--- sourceDocument: Australia Sales Customer Relationship Management sourceDocumentLink: https://www.servicenow.com/docs/r/australia/order-management Release : - australia ft:locale : - en-US ft:publication_title : - Australia Sales Customer Relationship Management ft:clusterId : - omgmt bundleId : - omgmt workflow : - Customer and Industry --- # Buyside user interface # Buyside user interface {#ariaid-title1} Release version: Australia Updated March 12, 2026 ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 2 minutes to read Summarize ![AI sparkle icon](https://servicenow.com/docs/portal-asset/ai-sparkle-icon) Summarized using AI This content was generated using new OpenAI-powered functionality. Results are provided on an as is basis and are not guaranteed to be accurate or complete. ## Summary of Buyside User Interface The buyside user interface in ServiceNow CPQ is a modern, intuitive platform designed to simplify the configuration of complex products and services. Integrated with Salesforce CPQ and other enterprise systems, it enables sales representatives, customers, and partners to create, manage, and visualize detailed product configurations. This ensures accuracy and efficiency throughout sales, quoting, manufacturing, and service operations. Show full answer Show less ## Key Features * **Multi-BOM Displays:** Organize and visualize different line item types such as sales, installation, service, and support in separate, easy-to-navigate sections. * **Dynamic Field Grids:** Collect and manage structured data in intuitive tabular formats to capture sales figures and configuration attributes effectively. * **Guided Configuration:** Break down complex product lists using sections, subsections, and nested tiers, enabling effortless product selection and customization. * **Rule-Based Automation:** Automate calculations, field updates, and validations to ensure accuracy and compliance with business rules. * **Enrichment Scripts:** Apply advanced logic such as surcharges, tax exemptions, or custom fields at the end of configuration before data is passed downstream. * **No-Code/Low-Code Administration:** Empower business administrators to update and manage configurations using point-and-click tools without requiring deep technical skills. ## Key Personas * **Sales Representatives:** Use guided workflows and automated rules to configure and quote tailored solutions accurately and compliantly. * **System Administrators:** Manage platform setup, integrations, and ongoing maintenance to align the configurator with enterprise requirements. * **Solution Architects:** Design scalable configuration models and validate technical feasibility for complex deals. * **Business Process Owners:** Oversee adoption, collect feedback, and drive continuous improvement of the configuration process. * **End Users (Customers/Partners):** Access the configurator through self-service portals to customize products and services according to their needs. ## Key Benefits * **Accelerated Sales Cycles:** Guided, rule-based configuration minimizes errors and rework, speeding up the time-to-quote. * **Enhanced User Experience:** Intuitive UI with dynamic filtering and real-time feedback simplifies even complex configurations. * **Operational Efficiency:** No-code administration reduces IT dependency and lowers administrative costs by empowering business users. * **Scalability and Flexibility:** Supports diverse industries, product complexities, and sales channels, including partners and self-service customers. * **Governance and Compliance:** Automated rules and AI-driven governance ensure that configurations meet business and regulatory standards. ## Workflow * Launch the ServiceNow CPQ configurator from Salesforce CPQ or a ServiceNow portal. * Use multi-BOM displays to separate sales, installation, and support items. * Filter and select products using guided sections, subsections, and nested tiers. * Enter and organize structured data in dynamic field grids. * Apply automated rules for pricing, surcharges, and validation. * Leverage enrichment scripts for advanced logic like tax exemptions and shipping fees. * Collaborate with stakeholders to review and approve configurations. * Generate and share compliant, accurate quotes ready for customer approval. ## Practical Example A sales representative uses the buyside UI to configure a tailored network solution for a SaaS customer. By leveraging multi-BOM displays, nested filtering tiers, and automated enrichment scripts, the representative ensures the configuration is accurate, compliant, and tailored to customer needs. The solution architect reviews and approves the configuration, and a precise quote is generated and shared confidently. The configurator buyside user interface is a modern, intuitive platform designed to simplify the configuration of complex products and services. Integrated with Salesforce CPQ and other enterprise systems, it enables users to create, manage, and visualize detailed product configurations, ensuring accuracy and efficiency throughout the sales and fulfillment process. * The buyside user interface (UI) in ServiceNow