What are Pricing Partner Accounts in Salesforce and Why is it Useful
Pricing Partner Accounts (Pricing Partners) enable you leverage account-specific pricing on an opportunity or quote from an account other than that specified in the Account lookup.
You can leverage Pricing Partners to agree sales prices and/or discounts for individual or groups of products for your Partners/System Integrators/Resellers. Then, when an opportunity or quote for a ‘normal’ Account is additionally associated with the Partner, it picks up that Partner’s pricing.
Setup of Flexpricer’s Pricing Partners
- Go to Flexpricer Settings page
- Check the box next to Pricing Partners. This will enable the feature.
- Edit the Opportunity page layout and add the Pricing Partner field to the layout:
How Pricing Partners Works
The following Account-Focused Features are supported through Pricing Partners
- Contracted Pricing including Contracted Volume Pricing
- Segmented Account Pricing
- Account Discount
When the Pricing Partner lookup to Account is populated, Flexpricer reads product pricing adjustments from the Pricing Partner account. The next time Flexpricer loads, the Account-related pricing from the Account populated in the lookup is used for pricing when adding or editing line items on the Opportunity/Quote.
Flexpricer uses pricing from the Pricing Partner exclusively and does not combine it with any pricing adjustments that may be available from the account in the standard Account lookup field.