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How Compatibility Rules work

Control which bundle products can be selected together so reps configure valid combinations every time. description: Control which bundle products can be selected together so reps configure valid combinations every time.

Compatibility Rules keep bundle configurations valid. Each rule describes a product pairing you want to prevent: when certain products are already selected, Quotivity hides or blocks other products that don't belong with them.

You manage rules in Quotivity Studio under Rules Engine → Compatibility Rules. They apply wherever a rep configures a bundle — in Quote Builder and when you design bundles in Quotivity Studio.

The IF / THEN model

Every compatibility rule has two sides:

  • Selected Products ("IF") — the trigger. When products already on the bundle match these criteria, the rule fires.
  • Excluded Products ("THEN") — the effect. Products matching these criteria are removed from the picker and can't be selected while the trigger is active.

Think of it this way: When [IF] is true, exclude [THEN] from selection.

For example: When the engine tier is Standard, exclude Professional-grade accessories.

What reps experience

When a rep configures a bundle on a quote:

  • Incompatible products disappear from the product picker by default. Reps can choose Show hidden products to see what's blocked and why.
  • If a selection change makes an existing line item incompatible — for example, swapping the engine tier — Quotivity flags the conflict. Reps can swap to a compatible product, remove an add-on, or use Auto-resolve when Quotivity can fix the issue automatically.

Your configuration defines what's allowed. Reps don't need to memorize product pairings — the picker enforces them.

What you experience in Quotivity Studio

Beyond the Compatibility Rules list, rules show up in two other places:

  • Bundle editor — use Test Compatibility Rules on a bundle to simulate selections and see which products are restricted before reps ever touch the quote.
  • Bundle option products — when editing an option product, the Related Products Compatibility Rules panel lists every rule that references that product on either the IF or THEN side.

If a bundle's default products violate an active rule, Quotivity warns you at save time so you can fix defaults before reps see auto-corrected selections.

Priority and conflicts

You can run many rules at once. Each rule has a priority from 1 to 100 (default 50). When rules overlap, higher priority wins — a rule at priority 80 outranks a rule at priority 50.

This is the opposite of Quote Rule priority, where a lower number means higher priority. When you manage both rule types, keep that difference in mind.

If a new rule conflicts with an existing one, Quotivity warns you before save. You can adjust conditions, change priority, or save anyway and let priority decide.