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acowpy
Member

Show the line item unit net/effective price after discount

SOLVE

Hi, 

We would like to show each line item's net/effective price after applying the unit discount.

There is a field called 'Effective Unit Price' that we assumed to be

[Unit Price] x [Unit Discount]

but this does not seem to be it (see screenshot - always seems to be blank).

Any suggestions here?

acowpy_0-1758175249112.png

 

0 Upvotes
2 Accepted solutions
frameofwork
Solution
Participant

Show the line item unit net/effective price after discount

SOLVE

Hi @acowpy ,

 

Sounds like you're looking for the Net price option which is reflected when adding Amount as a column to the line item table on my end. Am I missing something here?

frameofwork_0-1758193539922.png

Or are you perhaps looking to get Unit price * Unit discount  regardless of the quantity? From my own troubleshooting, I believe that Effective Unit Price only applies to tiered pricing (part of the new AI-Powered CPQ offering that HubSpot launched at Inbound).

 

Let me know your thoughts!

View solution in original post

0 Upvotes
frameofwork
Solution
Participant

Show the line item unit net/effective price after discount

SOLVE

Hi @acowpy ,

 

Thanks for clarifying! Calculated properties aren't supported on product objects, sadly. I've checked most of the out of the box properties that HubSpot offers and there isn't one that strictly returns the per unit value of Unit price x Unit discount. One recourse here would be a custom quote template whereby you adjust the line item table module slightly to perform the calculation you're after (and display this within the line item table).

 

Past that, per this thread: https://community.hubspot.com/t5/Tips-Tricks-Best-Practices/Calculated-field-in-Product-properties/m... , quote hapily does offer some form of calculated property support on their end although you may need to explore this option with them!

 

Let me know if you run into any questions attempting to implement the custom quote template path and I'd be happy to assist via DM!

View solution in original post

0 Upvotes
4 Replies 4
frameofwork
Solution
Participant

Show the line item unit net/effective price after discount

SOLVE

Hi @acowpy ,

 

Sounds like you're looking for the Net price option which is reflected when adding Amount as a column to the line item table on my end. Am I missing something here?

frameofwork_0-1758193539922.png

Or are you perhaps looking to get Unit price * Unit discount  regardless of the quantity? From my own troubleshooting, I believe that Effective Unit Price only applies to tiered pricing (part of the new AI-Powered CPQ offering that HubSpot launched at Inbound).

 

Let me know your thoughts!

0 Upvotes
acowpy
Member

Show the line item unit net/effective price after discount

SOLVE

Thanks for the quick response!

 

Net Price gives me:

Quantity x Unit Price x Unit Discount

 

but I'm looking for just 

Unit Price x Unit Discount

acowpy_0-1758245629933.png

 

If its not a standard field is there a way to create a calculated field to provide this?

0 Upvotes
frameofwork
Solution
Participant

Show the line item unit net/effective price after discount

SOLVE

Hi @acowpy ,

 

Thanks for clarifying! Calculated properties aren't supported on product objects, sadly. I've checked most of the out of the box properties that HubSpot offers and there isn't one that strictly returns the per unit value of Unit price x Unit discount. One recourse here would be a custom quote template whereby you adjust the line item table module slightly to perform the calculation you're after (and display this within the line item table).

 

Past that, per this thread: https://community.hubspot.com/t5/Tips-Tricks-Best-Practices/Calculated-field-in-Product-properties/m... , quote hapily does offer some form of calculated property support on their end although you may need to explore this option with them!

 

Let me know if you run into any questions attempting to implement the custom quote template path and I'd be happy to assist via DM!

0 Upvotes
STierney
Community Manager
Community Manager

Show the line item unit net/effective price after discount

SOLVE

Hey @acowpy - thanks for posting in the Community! 

@frameofwork - and follow-up context to this inquiry?

Shane, Community Manager





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