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Comprehensive guide to CPQ Product Rules

By |2024-05-15T14:39:52+00:00May 15th, 2024|

Product rules stand as the backbone of Configure, Price, Quote (CPQ) systems, enabling businesses to streamline their operations and ensure accurate configurations and pricing. In this technical blog, we delve into the intricacies of product rules within CPQ, focusing particularly on error conditions and actions, and how they contribute to enhancing efficiency and user experience.

Understanding Product Rules in CPQ: Product rules in CPQ systems are sets of conditions and corresponding actions that govern the behavior of product configurations and pricing. They leverage logical conditions, mathematical formulas, and data dependencies to dynamically adjust product attributes, options, and prices based on user inputs and business policies.

Overview of Error Conditions and Actions: Error conditions and actions within product rules play a crucial role in handling exceptional scenarios and ensuring data integrity. These elements allow CPQ systems to detect and respond to errors or inconsistencies in user inputs or configurations effectively.

Error Conditions:

Error conditions define criteria or scenarios that indicate potential errors or inconsistencies in the configured products or services.

They may encompass various aspects such as incompatible product options, invalid configurations, or pricing discrepancies.

Error conditions are typically defined through logical expressions that evaluate the state of configured products against predefined criteria.


Actions are predefined responses or corrective measures triggered when error conditions are met within product configurations.

They encompass a range of actions aimed at resolving or mitigating the identified errors, ensuring data consistency and user satisfaction.

Common actions include displaying error messages or warnings to users, automatically correcting invalid configurations, or escalating issues to administrators for manual review.

Types of Product Rules:

Selection Rules:

  • Selection rules determine which product options or features are available for selection based on predefined criteria.
  • These rules typically evaluate user inputs, product dependencies, compatibility requirements, or business policies to determine the available choices.
  • Selection rules help streamline the configuration process by presenting users with relevant options and preventing selections that are incompatible or invalid.

Alert Rules:

  • Alert rules trigger notifications or alerts based on predefined conditions or events within the CPQ system.
  • These rules are designed to notify users, administrators, or stakeholders about specific conditions, actions, or changes within the configuration or pricing process.
  • Alert rules help improve communication and awareness by keeping relevant parties informed about critical information or updates in real-time.

Validation Rules:

  • Validation rules ensure that configured products or services meet predefined requirements or constraints.
  • These rules validate user inputs, configurations, or pricing against specified criteria to ensure accuracy, completeness, and compliance with business rules.
  • Validation rules help prevent errors, inconsistencies, or invalid configurations by enforcing data integrity and adherence to business policies.

Each type of product rule serves a distinct purpose within CPQ systems, collectively contributing to efficient and error-free configuration, pricing, and quoting processes.

Use Case :

A computer manufacturer sells a product line of high-performance GPUs (Graphics Processing Units) designed for gaming and professional applications. The company has a policy prohibiting the sale of these GPUs to customers in the Education sector due to licensing restrictions. To enforce this policy and ensure compliance, the CPQ Specialist needs to configure product rules within the CPQ system.

Solution: To address this requirement, the CPQ Specialist should configure a Constraint type Product Rule for the high-performance GPUs product line. This rule will restrict the sale of GPUs to accounts associated with the Education sector. Here’s how the CPQ Specialist can configure the product rule:

Identification of Rule Criteria:

  • Define the condition to identify accounts in the Education sector. This may involve using account attributes or categorization within the CPQ system.

Configuration of Constraint Rule:

  • Create a Constraint rule specific to the high-performance GPUs product line.
  • Set the condition to evaluate whether the customer’s sector is Education.
  • Define the action to prevent the addition of GPUs to the quote if the condition is met.

Error Message Configuration:

  • Configure an error message to be displayed when the Constraint rule is violated.
  • The error message should inform the sales representative that selling high-performance GPUs to Education sector accounts is prohibited due to licensing restrictions.

Integration with CPQ System:

  • Implement the configured Constraint rule within the CPQ system, ensuring it is active and correctly associated with the high-performance GPUs product line.

Testing and Validation:

  • Thoroughly test the Constraint rule to verify its functionality.
  • Validate the rule by attempting to add high-performance GPUs to quotes for Education sector accounts, ensuring that the error message is triggered as expected.

By configuring this Constraint rule, the computer manufacturer can enforce its licensing restrictions effectively, preventing sales representatives from inadvertently offering high-performance GPUs to customers in the Education sector. This ensures compliance with licensing agreements and protects the company’s interests while facilitating a smooth quoting process for sales teams.

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