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Apptus Product Configuration

How to Set up Products in Apttus

Kalash Deep
October 26, 2020

Apttus is a leader in the CPQ marketplace. It is an award-winning CPQ solution that empowers sales, partners, and customers to configure complex products and services, deliver accurate quotes, and create smarter deals.

In this blog we will focus on how to Set up Products in Apttus:

Step 1: Creating a Product in Apttus

Go to the Apttus Product setup → CPQ Console → Add Products.

apptus

Enter values for the fields described in the below table.

Product Name: ABC Subscription Product
Product Code: ABC-SUB
Configuration Type:

Standalone -If it is an individual product that can be sold on its own.

Bundle -If Product has other products (options or bundles) associated with it (Parent Product)

Options – If Product can be sold with a bundle product only

Active: True
Must Configure: End-user must configure a product to add options or attributes or both before adding to the cart.
Has Attributes: This Product has attributes associated with it. During the quote creation process, the Sales rep can enter values for those attributes.
Has Options: Indicates if the Product has Options.
Has Defaults: This indicates that some other products could also be added as per constraint rule defined once the Product is added.

Step 2: Creating a Product Catalog.

Categories are one of the main components of CPQ. It defines your catalog's UI representation from where you can select the products/services to sell/configure.

You can add Categories, as explained below. This would be the Offering category (Parent Category) CPQ Console → Add Categories.

apptus

Enter values for the fields described in the below table:

Category Name: ABC Offering
Label: ABC Offering
Type:

Offering: Used for Parent category

Option: Used if Category is of option type

Both: When Category is a child of some offering category and is defined as Parent also

Active: True

Step 3: Creating Product Hierarchy

The category hierarchy defines the structure of the product catalog. This is used to build and maintain a catalog. You can add subcategories to a category and associate products, which makes hierarchy.

Prerequisite:

  • You must have an existing Offering category.
  • From the Offering category created above (ABC Offering), Go to the hierarchy manager. apptus

    Click on Add Subcategory

    apptus

    Enter label and name as ABC Services and save. We can see ABC Services Subcategory added below the ABC Category

Step 4: Associating Product to the Categories

Click on the newly created subcategory and go to the product classification section. And search for our product 'ABC subscription' created in step 1.

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Click on the Associate button.

Once associated, the Product will be available under Category, so this is also a mandatory step for making products visible in the catalog.

apptus

Step 5: - Create a Price List.

From CPQ console → Add Price List

apptus

Price list Name ABC 2020 Price List.
Active: True

Step 6: Create a Price List Item

From CPQ Console → Manage Products and search for our Product created in Step 1 → Product Console → New Price List Item.

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Enter values for the fields described in the below table

Sequence: Sequence Number
Product Code: ABC-SUB
Charge Type: As per the requirement, we can assign the Values from Subscription Fees, Standard Fees, Installation fees, Maintenance Fees, Usage Fees.
Active: True
Price Method: As per the requirement, we can assign the Values from Per Unit, Flat Price, Percentage Price, Tiered Rate.
Price UOM: As per requirement, we can assign the value of Each, Hours, Days, Yearly, Quarterly.

Step 7: Assign price List to the Category.

For the products to be available for selection in the catalog, we must assign our newly created Category to the freshly made pricelist.

Go to CPQ Console → Manage Price list and Select our price list (ABC 2020 Price List) then related list.

apptus

Click on New and fill in the details and Save.

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Step 8: Run the Batch Jobs.

  • Category Maintenance Update.
  • Update Pricing fields.

Know your newly created Category and Product would be visible and ready for Quoting.

About the Author

Kalash Deep

Kalash Deep is working as Salesforce Consultant in CRM. He has over 13 years of extensive experience in rolling out multiple successful implementations mostly in ERP and CRM systems across industries.

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