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Product Price change

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Unread 11-01-2008, 06:08 AM   #1
Michael P. Lindekugel
Guest
 
Posts: n/a
Product Price change

Hello,

I am trying to implement CRM v3.0 on SBS for my real estate office.

I have set up a generic product called SFM Single Family Home with a price
of $450,000. I setup a qoute for a new real estate contract for $500,000.
When I add the product SFH to the qoute, I use the Override Price option and
edit the price to be $500,000 to match the contract price.

After the property is under contract between the seller and buyer, the price
may change for a variety of reasons. For example, the buyer discovers during
the inspection that a new $10,000 roof is needed. the seller provides a
$10,000 credit to the buyer. the new product price is $490,000.

how do I change the product price from $500,000 to $490,000? I don't see an
option. I can delete the product priced at $500,000 and then add a product at
a price of $490,000. I don't think that is the right answer.

cheers,
Michael
 
Unread 11-01-2008, 06:12 AM   #2
Vivi
Guest
 
Posts: n/a
RE: Product Price change

Hi,

define "property is under contract" --> does this mean that you created an
order for your quote (if so, which status does your order have)? or where do
you register those "properties under contract"??

- if "under contract" is still a quote, you can still "revise" it, and
change the price
- if it's already an order, I think you can still change the order product
price, as long as the quote is not yet fulfilled...

"Michael P. Lindekugel" wrote:

> Hello,
>
> I am trying to implement CRM v3.0 on SBS for my real estate office.
>
> I have set up a generic product called SFM Single Family Home with a price
> of $450,000. I setup a qoute for a new real estate contract for $500,000.
> When I add the product SFH to the qoute, I use the Override Price option and
> edit the price to be $500,000 to match the contract price.
>
> After the property is under contract between the seller and buyer, the price
> may change for a variety of reasons. For example, the buyer discovers during
> the inspection that a new $10,000 roof is needed. the seller provides a
> $10,000 credit to the buyer. the new product price is $490,000.
>
> how do I change the product price from $500,000 to $490,000? I don't see an
> option. I can delete the product priced at $500,000 and then add a product at
> a price of $490,000. I don't think that is the right answer.
>
> cheers,
> Michael

 
Unread 11-01-2008, 06:13 AM   #3
Vivi
Guest
 
Posts: n/a
RE: Product Price change

Hi,

define "property is under contract" --> does this mean that you created an
order for your quote (if so, which status does your order have)? or where do
you register those "properties under contract"??

- if "under contract" is still a quote, you can still "revise" it, and
change the price
- if it's already an order, I think you can still change the order product
price, as long as the quote is not yet fulfilled...

"Michael P. Lindekugel" wrote:

> Hello,
>
> I am trying to implement CRM v3.0 on SBS for my real estate office.
>
> I have set up a generic product called SFM Single Family Home with a price
> of $450,000. I setup a qoute for a new real estate contract for $500,000.
> When I add the product SFH to the qoute, I use the Override Price option and
> edit the price to be $500,000 to match the contract price.
>
> After the property is under contract between the seller and buyer, the price
> may change for a variety of reasons. For example, the buyer discovers during
> the inspection that a new $10,000 roof is needed. the seller provides a
> $10,000 credit to the buyer. the new product price is $490,000.
>
> how do I change the product price from $500,000 to $490,000? I don't see an
> option. I can delete the product priced at $500,000 and then add a product at
> a price of $490,000. I don't think that is the right answer.
>
> cheers,
> Michael

 
Unread 11-01-2008, 06:23 AM   #4
Michael P. Lindekugel
Guest
 
Posts: n/a
RE: Product Price change

Hello Vivi,

thank you for your reply. we have four business process stages which I have
mapped to CRM.

