Discount List for Specific Account

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Posted on by Radoslavov

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Hi All,

I received the following suggestion by our sales team and I'm really wondering what suggestion can you give regarding this.

How can we give a discount to a specific Account in CRM?

First of all, I've added to the Account entity a lookup field to the Discount List where I can select the desired discount list, which contains the number of products that need to added to get certain discount.

The Idea behind is if you are a partner or Reseller with a specific Tier you will receive a certain discount. So when the sales team created an Opportunity or Quote or Order for this Partner (Account in CRM) the discount will be automatically applied to the opportunity when a product is selected.

something like this:

We know that Discount is applied per product but this is a more personalized approach to stimulate our partners to sales more in order to become a higher tier and receive bigger discount.

Any suggestions are more than welcome.

Best regards

Kiril

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Radoslavov 380 on at

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RE: Discount List for Specific Account

Hi Stefan,

This will do the job I guess, thanks for the help.

Regards
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StefanS365 3,573 Most Valuable Professional on at

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RE: Discount List for Specific Account

Hi Kiril,

You can do this via the price list items. You should create a price list with discount and select the discount list on the added price list items. Then you can set this price list on the account record and/or on the opportunities.