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Price Books / Lists / Group Pricing

Philip Deatherage

We are looking for a solution that allows us to have a different price according to a customer group. We are B2B, and we have 10 different price levels, depending on the customer group. When we build a quote or order, we want the price of products to reflect the price according to the group the customer is in.

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    Hey  

    I assume you are talking about the CRM component and not Sugar Market.

    I'd recommend using a CPQ (configure price quote) solution for this sophisticated use case. It allows for different price books, complex pricing rules and much more.

    Feel free to reach out if you want to discuss this further as I have affiliations with a good product that can also allow you to share proposals directly with your customers.

    Cheers

    --

    Enrico Simonetti

    Sugar veteran (from 2007)

    www.naonis.tech


    Feel free to reach out for consulting regarding:

    • API Integration and Automation Services
    • Sugar Architecture
    • Sugar Performance Optimisation
    • Sugar Consulting, Best Practices and Technical Training
    • AWS and Sugar Technical Help
    • CTO-as-a-service
    • Solutions-as-a-service
    • and more!

    All active SugarCRM certifications

    Actively working remotely with customers based in APAC and in the United States

Reply
  • 0

    Hey  

    I assume you are talking about the CRM component and not Sugar Market.

    I'd recommend using a CPQ (configure price quote) solution for this sophisticated use case. It allows for different price books, complex pricing rules and much more.

    Feel free to reach out if you want to discuss this further as I have affiliations with a good product that can also allow you to share proposals directly with your customers.

    Cheers

    --

    Enrico Simonetti

    Sugar veteran (from 2007)

    www.naonis.tech


    Feel free to reach out for consulting regarding:

    • API Integration and Automation Services
    • Sugar Architecture
    • Sugar Performance Optimisation
    • Sugar Consulting, Best Practices and Technical Training
    • AWS and Sugar Technical Help
    • CTO-as-a-service
    • Solutions-as-a-service
    • and more!

    All active SugarCRM certifications

    Actively working remotely with customers based in APAC and in the United States

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