Creating 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 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.
- 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).Note:
Hover the mouse on the required product and click the
the product.
- Enter the following details:
- 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
- In the List Price field, enter a list price for the product. The default value is 0 (zero).
- From the Price Type drop-down, select the price
type. Supported values are:
- One Time (default value)
- Recurring
- UsageNote:
- 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 the Frequency drop-down, select the
frequency for the product. Supported values are:
- Hourly
- Daily
- Monthly
- Quarterly
- Half Yearly
- Yearly
- Weekly
- 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
- The Active switch for the price list item is turned on by default.
- 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:
- Click Save.
Note:
Clicking the product name link under the Price List Items section redirects you to the product details page.
