ZINFI UPM GuideConfigure Price Quote (CPQ) Management for Channel Partners

The Configure Price Quote (CPQ) application in ZINFI UPM enables partners to view special pricing and access automated quote approval mechanisms provided by their vendor. The application allows vendors to define and manage product pricing across multiple business lines, and any pricing changes are automatically reflected in partner quotes.

The application provides full tracking of all quotes shared with the vendor, including granular access to sales cycle management details. It also allows the vendor's channel sales team to generate invoices in accordance with quotes and received purchase orders, bringing a systematic approach to PO receipt and invoicing while minimizing human error.

The end-to-end automation of invoice and PO management allows partners to manage all revenue-related activities within a single interface with deeper pipeline visibility.

Accessing Quotes

1. Click the Sell zone from the top menu.
2. Click CPQ > Quotes from the left menu.

View Quotes

1. Clicking Quotes from the left menu opens the View Quotes page, displaying all generated quotes with their names and current status.

   

2. The toolbar provides these actions:
   • Add — Opens the form to create a new quote.
   • Delete — Removes selected quotes from the list.
   • Filter — Searches for records by Currency ISO Code and Status.

     

   • Saved Filters — Shows a list of saved filter configurations in the dropdown.
3. Click a Quote Name to open its details page. Click an Account Name to open the Account Details page.
4. Click the pen icon to edit a quote. Once a quote is submitted for approval it cannot be edited.

View Quote Details

1. To view a quote's details, click its name on the View Quotes page.
2. Clicking a Quote Name with the status Ready for Submission opens the View a Quote detail page.

   

3. The View Quote page contains the following buttons and sections:

   a. Buttons

   • Edit — Opens the record for editing.
   • Delete — Removes the record from the list.
   • Submit For Approval — Click this after completing all required fields to initiate the approval workflow.

   The Edit, Delete, and Submit For Approval buttons are hidden when a quote's status is Approved. Approved quotes display an Approval History section instead.

   b. Quote Information

   

   Field	Description
   Account Name	The sales account this quote is generated for.
   Quote Name	The name of the sales order associated with the quote.
   Opportunity Name	The opportunity this quote is being generated from.
   Quote Number	Auto-generated unique identifier for the quote.
   Expiration Date	The date this quote expires.
   Status	Current status: Draft, Ready for Submission, Pending Approval, Approved, or Rejected.
   Description	A short description of this quote.
   Price Book	The price book used for pricing.
   Currency ISO Code	The ISO code of the currency used for this quote.

   c. Totals

   

   Field	Description
   Subtotal	Sum of all line item amounts in this quote.
   Discount	The discount amount applied (if any).
   Shipping and Handling Charges	Charges associated with shipping and handling.
   Total Price	Subtotal plus Shipping/Handling Charges.
   Grand Total	Subtotal plus Shipping/Handling minus the Discount.

   d. Prepared For

   

   Displays the Contact Name, Phone, Email, and Fax of the individual for whom this quote is prepared.

   e. Address Information

   

   Displays the billing and shipping address of the contact, including Bill To Name, Ship To Name, Street, City, Country, State, and ZIP/Postal Code for both.

   f. Quote Line Item(s)

   

   Shows the products included in this quote, drawn from the associated Opportunity. Use the Add Product(s) button to associate additional products. This button disappears once the quote is submitted for approval.

   g. Sales Order(s)

   

   Displays sales orders created against this quote. The Add button disappears once the quote is submitted for approval. See Add a New Sales Order for details.

