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Danielle S products & pricing
Hi all ! hope everyone is doing good :)
I would like to know what is the best practice in the following use case.
In my org , we are adding different products to the same opportunity. We want to have a revenue projection for year ahead by using Schedules by revenue & Quantity. we are entering the schedules starting stages 7&8 ( I am not sure if it a good practice)
the problem we have :
- one product can have different prices from a customer to another. the price can also change during the time delivery , for instance it can be $75 pm march then 100 $ on July.
What are the best practices to add our products, pricing and being able to have a projection of our orders ?
thank you
I would like to know what is the best practice in the following use case.
In my org , we are adding different products to the same opportunity. We want to have a revenue projection for year ahead by using Schedules by revenue & Quantity. we are entering the schedules starting stages 7&8 ( I am not sure if it a good practice)
the problem we have :
- one product can have different prices from a customer to another. the price can also change during the time delivery , for instance it can be $75 pm march then 100 $ on July.
What are the best practices to add our products, pricing and being able to have a projection of our orders ?
thank you
I would suggest to reach out to accelerate team who can best suggest you on your implementation request if you have premier support.
Kindly review below to reach them.
https://help.salesforce.com/s/articleView?id=000337601&type=1
Thanks,