Creating a price list

  1. In CPQ Enterprise Quoting, select Product Maintenance > Price Lists.
  2. Click Create Price List.
  3. Specify this information:
    Name
    Specify a name for the price list. The name must be unique.
    Description
    Optionally, specify a description for the price list.
    ERPID
    Optionally, specify the ID from your host system.
    Status
    Select whether to make this price list active or inactive. You can change this setting as needed. If the price list is inactive, it cannot be assigned to a product.
  4. In the Product List Prices grid, click Create Product List Price.
  5. Specify this information:
    Product
    Select a product to add to the price list.
    Effective Date
    Specify the date on which this price becomes effective.
    Expiry Date
    Specify the date on which this price expires.
    Price
    Specify the price for the product.
    Status
    Select whether to make this product list price active or inactive. You can change this setting as needed.
  6. Click the name of your price list at the top of the form and repeat steps 4 and 5 to continue adding products in this way. You can also add the price list to individual products using the Products form. See Adding and removing products for a price list.