In the Pricing stage, you can price the selected products and apply adjustments such as markup value, discounts, and more from the Cart page.

You can choose to view the cart in the normal UI or grid UI. The functionality and buttons remain the same, only the orientation and spacing of columns and buttons are different in both the UI.

You can perform the following actions:

ActionDescription
Add More ProductsReturn to the Catalog page to add more products.
Installed ProductsSelect products from a list of products that have been purchased and associated with the account associated with the proposal. This enables you to select products directly that are previously purchased by the account.
Add Miscellaneous ItemAdd any miscellaneous charges that are not SKU related such as shipping charges or sales tax to the quote.
RepriceTo recalculate the manual pricing adjustments.
Review & FinalizeProceed to the final stage of configuration.
Submit for Pricing (Async)

Submits the cart for async pricing. When you click the button, you can perform one of the following actions:

  • Do Not Submit: Click this to cancel the cart pricing.
  • Submit & Go To Proposal: Click this to submit the cart for pricing and return to the Quote Details page. You will receive an email notification after the pricing is completed.
  • Submit & Stay On Cart: Click this to stay on the cart while CPQ completes the pricing is processed. The Cart becomes read-only while the pricing is processed.
SaveSaves and changes the status to Saved, if status did not equal to Saved, Pending Approval or Ready for Finalization. You may return to the specified return URL or proposal object. For example, if you came to arrive on the cart from the Opportunity, the system will return to the Opportunities page.
Quick SaveSaves and changes status to Saved if status did not equal to Saved, Pending Approval or Ready for Finalization. You stay on the same page
Save & ReloadSaves and changes status to Saved if status did not equal to Saved, Pending Approval or Ready for Finalization. Reloads the Cart by re-querying the Product Configuration and setting the cart to show the first page, by doing this it runs Pricing.
Edit Price AgreementEnables you to add and set prices for a product that are associated with your contract. When you renew or regenerate a catalog from your contract the defined price agreement prices are applicable.

The following are the key fields in the Summary tab and their descriptions:

FieldsDescription
ActionsYou can see the one or more of the following icons:
  • Click Configure to configure a bundle option within a bundle. This offers increased control over product selection, as well as making it easier to select products as selecting one bundle full of products can replace having to select those products separately.
  • Click Copy to clone a bundle with attributes, options, and pricing and make modifications as needed and save it as another bundle.
  • Click Remove to remove a product from your current selection.
Totaling GroupThe group used for a line item in the Totals view.
ProductThe selected product.
Charge TypeThe relevant charge type for a product. A product can have multiple charge types such as License Fees, Implementation Fees, and more.
Base PriceThe base, or starting price of a product. This is the List Price with any line item automatic adjustments applied.
Option PriceThe sum of all option prices chosen if this is a bundle product.
QuantityThe quantity of product being quoted.
UOMUnit of measure for the quantity field. Set up by the System Administrator per product/charge type.
TermThe selling term of the product, measured in Months, Days, Years etc.
FrequencyWhether the charge is One Time, Recurring, or Usage.
Extended PriceBase plus Option Price multiplied by Quantity and Term. (Base Price * Quantity * Term)
Adjustment TypeValues for manual adjustments whether you want to apply discount or markup on the price.
LocationThe location in which the said product will be available and delivered.
Adjustment AmountField to enter the amount or percentage of manual adjustment.
Adjusted PriceExtended Price with any manual adjustments applied.
Renewal Adjustment Type

Specifies the type of renewal you want to apply for an asset during renewal. Values are: %Uplift and Uplift Amount. Applying any value here shows the effect on asset renewal only.

Ensure that you have an active Workflow executing asset pricing, else the price change will not appear in the Cart.

Renewal Adjustment Amount

Specifies the actual amount of the value you have chosen in Renewal Adjustment Type. This amount is applicable when you renew an asset.

Ensure that you have an active Workflow executing asset pricing, else the price change will not appear in the Cart.

GuidanceSpecifies the percentage range within which you can adjust the amount. This amount can be the amount range by which a product can be marked up or discounted.
Net PriceAdjusted price with any category level adjustments applied.
Is OptionalIndicates if your line item is an optional one. This column works only when you have set Enable Optional Items to true in System Properties. Refer to System Properties topic for details.
Is Optional Rollup LineIndicates if the price of the optional line item should roll up at the bundle level. This column works only when you have set Enable Optional Items to true in System Properties. Refer to System Properties topic for details.
Allocate Group AdjustmentIndicates if the line item is eligible for group adjustments. Set this to true when you want to allow group adjustments to be applied at the line item level also. Set this to false to lock a line item record and prevent manual and group adjustments. This functionality is helpful when your cart has many products and you want to prevent the sales representative from applying mass adjustments to certain products that are approved by your Sales Head. For such scenarios, you can lock these products on the cart.

