Introduction
This learning path is designed for all individuals who need to gain insights into the concepts, features, data requirements and customization abilities of Quoting within Pricefx. This path will focus on the quote creation process and how it utilizes data from other Pricefx capabilities.
It is separated into tiers that are dependent upon your expected role with this capability.
Learning Path Disclaimer: Although this learning path offers comprehensive information on the mentioned capability, it lacks a Pricefx environment, that is only available in our instructor-led training, where you can interact with these features and practice using them.
For further insights into the distinctions between our on-demand learning paths and instructor-led training, please click here.
✅ Learning Prerequisites
Make sure that you understand the topics discussed in the areas below before proceeding with this series.
🧭 Learning Synopsis
Explore the Pricefx Quoting capability and learn to build quote types with different calculation algorithms and pricing values, perform quote creation based on predefined templates, generate Price records for approved quotes, perform mass updates for multiple quotes and integration quoting with other Pricefx capabilities.
Get familiarised with how to create various pricing logics based on cost, market, competition, and product attributes to determine list prices, customer-specific prices, and net prices.
🎯 Learning Objectives
Core topics and key takeaways from this learning path:
Understand the data requirements needed by the Quoting capability.
Illustrate the creation and updating of quotes.
Illustrate the role of Quote types and their creation.
Illustrate the key functionality of the Pricefx Quoting capability.
Understand the role of Price Records in relation to quotes.
Define the role of Context Linking within quoting.
The learning path for the Quoting is divided into distinct tracks, each tailored to your specific role and application usage. These paths are designed to be experienced in a sequential order, as each subsequent level builds upon the knowledge acquired and builds your contextual understanding.
This structured approach ensures that learners have the necessary foundation before progressing to more advanced concepts, optimizing the learning experience and maximizing the effectiveness of the Quoting Learning Path.
NOTE: If you have any inquiries regarding the content in this learning path, you can utilize the following online Pricefx forums: AskPricefx community or Pricefx GenAI chatbot.
For further Pricefx training and certification information, click here.