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2. Guideline for basic setup

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Guideline for basic setup to run the CPQ flows

  • Organization Account, their Contact, Address, and their related records setup –   
  • Customer accounts their Contact, Address setup.
  • Credentials Setup
  • Payments
  • Product Configuration
    • Price Books
    • Tier Discount Allocation
    • Cost card
    • Features
    • Options
    • Rules
    • Inventory/Stock
    • Product/Service Sale
    • Supporting BOMs
Customer Accounts and their Contact, Address
Customer Accounts and their Contact, Address

Customer Accounts and their Contact, Address: - The

Site implementation for the Customer
Site implementation for the Customer

Site implementation for the Customer: - If want

Credentials Setup
Credentials Setup

To setup the Payment (Authorized.Net, PayPal, Stripe etc.)

Product Configuration
Product Configuration

Product Configuration: - The Product Configuration page allows

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