We currently have a separate pricebook that our sales reps use from the standard pricebook. With 2013 around the corner, we are seeing a problem and we aren't sure how to tackle it. Currently all products entered have 2012 pricing on them, how are organizations handling price increases for the next year? We do not want to update the current pricebook, as reps are still selling 2012 products, but they are now beginning to sell for 2013 also. I don't see have separate pricebooks for 2012 and 2013 either, as reps will sell products from both on the same opportunity.
Any assistance with this would be greatly appreciated.
Thanks,
Chris
1 respuesta
First, you can only have one price book associated with an Opportunity at a time, so you cannot sell from both on the same Opportunity.
In my experience, we make an announcement that 2012 pricing goes away on a specific date. On that date, I mass update all product pricing to 2013 prices.
Another way of doing it is indeed creating a 2013 price book and implementing a business process that says the 2012 price book is valid until a specific date and will become inactive after that date.
I wouldnt suggest it but you could also create duplicate products with the 2013 pricing and then move the 2012 products to inactive when they can no longer be sold.
Maybe someone else has a better idea
