Entering dynamic quantities into price list RRS feed

  • Question

  • I use CRM 3.0. Some of the products we sell are priced based upon a percentage of a variable quantity, for our discussion, we'll say I charge a 15% commission of an unknown quantity each month. (For example, some of our services are sold a percentage of our customers sales. If a client sells $1000 worth of product, our commission is 15% of $1000, or $150. IF that same client sells $1600 worth, then our commission is 15% of $1600, or $240).

    Using the above example, I can create a unit with a description of "Commission", a default unit of "1" and a price of $.15 and then enter the clients gross sales as the quantity on a quote or order. The problem is that the quote or order now says, "Product: Commission, quantity 1600 at $.15 each for a total of $240." That is confusing to the customer and really does not reflect the relationship.

    My difficulty lies in creating a price list that can take into consideration dynamic data as the default quantity and the price is reflected as a percentage, not as a unit of money. Currently, I must create a price list for each product based upon a pre-determined unit quantity (1, 2, 3, etc). That does not allow me to plan for an UNKNOWN pre-determined quantity.

    To complicate matters, some of our services are sold as a flat monthly fee, so the normal pricelist method works fine for them.

    I have tried to work around this using write-in products, but reporting becomes difficult when every product description is variable depending upon how the sales person enters it into the invoice.

    Any help or advice on this would be much appreciated.
    Sunday, June 28, 2009 10:00 PM


  • my advice is to consider using a CRM add-on called Experlogix.  Experlogix is a price configurator that can handle this type of scenario.  You won't be able to do it automatically using the standard product catalog.

    The standard product catalog is great if your scenario is standard, but for more complex requirements, Experlogix is great.

    I don't work for them, just recommend it from experience.
    Monday, June 29, 2009 12:19 AM