Price list discount and Price book

Collapse
X
 
  • Time
  • Show
Clear All
new posts
  • rampo
    Junior Member
    • Feb 2023
    • 6

    Price list discount and Price book

    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?
  • yuri
    Member
    • Mar 2014
    • 8455

    #2
    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.

    Comment

    • rampo
      Junior Member
      • Feb 2023
      • 6

      #3
      Hi Yuri, thanks for the quick reply. I have already approached the problem in this way and I have another question: Is there a way to massive copy all products in my new price book applying a discount (i.e 15% on the unit price)?

      Comment

      • yuri
        Member
        • Mar 2014
        • 8455

        #4
        No such ability at the moment. We will wait for more user input, then will try to come up with a new functionality for this.
        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.

        Comment

        Working...