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NLayton
Participant

Dynamic Pricing

I want to create a series of product properties which will autocomplete based on several company properties, not a hard task so far (workflows).

 

Some of these product properties will be pricing info and several different prices will be applicable, for example: monthly fee, purchase fee, renewal fee. The pricing/ fee properties have been created as single select dropdowns.

 

So, if a company has two properties "A and B" then the various pricing/ fees  will equal "X, Y and Z" for the monthly, purchase and renewal fees.

 

The issue is how i associate these properties to the company;

Heres my logic - a company has an associated deal with line items on the deal, would the product properties update by association?

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2 Replies 2
BérangèreL
Community Manager
Community Manager

Dynamic Pricing

Hi @NLayton, I hope that you are well!

Thank you for asking the Community!

I understand that you'd like to associate product properties to company properties. Please let me know if that's not the case.
When you say "associate" do you mean copy a property from one object to the other? Or do you want to be able to see an object from a record of another object, please?

I'd like to invite a couple of subject matter experts to this conversation: Hi @Jonas_De_Mets, @beeginman and @JenBergren do you have suggestions to help @NLayton, please?

Also, if anybody else has anything to add and/or share, please feel free to join in the conversation 🙂

Thank you very much and have a lovely day!

Best,
Bérangère


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0 Upvotes
NLayton
Participant

Dynamic Pricing

I may ahve over simplified. I can sync properties between company and Prodcut no problem, what I need to be able to do is sync a property which can vary dependent on the company property to a deal. So, for example, when a company property changes according to an if/ then branch this will impact a prodct property (the price may change) but it will be specific to the one company, not to the overall product. Therefore when a deal is created for that one company i want it to reflect the correct pricing property value in the deal, I've tried to illustrate below.

client typeclient categorycharge 1charge 2charge3charge4charge 5 
AX.1.2.3.4.5 
AY1.02.03.04.05.0 
BX.2.3.4.5.6 
BY6.07.08.09.010.0 

Currently I have had to create pricing for each variant and will have to subsequently repeat for each product - pricing list AX, AY, BA, BY

0 Upvotes