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.
List the steps in adding Buy X Get Y 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?
What is Quote Organization in Vtiger CRM?
What are Summary Variables in Vtiger CRM?
In which Vtiger editions can I find Summary Variables?
Give a use case explaining adding product discount in Vtiger CPQ.
Table of Contents
Once you have added the discounts to the Products, let us see how it is applied to the Quotes module.
Follow these steps to add Product In Quotes:
Follow these steps to add Product In Quotes:
- Log in to the CRM.
- Go to Sales.
- Move to the Sales Engagement section.
- Select Quotes.
- Click +Add Quote. A Creating Quote window opens.
- Enter or select information for the following
- Type the Quote Name.
- Select the Quote stage as New from the drop-down.
- Select the Contact or Organization. (Ensure the Contact or Organization you add is linked to the Quotes module.)
- Add Billing Address.
- Add Shipping Address.
- Go to the Item Details section.
- Enter the first three letters of the Product name. Or
- Select the icon beside the Product name field. A list of Products will be displayed.
- Select the Product you want to add to the Line items.
- Enter the number in the Quantity field.
Based on the Quantity, the relevant discount card will be applied.
- Click Save.
-
-
Was this FAQ helpful?
0
out of
0
found this helpful.
Comments 0
Be the first to comment