1. Examples of business usage scenarios
2. Detailed introduction of CPQ
- Configure multi-level product structure: Configuring product multi-level structure means configuring product portfolio, including configuring parent and sub-part structure, configuring parameters of optional details, configuring component pricing rules, and configuring constraint dependencies.
- Configure attribute attribute value: After the attribute attribute value is associated with the corresponding product, set the price list corresponding to different attributes and the price corresponding to the attribute value, which can realize the multi-price scenario of a single product. Specifically, it includes configuring attributes and attribute values, associating attributes and products, and configuring attribute price lists.
- Quotation/Order Use: Quotation and order stage support selection of product combinations to achieve efficient ordering of complex products. The specific process includes selecting the product combination, selecting the attribute value of the parent item, selecting the component item, selecting the attribute value of the component item, editing the price and quantity of the component item, and editing the price and quantity of the parent item.
3. CPQ business operation
3.1 Background operation
- Entrance: Management - [Business Rules Management] List Page - [CPQ Management] List
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Open CPQ instructions
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Once the CPQ switch is turned on, it cannot be turned off, and the print settings can be selected to turn on different switches as shown in the figure below according to the business scenario;
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After the CPQ switch is turned on, Fanxiang CRM quotations and orders support configuration of complex products and prices, and other business modules do not support it temporarily;
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After the CPQ switch is turned on, the quotation and order products will be automatically delivered to the [level] field;
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This field is only displayed in the print templates of [Quotation], [Quotation Details], [Order], and [Order Product], but it cannot be configured and displayed in the layout.
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In the background management, in the [Quotation Details] and [Order Product] objects, the [Level] field supports default value editing, the default value is [.], and only supports adjustment to [.], [-], [_] One of the types, fill in other or formulas, and process according to [.] by default.
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- After the CPQ switch is turned on, the price list can only set the discount/price of the product combination temporarily, and cannot set the discount/price of its sub-products; if a product combination is selected in [Quotation] or [Order] and its sub-products are configured, The final product mix price is calculated with discounts from the price list.
3.2 Front-end business operations
3.2.1 Configure product combination mode
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Configure product categories
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manually created
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Entrance: Management - [Object Management] List - [Default Object Management] List - [Product] List - Product Category
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According to the product classification level, a first-level classification can be added, and in the corresponding classification level, a new sub-level or flat classification can be created
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- Import, see Import for details
3.2.2 Configure basic information
- Entrance: under [Product] list
- Create a new product or edit an existing product, complete the entry of basic information, and enter the configuration of the product portfolio
- Click on the corresponding product to enter the product details page and enter the configuration of the product portfolio
- On the product list page, you can directly enter the configuration product portfolio
3.2.3 Product Portfolio Configuration
- Enter the configuration product portfolio, create a group under the product, and add sub-products under the group, you can add multiple layers, and the content of the group remains unchanged.
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Create group support configuration:
- Multiple selection: support configuration of "minimum number of sub-products" and "maximum number of sub-products"
- Single choice: configurable "required"
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Funshare CRM attaches great importance to user experience. When there are many products and the product structure is consistent, the following functions can be used:
- Synchronize this product structure: Synchronize the sub-products and configurations of this product to other combined products, and can synchronize to multiple product combinations at the same time
- Update this product of other BOMs: the same product can be a sub-product under different products, and the product structure and configuration can be different. Through this function, the product structure is synchronized to other nodes of this product.
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Support multiple selections for batch editing, deleting, and exporting.
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- Products in each group support configuration: whether it is required, whether it is selected by default, whether the price can be edited, whether the quantity can be edited, the maximum quantity, the minimum quantity, the increase in quantity, etc.
- Under each sub-product, sub-products can be added to form a multi-level structure, and the configuration can be saved and completed.
3.2.4 CPQ constraint dependencies
- Entrance: CRM Module - [Product Management] List - [Product Constraints] List Page
- Add constraint relationship: Funshare CRM supports the definition of dependency constraint relationships between products and sub-products of combined products. The constraint relationship supports "must choose" and "not allowed to choose", as shown in the figure below.
3.2.5 Configure product properties
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New attribute attribute value
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manually created
- Entrance: CRM module - [Product Management] list - [Properties] list page
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Import, see Import for details
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Define attribute attribute value
First define the attribute, and then define the attribute value of this attribute. The attribute value can be copied and deleted, and at the same time, the dot pattern in the operation bar can be dragged to move the row where it is located.
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Product association attributes
After the product is associated with attributes, you can configure its attribute value range, and display its attributes and attribute values on the product details page.
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Attribute price list
The attribute price list is associated with the main price list, select the applicable price list range, edit the detailed price of the attribute price list, and achieve different prices for the same product with different attributes.
3.2.6 Place an order and select an attribute value
3.2.7 Product quotation & order
3.2.8 Integration with ERP
