What's in Configure Price Quote (CPQ) Management
Introduction
The CPQ module enables administrators and partners to manage the entire quote-to-order process, allowing partners to configure products, generate quotes, and handle invoicing efficiently.
View Quotes
Administrators manage partner-generated quotes in the CPQ module, tracking status from creation to sales order and ensuring policy alignment.
View a Quote
Administrators and partners can view all generated quotes, including details, status, and associated sales orders, to manage and track the quoting process effectively.
View Sales Orders
Administrators and partners use the Sales Orders feature to view and manage confirmed sales, track order details, and filter sales data for reconciliation.
View a Sales Order
Administrators view sales orders to track partner sales, reconcile invoices, and ensure accurate commission calculations. Sales orders are generated from approved quotes.
Add/Edit a Sales Order
Administrators manage confirmed purchases in the Sales Orders module, adding or editing records to ensure accurate data for commissions and fulfillment processes.
View Invoices
Administrators and partners use the Invoices page to view, track, and manage all platform-generated invoices for accurate financial reconciliation.
View an Invoice
Administrators use this feature in the Sell module to view, track, and manage all generated invoices for financial oversight, including invoice details, associated sales orders, and current status.
Add/Edit an Invoice
Administrators use the Invoices module to manage, edit, and track billing documents for sales orders, ensuring accurate financial records and statuses from creation to approval.