We recieve Leads which can be a buyer or a seller.
1. When a Lead begins searching for property or signs a listing agreement to
sell property we create an Oppurtunity.
2. When the buyer finds a property and has a signed contract with the seller
we convert the Oppurtunity to a Quote. When the seller recieves and accepts a
contract from a buyer we convert the Oppurtunity to a Quote. The contract is
usually subject to a couple conditions such as an inspection or financing.
3. when the conditions have been removed and the contract is moving toward
closing with a change in ownership/title we convert the Quote to an Order.
4. when the transaction is closed ownership/title has changed hands we
convert the Order to an Invoice.

I did some more testing. In a Quote I can change the Quote extended amount
with a Quote discount. I can't use the Override Price to change the product
price after the product is added and saved to the Quote. to change the
product price I would need to delete the product from the Quote and add a new
product. After adding the new product use the Override price.

I am following the way CRM works?

cheers,
Michael

"Vivi" wrote:

> Hi,
>
> define "property is under contract" --> does this mean that you created an
> order for your quote (if so, which status does your order have)? or where do
> you register those "properties under contract"??
>
> - if "under contract" is still a quote, you can still "revise" it, and
> change the price
> - if it's already an order, I think you can still change the order product
> price, as long as the quote is not yet fulfilled...
>
> "Michael P. Lindekugel" wrote:
>
> > Hello,
> >
> > I am trying to implement CRM v3.0 on SBS for my real estate office.
> >
> > I have set up a generic product called SFM Single Family Home with a price
> > of $450,000. I setup a qoute for a new real estate contract for $500,000.
> > When I add the product SFH to the qoute, I use the Override Price option and
> > edit the price to be $500,000 to match the contract price.
> >
> > After the property is under contract between the seller and buyer, the price
> > may change for a variety of reasons. For example, the buyer discovers during
> > the inspection that a new $10,000 roof is needed. the seller provides a
> > $10,000 credit to the buyer. the new product price is $490,000.
> >
> > how do I change the product price from $500,000 to $490,000? I don't see an
> > option. I can delete the product priced at $500,000 and then add a product at
> > a price of $490,000. I don't think that is the right answer.
> >
> > cheers,
> > Michael

 
Unread 11-01-2008, 06:23 AM   #5
Michael P. Lindekugel
Guest
 
Posts: n/a
RE: Product Price change

Hello Vivi,

thank you for your reply. we have four business process stages which I have
mapped to CRM.

We recieve Leads which can be a buyer or a seller.
1. When a Lead begins searching for property or signs a listing agreement to
sell property we create an Oppurtunity.
2. When the buyer finds a property and has a signed contract with the seller
we convert the Oppurtunity to a Quote. When the seller recieves and accepts a
contract from a buyer we convert the Oppurtunity to a Quote. The contract is
usually subject to a couple conditions such as an inspection or financing.
3. when the conditions have been removed and the contract is moving toward
closing with a change in ownership/title we convert the Quote to an Order.
4. when the transaction is closed ownership/title has changed hands we
convert the Order to an Invoice.

I did some more testing. In a Quote I can change the Quote extended amount
with a Quote discount. I can't use the Override Price to change the product
price after the product is added and saved to the Quote. to change the
product price I would need to delete the product from the Quote and add a new
product. After adding the new product use the Override price.

I am following the way CRM works?

cheers,
Michael

"Vivi" wrote:

> Hi,
>
> define "property is under contract" --> does this mean that you created an
> order for your quote (if so, which status does your order have)? or where do
> you register those "properties under contract"??
>
> - if "under contract" is still a quote, you can still "revise" it, and
> change the price
> - if it's already an order, I think you can still change the order product
> price, as long as the quote is not yet fulfilled...
>
> "Michael P. Lindekugel" wrote:
>
> > Hello,
> >
> > I am trying to implement CRM v3.0 on SBS for my real estate office.
> >
> > I have set up a generic product called SFM Single Family Home with a price
> > of $450,000. I setup a qoute for a new real estate contract for $500,000.
> > When I add the product SFH to the qoute, I use the Override Price option and
> > edit the price to be $500,000 to match the contract price.
> >
> > After the property is under contract between the seller and buyer, the price
> > may change for a variety of reasons. For example, the buyer discovers during
> > the inspection that a new $10,000 roof is needed. the seller provides a
> > $10,000 credit to the buyer. the new product price is $490,000.
> >
> > how do I change the product price from $500,000 to $490,000? I don't see an
> > option. I can delete the product priced at $500,000 and then add a product at
> > a price of $490,000. I don't think that is the right answer.
> >
> > cheers,
> > Michael

