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Account Based Pricebooks
Assign default pricebooks to accounts.
Overview
Account Based Pricebooks allows you to assign a Pricebook to an account. The assigned pricebook then becomes the default pricebook for all future opportunities and quotes generated for that account.
Assign pricebooks to individual accounts
Update pricebook assignment at the account and opportunity level
With Vertiba's AccountPricebooks you can manage Account specific pricing tiers. Allowing you to specify pricing on an account by account basis. Pricebooks are special objects in Salesforce.com that can't be assigned to other objects. This means you can't assign a pricebook to an account or any object for that matter. This application breaks that restriction and allows you to assign a pricebook to an account, so you can automatically default a pricebook for quotes and opportunities based on the pricebook assigned to the account. This is an unmanaged application so you can modify it to suit your needs.
Categories
- Business Needs
- Quotes & Orders
- FeaturesEditable CodeThis product is installed as an unmanaged package in your Salesforce org and its code is available to view and modify.
- Editable Code