Adding company settings records

When you add a record, such as a payment term or shipping carrier, you can enable it for use immediately by selecting the Enabled check box, or you can leave the check box cleared and enable records later, as needed. As you add records, they are saved automatically. You do not need to click a Save button.

These steps for adding company settings records are the same for all record types:

  1. In CPQ Enterprise Quoting, select My Company and expand the Settings menu option.
  2. Select a record type, such as Payment Methods or Freight Terms.
  3. On the form that opens, click the create icon.
  4. Specify the required information.

    See also Adding translations for field values.

  5. Optionally, to make the record available for user in the system immediately, select Enabled.
  6. Repeat for each record type until all required records have been added.