CRMTiger built a module for companies who want Account based price books.
This will help companies who have different prices for different Accounts (Customers) as a part of their policy due to different geolocations, sales channels, services associated with the product or any other reason.
With this module CRM user can easily assign a Pricebook to an account. The assigned price book then becomes the default one for all future quotes, sales order, and invoices generated for that account.
When the user selects a product, Vtiger Account Base Price Book Module will look for the price of that product in the account/organization assigned price book and it will fill the price field with the list price based on assigned pricebook for that particular account/Organization.
- Manage various levels of pricing for products & Clients
- Each user can work with their price books assignments
- When the user chooses a product, it will load the price for that particular account. No manual input needed
- Confirmation box before updating the price
- Supports Vtiger 6.x and 7.x
Feel free to contact us. We would be happy to assist you.
Hope you found this blog useful.
Please contact us on [email protected] if you needed further help from us.
Do You Need More Information ?
For any further information / query regarding Technology, please email us at [email protected]
OR call us on +1 630 861 8263, Alternately you can request for information by filling up Contact Us