Some of our products require a deposit, it would be 10% of the grand total. What is the best practice to handle this?
답변 3개
Hey Joana,
This really depends on how you want to capture these deposits.
If you need to just capture this as a section to display on the Output Document you'll need to do the following:
1. Create a summary roll up field on the quote summing the totals of the products, filtering only on the products that you need captured.
2. Create a Currency Formula field (Deposit) on the quote object: {New summary roll up} * 0.1
3. You'll then need to create a template content/section displaying the Deposit total with the 'Deposit' merge field (https://community.steelbrick.com/t5/Quote-Templates-Knowledge-Base/Merge-Fields/ta-p/299). You'll add this to your output document then.
I imagine that's all you want this to work for, but if you need this to be captured as a separate product for your particular use case some additional details would be required.
Hope that helps!
-Ken
