Introduction to CPQ
- Discussing the uses of CPQ
- Discussing integration capability with CPQ
- Discussing the benefits of using CPQ
CPQ Overview
- Explaining the CPQ catalog and its features
- Configuring products in CPQ
- Creating quotes
- Providing customer billing and shipping information
- Generating documents and sending the quote to the customer
- Accessing and using the various application parameters
Users and User Types
- Creating a new company profile
- Creating a new user type
- Manually creating a new user
- Creating new users using the import method
Categories and Simple Products
- Creating a new category
- Creating a sub-category
- Manually adding a new simple product to the product catalog
- Importing multiple simple products using an Excel spreadsheet
Attributes
- Describing the purpose and function of an attribute
- Defining the different attribute components
- Manually adding and configuring new attributes
- Importing attributes
Configurable Products
- Describing a configurable product
- Manually adding configurable products
- Adding attributes to configurable products
- Editing and adding attribute values
- Configuring product layouts
Markets and Currencies
- Adding different currencies
- Converting currencies
- Defining different markets
- Using market definitions
Pricing and Pricebooks
- Inserting and modifying pricing for products and attributes
- Creating and configuring pricebooks
- Describing how visibility conditions are related to pricebooks
- Discussing pricebook hierarchies
Discounts and Multipliers
- Creating discounts
- Setting discount priorities
- Creating multipliers
Special Pricing and Promotions
- Creating a new discount promotion
- Creating a free product promotion
Guided Selling
- Creating a guided search
- Using guided selling to find products
Formulas and Formula Builder
- Using Formula Builder and expressions
- Selecting the appropriate values when building expressions
Configuration Rules and Attribute Dependencies
- Configuring rules using Formula Builder
- Creating an attribute dependency rule
Triggers
- Explaining the purpose of triggers
- Describing the three types of triggers
- Adding a trigger
Custom Tables
- Creating a new custom table by defining table and column names
- Creating a new table by importing an excel file
- Adding new columns to an existing table
- Deleting an existing table
- Exporting an empty excel file with column names so data records can be added and imported
- Exporting an entire table
- Reading through table entries, delete, insert new and modify existing
CTX Tags
- Creating new approval rules
- Submitting quotes for approval
Attribute Containers
- Creating products with attributes containers
- Defining attributes
- Defining attribute container columns
- Testing the attribute container configuration
Product Nesting
- Creating product nesting using simple products
- Creating product nesting using configurable products
Quote Elements
- Creating quote tabs
- Creating new custom quote fields
- Choosing custom field permissions and quote item custom fields
Document Templates
- Creating new document templates and section templates
- Generating quote documents
- Creating multi-section templates
Approvals, Workflows, and Notifications
- Explaining the approval process
- Adding a new approval rule
- Defining workflow statuses and actions
- Modifying workflow permissions
- Creating and using approval rules
- Sending notifications
Deploy/Send Changes
- Understanding the Deploy/Send Changes feature
- Ensuring the environment connections are properly configured
- Creating a deployment package
