Each of the sections below outline the minimum administration steps required to configure common Flexpricer features.
Flexpricer Platform
Account Pricebooks
- Visit Flexpricer Settings page and check the box marked Enable Account Pricebook
- Add the Account Pricebook field to Account Page Layouts
For more information, see Flexpricer Account Pricebooks
Account Price List
- Add the Pricelist Custom Button to Account Page Layouts
For more information, see Flexpricer Account Price List
Rapid Product Quantities
- Add the Rapid Quantity Options field to the Product Page Layouts
- Edit the Rapid Quantity Options field on the Product
For more information, see Flexpricer Rapid Product Quantities
Price Controls
Contracted Pricing
- Visit Flexpricer Settings page and check the box marked Contracted Pricing
- Add the Product Prices related list to Account Page Layouts
- Add the Contraced Prices related list to Product Page Layouts
For more information, see Flexpricer Contracted Pricing
Volume Pricing
- Visit Flexpricer Settings page and check the box marked Volume Pricing
- Add the Volume Pricing related list to Product Page Layouts
For more information, see Flexpricer Volume Pricing
Bundle Pricing
- Visit Flexpricer Settings page and check the box marked Bundle Pricing.
- Add the following related lists to the Product Page Layouts: Contained within Bundles and Bundle Contents
For more information, see Flexpricer Bundle Pricing
Segmented Account Pricing
- Visit Flexpricer Settings page and check the box marked Segmented Account Pricing.
- Add the following fields to the Product and Account Page Layouts: Product Group (on Product) and Account Group (on Account)
- Add Account Group, Product Group and Matrix Price Adjustment tabs to your app.
For more information, see Flexpricer Segmented Account Pricing
Sales Empowerment
Products Sold Summary
- Add the ProductSummary Visualforce page to the Product Page Layouts
For more information, see Flexpricer Products Sold Summary
Percentage Discount Products
- Visit Flexpricer Settings page and check the box marked Percentage Discount Products
- Add User Discount and Manager Discount products to the lookup fields within the section
- Ensure that users are allocated the appropriate Flexpricer permission set
For more information, see Flexpricer Percentage Discount Products
Sector Solutions
Quantity Rates
This feature is particularly relevant to media agencies and companies that sell using rate multipliers (for example ‘CPM’).
- Visit Flexpricer Settings page and check the box marked Quantity Rates
- Add the Default Quantity Rate field to Product Page Layouts
- Open Quantity Rates tab
- Create a Quantity Rate Record (example; Name: CPM, Quantity Multiplier: 0.001)
- Lookup to Quantity Rate record from necessary products
For more information, see Flexpricer Quantity Rates