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Setting visibility or discounts product by product does not scale for a big catalog. Bulk edit applies the same segment access and the same discount rule to many products in one action, so you can roll out a partner restriction or a tier discount across a whole product line in seconds and keep the catalog consistent.

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What you’ll achieve

Every product you selected ends up with the same segment access and the same discount rule applied at once. Partners then see a consistent set of products and consistent pricing across that product line, without you touching each product individually.

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Before you start

1

Confirm products have synced

Products only appear in the catalog once they have synced from your CRM.
2

Plan the shared change

Decide which products should share the same visibility or pricing rule, and which rule that is. Bulk edit applies one set of values to all selected products, so group products that genuinely belong together.
3

Prepare prerequisites for the discount type

For a tier discount, tiers must be defined in Settings. For a partner discount, a numeric or currency discount property must exist on the partner record in your CRM.

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Watch it

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Steps

1

Open the catalog

Go to CPQ and stay on the Products tab.
Open the catalog
2

Select the products

Tick the checkbox on every product that should get the same configuration. Use the column filters first if you need to narrow a large catalog down to one product line before selecting.
Select the products
3

Open bulk edit

With products selected, open the bulk edit action. The dialog is titled with the number of products you are editing, so you can confirm the selection before applying anything.
Open bulk edit
4

Set the shared visibility and discount

Fill in the values you want to apply to every selected product:
  • Segments - the partner segments allowed to see these products. Add segments to restrict the products to those partners, or leave it empty to clear segment restrictions on all of them (the empty state reads “All partners”). Because this applies to every selected product, an empty value will remove any existing segment restriction those products had.
  • Discount - choose Partner Based Discount or Tier Based Discount for the whole set, or leave it unset to leave pricing untouched. Bulk edit covers these two rule types; custom pricing and deal filters are set per product.
  • Discount property (Partner Based) - the numeric or currency CRM property on the partner record whose value becomes each partner’s discount percentage.
  • Tier Discounts (Tier Based) - a percentage per tier (0 to 100) that prices partners by the tier they belong to. If no tiers exist yet, create them in Settings first.
Set the shared visibility and discount
5

Save the changes

Apply the configuration to all selected products. The change is written to every product in the selection at once.
Save the changes

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Verify it worked

Reopen any of the products you edited and confirm its Segments and Discount match what you applied. In the Products list, each edited product’s Visibility column reflects the new segment restriction, and a partner building a quote sees the products and pricing exactly as configured.

Govern product visibility

Scope a single product by segment and deal.

Set tier-based discounts

Discount partners by tier.

Implementation reference

Full catalog configuration options.