Accessing CPQ and configuring Pricing Plans

Introduction

This article presents information on how to access CPQ and provides guidance on configuring pricing plans for offers created through Product Management.

In this article:

• Accessing CPQ & Pricing plan configuration
• Offer Configuration Advanced Pricing and Setup
• Second Method Pricing Plan Creation
• Pricing plan update restrictions

Accessing CPQ & Pricing plan configuration

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? 

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

Select the "Edit pricing plan".

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". 

You can  see when and who last updated price plans:

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:

Pricing plan update restrictions

If a pricing plan's effective date is today's date or in the future, pricing plan can be edited after configuration. However, when editing or updating such pricing plans, a tooltip will be displayed if there are active subscriptions associated with this pricing plan, and user will be prevented from updating such pricing plans.
This ensures that users are informed of existing active subscriptions and can avoid making changes that would result in non-applicable or dysfunctional form values.
If updates are required regardless, support should be contacted to configure the changes.

Similar notification will be shown if the copied pricing plan also has active subscriptions. However the user will be informed that the copy will not affect the existing active subscriptions, and changes can be safely made to the new plan.