Account Pricing And Discounts in FlexPricer CPQ
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Bespoke Account Prices
Bespoke Account Prices allow you to lock-in a customer (account) specific price for a product without having to create a whole pricebook for them.
This is ideal for when you agree special prices for customers on a limited range of products.
When you add a bespoke account priced product to an opportunity, the sales price is automatically adjusted to the account specific price without any additional input needed from the sales user.
Segmented Account Pricing
Segmented Account Pricing allows you to create groups of products and apply a sales price adjustment (increase or decrease) for a group of customers.
Consider the scenario…
- You have groups of customers to whom you would like to reduce on certain products and increase on others. You decide to categorise them into Gold, Silver and Bronze Account Groups (with Bronze accounts being difficult to serve and receiving an increase)
- Your products can be grouped into Machines, Drinks and Services Product Groups
With Matrix Pricing, each Account Group could have a different sales price adjustment (increase or decrease) for each Product Group
Account-Specific Products
FlexPricer’s Account-Specific Products feature enables you to make products specific to an Account (or Customer) – they only appear in search results only for certain accounts.
This feature is ideal if you create versions of your products that are (for example) specifically branded for certain customers. So, you want to prevent “Customer A” from buying products that may be branded for “Customer B”.
Account Discounts
Account Discounts allows you to set a discount on an account record and have that discount automatically applied to every product on every opportunity created for that account. No need for customer specific pricebooks just because you want to apply a discount to every order. In the example below we set a discount of 5% on the Take-A-Break account. So, when we add products to an opportunity related to Take-A-Break, we will automatically get a 5% discount. When we add the Espresso Machine Traditional (EMT) product, we see that the discount is automatically set to 5%, our Discount Hover shows that a 5% Account Discount has been applied.
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