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Allow Users to Define Custom Product Pricing
Give your sales reps more control and flexibility around product prices. For each product record where you want to enable custom pricing, you can allow sales reps to either define their own price or select a pricing method. Then, reps can do things like set product prices outside of standard discount and markup fields. (Salesforce CPQ Managed Package)
Required Editions
| Available in: All Salesforce CPQ Spring ’16 and later |
- Make sure your quote line’s line editor field set contains the List Unit Price, Customer Unit Price, and Pricing Method fields.
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From the product record that you want to enable custom pricing for, decide whether you
want to allow sales reps to define their own list unit price, define their own custom unit
price, or select a pricing method.
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To let sales reps define their own list unit price, make sure your product has a
price method set to List, then select the Price Editable field
on the product record.
The quote line’s Price Editable field inherits the value of your product’s Price Editable field. If you want to allow custom list prices for only certain quote lines, you can also select Price Editable on the quote line records.Sales reps can edit the list unit price for all quote lines related to this product in the quote line editor.
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To let sales reps define their own customer unit price, set the product’s
Pricing Method field to Custom.
The quote line’s pricing method inherits the value of your product’s pricing method. If you want to allow custom customer unit prices for only certain quote lines, you can also select use custom pricing methods on the quote line records. Remember that Salesforce CPQ doesn’t apply customer discounts to customer unit price, but it does apply partner discounts and distributor discounts.
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To let sales reps select a pricing method, select the Pricing Method
Editable field on your product record.
The quote line’s Pricing Method Editable field inherits the value of your product’s Pricing Method Editable field. If you want to let sales reps change pricing methods for only certain quote lines, you can also select Price Method Editable on the quote line records.
Important If you let sales reps change the pricing method, make sure you have records available to match the new method. For example, if sales reps can switch a product from list to cost pricing, make sure that product has a cost record.Sales reps can choose List, Cost, Block, or Percent of Total from the quote line’s Pricing Method field in the quote line editor.
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To let sales reps define their own list unit price, make sure your product has a
price method set to List, then select the Price Editable field
on the product record.
Your company sells data security licenses, which you price by default through list pricing. You want to allow sales reps to use block pricing to give a discount to past customers.
- Define block prices for your product.
- Set your product’s pricing method to List.
- Select Pricing Method Editable on your product.
When your sales reps add data security licenses to your quote, the licenses are priced by the quote line’s list unit price. However, if your sales reps want to allow block pricing, they can choose Block Pricing from the quote line’s Pricing Method field. Then, Salesforce CPQ prices the quote line based on the block prices that you defined on the data security license’s product record.
- Salesforce CPQ doesn’t support changing a product’s pricing method after you add it to a quote.
- Salesforce CPQ overrides the quote line’s list unit price with the custom price. To allow sales reps to track the quote line’s original price, the Original Price field can be added to a custom Quote Line line editor field set. Note that this field cannot be added to default CPQ line editor field sets. Original Price always displays the price book value of the product for your quote line. We recommend not editing the Original Price field.
- A quote line’s list price is editable only when its Pricing Editable field is selected and its Pricing Method field also has a value of List. Otherwise, the list price is locked.
