Advanced Pricing Module Overview

Introduction

The Advanced Pricing Module (formerly known as FieldFX CPQ) enables you to create rules that automatically manage pricing and item selection on quotes and tickets. Instead of manually adding required items, adjusting prices, or searching across multiple price books, the module enforces your business logic automatically—preventing errors, ensuring compliance, and streamlining your sales and field service operations.

What It Does

1. Automatically Add Items

Define rules that automatically add mandatory items to every quote or ticket. Items are added based on conditions you specify—ensuring compliance requirements, billing items, and service prerequisites are never missed.

2. Override Pricing Automatically

Create pricing rules that automatically adjust prices and costs based on quote or ticket attributes. Price and cost fields can be overridden by customer segment, service level, location, quantity, waste type, environmental conditions, or any other business factor you define. No manual price adjustments needed.

3. Hierarchical Price Books for Flexible Item Search

Organize price books in a parent-child hierarchy. When users search for an item in a job or quote-specific price book and the item doesn’t exist, they can seamlessly access parent price books to find the right item. This eliminates the need to maintain duplicate items across multiple price books and speeds up item discovery.

Why It Matters

Every quote and ticket must be accurate and properly priced. Missing items and pricing errors lead to:

Revenue loss when required items aren’t billed or prices are wrong
Compliance violations if mandatory items are omitted
Operational friction when sales and field teams manually verify every quote
Wasted time searching across multiple price books for the right item

The Advanced Pricing Module eliminates these risks by automating item selection, pricing, and item discovery based on rules you define.

How APM Works

Table 1. APM Flow
1. Define Your Rules	Create rules that specify when items should be automatically added, what prices should apply, and how your hierarchical price books are organized. Rules can reference quote or ticket attributes (customer, service level, location, etc.) as conditions.
2. Build Hierarchical Price Books	Organize price books in a parent-child structure linked to jobs, customers, or service lines. When users search for items, they can access parent price books if the item doesn’t exist in the current level.
3. Create Quote or Ticket	When a user creates a quote or ticket in the back office or field, the module evaluates all rules based on the quote/ticket attributes.
4. Automatic Execution	Required items are automatically added at the correct price. Users can search for items using the hierarchical price book structure. All rules are enforced consistently
5. Override When Needed	Users can override rules when exceptions are warranted, with full audit trail for compliance.

Key Benefits

Table 2. Key Benefits
Benefit	Impact
No Forgotten Items	Every required item is automatically added—eliminating compliance gaps and revenue leaks.
Correct Pricing Always	Prices are applied automatically based on your rules—no manual adjustments or pricing errors.
Faster Item Discovery	Users search across hierarchical price books in seconds, reducing time spent looking for the right item.
Reduced Duplication	Hierarchical price books eliminate the need to maintain duplicate items across multiple price books.
Faster Quote Creation	Sales teams spend less time building quotes—the module handles item selection and pricing automatically.
Field Compliance	Rules are enforced on mobile and in the field—not just in the back office.
Consistency	Every quote follows the same rules, reducing disputes and pricing errors.
Increased Revenue	Automatic item recommendations and required items drive upsells without manual effort.

Getting Started

To implement the Advanced Pricing Module:

Identify the pricing rules and mandatory items that govern your business
Design your hierarchical price book structure
Build price books and set up rule conditions in the module
Train your sales and field teams on how rules work and how to use the hierarchical price book search
Test with a pilot group before full rollout

Need Help?

For questions about setting up and configuring the Advanced Pricing Module, contact your FieldFX support team or account manager.