Companies

Companies are organizations SAP CPQ users belong to. Once companies are set up, you can assign individual users to a particular company.
To view a list of all companies in the system and/or add new companies, go to Setup > Users > Companies.
A list of all existing companies displays, and their total number is visible in the top right corner of the page.

Companies can be filtered by specific and advanced criteria. To quickly filter companies, enter one of the following search queries in the search box:

  • name
  • company code
  • address(1)
  • city
  • state
  • country

Additionally, when using the Advanced Search, companies can be filtered by:

  • name
  • company code
  • address
  • city
  • state
  • country

Values in all columns can be sorted in ascending/descending order by clicking the column headings.
Clicking opens a pop-up where you can select the columns that will be displayed on the Companies page. Alternatively, clicking the check mark in the upper-right corner of the Display Settings pop-up selects all columns.
Note: The additional columns will display in the grid only the first time they are added.

Editing company information is done by clicking the Edit button next to the corresponding company name. In addition, copying or deleting a company is done by clicking and selecting the appropriate action.

Adding a New Company

To create a new company, go to Setup > Users > Companies > Add new company.
All the information needed to create a company is organized into the following two tabs: General and Permissions.

General Tab

On the General tab, you define general information for the new company.

Note: Name and Company Code are the only required fields.

  1. In Name, enter a name for the company.
    System ID is automatically created based on the name entered in Name.
  2. In Company Code, enter a unique identifier for the company (up to 25 characters).
    If there are several companies with the same name in the system, unique company codes help you assign the right company to a user.
  3. Select a location for the company from Country and State drop-down lists.
  4. In Address(1), Address(2), City and ZIP Code, enter address information for the company.
  5. In Company Logo, select a logo for the company from the drop-down list or upload a new one.
    These formats are supported: .jpg, .jpeg, .png, .gif, .bmp, .tif, .jfif and .tiff.
  6. In Phone, Fax and E-mail, enter company’s contact information.
  7. If applicable, in CRM Account ID, enter a unique identifier the company has in a CRM system.
  8. Enable or disable the Create Customer Record toggle switch.
    When the toggle switch is enabled, the system creates a global customer using the information entered for the company.
  9. Click Save.
    Alternatively, to save your changes and go back to the Companies page, click Save & Go Back.

Permissions Tab

On the Permissions tab, you define permission groups that can administer the company.

To move permission groups from Available Permission Groups to Selected Permission Groups, you can:

  • Type a search query into the Available Permissions Groups search box.
    Permission groups matching the entered search query display as you type.
  • Either click or click on the name of a permission group to expand the group (e.g. Companies) and select a specific group from the list that displays (e.g. CallidusCloud).
    Alternatively, to expand all available permission groups, click Expand All. Selecting a specific permission group from the list is done by either clicking on the name of the group in question or by clicking which appears when hovering over the name of the group.
  • Add all groups belonging to the main permission group.
    To do so, hover over the name of the main permission group and click either Add all or the rightward-pointing arrow.
    The selected permission groups are listed in Selected Permission Groups.



Additionally, each of the selected permission groups can be removed from the list. To remove a permission group, click next to it. Alternatively, to remove all selected permission groups, click Clear All.
Once permission groups are selected, click Save. Alternatively, if you want to save your changes and go back to the Companies page, click Save and Go back.

Companies Export/Import

In organizations that support multiple companies within a single SAP CPQ environment, administrators can easily export/import multiple companies at once. In the Companies Export/Import page you can export/import companies following one of these workflows:

  • export all companies in SAP CPQ
  • download a template > fill out company details > import the file
  • export all companies > change details and add new companies > import the file

Import Template

The sample template lets you easily upload multiple new companies in SAP CPQ. To download the import template, click DownloadTemplate in the Companies Export/Import page. The Excel file contains two sheets:

  • Companies - enter details of the companies that you wish to import in this sheet.
  • Important info - displays which fields are required and what are the restrictions for some fields. Required fields are Company Name, Country, Company code and System Id. Do not edit this sheet.

Update Existing and Add New Companies

The best practice for importing new companies in the system is to do it through the import template. To update existing company details, you need to export them from the system, change the data and then import them again.
The procedure below describes how to export all companies in the system, change their details, add new companies and import the updates in SAP CPQ.

  1. Click Export.
    A file is downloaded to your computer.
  2. Populate the file with new data.
    Please note that Company Name, Country, State, Company code and System Id are required fields. Do not populate the MEMBER_ID column as these values are automatically generated by the system. Additionally, you should not change the member id of the existing companies.
  3. In Import, click .
  4. Select the file for import.
  5. Click Apply Template.
    A message informs you that the companies are imported successfully.
    In case of an unsuccessfully import, an error message pops up.
  6. Click Download report and open the file.
    Invalid records are marked in red and errors are described in the Error Message column.
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