 
Unread 11-01-2008, 06:50 AM   #6
Vivi
Guest
 
Posts: n/a
RE: Product Price change

Hi Michael,

try this:

- For Quotes in draft: no problem, you can still override the price
normally. If the quote is activated, but not yet converted to an order; you
should just "revise" the quote and adjust the prices

- For "active" orders: if you want to override the price: go to the
"'Actions" menu of the "order" and select "use current pricing"...
Then you can go to the "existing products" of your order, open your order
product record, and "override" the price there (the option is available due
to the "use current pricing")...
Afterwards you can "lock pricing" again from the action menu on the order

- For "active" invoices: just follow the same flow as described for "active"
orders

Hope this solves your problem

ps: make sure you have the security privileges to "override prices" on
quotes, orders and invoices


"Michael P. Lindekugel" wrote:

> Hello Vivi,
>
> thank you for your reply. we have four business process stages which I have
> mapped to CRM.
>
> We recieve Leads which can be a buyer or a seller.
> 1. When a Lead begins searching for property or signs a listing agreement to
> sell property we create an Oppurtunity.
> 2. When the buyer finds a property and has a signed contract with the seller
> we convert the Oppurtunity to a Quote. When the seller recieves and accepts a
> contract from a buyer we convert the Oppurtunity to a Quote. The contract is
> usually subject to a couple conditions such as an inspection or financing.
> 3. when the conditions have been removed and the contract is moving toward
> closing with a change in ownership/title we convert the Quote to an Order.
> 4. when the transaction is closed ownership/title has changed hands we
> convert the Order to an Invoice.
>
> I did some more testing. In a Quote I can change the Quote extended amount
> with a Quote discount. I can't use the Override Price to change the product
> price after the product is added and saved to the Quote. to change the
> product price I would need to delete the product from the Quote and add a new
> product. After adding the new product use the Override price.
>
> I am following the way CRM works?
>
> cheers,
> Michael
>
> "Vivi" wrote:
>
> > Hi,
> >
> > define "property is under contract" --> does this mean that you created an
> > order for your quote (if so, which status does your order have)? or where do
> > you register those "properties under contract"??
> >
> > - if "under contract" is still a quote, you can still "revise" it, and
> > change the price
> > - if it's already an order, I think you can still change the order product
> > price, as long as the quote is not yet fulfilled...
> >
> > "Michael P. Lindekugel" wrote:
> >
> > > Hello,
> > >
> > > I am trying to implement CRM v3.0 on SBS for my real estate office.
> > >
> > > I have set up a generic product called SFM Single Family Home with a price
> > > of $450,000. I setup a qoute for a new real estate contract for $500,000.
> > > When I add the product SFH to the qoute, I use the Override Price option and
> > > edit the price to be $500,000 to match the contract price.
> > >
> > > After the property is under contract between the seller and buyer, the price
> > > may change for a variety of reasons. For example, the buyer discovers during
> > > the inspection that a new $10,000 roof is needed. the seller provides a
> > > $10,000 credit to the buyer. the new product price is $490,000.
> > >
> > > how do I change the product price from $500,000 to $490,000? I don't see an
> > > option. I can delete the product priced at $500,000 and then add a product at
> > > a price of $490,000. I don't think that is the right answer.
> > >
> > > cheers,
> > > Michael

 
Unread 11-01-2008, 06:50 AM   #7
Vivi
Guest
 
Posts: n/a
RE: Product Price change

Hi Michael,

try this:

