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Introduction
In the so-called multi-level sales channel, one or more sales intermediaries, e.g. wholesalers or agencies, are involved between the supplier and the recipient of the quote. You can also map these dependencies, which also affect quotation costing, in appero quote.
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Please note that a quote can only be sent via the email editor in appero quote to contacts that also belong to the Opportunity Account. If this is not the case, e.g. if parent and child account or associated contacts are addressed simultaneously in a quote, we also recommend to store them separately in the "Additional Accounts" tab. This way, a smooth email dispatch from the editor is guaranteed. |
Settings
To make multi-level sales available in the quote, you must first enable it in the Admin Settings > Accounts via the additionalaccounts parameter.
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The labels for the designation of Accounts 2 to 4 are defined by the parameters account2, account3 and account4.
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The labels you assign to the additional accounts in the settings are also used as prefixes for the Mergefields per Account/Contact. See section Admin Settings - Accounts |
Use in appero quote Lightning Editor
As a user in Lightning Editor, you can manage the additional accounts and contacts in the Options Base Data section:
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The input mask is located in the section "Additional accounts". If you have not already done so in the Opportunity, you can select and enter the additional accounts for the quote at this point.
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However, the default values from the Opportunity - Opportunity Account and Contact - are only displayed in the lower part of the modal and are not editable at this point.
Using the radio button above the account selection, you can define the primary account of the quote.
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The primary account can be different from the Opportunity Account, on the quote record it will be shown in the (primary) "Account "SF42_PrimaryAccount__c" field. In addition, the value 1 to 4 - representing Opportunity Account, account2, account3 or account4 - is written in the field "Active Account" SF42_QuoActiveAccount__c:
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Multi-level Sales and Discount Matrix
Multi-level sales naturally also allows you to perform complex discount calculations, for example, by mapping reseller discounts or agency commissions. This is done in appero quote via different discount types and the so-called discount matrix.
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For more details, see the section Discount Rules - Discount Matrix.
You can also assign item-level discounts for the additional accounts:
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For more details, see the section Discounts at Item Level.