OpportunityItems in Opportunity - subscription products

[Michal T]

I am new to EspoCRM and I have Advanced pack and Sales pack extension.
I can't figure out how to add a product in Opportunity that has the Subscription option listed in the products. If I add a classic product, the unitprice and Amount automatically appear. For a subscription product, no value appears. Is there a way for me to select the Subscription product in OpportunityItems so that the price according to the selected payment period and the total price for the period are automatically shown?
Thank you for your help.

[Jimmy Smith]

From what I understand, Opportunity Items are mainly designed around standard product pricing. Subscription products may not automatically populate Unit Price and Amount fields the same way. You might need a custom formula, workflow, or configuration to pull the subscription price based on the selected billing period. Hopefully someone using both the Advanced Pack and Sales Pack can confirm the best approach.

[yuri]

There's no such a feature. Items in Opportunities, Quotes, Sales Orders, Invoices do not have a field for period. Period pricing is applicable only for Subscriptions. It's not applicable for Invoices (nor for Sales Order, Opportunities) when they are created manually. Invoices with calculated period prices are automatically generated as the Subscription is processed.

If we are to consider to implement it in future, it would require having two additional fields per item: Billing period and Charge period.

You can also use a regular price for the product. This price can be used even for a subscribable product.

[Michal T]

Hi, thanks for your reply.
I originally entered the products in the opportunity as one-time and added my own payment period field to them. But the problem occurred when I wanted to start a subscription, because I don't have that product in the subscription offer. And if I mark the product as a subscription, the unitprice does not appear in the OpportunityItem, which is mandatory and I don't want the salespeople to fill it in manually. Is there a simple solution? Thanks a lot.

[yuri]

I'm not sure it is possible to leave the item price empty.

You can set a product as both Sellable and Subscribable. Along with subscription prices, have a regular Sale price. This price will be used when the product is added to an Opportunity.

[Michal T]

How can I set a product as both? I didn't find this option. If I check Subscribable, there is no option to set the price which will occure in OpportunityItem. Thanks.

[yuri]

In v4.1.1 it's possible (again after a regression) to set both price types for products that are both Sellable and Subscribable. When creating a price, the Period field will be not mandatory.

[Michal T]

Thank you for your help. This is awesome.

Maybe you can help me with one last thing regarding OpportunityItem. At the moment it is possible to enter the discount as a percentage. Is there any way to enter the discount directly as an amount?

[yuri]

There's no editable Discount Amount field. It is possible to enter the List Price amount. It is the price before the Discount.

Another option is to add a separate line item with a negative quantity for a discount.