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          Price Lists in EPC

          Price Lists in EPC

          To select products in the Industries CPQ Cart, each product must be assigned to a price list. Each price list must be associated with a price book. You can assign more than one base price to a product by creating price list entries stored in different price lists.

          Price lists have the following settings:

          • The price list entries assigned to products

          • The pricing element charges and adjustments available for creating price list entries

          • Any context rules that apply to the price list

          Using multiple price lists, you can assign more than one base price to a product by creating price list entries stored in different price lists.

          For example, you may want to separate customer pricing from wholesale and employee pricing by creating price lists for each of these categories. You can apply context rules to determine which price list applies.

          You can use one price list that contains more than one base price list entry for a single product.

          Salesforce requires a price book. Every price list must be associated with a price book. Typically, only one price book is required. You can associate multiple price lists to one price book.

          For more information about price books, see Products Concepts in the Salesforce Help.

          Note
          Note Industries CPQ requires users to conduct transactions (create quotes and orders) in a single currency. This currency is specified in the user's My Personal Information settings. When designing pricing for products in the Pricing Designer, ensure that the currency code of the price list entry matches the user's configured currency in My Personal Information. Industries CPQ does not currently offer currency conversion features.
          • Create a Price List in the Pricing Designer
            The price list entry defines the product price. When a product has more than one base price list entry in a price list, you can use a context rule to determine which price to apply to the product.
          • Multiple Price List Entries and Price Changes
            You can build pricing changes using multiple price list entries that are assigned to a single product with different effectivity dates.
          • Price Assignment and the Industries CPQ Cart
            Before you can view a product or promotion in the product and promotion lists in the Industries CPQ Cart, you must assign it with a price. To assign a price, you create a price list entry in a price list. The price list entry combines a pricing variable with the appropriate pricing element to form the price.
          • Best Practices for Price Display Text
            Display text for pricing is required and explains the base price, the adjustment or override to the base price, and the price of a bundle with optional products. Follow Salesforce's recommendations for creating display text.
          • Effectivity Date Ranges for Price List Entries
            The Effective From and Effective Until date and time are set in a price list entry for a charge, adjustment, or override. These fields define a specific range of dates that the price list entry is available for use. If you create multiple effectivity ranges, you can assign multiple base prices in the same price list to a product.
          • Promotion-Based Adjustments and Overrides for Product Designer
            While you can create products and offers that have discount prices, use promotions to discount a product's offer for certain customers, limited time periods, or specific subsets of products. You can also override or adjust promotions
           
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          Salesforce Help | Article