All SF lovers,
We wanted to use SFDC products/pricebooks to setup
products & services and planning to go with Professional Edition.
For Services, we have a standard delivery fee for the services rendered which are in in 50:30:20 payment model.
For products (fixed revenue model), we have a flat fee, maintenance fee & hosting fee on monthly basis.
For products (transaction model), we have transaction fee based on the transaction volume and transaction fee and with tiered pricing.
Scenario #1. Customer A wish to buy A using fixed revenue model. So Total Revenue from Product A will be Delivery Fee (50:30:20) plus Monthly Fixed (Flat+Maintenance+Hosting)
Scenario#2. Customer B wish to buy same Product A using transaction model. So Total Revenue from Product A will be Delivery Fee (50:30:20) + Monthly Variable (Transaction Fee times Transaction Fee) plus Monthly Fixed (Maintenance+Hosting)
Scenario#3. Customer C wish to buy same Product A using Fixed revenue model for 1st Year and transaction model from 2nd year onwards. This scenario is combination of Scenario#1 & Scenario#2. So Total Revenue from Product A will be revenue from scenario#1 for 1st year plus revenue from scenario#2 from 2nd year onwards
Scenario#4. Similar to Scenario#2 & Scenario#3 following transaction model but the transaction fee will be tiered. 0 - 100K transaction will be $1 per transaction Above 100K transaction will be $0.90, per transaction
Have no problem setting up the fixed revenue products in SFDC.
How to setup the products transaction model in SFDC(products & pricebook)? How to setup services with 50:30:20 payment model in SFDC(products & pricebook)?
Any suggestion on how best to setup the products & pricebooks?
(FYI, I have already received some suggestion to go with CPQ solution. But we would like to explore whether it will be possible with SFDC native products & pricebooks.)
Appreciate your help on this. (As suggested, amended the request with more clarity)