## Oracle NetSuite CPQ Service Descriptions January 21, 2022 Copyright © 2022, Oracle and/or its affiliates Public ## CONTENTS ## GLOSSARY 3 4 4 4 4 4 5 5 5 6 6 6 6 7 7 | Oracle NetSuite CPQ | | |----------------------------------------------|----| | Configurator (CPQ) | | | Guided Selling | | | Proposal Generator | | | Live Quotes | | | Manufacturing | 5 | | Multilanguage | 5 | | Ecommerce | 5 | | SCA/SCS Integration | 6 | | Advanced Item Management | 6 | | Advanced Partner/Customer Center Integration | 6 | | B2B External User Access | 6 | | 3D Support (3D Product Visualization) | 7 | | Admin License | 7 | ## GLOSSARY - 'Admin User' is defined as the user who has the permisssions to design, implement, and maintain the logic structure and the UI/UX of the configurator. "Hour' is defined as the cost per hour to perform the requested service. SOWrequired to scope and define requirements per request. 'Instance' is defined as a single deployment of the application. 'Internal User' is defined as the customer's employees who are authorized to access the NetSuite CPQ system. ## ORACLE NETSUITE CPQ ## Configurator (CPQ) License Metric: This service is sold on a per Internal User basis Description of Service: A customizable user-interface that allows for the automatic application of businesss logic (pricing, calculations, compatabilities, etc.) during a sales transaction creation. CPQ (Configure, Price, Quote) application allows users to configure products or services in real-time, letting salespeople create accurate quotes and orders regardless of product or pricing complexity. ## Usage Limit(s): - o Customer must purchase a minimum of ten (10) Internal Users. ## Pre-requisite(s): - o None ## Guided Selling License Metric: This service is sold on a per Internal User basis Description of Service: A customizable user interface that allows for the creation of search filters in order to navigate a large SKU library and quickly apply items to sales transactions. ## Usage Limit(s): - o Customer must purchase a minimum of ten (10) Internal Users. ## Pre-requisite(s): - o None ## Proposal Generator License Metric: This service is sold on a per Internal User basis Description of Service: Allows for the creation of dynamically populated document output templates. ## Usage Limit(s): - o Customer must purchase a minimum of ten (10) Internal Users. ## Pre-requisite(s): - o Configurator (CPQ) or Guided Selling ## Live Quotes License Metric: This service is sold on a per Internal User basis Description of Service: Live Quotes helps customers increase sales by transforming a manual quoting process to a one click, immediately transactional, e-Commerce experience. ## Usage Limit(s): - o Customer must purchase a minimum of ten (10) Internal Users. ## Pre-requisite(s): - o Configurator (CPQ) ## Manufacturing License Metric: This service is sold on a per Internal User basis Description of Service: Allows for the dynamic creation of bills of material and/or routing steps to appear on NetSuite work order. Manufacturing module works with any of the NetSuite manufacturing modules such as WIP and Routings; Work Orders and Assemblies; Advanced Manufacturing. ## Usage Limit(s): - o Customer must purchase a minimum of ten (10) Internal Users. ## Pre-requisite(s): - o Configurator (CPQ) ## Multilanguage License Metric: This service is sold on a per Internal User basis Description of Service: NetSuite products have built-in fields and logic for implementing multi-language display and multicurrency pricing and discounts. Multilanguage supports requirement to display non-English language text or foreign currency figures. Allows single configurator elements (Questions, Answers, Tabs, and Groups) to be presented in any NetSuite supported language, based on the user's system preference. ## Usage Limit(s): - o Customer must purchase a minimum of ten (10) Internal Users. ## Pre-requisite(s): - o Configurator (CPQ) ## Ecommerce License Metric: This service is sold on a per Instance basis Description of Service: User needs their configurator exposed to a non-NetSuite website and/or requires a background configurator. Integration of e-commerce platform into customer NetSuite instance. - Configured items can be added directly into online customers' carts, enabling configuration within the Ecommerce solution - Allows customers to apply configuration rules to EDI orders and confirm proper materials, routings, pricing and discounts, etc with the result of a valid order in NetSuite. ## Usage Limit(s): - o None ## Pre-requisite(s): - o Configurator (CPQ) ## SCA/SCS Integration License Metric: This service is sold on a per Instance basis Description of Service: Extends customer's SuiteCommerce Advanced eCommerce websites to allow users to configure and add complex, non-standard items to user's shopping carts. Allows external users access to the configurator. ## Usage Limit(s): - o None ## Pre-requisite(s): - o Configurator (CPQ) ## Advanced Item Management License Metric: This service is sold on a per Internal User basis Description of Service: Reverse logistics for operations related to the reuse of products and materials. Resulting attribute collection is leveraged for sales. Enables the methodology and flexible data matrix to support a simple, data-driven interface for intake, breakdown, and reselling of items. ## Usage Limit(s): - o Customer must purchase a minimum of ten (10) Internal Users. ## Pre-requisite(s): - o None ## Advanced Partner/Customer Center Integration License Metric: This service is sold on a per Instance basis Description of Service: Allows for Configurator (CPQ) or Guided Selling to be launched/accessed from the Advanced Partner Center and (standard) Customer Center modules. Enables 'external' non-employee customer users access to Configurator (CPQ). ## Usage Limit(s): - o None ## Pre-requisite(s): - o Configurator (CPQ) or Guided Selling ## B2B External User Access License Metric: This service is sold on a per Instance basis Description of Service: Allows for 'external' non-employee customer users access to Configurator (CPQ) or Guided Selling via the Advanced Partner Center and (standard) Customer Center modules. ## Usage Limit(s): - o None ## Pre-requisite(s): - o Configurator (CPQ) or Guided Selling and Advanced Partner/Customer Center Integration ## 3D Support (3D Product Visualization) License Metric: This service is sold on a per Instance basis Description of Service: Allows for embedded, rule-based presentation of 3D assets within the configurator interface. ## Usage Limit(s): - o None ## Pre-requisite(s): - o Configurator (CPQ) ## Admin License License Metric: This service is sold on a per Admin User basis Description of Service: A role with permissions to design, test and implement Configurator (CPQ) or Guided Selling user interface elements and outputs onto sales transactions lines. ## Usage Limit(s): - o Customer must purchase at minimum of one (1) Admin User. ## Pre-requisite(s): - o Configurator (CPQ) or Guided Selling