Add a New Quote

1. On the View Quotes page, click the Add button.

   

2. Clicking Add opens the Add/Edit a Quote form.
3. The form contains these sections:

   

   a. Buttons

   • Save — Saves the newly created quote.
   • Cancel — Discards changes and closes the form.

   b. Quote Information

   

   Field	Notes
   Account Name *	Select from the account picker, then click Add.
   Quote Name *	Provide a user-friendly name for this quote.
   Opportunity Name *	Select the opportunity this quote is generated from.
   Quote Number	Auto-generated system value.
   Expiration Date	Select the expiration date from the calendar.
   Status	Auto-generated. Values: Draft, Ready for Submission, Pending Approval, Approved, Rejected.
   Description	A short description of this quote.
   Price Book	Select from available price books (Platinum Partners, Gold Partners, Silver Partners, etc.).
   Currency ISO Code	Available options: Australian Dollar, Canadian Dollar, Indian Rupee, Pound Sterling, US Dollar.

   c. Totals

   

   All totals fields are system-generated based on line items. Shipping and Handling Charges can be entered manually.

   d. Prepared For

   Select the Contact Name from the contact picker. Phone, Email, and Fax populate automatically from the contact record.

   

   e. Address Information

   

   Mandatory fields: Bill To Name, Ship To Name, Billing Country, and Shipping Country. All other address fields are optional.

4. Once all fields are complete, click Save.

Accessing Sales Orders

1. Click the Sell zone from the top menu.
2. Click CPQ > Sales Orders from the left menu.

View Sales Orders

1. Clicking Sales Orders from the left menu opens the View Sales Orders page, displaying the Sales Order ID, date, account, linked quote, and total price.

   

2. The toolbar provides:
   • Add — Opens the form to create a new sales order.
   • Delete — Removes selected sales orders.
   • Filter — Searches by Currency ISO Code (Australian Dollar, Indian Rupee, Pound Sterling, US Dollar).
   • Saved Filters — Shows a list of saved filter configurations.
3. Click a Sales Order ID to open its details page. Click a Quote Name to navigate to the related quote.
4. Click the pen icon to edit a sales order.

View Sales Order

1. To view details for a specific order, click its Sales Order ID on the listing page.

   

2. Clicking the Sales Order ID opens the View Sales Order page.

   

3. The View Sales Order page contains:

   a. Buttons

   • Edit — Opens the record for editing.
   • Delete — Removes the record from the list.

   b. Sales Order Information

   

   Field	Description
   Account	The sales account this sales order is generated for.
   Warehouse	The warehouse fulfilling this sales order.
   Opportunity	The opportunity from which this sales order originated.
   Sales Order Date	The date this sales order was issued.
   Quote	The quote associated with this sales order.
   Phone	Phone number of the contact for this sales order.
   Sales Order ID	Auto-generated unique identifier for this sales order.
   Price Book	The price book used for pricing.
   Currency ISO Code	The ISO code of the currency used for this sales order.

   c. Address Information

   

   Displays the billing and shipping address of the contact: Billing/Ship To Name, Street, City, Country, State, and ZIP Code.

   d. Totals

   

   Field	Description
   Subtotal	Sum of all line item amounts in this sales order.
   Discount	The discount amount applied (if any).
   Shipping and Handling Charges	Charges for shipping and handling.
   Total Price	Subtotal plus Shipping/Handling.
   Grand Total	Subtotal plus Shipping/Handling minus the Discount.

   e. Sales Order Line Item(s)

   

   Shows the products included in this sales order. Click Add Product(s) to add new products from the price book.

   

   f. Invoice(s)

   

   Shows invoices created against this sales order. Click Add to create a new invoice. See Add a New Invoice for details.

Add a New Sales Order

1. On the View Sales Orders page, click the Add button.
2. Clicking Add opens the Add/Edit a Sales Order form.

   

3. The form contains:

   a. Buttons

   • Save — Saves the newly created sales order.
   • Cancel — Discards changes and closes the form.

   b. Sales Order Information

   

   Field	Notes
   Account *	Select from the account picker, then click Add.
   Warehouse	Provide the name of the fulfilling warehouse.
   Opportunity *	Select the originating opportunity and click Add.
   Sales Order Date *	Select the issue date from the calendar.
   Quote *	Select and add the associated quote ID.
   Phone *	Phone number of the contact associated with this order.
   Sales Order ID	Auto-generated system value.
   Price Book	Select the price book used for pricing.
   Currency ISO Code	Select the applicable ISO currency code.

   c. Address Information

   Mandatory fields: Billing Name, Ship To Name, Billing Country, and Ship To Country. All other address fields are optional.

   d. Totals

   

   All total fields are system-calculated. Shipping and Handling Charges can be entered manually.

