I'm look for the best way to handle our products in CRM... So, ideas right now... how should I build the product as well as the price list and what workflows will be needed?
We sell 3 different ways all possibly in the same order... You can buy a product, say Gizmo A. It has a price and a quantity. Basic product purchase. We also sell a service, Service 1 (monthly, semi-monthly or weekly) this service has a quantity (like 6 instances of a monthly service - contract for 1 year). We also sell a one-time setup fee... could be for Gizmo A or Service 1 or one for each but are listed as a separate line item.
Then we want our sales guys to have limited freedom to negotiate. For Gizmo A he can offer up to 10% off. For Service 1 he can offer up to 5% off. I have those $$ amounts as well. How can I set this up so Salesguy can build his order, have various discounts on line items or an across the board discounts, but if he goes outside of his limits, he gets a warning and this quote requires approval before being able to be printed (sent to customer)?