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Status Good idea awaiting more votes
Categories CRM App
Created by Guest
Created on Sep 10, 2020

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Option to keep discount/special price when changing quantity

Currently when you change the quantity on a line within the CRM the discount is reset to zero.

I think there should be a system option to allow customers to decide whether the discount is reset to zero; or the discount already applied should then be applied for the additional quantity on the quote.

Or if the price/discount has been specially entered (overwritten from the default) then dont overwrite it when the qty changes

I can imagine both scenarios are realistic here. Just because a discount is set for one product doesn't necessarily apply If should the customer decide to buy multiple products. It would be safer to reset the discount to 0 allowing the customer to query the quote should a mistake be made with the discount after the change in quantity.

At the same time functionality allowing the discount just be applied regardless of the quantity may make late amendments to quotes quantities a bit simpler and less prone to mistakes.

  • Attach files
  • Guest
    Reply
    |     Sep 11, 2020

    Our customers have fixed discounts regardless of quantity so this is currently an annoying feature and require me to remember to reset the discount when altering the quantity. This has been forgotten mant times upsetting customers.

  • Guest
    Reply
    |     Sep 11, 2020

    In a previous version of PS, there was a simple yes/no pop up which appeared when changing the quantity "revert to default pricing?"

  • Guest
    Reply
    |     Sep 10, 2020

    We would like the ability to stop discount resetting when a quantity is changed as this often causes us issues.

  • +33
10 MERGED

Overriding prices on quotes - not defaulting back

Merged
When we override a price on a product line for a quote, if we ever go back onto that product line to change anything like quantity, the price defaults back to its original price. You then have to amend the price again back to the special price, bu...
Guest almost 8 years ago in  0 Good idea awaiting more votes
2 MERGED

Pop up when changing quantity on quote line with discount

Merged
When changing the quantity on a quote line with a discount, the discount is reverted back to 0%. We aren't able to implement a direct change to this functionality as it would interfere with quantity break discounts in which they may not be applied...
Guest almost 5 years ago in CRM App 0 Good idea awaiting more votes