4. Once done, click Save. You will return to the View Sales Orders page where you can click the newly created order's name to open its details and add line items and invoices.

Accessing Invoices

1. Click Sell from the top menu.
2. Click CPQ > Invoices from the left menu.

View Invoices

1. Clicking Invoices from the left menu opens the View Invoices page, displaying Invoice ID, Invoice Date, Account, linked Sales Order, Total Price, and Status.

   

2. The toolbar provides:
   • Add — Opens the form to create a new invoice.
   • Delete — Removes selected invoices.
   • Search / Filter — Searches for specific invoices by Currency ISO Code and Status.
   • Clear Search — Clears the active search.
   • Saved Searches — Shows saved search configurations in the dropdown.
3. Click an Invoice Name to open its details page. Click an Account Name to open the Account Details page.

View Invoice Details

1. To view an invoice's details, click its Invoice ID on the View Invoices page.
2. Clicking the Invoice ID opens the View Invoice page.

   

3. The View Invoice page contains:

   The Download PDF button at the top of the page generates a PDF version of the invoice for download.

   a. Invoice Information

   

   Field	Description
   Account	The sales account this invoice is generated for.
   Invoice Date	The date this invoice was generated.
   Opportunity	The opportunity this invoice is generated from.
   Sales Order Date	The date the associated sales order was created.
   Sales Order	The ID of the sales order associated with this invoice.
   Invoice ID	Auto-generated unique identifier for this invoice.
   Status	Auto-generated current status of this invoice.
   Owner	The user who created this invoice.
   Phone	Phone number of the contact for this invoice.
   Price Book	The price book used for pricing (sourced from the sales order).
   Currency ISO Code	The ISO code of the currency used for this invoice.

   b. Address Information

   Displays billing and shipping address details: Billing/Ship To Name, Street, City, Country, State, and ZIP Code for both billing and shipping contacts.

   c. Totals

   

   Field	Description
   Subtotal	Sum of all line item amounts in this invoice.
   Discount	The discount amount applied (if any).
   Shipping and Handling Charges	Charges for shipping and handling.
   Total Quantity	Total number of products for which this invoice is generated.
   Total Price	Subtotal plus Shipping/Handling Charges.
   Grand Total	Subtotal plus Shipping/Handling minus the Discount.

   d. Invoice Line Item(s)

   

   Lists the products included in this invoice.

   e. Approval History

   

   Shows the full approval history for this invoice, including step, submitter, approver, actual approver, status, comments, and action taken date.

Add a New Invoice

1. On the View Invoices page, click the Add button.

   

2. Clicking Add opens the Add/Edit a Invoice form.

   

3. The form contains:

   a. Invoice Information

   

   Field	Notes
   Account Name *	Select from the account picker.
   Invoice Date *	Select the invoice generation date from the calendar.
   Opportunity *	Select the originating opportunity.
   Sales Order Date *	Select the date the sales order was created.
   Sales Order *	Select the associated sales order ID.
   Invoice ID	Auto-generated system value.
   Status	Auto-generated current status.
   Owner *	Select the owner who created this invoice.
   Phone	Phone number of the contact for this invoice.
   Price Book	Sourced automatically from the selected sales order.
   Currency ISO Code	Auto-generated from the sales order.

   b. Address Information

   

   Mandatory fields: Billing Name, Ship To Name, Billing Country, and Ship To Country. All other address fields are optional.

   c. Totals

   

   All total fields are system-calculated based on invoice line items. Shipping and Handling can be entered manually.

4. Once all required fields are complete, click Save.

Document ID

ext.prd.004.05

Published

02.20.26

Platform Version

UPM 26.x