Creating a product

  1. In CPQ Enterprise Quoting, select Product Maintenance > Products.
  2. Click Create Product.
  3. Specify this product information:
    Name
    Specify a name for the product. The name does not have to be unique. It is displayed for users in the standard product list or Product Catalog.
    Part Number
    Specify the official part number for the product. The part number must be unique.
    UOM
    Optionally, specify the unit of measure for the product. The UOM is displayed in the product list or Product Catalog.
    Description
    Optionally, specify a description of the product. The description is displayed in the product list or Product Catalog.
    Details
    Optionally, specify any details about the product. Details are displayed in the product list or Product Catalog.
    Note: The product Name, UOM, Description, and Details field values can be translated. See Adding translations for field values.
    Sort Order
    Specify the order in which products are to be displayed when a user opens the product list or Product Catalog. For example, if ten products are assigned numbers 1 through 10, then the product assigned to 1 is displayed first and the product assigned to 10 is displayed last. For the Product Catalog, this number determines the order inside of a category, since products are organized by category. If multiple products have the same sort order number, or if no number is specified (the field value is left at 0), then items are displayed alphabetically based on their product name.
    Image
    Specify the file path to an image file that should be displayed with the product in the product list or Product Catalog.
    Enabled
    A product is considered active only if it is enabled. Select this check box to display the product in the product list or Product Catalog, so it can be added to quotes and orders.
    Note: A product that is not enabled can still be added to a Product Catalog category, but it will not be displayed in the catalog.
    Is Labor Item
    Select this check box if the product is considered to be a labor item. When this option is selected, users can separate standard tax from tax on labor items, and specify different tax rates.
  4. Specify this configuration information:
    Configurable
    Select this check box if the product includes configurable parts.
    Cfg On Qty Change
    Select this check box if the quantity of a sub-line item is determined by the CPQ Enterprise Configurator. If this check box is selected, then when a user changes the quantity on the configured line, that configuration is validated and the quantities on the sub-line items are refreshed based on the output from configuration.
    Ruleset
    Specify the ruleset that is configured when the item is added to a quote or order.
    Namespace
    Specify the namespace that contains the item's ruleset.
    Constraint Model
    Specify the constraint model that is associated with the item. Use constraint models to set up the item's configuration options that display on the quote page.
    Constraint Resource
    Specify a constraint resource.
    Configurator Endpoint
    This field must be used only when you are integrating with the on-premises Configurator. The value for this field comes from CPQ Workbench. Go to Enterprise Configurator Settings > On Premises and select the entry for your Product Configurator application. The value in the Name field should be specified in this Configurator Endpoint field.
  5. At the bottom of the form, you have these options:
    • Product List Prices tab: The product you created is automatically added to the default price list specified in application preferences. You can use this tab to add, edit, or remove price lists for this product. See About price lists.
    • Product Filter Attributes tab: Use this tab to add, edit, or remove filter attributes for this product. See About product filter attributes.
    • Attachments tab: Use this tab to add, remove, or download file attachments for this product. There is a file size limit of 10MB for product attachments.
    • Categories tab: Use this tab to assign the product to existing Product Catalog categories. See About categories.