So far, I've created a "Discount" Product that is active in our current pricebook. It is categorized as "Discount" (in a custom product category field).
What I'd like to do:
If the "Discount" Product is entered into an Opportunity, then take the total price of all other items and calculate the discount percentage based on the "Discount" line item's sales price.
If the "Discount" Product is NOT entered, then take the total list price of the Opportunity, and calculate discount based on the total sales price of the Opportunity. (This part I've had working just fine.) The problem is that I would like our Sales team to have the ability to add on a "Discount" line item into the Opportunity, so that it shows up that way on our Quote template.
Hope this makes sense!
Thank you in advance for your help Community!
2 件の回答
Hi Janice,
Unfortunately this cannot be done by point and click. However this can be done by an apex solution where we can create a trigger which would update the total price of all the items and apply the discount based on the discount product. This will be done as soon as the discount product is added to the opportunity line item. This can be then copied to the quote object and quote line items.
What would happen if the sales person entered 2 opportunity product line items with discount on it? Can the discount be applied to all customers or only certain type of customers only? Please feel free to email me at buyan@eigenx.com and I would be able to get this done quickly for you..
The other option to avoid coding is to use flow with process builder which can do this with point and click.
Please click like or select this as the best answer.
Buyan.