- For Quotes in draft: no problem, you can still override the price
normally. If the quote is activated, but not yet converted to an order; you
should just "revise" the quote and adjust the prices

- For "active" orders: if you want to override the price: go to the
"'Actions" menu of the "order" and select "use current pricing"...
Then you can go to the "existing products" of your order, open your order
product record, and "override" the price there (the option is available due
to the "use current pricing")...
Afterwards you can "lock pricing" again from the action menu on the order

- For "active" invoices: just follow the same flow as described for "active"
orders

Hope this solves your problem

ps: make sure you have the security privileges to "override prices" on
quotes, orders and invoices


"Michael P. Lindekugel" wrote:

> Hello Vivi,
>
> thank you for your reply. we have four business process stages which I have
> mapped to CRM.
>
> We recieve Leads which can be a buyer or a seller.
> 1. When a Lead begins searching for property or signs a listing agreement to
> sell property we create an Oppurtunity.
> 2. When the buyer finds a property and has a signed contract with the seller
> we convert the Oppurtunity to a Quote. When the seller recieves and accepts a
> contract from a buyer we convert the Oppurtunity to a Quote. The contract is
> usually subject to a couple conditions such as an inspection or financing.
> 3. when the conditions have been removed and the contract is moving toward
> closing with a change in ownership/title we convert the Quote to an Order.
> 4. when the transaction is closed ownership/title has changed hands we
> convert the Order to an Invoice.
>
> I did some more testing. In a Quote I can change the Quote extended amount
> with a Quote discount. I can't use the Override Price to change the product
> price after the product is added and saved to the Quote. to change the
> product price I would need to delete the product from the Quote and add a new
> product. After adding the new product use the Override price.
>
> I am following the way CRM works?
>
> cheers,
> Michael
>
> "Vivi" wrote:
>
> > Hi,
> >
> > define "property is under contract" --> does this mean that you created an
> > order for your quote (if so, which status does your order have)? or where do
> > you register those "properties under contract"??
> >
> > - if "under contract" is still a quote, you can still "revise" it, and
> > change the price
> > - if it's already an order, I think you can still change the order product
> > price, as long as the quote is not yet fulfilled...
> >
> > "Michael P. Lindekugel" wrote:
> >
> > > Hello,
> > >
> > > I am trying to implement CRM v3.0 on SBS for my real estate office.
> > >
> > > I have set up a generic product called SFM Single Family Home with a price
> > > of $450,000. I setup a qoute for a new real estate contract for $500,000.
> > > When I add the product SFH to the qoute, I use the Override Price option and
> > > edit the price to be $500,000 to match the contract price.
> > >
> > > After the property is under contract between the seller and buyer, the price
> > > may change for a variety of reasons. For example, the buyer discovers during
> > > the inspection that a new $10,000 roof is needed. the seller provides a
> > > $10,000 credit to the buyer. the new product price is $490,000.
> > >
> > > how do I change the product price from $500,000 to $490,000? I don't see an
> > > option. I can delete the product priced at $500,000 and then add a product at
> > > a price of $490,000. I don't think that is the right answer.
> > >
> > > cheers,
> > > Michael

 
Unread 11-01-2008, 06:53 AM   #8
Michael P. Lindekugel
Guest
 
Posts: n/a
RE: Product Price change

Hello Vivi,

thank you for the reply. I appreciate your help and your patience. here is
what is understand.

