NetSuite CPQ Service Descriptions (PDF)

## Oracle NetSuite CPQ Service Descriptions

January 21, 2022 Copyright © 2022, Oracle and/or its affiliates

Public

## CONTENTS

## GLOSSARY

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| 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