How to change the CPQ layout in the WorkOrders App?

Updated on June 29, 2022 07:26AM by Admin

The CPQ option available on the Settings page of the WorkOrders app allows you to configure the column set while selecting the classes and choices. This applies while adding the Bill of Materials information in the WorkOrders app of Apptivo.

Steps to use the CPQ:

  • Log into your WorkOrders App and select Settings from the app header.
WorkOrders - Settings
  • On the settings page, go to WorkOrders → CPQ. The Configure, Price, and Quota page appears.
  • Here, you can configure the column set.
  • Select the Display dropdown. Here, you can see the list of fields present in the Items App.
WO - CPQ Display Dropdown
  • Here, you can add new fields by selecting the checkbox.
  • The selected field is added. Here is, Standard Cost and #SKU.
WO - #SKU and SC
  • Consider creating a workorder in the WorkOrders App for a configurable item. Here, while selecting the classes and choices, the item table is displayed with the desired column set.
WO - CPQ Item table