Configuration

Runtime Config

Use Lime Admin to configure the Runtime Config. Each config parameter is described in and validated by Lime Admin.

Mapping

The mapping sections contain all the limetypes and properties that are required for Lime CPQ to work.

Extra Properties on Deal

With this configuration you can add additional properties from deal to the quotation tab. When saving those values it'll use the configured validation from the card view, but won't consider functionality that's provided by the regular form on the overview tab.

Note

We recommend therefore to only edit text values like the additional information property. You can nevertheless show all kinds of properties, but avoid errors by editing them on the overview tab.

Checkout this troubleshoot-guide for a potential problem with relation properties.

Extra Properties on Order

The extra properties make it possible to show and edit additional properties when creating a new Order.

Order from Deal

When creating an Order from a Deal, all mapped properties that correspond will be copied. This also applies to the deal articles that will be copied to order rows. To add additional properties to be copied from Deal to Order, those "pairs" can be entered.

Customization

It's possible to add a customized article selector. If not using the standard article selector, the name of the custom article selector web component can be entered.

If a customization needs to save additional properties on dealarticle and orderrow, these need to be configured as additional item properties.

See the customization documentation for information about developing your customization.

General settings

In Lime Admin -> Settings -> CPQ / Order there is a general settings node where you can customize different behaviours for your CPQ / Order-dialogs.

VAT

Here you can specify different behaviours for how VAT should work in you solution.

Show: If this option is chosen VAT will be shown in both the CPQ/Order-guides and in the Add article dialog, but it will not be editable and treated as a readonly field.

Show and Editable: This is the same behaviour as for Show with the difference being that it can be edited in the Add article dialog.

Hide: If this option is chosen VAT will be hidden in both the CPQ/Order-guide and in the Add article dialog.

Discount

Here you can specify what type of discounts you should be possible to give by checking/unchecking the boxes. If a box is unchecked it will still be displayed in the Add article dialog as readonly.

%: If checked the users can give a percentage discount on Articles.

Amount per unit: If checked the users can give a per unit discount on Articles.

Total amount: If checked the users can give a total discount for the Articles.

Note: If all boxes are unchecked the discount section in the Add article dialog will not be shown.

Gross Margin & Cost Price

Here you can choose wether to show/hide the Gross Margin & Cost Price of articles in the Add article dialog.

When unchecked it will hide information about the articles Gross Margin and Cost Price, to hide it in the CPQ- and/or Order-overview configure the overview properties by removing undesired columns.

Document Templates

The included quotation template should be modified to the customer's preferences and added under Settings->Document Templates.

Here are some recommended tips:

• Use Restrict to lime types and set it to deal.
• Don't use 'template' in the file name.
• Tailor different templates for different type of products, languages etc.

An example of a template can be found here: Sales Quotation.docx

Web Client Configuration

These are the recommended settings for the views in the Web Client.

Company

Add a relation to order in the Card view.

Deal

Add a relation to order in the Card view.

Also create a Custom tab created with the following settings:

• Title: limepkg_cpq_order.cpq_tab_title
• Icon: ingredients_list
• Color: rgb(var(--color-lime-light))
• Web component: coc-cpq-tab

Article

By default, the VAT field on the Article card is visualised as a slider, which does not support decimal values. To use a decimal field instead, specify coc-vat-selector as the Web component for this field.

Relevant filters

Here are relevant filters that can be added manually one by one as needed.

Article

Name: Active articles.

Description: An article is active when both the article group and the article are marked as 'active'.

{
    "op": "AND",
    "exp": [
        {
            "op": "OR",
            "exp": [
                {
                    "key": "articlegroup.active",
                    "op": "IN",
                    "exp": [
                        true
                    ]
                },
                {
                    "key": "articlegroup",
                    "op": "=",
                    "exp": null
                }
            ]
        },
        {
            "key": "active",
            "op": "IN",
            "exp": [
                true
            ]
        }
    ]
}

Order

Name: All my sent orders.

Description: All orders owned by me, that have been successfully sent to our ERP system.

