Cart Personalization

To change the style of the main cart area for a user group:

  1. Click Setup » Users » User Groups
  2. Find the user group whose cart styles you wish to change.
  3. Click the Edit icon.
  4. Select a cart style under Visual Style (Shopping Cart/Quote).
  5. Click Save to Finish.

Each style differs in not only visual style but also in how discounting is handled. Nineteen different shopping cart styles come standard with CPQ. For more information on each standard cart style, see Visual Styles.

To add additional tabs to the shopping cart:

  1. Click Setup » General » Tabs
  2. Click Add New.
  3. Enter Tab name.
  4. Enter Default Tab Rank (1-9999). Tab ranks determine how the tabs will be displayed on the screen from left to right, lowest to highest respectively.
  5. Click Save to create a tab.
  6. To add the tab you just created to the cart click Quotes » Quote Tabs
  7. Click Add New.
  8. Select the Tag you created from the dropdown Tab Name.
  9. Modify the Tab Rank.
  10. Click Save to finish.

For more information on tabs, see Quote Tabs and Fields.

To add Custom Fields:

  1. Click Setup » Quotes » Custom Fields.
  2. Click Add New.
  3. Enter the Name.
  4. Select field type:
    • Free Form – Text field of max 2000 characters.
    • Attribute – Drop down with attribute values.
    • Date – Date input field with popup calendar.
    • Long Text – Text area of max 2000 characters.
  5. Click Save to finish.

For more information, see Custom Fields.

To customize document generation templates:

  1. Click Setup » Quotes » Document Generation Templates
  2. Select a template to customize.
  3. Click Download Template under Filename
  4. Open and modify the template: The format and style of the generated pdf and word documents is based on how the document generation template is laid out, including fonts, colors, and images. The quote template tags allow you to insert any information from the configuration, the quote, customer information, or user information. For more information, see Document Generation.
  5. Save the modified template.
  6. Click Upload under Filename.
  7. Click Browse and navigate to the modified template.
  8. Click Save to close the upload window.
  9. Click Save in the Document Generation Templates » Edit window to finish.

See Also

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