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Multi-Site Quote and Order Capture for Industries CPQ
Communications & Media Energy & Utilities businesses can have thousands of locations, service accounts, or subscribers for which to create quotes or orders. Salesforce provides a solution to group individual locations, service accounts, or subscribers and to apply the same product configuration to each group member.
You can create either of the following structures:
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Single — Groups map to line items of a single quote or order.
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Multiple — Group members map to child quotes or orders of a parent quote or order.
Generate a Quote for ABC Hotels in the Netherlands
SitePoint Communications is a supplier of telecom services, focused on the commercial and residential market. SitePoint has been contacted by ABC Hotels, a large hotel chain, requesting a quote for internet and cable services.
The ABC Hotels network contains a range of service locations that require internet services for their commercial operations in multiple cities in the Netherlands. SitePoint must organize the ABC Hotels service locations into groups so that the appropriate product can be selected for each group. This organization allows SitePoint to quote the best overall price to ABC Hotels.
After they receive a list of all the service locations from ABC Hotels, SitePoint can group the service locations, add the products to the service location groups, add groups to the Industries CPQ Cart, price and validate the quote for multiple service locations, convert the quote to an order, and submit the final order.
Generate a Quote for Krystal Water Inc.
Lightning Energy Inc. is a nationwide energy supplier focused on the commercial and industrial energy market. Lightning Energy has been contacted by Krystal Water, a large water utility firm, requesting a quote for electricity supply. Krystal Water’s network contains a wide variety of premises that require electricity for operations such as filtration plants, pumping stations, and pipeline valves. Lightning Energy must organize Krystal Water's premises into groups so that the appropriate product can be selected for each group. This structure allows Lightning Energy to quote the best overall price to Krystal Water. After they receive a list of all the service points, premises, and accounts from Krystal Water, Lightning Energy Inc. can group the premises, add the products to the premises groups, add groups to Industries Cart, price and validate the quote for multiple premises at once, convert the quote to an order, and submit the final order.
The following steps provide an overview of the Multi-Site workflow. Go to the relevant section to view details for each task in the process.
Product and pricing managers must complete these tasks:
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Define your products and their prices. See Enterprise Product Catalog (EPC) and Industries Configure, Price, Quote (CPQ).
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For Energy & Utilities, it's especially important to enable usage pricing. See Usage-Based Pricing for Industries CPQ.
An administrator must complete these tasks for multi-site quotes and orders.
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Define your location objects, such as Service Points, Premises, and Accounts. See Define Multi-Site Objects.
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Configure any customizations you need. For example, you allow users to choose the single or multiple structures, which objects can be grouped, and which object fields are displayed. See Configure Multi-Site Customizations.
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To use the Lightning Web Components interface, complete Deploy Industries CPQ in LWC for Winter '22 and Add Multisite Custom Record Types to Industries CPQ in LWC.
A sales agent uses the following workflow to create multi-site quotes and orders.
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Create an opportunity, a parent quote, or a parent order with a single or multiple structure, and groups.
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Apply product configurations to groups, validate and price, and submit.
For the Lightning Web Components interface, see Validate, Price, and Submit a Multi-Site Quote or Order in Industries CPQ.
For the Angular JS interface, use one of the following options.
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For a single parent quote or order, assign groups to line items, validate, price, and submit in the Cart. See Validate and Price a Single Quote or Order.
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For multiple child quotes or orders, you can assign products, validate, price, and submit in the Cart. See Validate and Price Multiple Quotes or Orders.
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For multiple child quotes or orders, you can assign products in the Cart, then validate, price, and submit on the groups page.
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View the resulting Orders and related Assets. See View Multi-Site Orders on the Account Record Page.
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Use an external pricing engine if necessary. See Price a Master Quote Using an External Pricing Engine.
- Define Multi-Site Objects
The Fall '19 and Winter '20 releases only supported the use of Service Point objects for Multi-Site locations. The Fall '20 release supports Service Point, Premises, Subscriber, and Service Account objects out of the box. You can configure additional objects. - Configure Multi-Site Customizations
You can customize some aspects of the Multi-Site feature, such as which objects can be in groups and which object fields are displayed. - Manage Multi-Site Groups From Opportunities in Industries CPQ
You can create, add members to, remove members from, delete, search within, and filter groups from opportunity records. You can then use these groups when creating multi-site quotes or orders. - Create a Multi-Site Quote or Order in Industries CPQ
When you create a master quote or order from an opportunity, it’s linked to the account with which the opportunity is associated. You can create multi-site groups based on the service points, premises, service accounts, subscribers, and other objects associated with the account. After you add and configure products, promotions, and discounts to a group, you can then apply them to all the individual members of the group. At that point, a child quote or order is created for each group member. - Validate, Price, and Submit a Multi-Site Quote or Order in Industries CPQ
After you add products to a group and create the child quotes and orders, you can validate and price the quote or order for multiple locations. You can then submit the final orders in the Group Cart. You can only validate, price, and submit multi-site quotes and orders in the Industries CPQ Cart. - View Multi-Site Orders on the Account Record Page
After you create and submit a master Order, you can view the Orders and related Assets on the record page of the Account associated with the original Opportunity. - Price a Master Quote Using an External Pricing Engine
You can price a Multi-Site Quote or Order by getting prices from pricing sources defined within CME, such as price lists, or through a third party pricing application.
