Guideline for basic setup
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