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Price list discount and Price book

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  • 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?

  • #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.

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    • #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)?

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      • #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.

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