We have a requirement where reps should be able to add the desired price and CPQ works out the discount.
For example List Price is $5800 and the rep has agreed a price with the customer of $5000, they enter this as the net price and CPQ works out the discount of $810 rather than what is currently available out of the box where the rep puts in $810 in the discount and CPQ works out the desired price?
Thanks
6 件の回答
At the quote and quote line group level, you can use the Target Customer Amount field. Reps can enter the target amount and the CPQ system automatically adjusts the prices of quote lines by giving appropriate discounts to reach the target amount.
Another way to achieve this is by introducing a custom price field, for example, New_Price__c. Add this field on the QLE where Reps can enter the discounted customer price. Add a price rule that checks if this field is not blank then populate the SBQQ__SpecialPrice__c = New_Price__c and SBQQ__SpecialPriceType__c = 'Custom'.
Once the Special Price field is populated, the CPQ system will calculate the discount percent of that line. Attaching the screenshots of the price rule, condition, and action.
Price rule:
Price condition:
Price action:
Let me know if this helps.
