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Automated Multiple Price Books Price Calculation to Opportunity Product

Price Books App

Use multiple/additional Price Book (Pricebook) to customise price base on company type, distributor type, partner type & product type.
Guarantee minimum impact on your business process, code, customisation, provides best possible solution to fit need.

Salesforce Nonprofit Cloud_AHL

Highlights - Additional Multiple Price Book

Power of price customisation based on Company, Distributor, Partner & Product Type forms 16 core combinations that could reach 500,000+ total variations. Price Books (Pricebook or Pricebook2) configuration allows to set prices based on these combinations

Power of price customisation based on Company, Distributor, Partner & Product Type forms 16 core combinations that could reach 500,000+ total variations. Price Books (Pricebook or Pricebook2) configuration allows to set prices based on these combinations

Prices from price books can be calculated in Opportunity Product (OpportunityLineItem) based on discount or margin that can apply between Company and Distributor, Distributor and Partner, Partner and End User or any other combination. Prices can expire.

Prices from price books can be calculated in Opportunity Product (OpportunityLineItem) based on discount or margin that can apply between Company and Distributor, Distributor and Partner, Partner and End User or any other combination. Prices can expire.

Multiple default Price Books can be set so that it auto calculates prices based on Price Book selected in Opportunity. Multiple promotional Price Books can be added to opportunity that allows to run various promotions and offers that can expire.

Multiple default Price Books can be set so that it auto calculates prices based on Price Book selected in Opportunity. Multiple promotional Price Books can be added to opportunity that allows to run various promotions and offers that can expire.

Salesforce App

Automated Multiple Price Books

Application House built most powerful price book solution App: Automated Multiple Price Books Price Calculation to Opportunity Product.

Currently Salesforce does not provide multiple price books in their Sales Could therefore Salesforce developer/admin always think that how to use multiple price books in the Salesforce.

Automated Multiple Price Book App provides solution to use multiple price books in Salesforce by following these steps to implement the multiple price book in Salesforce extending Salesforce platform feature. Automated Multiple Price Book App works same as how prices calculated to the Opportunity Product (OpportunityLineItem) from Opportunity's price book by Salesforce platform.

Automated Multiple Price Book App also calculates prices from multiple price book by extending Salesforce platform feature.

Price customisation based on Company, Distributor, Partner & Product Type forms 16 core combinations that could reach 500,000+ total variations.

Automated Multiple Price Books Price Calculation to Opportunity Product
Salesforce Support & Maintenance Services
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Automated Multiple Price Books

Your Salesforce admin configures the price book using a dedicated custom object so that price is calculated based on company type, distributor type, partner type, product type, product category or product service level. Therefore when the sales team add the product to the opportunity, prices are automatically calculated based on this configuration, no more manual discount or margin is needed so that the Sales Manager can fully control pricing for the whole team.

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Salesforce Admin

Your Salesforce admin can share price book to selective sales team, sales region, sales channel like direct, indirect etc. so that other sales team must not use same discount/margin or prices should not be visible to them.

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Salesforce Developer

Salesforce developer can filter what opportunity product can be process by multiple price book. Therefore it is possible to process selectively, this is fully configured in the custom meta using your own apex class for filter.

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Salesforce Developer

Salesforce developer can choose to provide test class that creates opportunity, price book, product test data, by configuring in custom meta data.

How to configured different Opportunity Line Item field for Automated multiple price books:

This solution allows developer/admin fully controlled price calculation process in the Opportunity Line Item (Opportunity Product).

There could be possible that your organisation have different fields in OpportunityLineItem therefore this App allow to configured those field therefore prices are auto calculate directly from price books similar to Salesforce price book in the opportunity.

Not only copy prices from multiple price book but it allow to set the discount/margin base on company type, distributor type, account type, product type, product category, product service level etc.

This configuration of discount/margin has start and expiry date therefore Salesforce admin/developer can set that up price in advance and automatically expired too giving peace of mind configuration.

Application House taken care of every possible configuration therefore developer/admin can configured price books and have maximum controls over the prices.

Automated Multiple Price Books Price

By Application House

Salesforce Financial Services cloud_AHL

How to process only selective OpportunityLineItem:

There could be scenario that not all the OpportunityLineItem (Opportunity Product) needs to process by App and let by default calculation run without interfering exiting business process therefore Application House provided configuration apex class which can implement logic so that only selective OpportunityLineItem (Opportunity Product) only process by Addition Multiple Price Book App.

Different way getting test coverage for account, opportunity, OpportunityLineItem and product:

Another scenario is that every organisation different required fields in the account, opportunity etc object therefore test data needs to created differently therefore Application House provided feature so that developer can implement test class for extra logic that was implemented for Addition Multiple Price Book App.

This test class then instantiated by App to run test coverage differently than that was implemented by App.

How to use Automated Multiple Price Books in Salesforce:

This App allows to use of multiple price books in Opportunity or adding an Automated price book in the opportunity on top of the selected price book in opportunity.

This does not require for sales user to enter any discount or margin, it will calculate based on the default configuration.

Automated Multiple Price Books Price

By Application House

How to use multiple price books in Salesforce using Automated Multiple Price Book App:

There are two way multiple price book can be use using Addition Multiple Price Book App:

This price books then Salesforce admin can share to selective sales team, sales region, sales channel like direct, indirect etc. so that other sales team must not use same discount/margin or prices should not be visible to them.

Therefore Addition Multiple Price Book App would work same as Salesforce Platform default price book feature and on top of it allows other lots extra feature to fulfil the your business needs.

Link to App in Salesforce AppExchange.
Full-Scale Implementation
Bespoke Flexible Assistance

Salesforce Price Books App in the AppExchange for Opportunity Product pricing calculation

How to use multiple price books in Salesforce or how to use multiple Pricebook in Salesforce to customise prices in the Salesforce Opportunity base on company type, distributor type, partner type & product type. 

Power of price customisation based on Company, Distributor, Partner & Product Type forms 16 core combinations that could reach 500,000+ total variations.

Price Books (Pricebook or Pricebook2) configuration allows to set prices based on these combinations.

Some of the feature provided by Automated Multiple Price Books App:

Salesforce Automated Multiple Price Books (Pricebook or Pricebook2) for opportunity product available in the AppExchange, link to App, and some of the features provided by Automated Multiple Price Books App:

Guarantee minimum impact on your business process, code, and customisation and provides the best possible customisation to fit your need. Salesforce developers can customise and filter opportunity and OpportunityLineItem (opportunity product) including test methods that fit in the existing solution with minimum implementation.

Prices from price books can be calculated in Opportunity Product (OpportunityLineItem) based on discount or margin that can apply between Company and Distributor, Distributor and Partner, Partner and End User or any other combination and these prices can be configured to expire.

Automated Multiple Price Books Price

By Application House

Multiple default Price Books can be set so that it auto-calculates prices based on Price Book selected in Opportunity.
 
Multiple special Price Books can be added to the opportunity that allows to run various promotions and offers that can expire.
 
Salesforce pricing calculation app for Opportunity Product (OpportunityLineItem).
 
Prices can be calculated based on discounts or margins.
 
Multiple default Price Book can be set so that it auto-calculates price based on configuration as soon as the product is added to the opportunity.
 
Multiple special Price Books, with access controlled by sharing setting, can be added to the opportunity that allows to run various promotions and offers that can expire.
 
Every possibility is given by App, therefore, there is no opportunity left for any more customisation, that is why we say “let’s show that yes, we can calculate any price, if not let us know we will accommodate your needs in next release.”
 
Please tell us your use case and we make sure that fulfil the requirements by multiple price books!
Link to App in Salesforce AppExchange.
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