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Opportunity Product Auto add and calculate - eg Add a single Product item and (say) 2 other line items are auto populated

Skilled Commentator
Posts: 71
Country: United Kingdom

Opportunity Product Auto add and calculate - eg Add a single Product item and (say) 2 other line items are auto populated

[ Edited ]

Hi

Is the following possible:

 

If I add Product X, then Product X (may) require

1) Support - which will be a fixed Percentage of Product X's sell price

2) Shipping - which will be a 'fixed' percentage  of the Sell price etc

 

Is it possible for Act! to 'see' that a single line item has been added and for Act to populate further Product Line items (ie in this case the Shipping and Support would be considered separate line items)

 

It would also be useful - for items such as Support, that a 'drop down' or variable could be used for say 9x5 or 24x7 support and this would affect the percentage value used to calculate the Support value

 

Regards

Bronze Contributor
Posts: 1,393
Country: USA

Re: Opportunity Product Auto add and calculate - eg Add a single Product item and (say) 2 other line items are auto populated

Hello cjayd34.

 

While I am not an engineer, I believe that what you are looking for is not an out of the box feature; however, since this is a Sql db that one of the specialists who frequesnt this board will give you advice on how that feature can be programmed.  There is also the possibility that one of the ACT Add-ons can do this.

 

 

John Purdy
ACT! Premium 2016 (V. 18)
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