Introduction

StrataVAR Partner Quoting Workspace (PqW) allows you to control how CCW-R line items are grouped and rolled up when importing a renewal quote. This article explains how to configure user-defined aggregation and grouping during CCW-R import so that the resulting BoM and Customer Quote are structured to meet your quoting needs.

Why Aggregation and Grouping Matter 

CCW-R quotes often contain large volumes of line items. Without aggregation, each item is imported as a separate line, which can make the resulting quote difficult to read or present to a customer.

Aggregation and grouping work together to address this:

• Grouping determines which CCW-R lines are treated as belonging to the same category. Lines that share the same values for all selected grouping fields are combined into a single line in the imported BoM.
• Aggregation determines how the numeric values on those combined lines are calculated — for example, whether quantities are summed or prices are recalculated.
• When you select Custom as the aggregation mode during import, PqW creates the BoM with the -AGG suffix to indicate that line-level consolidation has been applied.

Prerequisites

Make sure:

• You have access to your Salesforce org and PqW
• Cisco CCW-R integration is enabled for your org
• You are authorized to access CCW-R data
• You have the CCW-R Quote Number you want to import

Step By Step Process For Importing and Aggregation

Step 1: Navigate to the Import BoM Screen

• Log in to your Salesforce org.
• Navigate to the relevant Opportunity and click Import BoM.
• For non-Salesforce integrations, log in to PqW, go to the Project tab, and click Import.

Step 2: Select Import Source and Profile

On the Import BoM tab:

• Set Mode of Import to API.
• Set Source to Cisco.
• From the Profile Type dropdown, select CCW-R API Profile.
• From the BoM Type dropdown, select CCW-R Quote (or the appropriate type for your use case).
• Click Continue.

Step 3: Configure Aggregation in the Import CCW-R Quote Window

After selecting the BoM type, the Import CCW-R Quote window opens. Locate the Quote Aggregated By field. This controls how CCW-R line items are grouped when the BoM is created. The available options are:

• None — All CCW-R line items are imported individually. A fully detailed BoM is created with no consolidation. Use this when you need complete line-level visibility for review or editing.
• All — All quote items are consolidated into a single aggregated BoM line. The BoM is created with the -AGG suffix. Use this when a high-level summary is sufficient.
• Custom — You define exactly how items are grouped and how values are calculated. The BoM reflects the grouping logic you specify and is created with the -AGG suffix. Use this when you need partial aggregation with controlled grouping.

Select Custom to proceed with user-defined aggregation.

Step 4: Define Grouping Fields

When Custom is selected, specify how CCW-R lines should be grouped using the Grouping field under Advanced Settings.

CCW-R lines that share the same values for all selected fields are consolidated into a single line in the imported BoM. Common grouping fields include:

• SKU / PID / Product
• Service Term or Duration
• Billing Frequency
• End Customer
• Site / Location

Examples of grouping configurations and their results:

If the imported quote contains more lines than expected, try removing one or more grouping fields. If important distinctions are being lost, add a relevant field such as Term or Site.

Step 5: Configure Advanced Settings

Click Advanced Settings to expand additional options that control how CCW-R data is presented after import.

• Part Number Presentation — Controls how Cisco part numbers are displayed in the imported BoM. Use this to standardize part number visibility for downstream quoting and reporting.
• Description Presentation — Controls how item descriptions from CCW-R appear after import. Use this to align Cisco descriptions with your internal quoting or customer-facing formats.
• These settings do not affect line consolidation but do affect how the resulting BoM and Customer Quote appear during assembly and review.

Step 6: Enter the CCW-R Quote ID and Import

• In the Quote Identification section, confirm that Type is set to Quote Number ID.
• Enter your CCW-R Quote Number in the Quote ID field. This field is mandatory — the import cannot proceed without a valid Quote ID.
• Optionally, use the Import into Existing Quote field to attach the BoM to an existing Customer Quote. Leave this as None to create a new BoM without immediately attaching it.
• Once all required fields are complete, click Import BoM.

PqW submits the request to Cisco CCW-R. A confirmation message appears indicating that the import has been queued.

Step 7: Verify the Import and Review the Quote

You will receive an email notification when processing is complete. You can also monitor progress via the Batch Queue Manager, accessible from the nine-dot menu in PqW.

For a successful import, the Batch Queue Manager shows a completed Import BoM entry. Click the entry to view import details and use the available hyperlinks to open the BoM detail page or the Customer Quote.

After import, review the following in the generated Customer Quote:

• The number of lines is reduced compared to the original CCW-R file, confirming that aggregation was applied
• Overall quantity, list value, and net value totals are consistent with the source CCW-R quote
• Lines are grouped as expected based on your selected grouping fields

If the results are not as expected, re-run the import with adjusted grouping fields or switch to None to import all lines in detail for comparison.

What Happens After Import

Once the CCW-R import completes:

• The renewal BoM is created in PqW with the -AGG suffix (for Custom or All aggregation modes)
• A Customer Quote is automatically generated and mapped to the relevant Opportunity
• The Customer Quote is visible from the Quotes tab and is ready for assembly in the PqW Console

To continue, open the Quote detail page, click Edit Quote, and use the PqW Console to review renewal line items, perform pricing review, and assemble the quote.

Troubleshooting

• Aggregation options are not visible:  The Custom aggregation option may not be enabled for your user profile or quote type. Contact your PqW administrator to confirm that user-defined aggregation is enabled for your org.
• Quote totals do not match : CCW-R Confirm that Quantity, List Value, and Net Value are all configured to sum across grouped lines. Check whether the CCW-R source includes charges such as tax or freight that are not imported into PqW. Note that an effective group-level discount may differ from individual line discounts even when totals are correct.
• Too many lines after import : You may have selected too many grouping fields. Remove fields that are not needed for your quoting purposes — for example, internal identifiers or comment fields — and re-import with a simpler grouping.
• Important detail was lost after import:  Add a more specific grouping field such as Term, Service Level, or Site to preserve the distinction you need, then re-import.

Related Articles

• How to Import a BoM via CCW-R
• How to Add BoM Items to PqW