The Course
This hands-on course demystifies pricing in Tacton’s configure-price-quote platform, from data setup to deployment. You’ll build a complete pricing model using price books and tables, cost rollups, surcharges, discounts, conditional rules, approvals, and multi-currency settings, then validate it with simulations and test quotes. We’ll also cover integrations and governance—syncing lists from ERP/CRM, versioning changes, and documenting logic for audits.
Expect practical, real-world scenarios like configurable machinery and modular equipment, channel quoting, and self-service commerce. By the end, you’ll quote faster with fewer errors, protect margin with smart guardrails, and keep pricing consistent across regions and teams. Ideal for pricing analysts, admins, and sales ops, you’ll leave with a maintainable, production-ready pricing setup you can apply immediately.
What you will learn
I started this course to give beginners a clear, stress-free path into CPQ pricing in Tacton, built from real project experience and the questions newcomers ask most. Each module is purposely sequenced so you gain quick wins first—grasp the essentials, then apply them immediately with guided exercises that mirror real sales scenarios. You’ll find bite-sized lessons, checklists, and ready-to-use templates, plus clear milestones and concise reviews so you always know what to do next. It’s carefully crafted to be practical, not theory-heavy: you’ll set up price rules, discount logic, and approvals with confidence, learn how to test and troubleshoot, and walk away with an organized toolkit you can use on day one.