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- CPQ for Commercial Kitchen Equipment
- Data model
The tables behind CPQ for Commercial Kitchen Equipment
CPQ for Commercial Kitchen Equipment ships with 11 tables, grouped here by the feature that uses them. Every record your team works with lives in one of them, and you can add fields and tables in Proto.
- Tables
- 11
- Features
- 6, plus shared settings
- Change it
- Add fields and tables in Proto
How the model is organised
Customer accounts
Organizations owns Customers and team members. Team members.User references Users, connecting business membership with platform identity.
Quote preparation
Quotes references Organizations, team members through Owner, and Customers through Counterparty. Its Revision and valid until define the offer being worked.
Equipment pricing
Quote lines.Parent references Quotes. Quantity, unit price USD and discount USD explain net line USD; Quotes.net amount USD holds the parent amount.
Kitchen package readiness
Kitchen packages references Quotes through Parent and Organizations through Organization. Revision, utility supply, appliance count and required by support the package decision.
Quote review
Review decisions links the quote revision to Reviewer, Decision, decided at and Reason. Record attachments links files to Quotes and the uploading team members record.
Handoff and evidence
Operation receipts belongs to Quotes and retains operation key, expected revision, result state and effect references. Exchange rates holds read-only effective currency rates; equipment price fields remain USD amounts.
Every table, by feature
- Customer accounts5
- Quote preparation5
- Equipment pricing3
- Kitchen package readiness4
- Quote review6
- Handoff and evidence5
- Shared and settings1
- Customers
Customer accounts that receive commercial kitchen equipment quotes
Linked to Organizations - Organizations
Dealer organizations that own quotes, customers and team members
- Team members
Internal team members with organization membership and platform identity
Linked to Organizations, Users - Users
Users
Linked to Users - Quotes
Configure-price-quote headers with lifecycle, pricing and acceptance evidence
Linked to Organizations, Team members, Customers
- Quotes
Configure-price-quote headers with lifecycle, pricing and acceptance evidence
Linked to Organizations, Team members, Customers - Quote lines
Priced equipment line items belonging to a quote revision
Linked to Quotes - Customers
Customer accounts that receive commercial kitchen equipment quotes
Linked to Organizations - Team members
Internal team members with organization membership and platform identity
Linked to Organizations, Users - Record attachments
Evidence files attached to quotes with visibility scope
Linked to Quotes, Team members
- Quote lines
Priced equipment line items belonging to a quote revision
Linked to Quotes - Quotes
Configure-price-quote headers with lifecycle, pricing and acceptance evidence
Linked to Organizations, Team members, Customers - Operation receipts
Idempotent operation receipts recording guarded actions and their persisted effects
Linked to Quotes
- Kitchen packages
Kitchen package readiness validations for a quote, including utility and ventilation requirements
Linked to Quotes, Organizations - Quotes
Configure-price-quote headers with lifecycle, pricing and acceptance evidence
Linked to Organizations, Team members, Customers - Record attachments
Evidence files attached to quotes with visibility scope
Linked to Quotes, Team members - Operation receipts
Idempotent operation receipts recording guarded actions and their persisted effects
Linked to Quotes
- Quotes
Configure-price-quote headers with lifecycle, pricing and acceptance evidence
Linked to Organizations, Team members, Customers - Quote lines
Priced equipment line items belonging to a quote revision
Linked to Quotes - Review decisions
Independent review decisions recorded against a quote revision
Linked to Quotes, Team members - Team members
Internal team members with organization membership and platform identity
Linked to Organizations, Users - Record attachments
Evidence files attached to quotes with visibility scope
Linked to Quotes, Team members - Operation receipts
Idempotent operation receipts recording guarded actions and their persisted effects
Linked to Quotes
- Operation receipts
Idempotent operation receipts recording guarded actions and their persisted effects
Linked to Quotes - Quotes
Configure-price-quote headers with lifecycle, pricing and acceptance evidence
Linked to Organizations, Team members, Customers - Quote lines
Priced equipment line items belonging to a quote revision
Linked to Quotes - Review decisions
Independent review decisions recorded against a quote revision
Linked to Quotes, Team members - Record attachments
Evidence files attached to quotes with visibility scope
Linked to Quotes, Team members
Keys and references
Preserve record identities during migration. Most records expose Id; exchange rates uses ID. Quotes.record number is the human quote reference, while Organizations.Code and Customers.Code distinguish business accounts. Do not replace a referenced record because its display name changes.
Use Quotes.Revision, quote lines.Revision and review decisions.source revision to align commercial evidence. Kitchen packages.Revision tracks the package separately. Operation receipts.expected revision and operation key identify the guarded request. Users.User is a reference to Users and must be inspected in the target account mapping before import. Exchange rates has no declared relationship to Quotes.
Migration order
- Identity and dealer context. Establish Users and Organizations, then connect team members to the correct organization and platform account.
- Customer accounts. Load Customers with valid organization references, active settings and contact details.
- Commercial drafts. Load Quotes and quote lines with aligned parent references and revisions. Confirm USD amounts before requesting pricing.
- Readiness and evidence. Link kitchen packages and record attachments to their quotes, preserving uploader identity and visibility.
- Historical decisions. Preserve review decisions and operation receipts only with their original revision, outcome and references. Do not recreate old approvals as new actions.
Set up CPQ for Commercial Kitchen Equipment your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.