Open Forum

1.  How to create a product that has qty and rate different for each person

Posted 9 days ago
I need to create a product that they can enter the qty *the rate which both will be different each time, they enter for new clients.

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Janet Grant
Salient Management
Horseheads NY
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2.  RE: How to create a product that has qty and rate different for each person

Posted 8 days ago
You can set up a per-client price list and allow a product with fractional allocations,  That should handle your needs.  A little extra work, since each client will need a price list created with them, but it should do.

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Wayne Walton
CRM Practice Lead
eBECS
Atlanta GA
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3.  RE: How to create a product that has qty and rate different for each person

Posted 7 days ago
I agree with the suggestion but you will the population of these price lists to be the problem as there is now way of importing price list items. There are a couple  of ISV solutions out there that will help in this respect.
Peter.

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Peter Clements
Director
CRMKnowledge
Oldham
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4.  RE: How to create a product that has qty and rate different for each person

Posted 7 days ago
I believe we have the same situation.  We have a static list of products available but the price of the product for each customer will be different. We do not use quotes, but for opportunities We have created the catalogue with all products available. The user then adds the product to the price list of an opportunity and overrides the price by editing it from the price list of the opportunity.

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Diane Taylor
CRM Project Lead Manager
Synergy Credit Union
Lloydminster, SK Canada
CRM 2016 On-premise
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5.  RE: How to create a product that has qty and rate different for each person

Posted 7 days ago
Can you share with me how you did this?

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Janet Grant
Salient Management
Horseheads NY
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6.  RE: How to create a product that has qty and rate different for each person

Posted 6 days ago
Hi Janet. I apologize for the delay in my response. I am currently out of the office right now and am only checking emails periodically.
We have all products in the catalogue set with $0 as the price.
At the bottom of our opportunity form we have a Product line items" section where users can add multiple products.
When the user adds a product it shows as quantity 1 and price $0.
They then have to double click the product which opens a screen so that they can override price and add the amount for that particular customer.
I would be happy to send screen shots next week when i am back at work and have access to do so.
Thanks,

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Diane Taylor
CRM Project Lead Manager
Synergy Credit Union
Lloydminster, SK Canada
CRM 2016 On-premise
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