The Show Duration link is for advanced functionality related to Pro-ration and co-termination of recurring charges. If this is setup for a price list item, then you can charge in a different frequency from what the price list item is defined in and set Start and End Dates and a Term. For example, a price list item may be a recurring yearly charge but on this quote, you may wish to charge only for 6 months.

In the Shopping Cart section, the price line items are further broken out to reflect pricing for any options associated with the bundle product.

The Totals section shows all Totals by product category and a Grand Total sum of one time plus recurring charges. The Totals tab also allows for a discount or markup to applied to a category as a whole and rolled down to the individual line items in that category. The system distributes the adjustments uniformly across each line item. If any automatic summary adjustments have been configured, they will also appear in this view.

Proposal Locations are defined to distinguish differentiate the products as per your customer locations.

On the cart page,

  • The location drop-down list displays all the account and proposal locations.
  • If your system admin has created any lookup filter criteria, the system follows the criteria and filters the locations accordingly.

To price a product on the shopping cart

You can edit any field for an added product on the cart only if the administrator has set requisite permissions for the Cart Detail View page.

  1. In the Quantity column, you can change the quantity for a product. The values in the Quantity column for a product can be driven by the numeric expression builder configured for the selected product. You can click Reprice link individually to enable the system to recalculate the price considering the new quantity.
  2. In the Selling Term column, you can enter a number to specify the term duration during which the product is sold.
  3. In the Frequency column, you can select a frequency type. The frequency type is displayed for recurring charges.
  4. From the Adjustment Type, you can select one of the following and enter a numeric value in the Adjustment Amount column:

    OptionDescription
    % DiscountSelect this and enter a discount percentage in the Adjustment Amount column. For example: If you enter 10 in the Adjustment Amount column, this implies that you want to give a discount of 10%.
    Discount AmountSelect this and enter a flat discount amount in the Adjustment Amount column.
    % MarkupSelect this and enter a markup percentage in the Adjustment Amount column. For example: If you enter 10 in the Adjustment Amount column, this implies that you want to markup the price by 10%.
    Markup AmountSelect this and enter a flat markup amount in the Adjustment Amount column.
    Price OverrideSelect this and enter an amount in the Adjustment Amount column. The amount you enter overrides the net price of the product.
    Base Price OverrideSelect this and enter an amount in the Adjustment Amount column. The amount you enter overrides the base price of the product and all the other calculations on the product would happen based on the new base price. Allow Manual Adjustment must be selected on the product line item, in order to make Base Price Override editable.
    % Discount Off List

    This is similar to % Discount; except it calculates the discount amount always on List Price of a Bundle and applies to Extended Price.

    The option % Discount off List is not available by default. The administrator must add the value to the Adjustment Type field in the Line Item object. For more information, see Enabling Multiple Adjustments at the Line-Item Level.

    % UpliftThis gets applied every time to products that are added from the Asset.
    Price Factor

    Select this and enter an amount in the Adjustment Amount column. The amount you enter gets multiplied by the Extended Price to calculate the new Net Price.

    Base Price DiscountIndicates that the adjustment amount is reduced from the Base Price.
    Base Price MarkupIndicates that the adjustment amount is added to the Base Price.
    % Discount (Bundle Only)Select this and enter a discount percentage in the Adjustment Amount column. The value you enter applies a discount on the bundle without applying that same adjustment on the options within the bundle.
    Discount Amount (Bundle Only)Select this and enter a flat discount amount in the Adjustment Amount column. The amount you enter applies a discount on the bundle without applying that same adjustment on the options within the bundle.
    % Uplift (Bundle Only)Select this and enter an uplift discount percentage in the Adjustment Amount column. The value you enter applies an uplift to the bundle every time a product is added from the Asset.
    % Markup (Bundle Only)Select this and enter a markup percentage in the Adjustment Amount column. The value you enter applies a markup on the bundle without applying that same adjustment on the options within the bundle.
    Markup Amount (Bundle Only)Select this and enter a flat markup amount in the Adjustment Amount column. The amount you enter applies a markup on the bundle without applying that same adjustment on the options within the bundle.
    Price Override (Bundle Only)Select this and enter an amount in the Adjustment Amount column. The amount you enter overrides the net price of the bundle without applying that same adjustment on the options within the bundle.
    Price Factor (Bundle Only)Select this and enter an amount in the Adjustment Amount column. The amount you enter is multiplied with the Extended Price to calculate the new Net Price of the bundle.
    % Discount EffectiveSelect this and enter a discount effective percentage in the Adjustment Amount column. The value you enter applies a discount on the bundle or total so that the Net Adjustment % on the Bundle or Total is set to the user requested value.

