2. 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

Organization Account, their Contact, Address, and their related records setup

You need to create one Organization account in

Customer Accounts and their Contact, Address

Customer Accounts and their Contact, Address: - The

Site implementation for the Customer

Site implementation for the Customer: - If want

Credentials Setup

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

Product Configuration

Product Configuration: - The Product Configuration page allows