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how to apply a range discount to a Quote

Unanswered how to apply a range discount to a Quote

  • Wednesday, 9 May, 2012 11:22 AM
     
     
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    Dear all

    When building a quote, sometime I want to a apply to the customer a discount based on the total amount of the Quote.
    For exemple if a Quote is from :

    0 to 8000 then I should automatically apply a 10% discount

    8000 to 15000 I should automùatically aplpy a 15% discount

    >15000 I should automatically apply 20%

    In my Quote, I can add one or more product which are based from a standard list price , then how can I add this dicount range into the quote ?

    Do I have to handle those discount as product like : Discount1, 2 and free and add them to the quote as if there were product or is tehre a better way to do so ?

    Thnaks for help

    Please note I am not an expert in CRM so clear step by step process will be appreciate

    regards

    serge

    Your knowledge is enhanced by that of others.

     

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  • Wednesday, 9 May, 2012 11:42 AM
     
     
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    Is this discount applied to the amount of product bought of a specific item or does the discount apply to the final amount of the quote?

    I would say the best way is to write a script to set the discount field amount based on the total base amount before discount is subtracted.

    Please vote if you find my post useful. Add me on Skype @ christo.skype1

     
  • Wednesday, 9 May, 2012 12:34 PM
     
     
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    The discount should be aplpied to the total amount of the Quote .

    I ahve seen from CRM setting that tehre is some discount price list sample based on Silver, bronze, Gold partner ship.

    can this be used ?

    regards

    serge

    Your knowledge is enhanced by that of others.

     
  • Wednesday, 9 May, 2012 1:27 PM
     
     
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    Hi,

    You can achieve it using Jscript.

    Thanks & Regards, MS CRM Consultant, V.Surya.

     
  • Wednesday, 9 May, 2012 2:59 PM
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    Serge, the Discount List feature is based on the quantity of products orders and not the value.

    As Surya has suggested, you will need some custom development to achieve your requirement: either JavaScript or a plugin. Since you are not a CRM expert, you might want to find a local Microsoft CRM partner to help you with this.

    Please also note that your requirement is not logical. If my order value is 8,000 I get a 10% discount and pay 7,200. But if my order value is 8,400 I get a 15% discount and pay 7,140. For this reason, very few customer structure their price lists to provide a discount based on total order value.

    Neil Benson, CRM Addict and MVP at Slalom Consulting. Find me on Twitter. Join over 20,000 other CRM professionals on the Microsoft Dynamics CRM group on LinkedIn.

     
  • Wednesday, 9 May, 2012 3:01 PM
     
     
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    No.  That is based on the price list.  You are working with the base amount of the quote.  You will need to write a javascript that will get the value of the amount before discount is added.  Then you can calculate the discount amount from this value and update the discount amount field.  This script will run on the on change event of the detail amount field.

    Please vote if you find my post useful. Add me on Skype @ christo.skype1

     
  • Wednesday, 9 May, 2012 5:28 PM
     
     
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    @neil, the idea i try to think of is that I try to get a better relation with customer who get me more money in.

    So that was my forst idea of approaching this based on the total amount but you are right it is not so correct.

    What kind of approach would you sugest ?

    By giving discount I would like to fidelise customer in order they came back

    thnaks for advise

    serge

    Your knowledge is enhanced by that of others.