Manage quote pricing

Zilliant CPQ allows you to control how prices are calculated and managed in a quote. You can view the total quote price, which reflects the combined cost of all line items, as well as the total price for each line item. Depending on your workflow, you can let CPQ automatically calculate prices whenever changes occur, or manage all updates manually.

Pricing information is available at two levels:

• At the quote level—Manage pricing for the entire quote.

• At the line item level—View and adjust the price components that make up a line item’s total.

In this topic, learn how to:

• Switch between automatic and manual price calculations

• View and manage individual price items

Tip

To understand how Zilliant CPQ calculates pricing, read About pricing.

Choose how prices are calculated

Let CPQ automatically calculate all totals or manage them manually.

Enable automatic pricing

To have CPQ automatically recalculate totals when you make a pricing-related change:

When pricing is enabled, CPQ automatically recalculates all line item and quote totals whenever you make a pricing-related change, such as updating line item quantity, discount, or cost.

Use manual pricing

To update totals manually:

When manual pricing is active:

• CPQ does not automatically recalculate totals for line items or the quote.

• The Price button turns orange when you make a change affecting pricing. This means that you have to update the totals manually.

To manually update the pricing:

Work with price items

Price items are the individual components that make up the total price of a quote or line item, for example, base price, discount, or surcharge. You can view, edit, add, or delete them on the Price Items tab in your quotes.

Open the Price Items tab

You can access the Price Items tab from two locations:

• Quote level—Open a quote and go to the Price Items tab. This view displays all price items that contribute to the total price of the agreement.

• Line item level—Open the line item details, then go to the Price Items tab. This view displays price items specific to the selected line item.

Note

Visibility of certain price item types depends on your role configuration.

Edit price items

In the Price Items tab, you can edit existing price items. Editable columns vary depending on your permissions and quote configuration.

To edit a value:

1. Open the Price Items tab.

2. In the table, select the field you want to edit, then enter a new value.

If your administrator enabled the automatic price item updates, edits save automatically. Otherwise, you must select Sync changes, switch tabs, or select outside the side panel to trigger an update.

Add price items

You can manually add new price items to a quote or line item.

To add a price item:

1. Open the Price Items tab.

2. Above the list of price items, select Add.

3. On the New Price Item dialog, enter information or make selections:

   • Price Item Type—Select the type of price item to add.

   • Pricing Date—(Optional.) Select the date when this price item becomes effective.

   • Currency—Select the appropriate currency.

   • Amount—Enter the price item’s value.

4. Select Create.

Delete price items

Use one of the following methods to delete price items.

Delete one price item

1. Open the Price Items tab.

2. On the price item row, select More, then select Delete.

Delete one or multiple price items

1. Open the Price Items tab.

2. Select checkboxes next to one or multiple price items.

3. From the button bar above the list of price items, select Delete.

Manage role-based access to price items

Administrators can control which price items users can view or edit by role.

To configure role-based access:

1. From the application left navigation area, select Administration.

2. From the top navigation area, select Role Management.

3. Select a role, then go to the Access Management tab.

4. In the Editable Price Item field, add price items that this user role can edit.

5. In the Readable Price Item field, add price items that this user role can view.

6. Select Save.

Note

If you remove a price item type from both Editable Price Item and Readable Price Item fields, it won’t appear in the Price Items tabs for specific users.

Enable automatic price item updates

Administrators can control whether price item edits save automatically or require manual updates.

To control this behavior, use the Enable Update Price Automatically setting. When this setting is turned on, the system saves automatically any edits made in the Price Items tab. If it’s turned off, users must manually trigger updates by selecting Sync changes, switching tabs, or selecting outside the side panel.

To enable automatic price item updates:

1. From the application left navigation area, select Administration.

2. From the top navigation bar, select Master Data Management.

3. Move through or search to locate Setting Boolean and select it from the list.

4. Select Enable Update Price Automatically.

5. Set the Setting Value Boolean switch to YES.

6. Select Save.