Product Definition Tab

This tab defines the basics of the product.

Figure A - Product Basics

CPQ supports product ranking in Tabular View only. As such, CPQ does not support product ranking in List View.

At the top of screen there is a radio button that determines the product display type. See Product Display Types for more information on each of the display types.

Next step is to enter Product Name and Description for the product. Dynamic part numbers can be created by entering an expression in the Part Number field.

Image can be selected from the drop down box. Uploading an image can be done simply by clicking the Upload button. This also displays a thumbnail view of all the product images uploaded to the system. Product Type can be selected from the drop down box. If the correct product type is not available, clicking the Add New button next the drop down box will create a new Product Type.

Figure B - Adding New Product Type

In the Pricing section user can chose Pricing Mechanism for created product. He can select from the dropdown list either Pricebook Lookup or Custom Pricing.

When check box ‘Use recurring price and cost’ has been activated under CPQ Setup → General → Application Parameters → General, new field for ‘Base Recurring Price’ will be added . For more details see Recurring and Non-Recurring Prices section.

A Base Price can be entered for the product. If the price consists of more than just the base price + the sum of the attribute prices, then an expression can be entered through the Pricing Formula. Product Price Formula: Product price or main item price is calculated by computing this formula if formula exists. Otherwise if formula is left blank, product price will be equal to Product Price field plus a sum of individual attribute prices, except for attributes that are marked as line items. Attributes that are marked as line items will display their own price and will not be included in the main item price. Enter an expression in the Cost field to determine the cost of the product.

Product Cost Formula: Product cost or main item cost is calculated by computing this formula and adding to it all attribute costs for all attributes that are not marked as line items. Attributes that are marked as line items will display their own cost and will not be included in the main item cost.
For more information on expressions and tags see the chapter on Tags and Expressions.

Figure C –Custom Pricing

When Pricing Mechanism is Pricebook Lookup, pricing fields will be hidden. A link View Prices will be shown.

Figure D-Pricebook Lookup

Clicking on View Prices will bring back a pop-up showing all pricebooks and all records for this part number in those price books.

The product needs to be included in at least one Category. It can exist in more than one, though. Product will be add to the category by clicking the Add/Remove button.


Figure E - Choosing Category

This screen allows user to check one or more categories in which product will be added to.
In section Permissions and Effectivity dates user can give permission to view the product by selecting any user types, companies, markets, brands, permission groups. User can do this by selecting anything from the left side box and moving them to right side box. Flag ‘Visible to everyone’ is selected by default when admin is creating new product. Flag ‘Active’ is also selected by default when new product is created. When ‘Visible to everyone’ is selected, permission group lists are greyed out.

When defining product alias, part for defining permissions will be displayed in the same was as for the product – permissions for aliases will also be set based on permission groups.

Figure F - Selecting User Types which can view the product

The Start Date and End Date determine when the product will be available. Click the calendar icon next to these fields to choose a date for product availability.

Section Additional Product Data consists of the following fields: External ID, UPS(Universal Product Code), MPN(Manufacturer Part Number), Inventory, Lead Time, Family Code, Product Weight in GRAMS, Large Product Image, Long Product Description , Product rules are executed only one and Allow product configuration import:

Figure G - Additional Product Data

Large image will be displayed on user side when you visit details page, only when Large Image tag is used in the Product Details templates (found under Setup→UI design→Product details templates).

By clicking on “Allow product configuration import” checkbox, you can enable users to mass upload configuration by uploading file into product configuration.

Admin side

Administrator is able to write scripts on first step of product administration. Iron Python script should be written in order to upload file into product configuration. When ”Allow product configuration import” is checked following fields are visible: Script field with Check Syntax button and Upload configuration template (Figure H).

Figure H - Product Configuration import

Admin is able to upload, download or delete configuration template. Uploaded template is displayed in Configurator and user is able to download it when configuring the product.

For controlling whether to display configuration template set by system administrator or not there is an application parameter “Show product configuration template”. This parameter is visible to all system administrators and can be found under General>Application Parameters>Configuration Tab

Script depends on desired Excel format. Interfaces related to Excel are detailed explained in the scripting online help, which can be found on

User side can be found on[]=configurator

Section Advanced Formulas include Dynamic Description, Can Enter Quantity and checkbox Do not load referenced products in product collection.

Figure H - Advance Formulas

Expressions can be built in each field to determine what the value of that option will be. Use the Code Builder to help build these expressions.

The Description of the product is shown to the user in the shopping cart. Text and tags can be combined to create a dynamic description for the product.

Can Enter Quantity determines whether the user is allowed to enter a quantity for this product. Enter a 1 to unconditionally allow the user the ability to enter quantity, or enter an expression to only allow it under certain conditions.

Product’s quantity can be changed through the use of a special attribute called ItemQuantity. If this attribute exists then the system will use its value to determine the quantity of the main item in the cart. For more information see the ItemQuantity section in the Product Definition chapter.

Constant values can be entered in any field if dynamic calculations do not apply to this product.

Next Up

You are here: CallidusCloud CPQ Online HelpAdmin Page HelpProduct AdministrationProductsProduct EditorProduct Definition Tab