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
- Organization Account, their Contact, Address, and their related records setupYou need to create one Organization account in the system, for that Organization account; you need to set…
- Customer Accounts and their Contact, AddressCustomer Accounts and their Contact, Address: - The Customer Account represents an individual customer or organization involved with the…
- Site implementation for the CustomerSite implementation for the Customer: - If want to create a quote/order from a specific Site then you…
- Credentials SetupTo setup the Payment (Authorized.Net, PayPal, Stripe etc.) and DocuSign Credentials in Aqxolt CPQ, navigate to the Credentials…
- Product ConfigurationProduct Configuration: - The Product Configuration page allows the users to configure or allow to setup related list…9 articles