CPQ is where sales reps or customers configure products in Salesforce CPQ. * Provides guided, attribute-based product configuration with rules, enrichments, and integrations. * Ensures accurate Bills of Materials (BOMs) are generated for quoting, manufacturing, or service operations. ## Key capabilities {#buyside-user-interface__section_njw_brb_vgc} * Multi-BOM displays: Organize and visualize different types of line items (sales, installation, service, support) in separate, easily navigable sections. * Dynamic field grids: Collect and manage structured data (like sales figures or configuration attributes) in intuitive, tabular formats. * Guided configuration: Use sections, subsections, and nested tiers to break down complex product lists, making selection and customization effortless. * Rule-based automation: Automate calculations, field updates, and validation, ensuring accuracy and compliance with business logic. * Enrichment scripts: Apply advanced logic---such as surcharges or custom fields---at the end of the configuration process, before passing data to downstream systems. * No-code/low-code administration: Empower business admins to manage and update configurations without deep technical skills, using point-and-click tools ## Key personas {#buyside-user-interface__section_a21_2rb_vgc} * Sales Representative: Configure and quote tailored solutions for customers, using guided workflows and automated rules to ensure compliance and accuracy. * System Administrator: Manages platform setup, integrations, and ongoing maintenance, ensuring the configurator aligns with enterprise needs. Maintain and update configuration logic, manage integrations, and ensure the platform aligns with evolving business needs. * Solution Architect: Design scalable configuration models and validate technical feasibility for complex deals. * Business Process Owner: Oversee adoption, gather feedback, and drive continuous improvement. * End User (Customer or Partner): Interact with the configurator via self-service portals, customizing products and services to their requirements. ## Key benefits {#buyside-user-interface__section_hnp_zrb_vgc} * Accelerated sales cycles: Guided, rule-based configuration reduces errors and rework, speeding up time-to-quote. * Enhanced user experience: Intuitive UI, dynamic filtering, and real-time feedback make even complex configurations simple. * Operational efficiency: No-code administration empowers business users, reducing IT dependency and admin costs. * Scalability and flexibility: Adapts to any industry, product complexity, or channel---supporting sales teams, partners, and self-service customers. * Governance and compliance: Automated rules and AI-driven governance ensure configurations meet business and regulatory requirements. {#buyside-user-interface__ol_tgr_csb_vgc} ## Workflow {#buyside-user-interface__section_u3l_grb_vgc} 1. Access the ServiceNow CPQ configurator: Users launch the configurator from Salesforce CPQ or a ServiceNow portal. 2. Configure products and services: * Use multi-BOM displays to separate sales, installation, and support items. * Filter and select products using sections, subsections, and nested tiers. * Enter and organize data in field grids for structured input. {#buyside-user-interface__ul_btb_prb_vgc} 3. Apply rules and automation: * Automated rules calculate prices, apply surcharges, and validate configurations. * Enrichment scripts add advanced logic, such as tax exemptions or shipping fees. {#buyside-user-interface__ul_ctb_prb_vgc} 4. Collaborate and finalize: * Stakeholders review and approve configurations as needed. * Generate and share quotes, ensuring all business and compliance requirements are met. {#buyside-user-interface__ul_dtb_prb_vgc} ## Example {#buyside-user-interface__section_frc_csb_vgc} Jack, a sales representative, receives a request from a SaaS customer for a tailored network solution. * Jack opens the opportunity in Salesforce CPQ and launches the configurator buyside user interface. * He uses multi-BOM displays to separate hardware, installation, and support items. * Jack filters router models by business size using nested tiers, ensuring the customer only sees relevant options. * The system automatically calculates surcharges and applies tax exemptions, thanks to built-in enrichment scripts as Jack adds installation services. * The solution architect reviews and approves the configuration. * Jack generates a quote, confident that all business rules, pricing, and compliance requirements have been met. * The customer receives a clear, tailored proposal, ready for approval. {#buyside-user-interface__ol_mcd_2sb_vgc} **Related concepts** * [The ServiceNow CPQ Configurator](https://www.servicenow.com/docs/sjoPerSRl_z8CWzt7Ax7xw "The ServiceNow CPQ Configurator is an advanced commerce logic solution that allows businesses to configure and sell products more effectively. Unlike traditional product-based systems, ServiceNow CPQ uses an attribute-based configuration model. This ensures that users are guided through selections, rules are enforced automatically, and only valid outcomes are generated.")