I would assing a specific discount to each account (i.e some account I would assign 15% discount, some other 25% discount), and every time I'll select an account on the quote form I would get the associated discount / price list. What's the best way to do that? Use the price book feature or assigning a discount in some other way?
Price list discount and Price book
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The Account entity type has the Price Book link field (you can add to the Detail layout). You can assign a specific Price Book for an Account. Every time you create a Quote related to that Account, the associated Price Book will be pre-filled.If you find EspoCRM good, we would greatly appreciate if you could give the project a star on GitHub. We believe our work truly deserves more recognition. Thanks. -
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