When adding a product to a Quote I can manually enter a Price Per Unit with
the Override Price. Close and Save the product. Go back to Existing Products.
Open the Product. I can not change the Price Per Unit at the product level.
If I want to alter the Quote amount I have to use the Quote Disount. Correct?

cheers,
Michael

"Vivi" wrote:

> Hi Michael,
>
> try this:
>
> - For Quotes in draft: no problem, you can still override the price
> normally. If the quote is activated, but not yet converted to an order; you
> should just "revise" the quote and adjust the prices
>
> - For "active" orders: if you want to override the price: go to the
> "'Actions" menu of the "order" and select "use current pricing"...
> Then you can go to the "existing products" of your order, open your order
> product record, and "override" the price there (the option is available due
> to the "use current pricing")...
> Afterwards you can "lock pricing" again from the action menu on the order
>
> - For "active" invoices: just follow the same flow as described for "active"
> orders
>
> Hope this solves your problem
>
> ps: make sure you have the security privileges to "override prices" on
> quotes, orders and invoices
>
>
> "Michael P. Lindekugel" wrote:
>
> > Hello Vivi,
> >
> > thank you for your reply. we have four business process stages which I have
> > mapped to CRM.
> >
> > We recieve Leads which can be a buyer or a seller.
> > 1. When a Lead begins searching for property or signs a listing agreement to
> > sell property we create an Oppurtunity.
> > 2. When the buyer finds a property and has a signed contract with the seller
> > we convert the Oppurtunity to a Quote. When the seller recieves and accepts a
> > contract from a buyer we convert the Oppurtunity to a Quote. The contract is
> > usually subject to a couple conditions such as an inspection or financing.
> > 3. when the conditions have been removed and the contract is moving toward
> > closing with a change in ownership/title we convert the Quote to an Order.
> > 4. when the transaction is closed ownership/title has changed hands we
> > convert the Order to an Invoice.
> >
> > I did some more testing. In a Quote I can change the Quote extended amount
> > with a Quote discount. I can't use the Override Price to change the product
> > price after the product is added and saved to the Quote. to change the
> > product price I would need to delete the product from the Quote and add a new
> > product. After adding the new product use the Override price.
> >
> > I am following the way CRM works?
> >
> > cheers,
> > Michael
> >
> > "Vivi" wrote:
> >
> > > Hi,
> > >
> > > define "property is under contract" --> does this mean that you created an
> > > order for your quote (if so, which status does your order have)? or where do
> > > you register those "properties under contract"??
> > >
> > > - if "under contract" is still a quote, you can still "revise" it, and
> > > change the price
> > > - if it's already an order, I think you can still change the order product
> > > price, as long as the quote is not yet fulfilled...
> > >
> > > "Michael P. Lindekugel" wrote:
> > >
> > > > Hello,
> > > >
> > > > I am trying to implement CRM v3.0 on SBS for my real estate office.
> > > >
> > > > I have set up a generic product called SFM Single Family Home with a price
> > > > of $450,000. I setup a qoute for a new real estate contract for $500,000.
> > > > When I add the product SFH to the qoute, I use the Override Price option and
> > > > edit the price to be $500,000 to match the contract price.
> > > >
> > > > After the property is under contract between the seller and buyer, the price
> > > > may change for a variety of reasons. For example, the buyer discovers during
> > > > the inspection that a new $10,000 roof is needed. the seller provides a
> > > > $10,000 credit to the buyer. the new product price is $490,000.
> > > >
> > > > how do I change the product price from $500,000 to $490,000? I don't see an
> > > > option. I can delete the product priced at $500,000 and then add a product at
> > > > a price of $490,000. I don't think that is the right answer.
> > > >
> > > > cheers,
> > > > Michael

 
Unread 11-01-2008, 06:53 AM   #9
Michael P. Lindekugel
Guest
 
Posts: n/a
RE: Product Price change

Hello Vivi,

thank you for the reply. I appreciate your help and your patience. here is
what is understand.

