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Infor CPQ Enterprise Quoting User Guide for Dealers
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About this guide
Overview
Accessing the application
Basic navigation
Dealer administrator
Understanding users, roles, and form access
Working with company settings
Adding company settings records
Changing or deleting company settings records
Adding translations for field values
Working with My Company's Profile
Managing company profile information
Adding a company location
Order Placement Defaults tab
Managing order placement defaults
Customer Default Terms tab
Managing customer default terms
Application Preferences tab
Managing application preferences
Email Template tab
Managing territories (administrator)
Adding a territory
Changing or deleting a territory
Managing representatives (administrator)
Adding a dealer representative user
Checking user account status
Changing roles for existing users
About child dealers
Adding a child dealer representative
Managing child dealer settings
Changing child dealer settings
Working with agreements
Creating an agreement
How agreements affect quotes and orders
About expired agreements
Deleting an agreement
Dealer representatives
About on-behalf-of mode
Transfering in and out of on-behalf-of mode
On-behalf-of notifications
Viewing the company representative list
Viewing a representative's profile
Managing customers
Creating a customer
Ship to Addresses tab
Creating a ship to address
Customer Default Terms tab
Edit customer default terms
Contacts tab
Creating a contact
Assigning a territory to a customer
Working with the Product Catalog and configurable products
Using items
My Items and quotes
Uploading images for My Items
Enabling or disabling My Items
Sorting Items
Setting up projects and jobs
Creating a project
Changing or deleting a project or job
Copying a project or job
Quotes and order privileges
Finding your quote and order privilege
Standard quote/order functions
About documents
Generating a document
Downloading or deleting an existing document
Standard line item functions
Line item actions
Quote, order, and line item statuses
Creating a new quote
About header details
About pricing details
Related Products optional feature
Working with the Related Products widget
Converting a quote to an order
Converting a quote to a partial order
Creating a new order
Working with configurable products
Recovering from configuration errors
Saving and resuming a partial configuration
About rapid change
Using rapid change on a quote or an order
Saving configured items for reuse
Creating a named configuration
Saving changes to an existing named configuration
Managing the named configurations list
Status Inquiry module
Order status inquiry
External Order Status page
CPQ Widget in Infor OS Portal for dealers
Widget overview
My Recent Quotes widget
Configuring the CPQ My Recent Quotes widget
CPQ Highest Value Quotes widget
Configuring the CPQ Highest Value Quotes widget
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