CRMTiger built a module for companies who want Account based price books.
This will help companies who have different prices for different Accounts (Customers) as a part of their policy due to different geolocations, sales channels, services associated with the product or any other reason.
With this module CRM user can easily assign a Pricebook to an account. The assigned price book then becomes the default one for all future quotes, sales order, and invoices generated for that account.
When the user selects a product, Vtiger Account Base Price Book Module will look for the price of that product in the account/organization assigned price book and it will fill the price field with the list price based on assigned pricebook for that particular account/Organization.
- Manage various levels of pricing for products & Clients
- Each user can work with their price books assignments
- When the user chooses a product, it will load the price for that particular account. No manual input needed
- Confirmation box before updating the price
- Supports Vtiger 6.x and 7.x
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