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Price List - Discount Lists RRS feed

  • Question

  • We have a product that is bought on pallets and generally sold on pallets but occasionally part pallets are required.  There are different sizes of the products which means different full pallet rates.

    Because a part pallet involves a certain amount of work, stripping items from a pallet and repackaging back up, part pallet price is higher than the full pallet rate.  How can I build this into CRM so the users can add these items to a quote.

    My initial thoughts are that the user will have to add two separate lines to the quote one line showing part pallet qty and price and the other showing full pallets of the item.   Unless anyone else has any thoughts?

    regards,

    Matt

    Monday, January 30, 2017 10:22 AM

All replies

  • My initial thought would be to use different units of measure - one for full pallets, and one for part pallets.

    If a customer wants a quote that includes both part and full pallets, then this will need to be displayed as 2 separate lines on the quote


    Microsoft CRM MVP - http://mscrmuk.blogspot.com/ http://www.excitation.co.uk

    Monday, January 30, 2017 6:23 PM
    Moderator
  • Same as my thoughts then.

    Thanks for the reply.

    Matt

    Tuesday, January 31, 2017 4:15 PM