Apttus CPQ: Categories Setup

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Hi Friends,

In this blog we are going to explore that how we ca setup the Categories and a hierarchy level under offering Category.

Categories - Categories are the main part of your CPQ. It defines the UI representation of your catalog where you showcase the products/services for sell.

For this setup, You should have the list of priced products in system, you can find the way to setup product and way to pricing of product here.

Now come to categories.

Steps to define:

Navigate to Category Tab.

Create New Category - Type offering.

Associate the Price List with this offering Category so that it will be visible on catalog when you will create Quote by taking this Price List

 Click On Hierarchy Manager button (put on layout if not there), and open the following page.

On this page you can create the subcategories as per your requirements.

Once you created the subcategories, You can add the products under these subcategories now.

See the following Images:

You can see the Added products on "Remove" tab. These products can be bundles or standalone. 

Now Save this and run the "Category Maintenance" job to commit these configurations.

Now its done!

Time for Testing - Create a quote by taking Price List which is associated to Offering Category.

You will see that all products you added under categories and subcategories/hierarchy are available for sell on your catalog. Just Pick the products and move to cart and finalize the quote.

This was the process to setup the categories in Apttus.

In Next Post We will see: How To define Complex Pricing in Apttus

Thanks For Reading

If you have any queries or suggestions, reach me on radhe636@gmail.com/+918574715370.

Apttus CPQ: Pricing Setup for Products

*All rights of contents and logo are reserved to APTTUS Corporation.

Hi Friends,

In this blog we are going to learn how to setup the pricing for a product.
Before this, please go through last post How to Setup Product in Apttus CPQ


Once you setup the product, for setting up the pricing here are the steps:
1. Create Price List
2. Create Price List Item for Product
3. Define the List Price, Charge Type, Price Type, Effective Dates etc.
4. If you are setting the Billing, Taxation and Revenue process for products, you need to fill these details as well.
5. Make sure, PLI is Active, if it is not active, your product will not be visible on catalog page.

Ok, Let's start...

Click on Price List Tab and create new Price List and fill the following details.

Now, Open the Product for which you want to define the price.

Open Product
Click on New Price List Item and fill the details - If you are not able to see this related list, put this on layout.

Fill the following details - for CPQ prospective, this is the minimum detail you need to fill. For other features like Billing RevRec, Taxation, I will post details later in separate blog.

Once you fill all these details Save this.

Lets have a look of these fields:

Price List - This is master Price List which will contains many Price List Items for Different Products. This Price List defines the visibility of your categories/offerings in catalog page once this is associated to any Offering category.

This is like the Price Book in salesforce.

Product: This is product or service for which you are defining the price by creating this price list item. This product may be Standalone, Bundle or Option.

Charge Type: this is type of your charge for system understanding that what kind of charge you are imposing on a customer for this product or service.

This may be your Subscription Fee, Installation Fee or Standard Price.

Price Type: Generally there are 3 type of price, Recurring, Once Time and Usage

Recurring: If you are selling some service which payment is to be made every after certain period, like you are selling some Subscriptions for 1 year for  which you are charging a certain amount ($14)  every month, so this will be your recurring charge which will occur till next 12 months.

One Time: One time chargeable. Full Payment at time on purchase.

Usage: Pay for what you are consuming - Bill will be generating as per the user consumption.

Frequency: Its for Recurring: Monthly, Quarterly or Yearly basis.

Price Method: Per Unit , Flat Price, Tier Price(For Usage Price Type)

List Price: This is the price for your product that will be available on catalog.

Effective and Expiration Dates: What is lifetime of this Price.

Charge Type Criteria: If you want to apply this price conditionally, you can define the charge type criteria as well. For Example, if you want to apply this price only if we are placing New Order, we can put the conditions like this:

After doing all this stuff: Execute the Maintenance jobs for Pricing.

Now your pricing is ready for Product.

In Next Post We will see: How To define the Categories In Apttus

Thanks For Reading

If you have any queries or suggestions, reach me on radhe636@gmail.com/+918574715370.