When adding a product to a Quote I can manually enter a Price Per Unit with
the Override Price. Close and Save the product. Go back to Existing Products.
Open the Product. I can not change the Price Per Unit at the product level.
If I want to alter the Quote amount I have to use the Quote Disount. Correct?

cheers,
Michael

"Vivi" wrote:

> Hi Michael,
>
> try this:
>
> - For Quotes in draft: no problem, you can still override the price
> normally. If the quote is activated, but not yet converted to an order; you
> should just "revise" the quote and adjust the prices
>
> - For "active" orders: if you want to override the price: go to the
> "'Actions" menu of the "order" and select "use current pricing"...
> Then you can go to the "existing products" of your order, open your order
> product record, and "override" the price there (the option is available due
> to the "use current pricing")...
> Afterwards you can "lock pricing" again from the action menu on the order
>
> - For "active" invoices: just follow the same flow as described for "active"
> orders
>
> Hope this solves your problem
>
> ps: make sure you have the security privileges to "override prices" on
> quotes, orders and invoices
>
>
> "Michael P. Lindekugel" wrote:
>
> > Hello Vivi,
> >
> > thank you for your reply. we have four business process stages which I have
> > mapped to CRM.
> >
> > We recieve Leads which can be a buyer or a seller.
> > 1. When a Lead begins searching for property or signs a listing agreement to
> > sell property we create an Oppurtunity.
> > 2. When the buyer finds a property and has a signed contract with the seller
> > we convert the Oppurtunity to a Quote. When the seller recieves and accepts a
> > contract from a buyer we convert the Oppurtunity to a Quote. The contract is
> > usually subject to a couple conditions such as an inspection or financing.
> > 3. when the conditions have been removed and the contract is moving toward
> > closing with a change in ownership/title we convert the Quote to an Order.
> > 4. when the transaction is closed ownership/title has changed hands we
> > convert the Order to an Invoice.
> >
> > I did some more testing. In a Quote I can change the Quote extended amount
> > with a Quote discount. I can't use the Override Price to change the product
> > price after the product is added and saved to the Quote. to change the
> > product price I would need to delete the product from the Quote and add a new
> > product. After adding the new product use the Override price.
> >
> > I am following the way CRM works?
> >
> > cheers,
> > Michael
> >
> > "Vivi" wrote:
> >
> > > Hi,
> > >
> > > define "property is under contract" --> does this mean that you created an
> > > order for your quote (if so, which status does your order have)? or where do
> > > you register those "properties under contract"??
> > >
> > > - if "under contract" is still a quote, you can still "revise" it, and
> > > change the price
> > > - if it's already an order, I think you can still change the order product
> > > price, as long as the quote is not yet fulfilled...
> > >
> > > "Michael P. Lindekugel" wrote:
> > >
> > > > Hello,
> > > >
> > > > I am trying to implement CRM v3.0 on SBS for my real estate office.
> > > >
> > > > I have set up a generic product called SFM Single Family Home with a price
> > > > of $450,000. I setup a qoute for a new real estate contract for $500,000.
> > > > When I add the product SFH to the qoute, I use the Override Price option and
> > > > edit the price to be $500,000 to match the contract price.
> > > >
> > > > After the property is under contract between the seller and buyer, the price
> > > > may change for a variety of reasons. For example, the buyer discovers during
> > > > the inspection that a new $10,000 roof is needed. the seller provides a
> > > > $10,000 credit to the buyer. the new product price is $490,000.
> > > >
> > > > how do I change the product price from $500,000 to $490,000? I don't see an
> > > > option. I can delete the product priced at $500,000 and then add a product at
> > > > a price of $490,000. I don't think that is the right answer.
> > > >
> > > > cheers,
> > > > Michael

 
Unread 11-01-2008, 03:13 PM   #10
Vivi
Guest
 
Posts: n/a
RE: Product Price change

Hi Michael,

that's kind of weird, because when I just close and save the quote product,
I can still override the unit price (because the quote is still in an "draft"
status).

Just to be sure: if you open the product in 'existing product', did you
click the link (leading you to the product record) or did you just double
click the line (leading you to the Quote product)??

