How to Customize CPQ in Kit Orders App?

Updated on January 11, 2021 05:37AM by Admin

Apptivo provides you the ability to create and send custom created quotes to your clients. It allows you to create a detailed database of an item with its list of raw materials and sub-assemblies. You can add them to the item/product that can be included in the Kit Orders. In addition, you can customize the CPQ list layout that will be appearing at the time of adding the configurable item in the Kit Orders.

Steps to customize

  • Login and access the Kit Orders app from the universal menu.
  • Click on the More(...) icon and select Settings.
Kit Orders

  • From the Settings page, click on the Kit Orders and select the CPQ.
  • You can view the Default layout with the Item #, Item Name, and Item Price.

  • You can select and add the attributes by using the Display dropdown.
  • Here, the Item SKU and Inventory Type column is added to the layout.
  • Changes will get updated automatically.
CPQ Layout

  • Once the layout is updated, go to the create Kit Orders page.
  • While adding the configurable item in the Kit Orders, you can view the pop up to add the Choices and included items that need to be added in the Kit Orders.

Note: Click here to know how to create a configurable item.

  • Here, you can view the list of items with the customized layout.
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