Hi Admins,
Does anyone have a recommendation to implement discount on Quotes? I know Quote has a discount field and is calculated based on discounts on all Quote Line Items, but my requirement is to implement like a global discount, so a percentage that applies to the Quote's Total Price.
Any approach or package recommendation? If not I guess the only way is go trough custom development.
Thanks!
1 件のコメント
Hi Ignacio,
You can create a Custom field in the Quote for Discount Percent (DiscountPercent__c).
Then you can use a record triggered flow when a Quote Line Item record is created to update the Discount field on each Quote Lite Item with the value of the DiscountPercent__c field from the Flow.
Hope this helps.
Alex
