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CPQ Notes - 1

*PRODUCT:


*PRODUCT RULE:

->Error Condition

-->Action (on Prod or Bundle)

-->Lookup queries

->Config Rule

Configuration Attributes: 

  • Create Product Option picklist field
  • Create Config attributes
  • Create Quoteline picklist field

*PRICING:

Block: lower bound is included (1), upper bound is excluded (11) for a block 1-10 products

Overage rate

List price:


 Salesforce CPQ uses the Special Price field to hold the result of cost plus markup, allowing comparisons between it and the list price

Contracted price:

Do not create two contracted prices on the same account that act on a single product






The Price Waterfall:
Pricing FieldWhat It Represents
Original Price
Price book price
List Price
Price book price, percent of total price, block price, or option price override
Special Price
Cost plus markup price, contracted price, or option discount
Regular Price
Result of volume-based discounts
Customer Price
Result of manually editable discounts
Partner Price
Result of partner discount, set manually or through automation
Net Price
Result of distributor discount, set manually or through automation
*DISCOUNTING TOOLS
Discount Schedules: 
There are some objects that have Discount Schedule lookups, allowing administrators to apply volume-based pricing in very targeted ways.
ObjectVolume Discount ScenarioPriority
Contracted Price
Discounts only for a specific account.
1
Price Dimension
Discounts for one-time fees attached to subscription products or segments of the subscription term.
2
Product Option
Discounts only when a product is sold in a bundle.
3
Feature
Discounts for every product in a bundle feature.
4
Product
Discounts whenever a product is added to the quote.
5
Aggregation Scope:
Aggregation Scope with Bundles
Cross Products Aggregation: Cross Products only works if the Aggregation Scope field is set to either Quote or Group.
Cross Order Aggregation: 

Channel Discounts

PRICING:
Subscription: choosing months for the subscription term unit still allows your reps to sell subscriptions for less than one month. CPQ calculates the price for just the portion of the term, not the whole term. This is known as prorated pricing.
Yearly Subscription: 12 or blank Subscription Term.
Quarterly: Subscription Term=3

Multidimensional Quote: breaking a long subscription into smaller pieces
MDQ one-time price dimensions: one time fee setup
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