This section is specific to the DriveWorks CPQ Sales Portal for DriveWorks CPQ DriveApp please see Introduction to the DriveWorks CPQ DriveApp.
A CPQ Sales Portal System Administrator or CPQ Sales Portal Administrator license is required to administer product data within the CPQ Sales Portal.
The product administration section of the CPQ Sales Portal enables you to configure a product catalog, containing both standard and custom products.
Product records are added to categories to form the overall structure of the catalog.
The products and categories that are administered in this section form the product catalog.
The product catalog is used when users add line items to a quotation or access the catalog directly from the CPQ Sales Portal menu.
Price lists further define the catalog, controlling the visibility of products based on availability and user permissions.
Product administration enables users to interact with two business objects:
| Attribute name | Type | Description | Details |
|---|---|---|---|
| Name | Title | The name of the product. This will be shown in the product catalog to users. | Constraint Type: Text Is Constraint Nullable? False Default Value: - Minimum Length: - Maximum Length: - Allow Multiple Lines: False |
| Description | - | A description of the product. This will appear in the catalog for standard products. | Constraint Type: Text Is Constraint Nullable? True Default Value: - Minimum Length: - Maximum Length: - Allow Multiple Lines: False |
| Specification | - | A longer form description of the product. This will be shown in a collapsible tab within the product catalog for users for standard products. | Constraint Type: Text Is Constraint Nullable? True Default Value: - Minimum Length: - Maximum Length: - Allow Multiple Lines: True |
| SKU | - | SKU identifier for the product. This will be shown in the product catalog for standard products. | Constraint Type: Text Is Constraint Nullable? True Default Value: - Minimum Length: - Maximum Length: - Allow Multiple Lines: False |
| Featured | - | Determines wether or not the product appears in the featured products section of the product catalog. | Constraint Type: Boolean Is Constraint Nullable? True Default Value: - |
| Project | - | The name of the DriveWorks Project to run when the product is selected from the catalog. If this attribute contains a value, a record is considered to be a custom product. | Constraint Type: Text Is Constraint Nullable? True Default Value: - Minimum Length: - Maximum Length: - Allow Multiple Lines: False |
| CatalogPath | - | This is the path to the image file that will be shown in the product catalog for the product. | Constraint Type: Text Is Constraint Nullable? True Default Value: - Minimum Length: - Maximum Length: - Allow Multiple Lines: False |
| Category | Relation | The products category within the catalog. | Business Object: Category Is Constraint Nullable? True |
| Attribute name | Type | Description | Details |
|---|---|---|---|
| Name | Title | The name of the category, shown to users within the product catalog. | Constraint Type: Text Is Constraint Nullable? False Default Value: - Minimum Length: - Maximum Length: - Allow Multiple Lines: False |
| ParentCategory | Relation | A link to the category which contains the current category record. | Business Object: Category Is Constraint Nullable? True |