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Velosity Documentation
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Velosity Documentation
Overview
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What's New (Oct 11–17, 2026)
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LOGIN
LOGIN
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HUB
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FORGE
FORGE
Getting Started
Getting Started
CPQ Overview
Platform Features
A Day in the Life
How Velosity Entities Relate
Sales Training
Selling
Selling
Smart Quote
Smart Quote
Overview
Add to a Sales Quote
Add to a Sales Order
Inventory Availability
Public Quote Requests
Sales Quotes
Sales Quotes
Overview
Create Your First Quote
Update the Customer
View and Share as PDF
Status and Lifecycle
Draft to Accepted
Reconfigure Line Items
Convert to a Sales Order
Payments and Checkout
Configured Item Price Breaks
SKU Price Breaks
Vertical SKU Pricing
Sales Orders
Sales Orders
Overview
Status
Draft to Released
Customer Purchase Orders
Profitability Export
Catalog and Pricing
Catalog and Pricing
Product Finder
Line Item Templates
Preferences
Administration
Administration
Start Here
Start Here
Administration Overview
General Administration
CPQ Settings
Application Settings
Customization
Users and Accounts
Locations
Items
Branding and Communication
Branding and Communication
Logo
Email
Default Tags
Integrations and Payments
Integrations and Payments
Integrations
SFTP Export
Credit Card Processing
HighGear
Reference Setup
Reference Setup
Incoterms
Service Codes
Workflows and Tasks
Workflows and Tasks
Tasks
Task Design Guidance
Task Models
Production Escalation Templates
Document Templates
Document Templates
Overview
Sales Quote
Sales Quote Tables
Sales Order
Production Order
Production Traveler
Trouble Report
Smart Quote Setup
Smart Quote Setup
Overview
Readiness
Setup Walkthrough
Configuration Design
Product Setup
Configured Items and SKU Items
Good-Better-Best
Pages
Attributes
Attributes
Attribute Setup
Dynamic Catalog Values
Customer Facts
Rules
Rules
Overview
Functions Reference
Attribute Facts
Item References
Related Items
Errors and Warnings
Data and Output
Data and Output
Item Mapping
Documents
Take-Rate Analysis
Validation
Examples
Examples
Overview
Attribute Queries and Item Mapping
Attribute Valid Values
SKU Items
Price Modification
Price Rounding
Tag Verification
Tiered Pricing
Hex Bolt Walkthrough
Legacy Smart Quote Overview
Reference
Reference
Workflow Phases
Attribute Display Control
Internal Documentation Management
Notes
CRM
CRM
Sales Funnel
INVENTORY
INVENTORY
Inventory Overview
Get Started
Locations
Developers
PURCHASING
PURCHASING
Purchasing Overview
OPS
OPS
Production
Production
Production Overview
Start Production Order Task
Change Status
Schedule
Orders
Traveler
Queues
Tasks
Material Requests
Events
Insert
Scheduler Sequential
Scheduling
Scheduling
Scheduling Overview
Change Work Order Priority
Scheduling Overview
Board
Maintenance
Maintenance
Maintenance
Shipping
Shipping
Shipping
Serialization
Serialization
Serialization
STORE
STORE
Store Overview
Browsing
Checkout
Orders
SUPPLIERS
SUPPLIERS
Suppliers Overview
Products
Price Import
SERVICE
SERVICE
Service Overview
User Guides
User Guides
Tickets
Trouble Reports
Diagnostics
RMA Workflow
Interoperability
Administration
Administration
Service Codes
BIDS
BIDS
BIDS
COMPLIANCE
COMPLIANCE
Overview
Calculate a Tariff
Manage Tariff Rules
API and FORGE Integration
QUALITY
QUALITY
Quality Overview
Assets
Developer Guide
Developer Guide
Developer Overview
Authentication
HTTPS Hostnames and SNI
Branded Tenant
Countries
Currencies
States and Subdivisions
Inco Terms
Customer Ship-To
Items
Inventory Integration Setup
PDF Generation
Webhooks
Sales Quote Lifecycle Integration
D365 Sales Quote Timeline Webhooks
Product Take-Rate Analysis Webhook
Configure Availability
ERP Vertical Sync
Sales
The Sales module has four sections.
CRM
Smart Quote
Quotes
Orders
