Industries CPQ order capture extends the native capabilities of Salesforce to provide comprehensive management of the order-capture and cart flow.
- Open the Industries CPQ Cart in LWC
You can open the Cart in LWC from an order, quote, or opportunity from the Industries CPQ app or from another app, such as Sales. You can also open the Cart from the Assets tab for an account. - Open Industries CPQ Cart
In the Salesforce Classic (Aloha) interface, you can use the CPQ button to open the Industries CPQ Cart. In Salesforce Lightning, you can use the Configure or configureWithNamespace button. - Search for Products and Promotions from the Cart in LWC
From the Industries CPQ Cart, you can search for promotions and products that are in the selected price list. - Search for Products and Promotions
Industries Cart provides a search feature for products and promotions that are included in the selected price list. - Configure a Product from the Cart in LWC
You can configure a product in the Industries CPQ Cart. Though you can configure products before adding them to the Cart, you can configure them in the Cart. For example, you added a promotion before adding the products, or the product's original configuration requires an update. - Configuring a Product from the Industries CPQ Cart
Learn how to configure a product using the Industries CPQ Cart. - View Promotions and Discounts in the Cart in LWC
The Cart tab shows the promotions and discounts applied to the Cart. All applied promotions and discounts are displayed. - View Promotions in the Cart
The Promotions tab lists the promotions in the cart. You can change the view to display only active, expired, or canceled promotions. - Child Line Items in the Cart in LWC
In Industries CPQ in LWC, you can expand the Cart's items to see their child items. You can remove, configure, and price adjust line items. - Child Line Items in the Cart
You can expand the Industries CPQ Cart's items to see its child items. - Delete a Line Item From the Cart in LWC
Delete line items from the Cart in LWC. You can remove products from the Cart without having to detach the promotions applied to these products first in Spring '22 and later. Promotions’ eligibility is evaluated after the product is removed. The promotion is removed or kept based on the evaluation results. - Delete a Line Item From the Cart
Delete line items from the Cart. You can remove products from the Cart without having to detach the promotions applied to these products first in Spring '22 and later. Promotions’ eligibility is evaluated after the product is removed. The promotion is removed or kept based on the evaluation results