Installation (CPQ)

Steps to deploy the CPQ Package:

1. Access PlatformManager at https://platform.pricefx.com/ and log in with your account or using O365. If you do not have an account yet, contact Pricefx Support.

2. Go to Marketplace and find CPQ Accelerator.

3. Click the accelerator tile, select the partition where you want to deploy the accelerator package and confirm the deployment dialog to start.
   For detailed description of all deployment options, see PlatformManager documentation.

4. Configure CPQ tables and data. You can get the suggested tables from Accelerators team or manually configure your existing tables.

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   If you choose No, just required steps. I like to use existing tables… you will skip some optional steps and start with the Product Cost Mapping step.
   
   

5. Configure optional steps. These are shown when you choose Yes, I like to set up and use the suggested tables.
   The optional steps are: Product Master, Customer Master, Product Costs, Customer Level Price, Segment Level Price, Country Level Price, Region Level Price, Price Guidance, Customer Cash Discount, Competitor Data, Standard Discount, Exception discount. If you do not want to configure a particular step, just click Skip. You will move to another optional step.
   
   

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   After clicking Continue, you need upload a CSV file for this step. You should download a sample file and fill data into it.
   
   

6. Product Cost Mapping. Here you map the cost table and some cost related columns.

    

7. Historical Data. This is an optional step. You can skip it or map here some values.
   
   

    

8. Generic Configuration. Here you configure general fields and columns for CPQ.
   
   

    

9. Additional deployment. In CPQ, there are two additional packages: approval workflow and publishing template.
   
   

    

10. Wait for the deployment to finish.