Some of our products require a deposit, it would be 10% of the grand total. What is the best practice to handle this?
3 个回答
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
