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

  1. Go to ADMIN SETUP > Pricing Administration > Price Lists. The Price Lists page is displayed.
  2. Click the required price list name link to open the Price Lists details page.
  3. Click the Price List Items tab. Under Available Products, you can see all products available in the org.
  4. In the Search Products field, enter keywords to search the product you want to associate with the price list and click the search icon  or press Enter.

  5. 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 the  icon next to the product name to display more information about the product.

  6. Enter the following details:
    1. From the Charge Type drop-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
    2. In the List Price field, enter a list price for the product. The default value is 0 (zero).
    3. From the Price Type drop-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.
    4. From the Frequency drop-down, select the frequency for the product. Supported values are:
      • Hourly
      • Daily
      • Monthly
      • Quarterly
      • Half Yearly 
      • Yearly 
      • Weekly
    5. From the Price Method drop-down, select the price method for the product. Supported values are:
      • Per Unit (default value)
      • Flat Price
      • Percentage
      • Related Price
      • Tiered Price
    6. The Active switch for the price list item is turned on by default.
  7. 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

  1. Go to ADMIN SETUP > Pricing Administration > Price Lists. The Price Lists page is displayed.
  2. Click the required price list name link to open the Price Lists details page.
  3. Click the Price List Items tab.
  4. In the Price List Items section, search for the price list item you want to delete.
  5. Click the ellipsis icon  next 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. Click Delete.
    • If there are no unsaved changes, the Delete Price List Item pop-up is displayed. Click Delete.