How can I ensure that the pricing type for AV equipment in my quote packages is set to 'Per Unit' in Thynk?
By Thynk· Published · Updated
Set the related Product records to ‘Per Unit’, show the pricing type field on the Salesforce page layout, and use validation rules so AV quote package lines inherit the product’s pricing type.
Full answer
To ensure AV equipment is priced correctly as 'Per Unit', first verify that the related Product records are set to 'Per Unit'. Then, customise the page layout in Salesforce to display the pricing type field. Use validation rules to enforce that any quote package line items for AV equipment inherit the pricing type from their related Product records. This alignment will prevent discrepancies and ensure accurate revenue calculations.