Manage CPQ Permissions

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:
  1. Product configurator
  2. Price rules
  3. Quick view Dashboard component
  4. 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.
  1. To view this widget, you would have to enable View permission.
  2. 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:
  1. 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.
  2. Only a CRM Administrator can enable/disable Grouped View for other profiles.
  3. 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. 
  4. If you do not want CPQ rules to be applied to your quotes, you may entirely skip creating them or deactivate your existing rules.

    Access your files securely from anywhere

      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 CRM Training
        Redefine the way you work
        with Zoho Workplace

          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 CRM Training

            Create, share, and deliver

            beautiful slides from anywhere.

            Get Started Now


              Zoho Sign now offers specialized one-on-one training for both administrators and developers.

              BOOK A SESSION






                          Quick Links Workflow Automation Data Collection
                          Web Forms Enterprise Begin Data Collection
                          Interactive Forms Workplace Data Collection App
                          Encrypted Forms Customer Service Accessible Forms
                          Digital Forms Marketing Forms for Small Business
                          HTML Forms Education Forms for Enterprise
                          Contact Forms E-commerce Forms for any business
                          Lead Generation Forms Healthcare Forms for Startups
                          Wordpress Forms Customer onboarding Order Forms for Small Business
                          No Code Forms Construction RSVP tool for holidays
                          Free Forms Travel
                          Prefill Forms Non-Profit

                          Intake Forms Legal
                          Mobile App
                          Form Designer HR
                          Mobile Forms
                          Card Forms Food Offline Forms
                          Assign Forms Photography
                          Mobile Forms Features
                          Translate Forms Real EstateKiosk in Mobile Forms
                          Electronic Forms

                          Notification Emails for Forms Alternatives
                          Holiday Forms Google Forms alternative 
                          Form to PDF Jotform alternative





                                            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.




                                                Manage your brands on social media

                                                  Zoho Desk Resources

                                                  • Desk Community Learning Series


                                                  • Digest


                                                  • Functions


                                                  • Meetups


                                                  • Kbase


                                                  • Resources


                                                  • Glossary


                                                  • Desk Marketplace


                                                  • MVP Corner


                                                  • Word of the Day


                                                    Zoho Marketing Automation

                                                      Zoho Sheet Resources

                                                       

                                                          Zoho Forms Resources


                                                            Secure your business
                                                            communication with Zoho Mail


                                                            Mail on the move with
                                                            Zoho Mail mobile application

                                                              Stay on top of your schedule
                                                              at all times


                                                              Carry your calendar with you
                                                              Anytime, anywhere




                                                                    Zoho Sign Resources

                                                                      Sign, Paperless!

                                                                      Sign and send business documents on the go!

                                                                      Get Started Now




                                                                              Zoho TeamInbox Resources



                                                                                      Zoho DataPrep Resources



                                                                                        Zoho DataPrep Demo

                                                                                        Get a personalized demo or POC

                                                                                        REGISTER NOW


                                                                                          Design. Discuss. Deliver.

                                                                                          Create visually engaging stories with Zoho Show.

                                                                                          Get Started Now









                                                                                                              • 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 ...
                                                                                                              • Uploading Documents, Creating Files, and Other Functions

                                                                                                                For new signups, the Documents tab is powered by WorkDrive. In the future, this update will be rolled out for existing users as well. For help documentation related to that, please see: Documents in Zoho CRM and Manage files in Documents tab. This ...
                                                                                                              • 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 ...
                                                                                                                Wherever you are is as good as
                                                                                                                your workplace

                                                                                                                  Resources

                                                                                                                  Videos

                                                                                                                  Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                                                                                  eBooks

                                                                                                                  Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                                                                                  Webinars

                                                                                                                  Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                                                                                  CRM Tips

                                                                                                                  Make the most of Zoho CRM with these useful tips.



                                                                                                                    Zoho Show Resources