{
    "op": "AND",
    "exp": [
        {
            "key": "coworker",
            "op": "=",
            "exp": "$me"
        },
        {
            "key": "orderstatus",
            "op": "IN",
            "exp": [
                "senttoerp"
            ]
        }
    ]
}

Name: My order drafts.

Description: All my orders that are yet to be approved.

{
    "op": "AND",
    "exp": [
        {
            "key": "coworker",
            "op": "=",
            "exp": "$me"
        },
        {
            "key": "orderstatus",
            "op": "IN",
            "exp": [
                "notready"
            ]
        }
    ]
}

Name: Recent orders where integration failed.

Description: All orders that have not been transferred to the ERP system correctly during the last 14 days.

{
    "op": "AND",
    "exp": [
        {
            "key": "orderstatus",
            "op": "IN",
            "exp": [
                "error"
            ]
        },
        {
            "op": "AND",
            "exp": [
                {
                    "key": "order_date",
                    "op": ">=",
                    "exp": "$previous_day(14)"
                },
                {
                    "key": "order_date",
                    "op": "<=",
                    "exp": "$today"
                }
            ]
        }
    ]
}

Name: Orders sent this month.

Description: All orders sent to the ERP system during the current month.

{
    "op": "AND",
    "exp": [
        {
            "key": "orderstatus",
            "op": "IN",
            "exp": [
                "senttoerp"
            ]
        },
        {
            "op": "AND",
            "exp": [
                {
                    "key": "order_date",
                    "op": ">=",
                    "exp": "$this_month"
                },
                {
                    "key": "order_date",
                    "op": "<",
                    "exp": "$next_month"
                }
            ]
        }
    ]
}

Name: Orders sent last month.

Description: All orders sent to the ERP system during the previous month.

{
    "op": "AND",
    "exp": [
        {
            "key": "orderstatus",
            "op": "IN",
            "exp": [
                "senttoerp"
            ]
        },
        {
            "op": "AND",
            "exp": [
                {
                    "key": "order_date",
                    "op": ">=",
                    "exp": "$previous_month"
                },
                {
                    "key": "order_date",
                    "op": "<",
                    "exp": "$this_month"
                }
            ]
        }
    ]
}

Order Row

Name: My order rows.

Description: All order rows on orders where I am registered as 'Our reference'.

{
    "key": "order.coworker",
    "op": "=",
    "exp": "$me"
}

Deal Article

Name: My quoted articles, last three months.

Description: All articles in a quotation I have sent the last three months.

{
    "op": "AND",
    "exp": [
        {
            "key": "deal.coworker",
            "op": "=",
            "exp": "$me"
        },
        {
            "op": "AND",
            "exp": [
                {
                    "key": "deal.quotesent",
                    "op": ">=",
                    "exp": "$previous_month(3)"
                },
                {
                    "key": "deal.quotesent",
                    "op": "<=",
                    "exp": "$this_month"
                }
            ]
        }
    ]
}

Name: Quoted articles - my office.

Description: All quoted articles by someone belonging to my office.

{
  "key": "deal.coworker.office",
  "op": "=",
  "exp": "$me.office"
}

Deal

Name: My quotes to follow up.

Description: All my quotes sent over two weeks ago, but not over 2 months ago.

{
    "op": "AND",
    "exp": [
        {
            "key": "dealstatus",
            "op": "IN",
            "exp": [
                "tender"
            ]
        },
        {
            "op": "=",
            "key": "coworker",
            "exp": "$me"
        },
        {
            "key": "quotesent",
            "op": "<",
            "exp": "$previous_week(2)"
        },
        {
            "key": "quotesent",
            "op": ">=",
            "exp": "$previous_month(2)"
        }
    ]
}

For this filter, there is also an Info Tile with this config:

{
  "basic": {
    "name": "myquotestofollowup",
    "icon": "property_with_timer",
    "color": "rgb(var(--color-green-default))",
    "limetype": "deal",
    "filter": "webclient.deal.myquotestofollowup",
    "type": "COUNT"
  },
  "details": {},
  "label": [
    {
      "lang": "default",
      "text": "My quotes to follow up"
    }
  ],
  "visibility": {
    "phone": true
  }
}