Quoting Learning Path for Administrators

Owned by Ondřej Tesař
Sept 27, 2024
2 min read

Introduction

This learning path is designed for administrators and advanced users who need to gain insights into the administrative concepts and configuration of Quoting capability within Pricefx, and how to deploy and install roles and various aspects related to it.

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 how to create the common products associated with the Quoting capability; quote types, quotes, and approval workflows including data requirements, installation and further admin reference.

Provide a step-by-step guide on how to create the most common Quoting objects needed by customers.

Learning Objectives

Core topics and key takeaways from this learning path:

  • Depict the steps to create a quote type.

  • Depict the steps to create a quote.

  • Depict the steps to create a quote approval workflow.

  • Depict the components needed to support quoting process.

Learning Journey

This learning path is separated into multiple sections that provide a basic roadmap for building your administrative knowledge and understanding of Quoting and its capabilities.

These paths are designed to be experienced in a sequential order, as each subsequent level builds upon the knowledge acquired in the preceding learning path(s). This structured approach ensures that learners have the necessary foundation before progressing to more advanced concepts, optimizing the learning experience of the Quoting Learning Path.

Quote Configuration and Setup

Sales Compensation Quoting Plugin

Common Administration Functions

Maintenance and Upgrades

 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.

Time commitment: For this path you should dedicate approximately 2 hours.

 

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Pricefx version 13.1