Hi,
You can show a product in the quote line editor as a single quote line with multiple segments. Each segment represents a block of time (quarter, month, year, or custom) and has a quantity and discounts independent of the other segments. This feature is useful if you’re selling subscription products and services, because you don’t have to add multiple quote lines for each segment.
You can apply discounts or uplifts to individual segments—for example, a start-up discount on the first year of a three-year service subscription. You can also adjust the quantities of each segment.
Add MDQ (multi-dimensional quoting) segments to a product by creating a price dimension in your product’s Price Dimensions related list. The price dimension’s type controls whether your segments appear by year, quarter, month, custom, or as a one-time segment. You can also control whether users can edit the cost, quantity, or discounts of segments, or whether the segments inherit editability of these fields from their parent product record.
After you create a dimension, Salesforce CPQ calculates the number of segments by considering the length of your quote’s term. For example, a product with a monthly price dimension and a two-year term might have 24 segments.
To add a one-time charge, such as an installation fee, create a price dimension with a Type value of One-Time and set its unit price to a value of your choosing. The unit price overrides the product’s Price Book value. The one-time fee appears to the left of your segmented values in the line editor.
EXAMPLE Your company sells generators and provides an installation service for $1000 and an annual generator service subscription for $500. You can use MDQ products to create a subscription product that handles the one-time fee and the subscription service together. Set up the Generator Service product as follows.Subscription Pricing: Fixed Price
Subscription Term: 12
List Unit Price: $500
Now that you’ve made the subscription product, you can use price dimensions to include both the subscription fee and the one-time installation fee. Since both parts of the service have distinct pricing requirements, you’ll need to make two price dimensions: One for the one-time fee and another for the ongoing subscription. Go to the product’s Price Dimensions related list and create a price dimension as follows.
Dimension Name: Generator Installation
Type: One-Time
Unit Price: $500
Next, create another price dimension for the subscription service.
Dimension Name: Yearly Service
Type: Year
By default, the time-based price dimension draws its pricing and proration from the subscription product.
Hope this helps.