Accessing CPQ/SKU Method and Price Plan Updates

This article outlines method to access CPQ and guidance on creating offers through Product Management.

In this article:

 

Accessing CPQ, Method

1. Go to: Vendors / SKU Builder (appxite.com) You need to be logged in into your organization in order to have access to CPQ. 


Offer Configuration Advanced Pricing and Setup

Create an offer through Product Management. In more detail read the article How to Create new offers

NOTE! "Use advanced pricing plan" must be turned on under the offer configuration section.

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After creating an offer, select the "View offers & Bundles".

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Select the "Edit pricing plan".cpq2.png

After selecting the "Edit pricing plan" the section will be opened in a new window.  Select "CREATE NEW"

  1. Choose an effective date
  2. Choose currency
  3. Choose Country - provides the possibility to purchase offer with the price which corresponds to the price from the price list ,according to the end customer country. In more details read the following article Use case scenario: Pricing Plan per Country. 

Select "OK"

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NOTE! One offer may have several pricing plans, but only one should be effective.  

You can  see when and who last updated price plans:

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It will help to check relevance, track progress and troubleshoot errors when onboarding and maintaining prices for your own offers.


Second Method Pricing Plan Creation

Another way to create a pricing plan can be done through offer configuration page:

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NOTE! In order to access CPQ, the user should have a "Product Manager" role. 

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