Consolidate Prices for Master & Option Products for Proposals or Quotes in Salesforce
Overview
When using Flexpricer’s Configurator, it’s really easy to set up a master product and its associated options.
However, sometimes you may wish to display the consolidated amount of the master product INCLUDING the options but excluding any line items are that not part of the configured product.
This free Flexpricer® Labs Extension contains a series of formula fields and roll-up summaries (one each for Opportunity and Quote objects) that introduce a new field – Consolidated Price – that can be used on quote templates and proposals.
The Consolidated Price fields displays…
- The Total Price of Master Product plus Options — on the Master Product Line Item
- Blank on the Option Product Line Items
- Total Price on all other Line Items
Extension Highlights
- Supports Professional Edition and above
- 6 Custom Fields
- Unmanaged Package that you can customise/change as you need
Important Considerations
- This extension only works when there is ONE Configurator Master Product and its options on an opportunity/quote. When there are multiple Master Configurator products and options, the fields display the total of all Master Products and Options – a more complex (using apex code) solution would likely be required.
Installation and Usage
You can install this free, unmanaged extension using the link below.
- Production Install Link: https://login.salesforce.com/packaging/installPackage.apexp?p0=04t08000000HhBp
- Sandbox Install Link: https://test.salesforce.com/packaging/installPackage.apexp?p0=04t08000000HhBp
How it Works
- Is Master or Option formula field on OLI and QLI is checked if the line item is either the Master Product OR if it is an Option Product
- Master and Option Amount roll-up summary field on Opportunity and Quote displays the sum of line items where the Is Master or Option formula field is checked
- Consolidated Price formula field on OLI and QLI displays either
- Master and Option Amount — if the line item is Master Product
- Blank — if the line item is a Product Option
- Total Price — if the line item is neither Master Product nor Product Option
Note that this extension works when there is ONE Configurator Master Product and its options on an opportunity/quote. When there are multiple Master Configurator products and options, the fields display the total of all Master Products and Options and this extension may not be suitable.