"Michael P. Lindekugel" wrote:

> Hello Vivi,
>
> thank you for the reply. I appreciate your help and your patience. here is
> what is understand.
>
> When adding a product to a Quote I can manually enter a Price Per Unit with
> the Override Price. Close and Save the product. Go back to Existing Products.
> Open the Product. I can not change the Price Per Unit at the product level.
> If I want to alter the Quote amount I have to use the Quote Disount. Correct?
>
> cheers,
> Michael
>
> "Vivi" wrote:
>
> > Hi Michael,
> >
> > try this:
> >
> > - For Quotes in draft: no problem, you can still override the price
> > normally. If the quote is activated, but not yet converted to an order; you
> > should just "revise" the quote and adjust the prices
> >
> > - For "active" orders: if you want to override the price: go to the
> > "'Actions" menu of the "order" and select "use current pricing"...
> > Then you can go to the "existing products" of your order, open your order
> > product record, and "override" the price there (the option is available due
> > to the "use current pricing")...
> > Afterwards you can "lock pricing" again from the action menu on the order
> >
> > - For "active" invoices: just follow the same flow as described for "active"
> > orders
> >
> > Hope this solves your problem
> >
> > ps: make sure you have the security privileges to "override prices" on
> > quotes, orders and invoices
> >
> >
> > "Michael P. Lindekugel" wrote:
> >
> > > Hello Vivi,
> > >
> > > thank you for your reply. we have four business process stages which I have
> > > mapped to CRM.
> > >
> > > We recieve Leads which can be a buyer or a seller.
> > > 1. When a Lead begins searching for property or signs a listing agreement to
> > > sell property we create an Oppurtunity.
> > > 2. When the buyer finds a property and has a signed contract with the seller
> > > we convert the Oppurtunity to a Quote. When the seller recieves and accepts a
> > > contract from a buyer we convert the Oppurtunity to a Quote. The contract is
> > > usually subject to a couple conditions such as an inspection or financing.
> > > 3. when the conditions have been removed and the contract is moving toward
> > > closing with a change in ownership/title we convert the Quote to an Order.
> > > 4. when the transaction is closed ownership/title has changed hands we
> > > convert the Order to an Invoice.
> > >
> > > I did some more testing. In a Quote I can change the Quote extended amount
> > > with a Quote discount. I can't use the Override Price to change the product
> > > price after the product is added and saved to the Quote. to change the
> > > product price I would need to delete the product from the Quote and add a new
> > > product. After adding the new product use the Override price.
> > >
> > > I am following the way CRM works?
> > >
> > > cheers,
> > > Michael
> > >
> > > "Vivi" wrote:
> > >
> > > > Hi,
> > > >
> > > > define "property is under contract" --> does this mean that you created an
> > > > order for your quote (if so, which status does your order have)? or where do
> > > > you register those "properties under contract"??
> > > >
> > > > - if "under contract" is still a quote, you can still "revise" it, and
> > > > change the price
> > > > - if it's already an order, I think you can still change the order product
> > > > price, as long as the quote is not yet fulfilled...
> > > >
> > > > "Michael P. Lindekugel" wrote:
> > > >
> > > > > Hello,
> > > > >
> > > > > I am trying to implement CRM v3.0 on SBS for my real estate office.
> > > > >
> > > > > I have set up a generic product called SFM Single Family Home with a price
> > > > > of $450,000. I setup a qoute for a new real estate contract for $500,000.
> > > > > When I add the product SFH to the qoute, I use the Override Price option and
> > > > > edit the price to be $500,000 to match the contract price.
> > > > >
> > > > > After the property is under contract between the seller and buyer, the price
> > > > > may change for a variety of reasons. For example, the buyer discovers during
> > > > > the inspection that a new $10,000 roof is needed. the seller provides a
> > > > > $10,000 credit to the buyer. the new product price is $490,000.
> > > > >
> > > > > how do I change the product price from $500,000 to $490,000? I don't see an
> > > > > option. I can delete the product priced at $500,000 and then add a product at
> > > > > a price of $490,000. I don't think that is the right answer.
> > > > >
> > > > > cheers,
> > > > > Michael

 
 

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