Search for tag: "salesquotes"
How to Create a Quote Visibility Rule - SAP CPQIn this video you'll learn how an administrator can define a quote visibility rule. This rule allows you to view quotes created by others based on conditions defined. You'll also learn to…
From SAP Microlearning
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Customizing the Quote Layout - SAP CPQIn this video, you'll learn how administrators configure the quote layout in SAP CPQ. Users will also learn how to set their own quote layout, based on their permission groups.
From SAP Microlearning
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Defining Margin Health Indicators - SAP CPQIn this video, you'll learn how to create and manage Margin Health Indicators in SAP CPQ. This functionality allows users to see the margin health for each individual item in the cart as well…
From SAP Microlearning
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Comparing the Configurable Product Frameworks - SAP CPQThis video explains the differences between the three frameworks available in CPQ to bundle products: Collections, Systems, and Parent/Child Systems.
From SAP Microlearning
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How to Create a Parent/Child System of Configurable Products - SAP CPQIn this video, you'll learn how to create a Parent/Child System (List) of Configurable Products in SAP CPQ.
From SAP Microlearning
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How to Set Up and Use a Quick Config - SAP CPQThis video explains how to use SAP CPQ's Quick Config feature to load pre-configured products into the configurator using dynamic part numbers.
From SAP Microlearning
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Using Key Attributes - SAP CPQIn this video, you'll learn how to configure key attributes in SAP CPQ. Key attributes are attributes that can be used as search criteria in quotes, allowing users to search for quotes based on…
From SAP Microlearning
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Using Recurring Pricing - SAP CPQIn this video, you will learn how to configure and use monthly recurring prices to support subscription-based pricing.
From SAP Microlearning
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How to Create a Quote Table - SAP CPQLearn how to create a Quote Table and see it used in a real-life example.
From SAP Microlearning
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How to Create Quote Item Custom Fields - SAP CPQIn this video, you can learn how to Create Quote Item Custom Fields that help you display specific information for cart items on the quote page.
From SAP Microlearning
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How to Create Custom Quote Tabs and Fields - SAP CPQIn addition to the default tabs on the CPQ quote page, you can define additional tabs. In this video, you'll learn how to create Custom Quote Tabs, and then associate Custom Fields to these tabs…
From SAP Microlearning
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How to Generate Documents and Templates - SAP CPQThis video demonstrates how to create and use a quote template to produce a formatted quote document.
From SAP Microlearning
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How to Manage Existing Quotes - SAP CPQLearn how to manage existing quotes in SAP CPQ. Explore features in managing quotes by performing actions, changing the status and making revisions.
From SAP Microlearning
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Configuring Products and Creating a New Quote - SAP CPQLearn how to configure products and add them to a new quote.
From SAP Microlearning
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Working with Approvals and Generating Documents - SAP CPQThis video demonstrates a quote approval process when a discount threshold is violated. It also shows creating a proposal for a client/customer.
From SAP Microlearning
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