This section provides information on creating a price list item for a product from a price list. You can associate more than one product to the price list and create price list items for those products.
To create a price list item
Go to ADMIN SETUP > Pricing Administration > Price Lists. The Price Lists page is displayed.
Click the required price list name link to open the Price Lists details page.
Click the Price List Items tab. Under Available Products, you can see all products available in the org.
In theSearch Products field, enter keywords to search the product you want to associate with the price list and clickthe search iconor press Enter.
Hover the mouse on the required product and click + next to the product name. A price list item is created for the product with default values and is displayed in the Price List Items section (right-hand side).
Hover the mouse on the required product and click theicon next to the product name to display more information about the product.
Enter the following details:
From theCharge Typedrop-down, select the required charge type for the product. The default value is the default charge type of the org. Supported values are:
Standard Price
License Fee
Subscription Fee
Implementation Fee
Installation Fee
Adjustment
Service Fee
Rental Price
Sales Price
Usage Fee
Consulting Fee
In theList Pricefield, enter a list price for the product. The default value is 0 (zero).
From thePrice Typedrop-down, select the price type. Supported values are:
One Time (default value)
Recurring
Usage
If the Price Type is Usage on a price line item(PLI), the Matrix Type should also be Usage while creating a price matrix. CPQ supports only this combination.
You will be forced to provide the frequency if it's Price Type is Recurring or Usage so that you can have the frequency defined.
From theFrequencydrop-down, select the frequency for the product. Supported values are:
Hourly
Daily
Monthly
Quarterly
Half Yearly
Yearly
Weekly
From thePrice Methoddrop-down, select the price method for the product. Supported values are:
Per Unit (default value)
Flat Price
Percentage
Related Price
Tiered Price
The Activeswitch for the price list item is turned on by default.
Click Save.
Clicking the product name link under the Price List Items section redirects you to the product details page.
To delete a price list item
Go to ADMIN SETUP > Pricing Administration > Price Lists. The Price Lists page is displayed.
Click the required price list name link to open the Price Lists details page.
Click the Price List Items tab.
In the Price List Items section, search for the price list item you want to delete.
Click the ellipsis iconnext to a product name and click Remove to delete an existing price list item.
If there are any unsaved changes, the Editing item(s) in Price List Items pop-up is displayed. Click Discard Changes. The Delete Price List Item pop-up is displayed. ClickDelete.
If there are no unsaved changes, the Delete Price List Item pop-up is displayed. ClickDelete.