Goldmine to CRM Opportunity/price list Question?

Sorry if this doesnt make allot of sense, but, we are making the move to
CRM, and we are doing it internally. We are migrating form Goldmine 6.7
Corporate Edition.

The following question comes from my Sales Manager, so i thought i would
copy it, and ask it here:


In GoldMine, you can create an Opportunity Record. You can then Schedule
a Forecasted Sales that is tied to that opportunity. That in effect, is
adding product records to the opportunity. When you forecast the sale,
you are adding a Product and entering a price for that product. You can
enter any price you want ? there are no restrictions.

In CRM, once you create an opportunity, you can add products; however,
you need to select those products from a Price List. Both the product
and the price come over. Is there a way to override the price from the
price book? In goldmine you can select the product from a list box and
have no restrictions on the unit price. Selecting the product from a
list (or price list) is OK, but not being forced to a predefined price.
For us, the ?Products? are ?100 ? Software License?, ?200 ? Professional
Services?, ?300 ? Support & Maintenance?, ?400 ? Hardware?. Our
?Product? is highly configurable so it is not practical to develop a
Price List.

Bottom line, how can we enter the price for products directly and not
via a price list?

FeridunKadir
Tue Nov 27 10:25:01 PST 2007

AFAIK what you are asking is not possible with the opportunity record.

However, once you've created a quotation then the pricing can be overridden
for individual products.



--
-----------------
Please note that the contents of my posts are my personal opinions and views
and I am not a Microsoft staff member.
-----------------
Feridun Kadir
MCSE, MCT


"rhalljr" wrote:

> Sorry if this doesnt make allot of sense, but, we are making the move to
> CRM, and we are doing it internally. We are migrating form Goldmine 6.7
> Corporate Edition.
>
> The following question comes from my Sales Manager, so i thought i would
> copy it, and ask it here:
>
>
> In GoldMine, you can create an Opportunity Record. You can then Schedule
> a Forecasted Sales that is tied to that opportunity. That in effect, is
> adding product records to the opportunity. When you forecast the sale,
> you are adding a Product and entering a price for that product. You can
> enter any price you want â?? there are no restrictions.
>
> In CRM, once you create an opportunity, you can add products; however,
> you need to select those products from a Price List. Both the product
> and the price come over. Is there a way to override the price from the
> price book? In goldmine you can select the product from a list box and
> have no restrictions on the unit price. Selecting the product from a
> list (or price list) is OK, but not being forced to a predefined price.
> For us, the â??Productsâ?? are â??100 â?? Software Licenseâ??, â??200 â?? Professional
> Servicesâ??, â??300 â?? Support & Maintenanceâ??, â??400 â?? Hardwareâ??. Our
> â??Productâ?? is highly configurable so it is not practical to develop a
> Price List.
>
> Bottom line, how can we enter the price for products directly and not
> via a price list?
>
>
>

imumar
Tue Nov 27 12:27:03 PST 2007

Hi,
When you add product. There is field on form called "Pricing" with two radio
buttons "User Default" and "Override Price". Use default is used to use
default pricing but in case of override price you can change price to your
requirment. Is it not helpful?

--
PLEASE do click on Yes or No button if this post is helpful or not for our
feedback.

uMar Khan :: CRM Freelance Consultant
Email :: imumar at gmail dot com
Blog :: http://umarkhan.wordpress.com


"rhalljr" wrote:

> Sorry if this doesnt make allot of sense, but, we are making the move to
> CRM, and we are doing it internally. We are migrating form Goldmine 6.7
> Corporate Edition.
>
> The following question comes from my Sales Manager, so i thought i would
> copy it, and ask it here:
>
>
> In GoldMine, you can create an Opportunity Record. You can then Schedule
> a Forecasted Sales that is tied to that opportunity. That in effect, is
> adding product records to the opportunity. When you forecast the sale,
> you are adding a Product and entering a price for that product. You can
> enter any price you want â?? there are no restrictions.
>
> In CRM, once you create an opportunity, you can add products; however,
> you need to select those products from a Price List. Both the product
> and the price come over. Is there a way to override the price from the
> price book? In goldmine you can select the product from a list box and
> have no restrictions on the unit price. Selecting the product from a
> list (or price list) is OK, but not being forced to a predefined price.
> For us, the â??Productsâ?? are â??100 â?? Software Licenseâ??, â??200 â?? Professional
> Servicesâ??, â??300 â?? Support & Maintenanceâ??, â??400 â?? Hardwareâ??. Our
> â??Productâ?? is highly configurable so it is not practical to develop a
> Price List.
>
> Bottom line, how can we enter the price for products directly and not
> via a price list?
>
>
>

FeridunKadir
Tue Nov 27 14:39:01 PST 2007

I don't think that is true on an Opportunity. Is it?
--
-----------------
Please note that the contents of my posts are my personal opinions and views
and I am not a Microsoft staff member.
-----------------
Feridun Kadir
MCSE, MCT


"uMar Khan" wrote:

> Hi,
> When you add product. There is field on form called "Pricing" with two radio
> buttons "User Default" and "Override Price". Use default is used to use
> default pricing but in case of override price you can change price to your
> requirment. Is it not helpful?
>
> --
> PLEASE do click on Yes or No button if this post is helpful or not for our
> feedback.
>
> uMar Khan :: CRM Freelance Consultant
> Email :: imumar at gmail dot com
> Blog :: http://umarkhan.wordpress.com
>
>
> "rhalljr" wrote:
>
> > Sorry if this doesnt make allot of sense, but, we are making the move to
> > CRM, and we are doing it internally. We are migrating form Goldmine 6.7
> > Corporate Edition.
> >
> > The following question comes from my Sales Manager, so i thought i would
> > copy it, and ask it here:
> >
> >
> > In GoldMine, you can create an Opportunity Record. You can then Schedule
> > a Forecasted Sales that is tied to that opportunity. That in effect, is
> > adding product records to the opportunity. When you forecast the sale,
> > you are adding a Product and entering a price for that product. You can
> > enter any price you want â?? there are no restrictions.
> >
> > In CRM, once you create an opportunity, you can add products; however,
> > you need to select those products from a Price List. Both the product
> > and the price come over. Is there a way to override the price from the
> > price book? In goldmine you can select the product from a list box and
> > have no restrictions on the unit price. Selecting the product from a
> > list (or price list) is OK, but not being forced to a predefined price.
> > For us, the â??Productsâ?? are â??100 â?? Software Licenseâ??, â??200 â?? Professional
> > Servicesâ??, â??300 â?? Support & Maintenanceâ??, â??400 â?? Hardwareâ??. Our
> > â??Productâ?? is highly configurable so it is not practical to develop a
> > Price List.
> >
> > Bottom line, how can we enter the price for products directly and not
> > via a price list?
> >
> >
> >