FAQs in this section
What are the Product Options in Vtiger CRM?
Give an example of Product Options.
What are the Product types you can see when CPQ is not installed?
What is a Fixed Bundle?
What is a Solo Bundle?
What are the Picklist values enabled when you install CPQ?
In which Vtiger editions are the Product options available?
What are the benefits of Product Options?
What are the types of Product Options?
Explain the Fixed option with an example.
Explain the Dynamic option with an example.
What do you mean by minimum value?
What do you mean by maximum value?
How do you add a Product Option in Vtiger CRM?
What do you mean by linking in Vtiger CRM?
List the steps to link Product Options.
Can you add Products in Quotes?
List the steps to add Products in Quotes.
Can I select more than the maximum value for a Product?
What do you mean by discounts in Vtiger CPQ?
What are the types of discounts in Vtiger CPQ?
What do you mean by Product Discounts in Vtiger CPQ?
What do you mean by Buy X Get Y Discounts in Vtiger CPQ?
Give an example of Buy X Get Y discounts in Vtiger CPQ.
Where can the discounts be applied in Vtiger CPQ?
What are the benefits of Discounts in Vtiger CPQ?
List the steps in adding a Product Discount in Vtiger CPQ.
List the steps in adding a Product Discount in Vtiger CPQ.
Give a use case explaining adding product discount in Vtiger CPQ.
What are the features of the Field Sales app?
What is Pricing Guidance in Vtiger CRM?
What are Pricing Guidance in Quotes?
What is Quote Status in Vtiger CRM?
What is Quote Organization in Vtiger CRM?
What are Pricing Guidance in Deals?
What are the benefits of Pricing Guidance in Vtiger CRM?
How do I install Pricing Guidance in Vtiger CRM?
How do I set up Pricing Recommendation factors in Vtiger CRM?
List the steps in adding Buy X Get Y Discount in Vtiger CPQ.
Table of Contents
Follow these steps to add a Buy X Get Y discount:
By clicking the Select icon OR
Clicking + Create icon to create a new product.
9. Go to Who should get a discount section.
- Log in to the CRM.
- Go to Inventory.
- Select Discounts under the Catalog section.
- Click +Add Discounts. A Creating Discounts page will appear.
- Enter or select information for the following:
- Select Discount type as Buy X Get Y.
- Type Discount Name.
- Select Assigned To from the drop-down.
- Go to the Discount Criteria section.
- Select minimum purchase value.
- Quantity
- Amount
6. Enable
- Any Item
- Specific Item
i. Products
- All Conditions (All conditions must be met).
- Any Conditions (At least one of the conditions must be met)
ii. Services
- All Conditions (All conditions must be met).
- Any Conditions (At least one of the conditions must be met).
7. Select the number of items the customer will be getting.
8. Select Product or Service from the drop-down OR
Select the product by typing the first three letters of the product you want to add OR 8. Select Product or Service from the drop-down OR
By clicking the Select icon OR
Clicking + Create icon to create a new product.
9. Go to Who should get a discount section.
- Any Contact or Organization
- Specific Contacts or Organizations
i. Contacts
- All Conditions (All conditions must be met).
- Any Conditions (At least one of the conditions must be met).
ii. Organizations
- All Conditions (All conditions must be met)
- Any Conditions (At least one of the conditions must be met).
10. Go to the Maximum discount use section.
11. Enable Limit to use per order.
12. Select Active dates by clicking the Calendar icon.
13. Enable Ends On and select the date by clicking the Calendar icon.
14. Click Save.
11. Enable Limit to use per order.
12. Select Active dates by clicking the Calendar icon.
13. Enable Ends On and select the date by clicking the Calendar icon.
14. Click Save.
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