Discount List for Specific Account

(0) Share

Report

Posted on by Radoslavov

410

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

I have the same question (0)

All responses (2)

Answers (1)

Verified answer

StefanS365 3,575 Most Valuable Professional on at

Like (0)

Report

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.

Was this reply helpful? Yes No
Radoslavov 410 on at

Like (1)

Report

Hi Stefan,

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

Regards

Was this reply helpful? Yes No