by manually entering attribute values.

Task 3: Import Attributes

Import of Attributes

Importing attributes from an Excel spreadsheet is a more efficient way to import a lot of attributes at once. You can do so in the Attribute Import section of the SAP CPQ UI.

Not only can you import new attributes, but you can also modify existing attributes by exporting them, modifying the exported data, before re-importing it into SAP CPQ.

The Attribute Import feature allows users to:

  • Download an Excel template containing sample data (to be replaced with new attribute data).
  • Export all the existing attributes in the system to an Excel file.
  • Upload an Excel file containing new or modified attribute data.

Template

The downloadable Excel template used to import new attributes includes the following columns:

  • System ID
  • Index
  • Attribute Name
  • Display Value
  • Value
  • Data Type
  • Measurement

 

This template is initially populated with sample data to help you create new attributes. Make sure you delete these sample entries, or they will be uploaded as new attributes.

When creating new attributes, be careful not to enter values in the System ID column. This column will only contain values for rows representing existing attributes you have exported and now want to update. The system will use the System ID column to make sure it's updating the correct attribute. So you either leave the column blank for new attributes, or leave the value that's there for existing attributes you're modifying.

The Index column is used by the system when importing the attributes to uniquely identify each row in the spreadsheet. The first row should be 1, then increment the value by one for each row. Save time by using the Excel fill feature to populate this column (enter 1 in the first row, 2 in the second, then select both cells and drag the bottom right corner dot to extend the selection down across all your rows; the fill feature does the rest).

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