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Master

Change order of charges in quotes

Once I've selected products in the Quote Wizard I want to change the order of the charges as they show on the UI as the order they appear in looks random.

I'm guessing this needs some List Component or plugin, but the docs don't really explain how to use them very well

 

8 REPLIES 8
Guru

Re: Change order of charges in quotes

@Nigel are you more concerned with how they appear within Salesforce or how they appear in the final Quote PDF that goes to the customer?

 

While its not possible to control the order within Salesforce, I give one example of how to sort and group the charges on a quote in my article here: https://community.zuora.com/t5/Zuora-CPQ/Quote-Template-Sample-with-Advanced-Customizations/td-p/157...

 

Let me know if you have any questions.

Master

Re: Change order of charges in quotes

Thanks - I was actually asking about in the Salesforce UI - though no doubt we'll want to do something in the PDF as well.

Savvy Scholar

Re: Change order of charges in quotes

We also have this issue at Solium. We cannot control the order of the charges within rate plans, which is creating quite a disjointed user experince in the guided selling process for reps.

 

Ideally we would have control over the order of the charges within each rate plan, so that we could choose. At the very least it should sort by charge name then charge type or model.

Highlighted
Savvy Scholar

Re: Change order of charges in quotes

This needs to happen, Zuora!

Support SME

Re: Change order of charges in quotes

Sorry for any inconvenience. But we have the same request in the following IDEAs section of our community

 

https://community.zuora.com/t5/Zuora-CPQ-Ideas/Sort-ProductRatePlans-in-Guided-Selling-Product-Selec...

 

I would like to request to Vote the above Idea and document your use case

 

Thank you

Doyeli






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Savvy Scholar

Re: Change order of charges in quotes

@doyeli Thanks for your quick response.

 

Just to clarify, this post is about sorting charges within a rate plan on the guided selling screens. I saw the other post that you mentioned, but it seemed like it was referring to sorting rate plans themselves. Am I misunderstanding?

 

-Neta

Support SME

Re: Change order of charges in quotes

HI @netapyasi Thanks for the note. I just discussed with Engineering and Support for any sorting is planned for the new UI, but probably not the current one. 

Having said that, we do not have  a TBD yet for the new UI






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Savvy Scholar

Re: Change order of charges in quotes

Thanks @doyeli!