Manage CPQ Permissions
CPQ Permissions
As is the case with several CRM functions, in order to manage CPQ settings, a user needs to have the required CPQ permissions enabled in their profile.
The CPQ permissions are as follows:
- Product configurator
- Price rules
- Quick view Dashboard component
- Grouped View
Product configurator and Price Rules
This set of permissions determines if the user can Create, View, Edit or Delete the various product combinations and price rules that are configured in CPQ.
Quick view dashboard component
This set of permissions determines if the user can create or edit the Quotes analytics component.
- To view this widget, you would have to enable View permission.
- To edit the criteria in the component, you would need the Edit permission.
Grouped View
An Administrator can decide if a particular profile needs the Grouped View in CPQ for their CRM usage. That is, as an administrator, you can decide if you want your inventory team gets to use the CPQ grouped view or not.
What is Grouped View?
When this setting is enabled, all the inventory modules, i.e Quotes, Sales Orders Purchase Orders, Invoice, Price Books and Products are grouped into a single parent module called CPQ.
If this option is disabled, these modules are available individually as regular ungrouped modules.
Points to remember:
1. If the Grouped View setting is enabled in the CPQ settings, under Modules and Fields > Organize Modules, all the 6 clubbed modules (Quotes, Sales Orders Purchase Orders, Invoice, Price Books and Products ) would be displayed as grouped under the parent CPQ module.
2. If you are creating a Tab Group with inventory modules while Grouped View is enabled for CPQ, you will need to add each module, that is Products, Quotes etc into the tab group one by one. This is because, there may be situations where you may want to group certain tabs, such as Quotes, Purchase Order, Sales Order and Invoice but leave out Price Books and Products in your tab group. If CPQ as an entire pre-clubbed group is added, you may not be able to exclude undesired modules even if you want to. Therefore, to indicate that these modules are grouped, there is a stamp "(CPQ)" against each participating module so that you are aware that you are creating a Tab Group while Grouped View is enabled for your account.
Note:
- If a user does not have the permissions for Analytics and has permission for Quick View Dashboard, then the Quick View Dashboard component will not be displayed to them.
- Only a CRM Administrator can enable/disable Grouped View for other profiles.
- An Administrator will have all Product Configurator, Price Rules and Quick View permissions on their profiles by default. They can decide if they want the Grouped View for themselves or not at any time.
- If you do not want CPQ rules to be applied to your quotes, you may entirely skip creating them or deactivate your existing rules.
Zoho CRM Training Programs
Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.
Zoho DataPrep Personalized Demo
If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.
- Zoho Workerly Home
- Forums
- Connect With Us:
- Zoho Recruit Home
- Forums
- Connect With Us:
You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.
New to Zoho Survey?
Zoho Sheet Resources
Zoho Forms Resources
New to Zoho Sign?
Zoho Sign Resources
Sign, Paperless!
New to Zoho TeamInbox?
Zoho TeamInbox Resources
New to Zoho ZeptoMail?
Zoho DataPrep Resources
Design. Discuss. Deliver.
New to Zoho Workerly?
New to Zoho Recruit?
New to Zoho CRM?
New to Zoho Projects?
New to Zoho Sprints?
New to Zoho Assist?
New to Bigin?
Related Articles
CPQ for Zoho CRM — Scope, Purpose and Benefits
CPQ stands for Configure, Price, Quote. In simple words, CPQ is a software application designed to enable sales teams to create bespoke, accurate quotes for their customers, efficiently and quickly. CPQ is especially valuable when you have multiple ...Manage Users, Roles, and Permissions
As you proceed with setting up the CRM account, your next step will involve adding users and determining their roles and permissions based on which they will perform specific tasks. A user is the one who manages records within the organization, ...Guided selling in CPQ
Guided Selling — An Overview Guided selling is a popular process in which a seller is guided through complex product/service offerings and is enabled to make the best decisions for a customer based on their needs and preferences. This guidance often ...Managing Profile Permissions
To make the process of managing profile permissions easier, the permissions have been grouped in such a way that you will have no problem customizing them as needed. You can enable or disable permission in a single click rather than having to go ...CPQ for Zoho CRM — How it works
CPQ explained with a scenario CPQ is an effective tool to achieve line item automation in Zoho CRM. Consider the case of Zylker Apparel, which uses the CRM to maintain a database of their customers. They are often faced with situations such as annual ...
New to Zoho LandingPage?
Zoho LandingPage Resources