Quick Setup of Common Features

Each of the sections below outline the minimum administration steps required to configure common FlexPricer features.
  

FlexPricer Platform

Account Pricebooks

  1. Visit FlexPricer Settings page and check the box marked Enable Account Pricebook 
  2. Add the Account Pricebook field to Account Page Layouts

For more information, see FlexPricer Account Pricebooks

Account Price List

  1. Add the Pricelist Custom Button to Account Page Layouts 

For more information, see FlexPricer Account Price List

Rapid Product Quantities

  1. Add the Rapid Quantity Options field to the Product Page Layouts
  2. Edit the Rapid Quantity Options field on the Product 

For more information, see FlexPricer Rapid Product Quantities

Price Controls

Client Pricing

  1. Visit FlexPricer Settings page and check the box marked Client Pricing
  2. Add the Product Prices related list to Account Page Layouts
  3. Add the Client Prices related list to Product Page Layouts

For more information, see FlexPricer Client Pricing

Volume Pricing

  1. Visit FlexPricer Settings page and check the box marked Volume Pricing
  2. Add the Volume Pricing related list to Product Page Layouts

For more information, see FlexPricer Volume Pricing

Bundle Pricing

  1. Visit FlexPricer Settings page and check the box marked Bundle Pricing.
  2. Add the following related lists to the Product Page Layouts: Contained within Bundles and Bundle Contents

For more information, see FlexPricer Bundle Pricing

Matrix Pricing

  1. Visit FlexPricer Settings page and check the box marked Matrix Pricing.
  2. Add the following fields to the Product and Account Page Layouts: Product Group (on Product) and Account Group (on Account)
  3. Add Account Group, Product Group and Matrix Price Adjustment tabs to your app.

For more information, see FlexPricer Matrix Pricing

Sales Empowerment

Products Sold Summary

  1. Add the ProductSummary Visualforce page to the Product Page Layouts 

For more information, see FlexPricer Products Sold Summary

Percentage Discount Products

  1. Visit FlexPricer Settings page and check the box marked Percentage Discount Products
  2. Add User Discount and Manager Discount products to the lookup fields within the section
  3. 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’).

  1. Visit FlexPricer Settings page and check the box marked Quantity Rates
  2. Add the Default Quantity Rate field to Product Page Layouts
  3. Open Quantity Rates tab
  4. Create a Quantity Rate Record (example; Name: CPM, Quantity Multiplier: 0.001)
  5. Lookup to Quantity Rate record from necessary products

For more information, see FlexPricer Quantity Rates

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