    This adjustment type is applicable when the following requirements are fulfilled:
    Group Adjustment Spread is set to True.
    Max Adjustment Line must be blank or 1.
    Bundle price must be zero.

    % Markup Effective

    Select this and enter a discount effective percentage in the Adjustment Amount column. The value you enter applies a markup on the bundle or total so that the Net Adjustment % on the Bundle or Total is set to the user requested value.

    This adjustment type is applicable when the following requirements are fulfilled:
    Group Adjustment Spread is set to True.
    Max Adjustment Line must be blank or 1.
    Bundle price must be zero.

    Price Factor Effective

    Select this and enter an amount in the Adjustment Amount column. The amount you enter is multiplied with the Extended Price to calculate the new Net Price of the bundle or total so that the Net Adjustment % on the Bundle or Total is set to the user requested value.
    This adjustment type is applicable when the following requirements are fulfilled:
    Group Adjustment Spread is set to True.
    Max Adjustment Line must be blank or 1.
    Bundle price must be zero.

  5. Click the Details tab. In this view, the price line items are further expanded to reflect pricing for any options associated to bundle products. You can make changes as per your requirement.
  6. Click the Totals tab. This view shows all Totals by product category and a Grand Total sum of one time plus recurring charges. The Totals tab also allows for a discount or markup to applied to a category as a whole and rolled down to the individual line items in that category. The system distributes the adjustments uniformly across each line item. If any automatic summary adjustments have been configured, they will also appear in this view.
    If the admin setting APTS_RollUpOptionNetAdjustment is set to True, when you apply adjustments on options, CPQ displays the adjustments on options at the bundle and summary totals level. CPQ calculates the Net Adjustment % of the bundle and total as the difference between the price before and after all manual adjustments including option adjustments. For example:

    ProductBase Extended PriceFlat Option PriceExtended PriceAdjustment Type or AmountAdjusted PriceGroup Adjustment %Net PriceNet Adjustment %
    Bundle1000901090
    1090
    1090-0.91%
    Option100
    10010% Discount90
    90-10.00%
  7. Do one of the following:
    • To reprice all the parameters such as a change in the quantity, term, frequency, and any other custom field, click Reprice All.
    • To apply all the adjustments you made on the shopping cart, click Apply All Adjustments.

      When you update a line item using actions mentioned in the above steps, the pricing pending icon () appears at the end of that line. This icon indicates that you must reprice the cart to get the latest prices after you update a line item.

All your selected products are priced with the desired parameters.

  • On the configuration page, you can observe the See Price in Cart link for the option product. When you click on that link, you notice that for the free item, Included with bundle text is displayed as a price value.
  • For single or multiple price list items of the option products, the See Price in Cart link pops out well-aligned table for the prices of the corresponding products.
  • You can see the carrot icon when the option has multiple charges of multiple charge types.
  • You can see "Included in Price" when the option has a single charge, and it is included in the price of the bundle.
  • You can see the pop-up for the charge types when you click See Price in Cart.
  • On the product options screen during product configuration, you can see prices against the options and when you expand the arrow against the options a list of prices displays.
  • In the multi-adjustment pop-up, when you apply % Discount, CPQ applies the Discount Amount to the Base Price after multiplying it with Quantity and Selling Term of the bundle product.

You can review the products and prices configured for your quote one last time before returning to the Quote/Proposal page.

  • Creating Price Ramps for a Product
    You can create a price ramp for a bundle product or for an option inside the bundle. You can create ramp lines to spread across time periods and add new ramp lines, create user ramps where from one period to the next the quantity (number of users) increases (user count/quantity ramp), and also create revenue ramps where from one period to the next the level of revenue commitment increases (total price/override ramp).
  • Defining Tiered Pricing
    Tiered pricing is used to establish rates for a future usage. There is no pricing until you know the future usage.
  • Editing Price Agreements
    After product selection and configuration, you are redirected to the Shopping Cart page. The Edit Price Agreement button enables you to add and set prices for a product that is to be associated with your contract. When you renew your contract or regenerate a contract, the defined price agreement prices are applicable.
  • Managing Contract Pricing
    Contract Pricing in CPQ enables you to store contracted prices in the system. When a quote is created in CPQ, the quote price is determined by looking up the price defined in the Contract.