Target Price for Quotes and Groups

To set up this feature, ensure that the Target Customer Amount field is in your quote object’s line editor field set. Also ensure that the Target Customer Amount field is in your quote line group object’s line editor field set.

Enter the value you need in the quote line editor field Target Customer Amount. Salesforce CPQ adjusts the net unit price of all discountable line items accordingly so that the quote total matches the value you entered.

The discount doesn’t apply to nondiscountable lines or lines with a value of zero. If a quote line group’s Optional field is selected, Salesforce CPQ doesn’t apply the target customer amount to the group’s pricing.

You can also apply target amounts at the group level. Navigate to your group and enter a value in its Target Customer Amount field in the group header.

Note

• The target customer amount is a unit-based discount. Quote line items with large quantities don’t always get an exact discount value. Salesforce CPQ looks for a line with a quantity of one and then allocates the difference. If no lines have a quantity of one, your amount can be off by one or two units of your smallest currency unit. To avoid this discrepancy, add a discount product to your quote.
• Salesforce CPQ applies the discount for target customer amount in real time only when the Pricing and Calculation package setting Calculate Immediately is set to True. Otherwise, click Calculate or Save in the quote line editor to apply the discount.
• The target customer amount behavior changes when you use the ApplyAdditionalDiscountLast special field with other discounting methods. For example, let’s say you’re using target customer amount and a partner discount while ApplyAdditionalDiscountLast is active. In this case, Salesforce CPQ applies the partner discount before applying the discount that’s needed to reach the target customer amount.
• A target customer amount and an additional discount applied at the same time on the quote header isn’t supported.
• Target Customer Amount doesn’t calculate correctly when Percent of Total product included in the quote is marked as Non-Discountable.