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How to automate the addition of freight line and calculation of Freight on sales order line in cloud

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Summary:

Ability to automate the addition of freight line and calculation of Freight on sales order line.

Content:

  • on Sales order lines: Freight Tab: A New field eg: "Destination" will be added on Freight tab, with default value No.

on CPQ side:

  • When sales rep selects a value "Destination" as 'Yes', CPQ will auto calculate FOB First Destination.
  • CPQ will calculate 5% of Selling Price (SP), excluding Freight on Save action
  1. When 5% of SP is less than minimum value $300, then FOB charges are $300
  2. When 5% of SP is greater than maximum value: $3000, then FOB charges are $3000
  3. Other cases, when value is between $300 and $3000, 5% of the SP will be charged 

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