Page Comparison

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Any Opportunities that are sent to LogiSense billing for a particular account will be saved as an Account Price Plan. Meaning that the billing system will save and ensure that any of these opportunity products and their pricing will be used against future orders. If your customers place orders (buy now) then sales reps would use Orders within Salesforce instead.

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1. While on an opportunity, click on the Opportunity Product Name
   

   

   
   You’ll notice that the standard opportunity product screen has been slightly modified with a few additional fields and a new section, Product Services.
   
   Let’s go through the new fields first:

   1. Account Product Code Name - a read-only field that is auto-generated using the product code, followed by a dash and incremental number. This is a unique identifier for this opportunity product. It allows sales reps to attach the same product to the opportunity with different pricing or terms so that when the product is ordered by a customer in the future they can select the correct one

   2. Minimum Term - populated with the package contract set in LogiSense billing

   3. Opp Minimum Term - allows your sales reps to override the default Minimum Term for this opportunity product
      
      Unlike native Salesforce where your sales reps would adjust the Sales Price on the Opportunity, custom pricing of a product is done from within the Product Services section of the Opportunity Product screen. This section is broken out between Recurring Charges and One Time Charges depending on how the package was configured.
      

2. Click on the Service name within the Product Services section for the one you would like to adjust pricing for. The pricing screen is broken into a few sections:

   1. Opportunity Product Service Detail - lists the opportunity name, opportunity product, quantity or number of this service under the product and the product service you are currently viewing

   2. Allowance - if there is a usage bucket configured on the service its details will appear here including the name of the bucket, its recurring frequency, followed by the allowance

   3. Recurring Charges - allows the user to override the list price for each status

   4. Transition Charges - allows the user to override the list price for each transition charge associated with the product service

   5. Rate Charges - allows the user to override the list price for any usage rates that are associated with the product service
      

3. Click Save once all edits are complete

4. Repeat step 2-3 above for any other product services you would like to adjust pricing for

5. Proceed throughout your regular process of advancing the opportunity through its stages

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