Difference between revisions of "CleverPricer"
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"Reprice on Edit" - toggles on/off instant repricing when the Opportunity Line Item Quantity has been changed in Opportunity Pricer page.<br> | "Reprice on Edit" - toggles on/off instant repricing when the Opportunity Line Item Quantity has been changed in Opportunity Pricer page.<br> | ||
</p> | </p> | ||
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| + | <p>Before using Pricer, you have to add some controls on opportunity page layouts.</p></br> | ||
| + | Go to Opportunity Page Layout and press Related List Properties button in Products Related List. | ||
| + | |||
| + | [[File:PricerProdRelList.png]] | ||
| + | <p></p><br> | ||
| + | |||
| + | Then in Columns tab add View Log field (moreover, you can add Discount, List Price and Total Price fields for more convenience). | ||
| + | |||
| + | [[File:PricerProdRelList2.png]] | ||
| + | <p></p><br> | ||
| + | |||
| + | Likewise, by going to Buttons tab, add Edit Products button. Press Ok and save Page Layout. | ||
| + | |||
| + | [[File:PricerProdRelList3.png]] | ||
| + | <p></p><br> | ||
| + | |||
| + | Go to "Administer – Manage Users – Profiles" and create a custom profile for users (for example, clone "Standard User" profile). Then set object permissions in "Custom Object Permissions" section. | ||
| + | |||
| + | [[File:PricerPermSet.png]] | ||
| + | <p></p><br> | ||
Revision as of 05:11, 24 July 2017
CleverPricer – Administration and Configuration
Configuration the application
Pricer Settings page can be accessed via Installed Packages – Configure link or via Pricer Settings Visual Force Page.
It contains such settings:
"Allow Pricing on Trigger" - if true, then discounts are calculated on each Opportunity Line Items Quantity update. If false, then they are calculated just on the Opportunity Pricer page only.
"Show Cross-Sale Notifications" - toggles on/off Cross-Sale notifications calculation.
"Log Discount Changes" - toggles on/off discounts waterfall logs calculation.
"Reprice on Edit" - toggles on/off instant repricing when the Opportunity Line Item Quantity has been changed in Opportunity Pricer page.
Before using Pricer, you have to add some controls on opportunity page layouts.
</br>Go to Opportunity Page Layout and press Related List Properties button in Products Related List.
Then in Columns tab add View Log field (moreover, you can add Discount, List Price and Total Price fields for more convenience).
Likewise, by going to Buttons tab, add Edit Products button. Press Ok and save Page Layout.
Go to "Administer – Manage Users – Profiles" and create a custom profile for users (for example, clone "Standard User" profile). Then set object permissions in "Custom Object Permissions" section.
