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.
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
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
}
}