Product Price Variation or Discount based on Organisation

David Wilcock

Is there a way to automatically apply either a discount or price variation based on the organisation assigned against a deal. For example my company gives some of our long term, large customers flat rates of discount that we would want to apply to all future deals/products associated to those deals.

Axel

Hi @David Wilcock ,

Would this automation work for you ?

(In the condition, you filter by which organization you want to apply a discount)

Let me know,

Axel

David Wilcock

Hi Axel,

Thanks for the response, I'm not sure this would work for us.

We have about 40 products in our product list (some are day rates, some are services/standard propositions) and we might not necessarily know what combination of products a deal will have until they get added later in the cycle.

At the moment it's an action on the sales person to add a select the customer specific variation (if they have a discount) to each product on that deal. An idea of a customer based variation would remove this manual step and prevent either a variation being missed or added in error.

Axel

Hi @David Wilcock ,

With automations at the moment you can only add a product, not update one.

The possibilities I see are :
- Via Zapier or Make
- Create an automation to send an email or notification to the sales person when the deal reaches the stage the discount are to be filled up. That way it might reduce the number of errors

Let me know,

Axel