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Topics#Sales And MarketingLynn Shield's Question
Lynn Shield asked in #Sales And Marketing
Apr 10, 2012, 11:17 PM

Is it possible to do a quote with products from more than one price book

We are trying to solve a problem with tiered pricing.  Thought of a price book for each tier, but reps will want to quote different products with different tiers.  Anyone know of a workaround that they can chose the pricebook by product instead of the whole quote/Opp?

 

Anyone have other suggestions for tiered pricing?

 

So long and thanks for all the fish.

 

Lynn
1 answer
  1. Nathaniel Manns (DX Foundation)
    Feb 27, 2020, 5:52 PM
    Tiered pricing can be an interesting obstacle. I definitely don't recommend tiered pricebooks unless 100% of opportunities follow that rule - which you indicated they don't. Another complication could be that Product 1 has a tier 2 discount of 10% but product 2 has it at 20%.

     

    One method I have seen that's a little messy is to have a product record for each tier and product. It's quick and dirty but it gets it done. Good naming helps here.

     

    Alternatively, you could add a Custom field which connects the tier price to the product. The user could call the tier price via a picklist on the line item record and then you handle the calculations with a PB case function like

     

    UnitPrice = CASE(TierLevel,

     

    1,product2.tier1price,

     

    2,product2.tier2price)

     

    and so on.  

    I hope this helps!

     

    EDIT: Had a more simplified solution to recommend :)

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