Viewing Discount Items in Salesforce
A Discount Item created in NetSuite DOES NOT appear as a Product in Salesforce. The ‘Discount Item’ is created as a custom object in Salesforce by Celigo. Therefore, this object is not visible on the Salesforce main menu by default. To make the ‘Discount Items tab’ visible on the Salesforce main menu, configure the menu using the following simple steps.
From your Salesforce Account, go into Setup.
On the left navigation panel, go to the Build section and click Create to expand the list and then, click Tabs.
From this section you can create/view custom tabs. Click New to view the list of Tabs created by Celigo.
The list of Custom Object Tabs is displayed from the Objects drop down list.
Select Discount Item Object from the list, then select Tab Style and click Next..
Choose the user profiles for which the new custom tab will be available. In this example, all options are ‘Default On’. Click Next.
Choose the custom apps for which the new custom tab will be available and click Save. In this example, all apps are selected.
The Discount Item object is now added to the Custom Objects tab.
Refresh the browser. The ‘Discount Item’ tab is now visible in the Salesforce Main Menu.
Click the Discount Items tab to find the list of Discount Items that were created from within NetSuite and were exported to Salesforce. In this example, the Student Discount Item created in NetSuite is displayed in the list.
The next section describes the creation of a Discount Item in NetSuite and how the custom object is applied to Opportunities and Products.
Applying Discounts to Salesforce Opportunities
The Discount Item created in NetSuite is visible in the Products section of the Opportunity Object in Salesforce. The discount item is applied to Opportunity Products while creating sales orders.
- Create a Discount item in NetSuite
- Open an Opportunity in Salesforce
- Edit the Products associated with the Opportunity
- Look-up and Apply Discount Items
- The Discount Item created in NetSuite is visible in the Discount Items List
In NetSuite, go to Lists > Accounting > Items > New to create a new Item.
The New Item page displays the list of Items that can be created. Click Discount to create a Discount Item.
Provide the mandatory information as described in the screen: Item Name, Discount Rate (the discount rate should be given in percentage), Subsidiary, and Account and Save the record. The Discount Item is created in NetSuite.
Go to Celigo Integrator and ensure that the Discount Item to Salesforce Discount Item flow is enabled.
Go to Salesforce and open an Opportunity record. The Opportunity must be associated with Products. Edit the Product as shown in the image to apply a discount (using the Discount Item that was created in NetSuite).
The Opportunity Product screen is displayed. Look up the Discount Item field by clicking on the magnifying glass icon.
The list of Discount Items is displayed in a new Window. In this example, the ‘Student Discount’ that was created in NetSuite is visible in the list. Select the ‘Student Discount’ item.
The Discount Item is populated in the field. Save the record.
In the Opportunity Page, click ‘Student Discount’ to view the details of the discount item.
The Discount Item details (Rate, NetSuite Id) are displayed. The NetSuite Id indicates that the object is exported from NetSuite and sync’d with Salesforce.