Skip to main content
hamburger menu Created with Sketch.
Veeva Support APAC National Day Oct 1 - 7th - Limited staff, please plan accordingly.

Search the Knowledge Base

How to Capture a Shipping Price as its Own Price Rule in CRM?

  • Updated

Question:

How to capture the Shipping Price as its own Price Rule?

Answer:

While custom Record Types on the pricing rules are not supported, there are two suggested workarounds:

Create a Shipping Cost product.

  • Shipping cost is captured in its own line
  • Pricing rules can be setup for different shipping options

OR

MyInsights:

  • Have a custom MyInsights report to calculate the shipping cost based on the order entered
  • Have a custom field on the Order Header where the rep manually enters the cost based on the calculation done in MyInsights

Both workarounds are considered out-of-scope of support. Reach out to the customer Services rep if assistance is needed implementing one of these workarounds.

Related Documentation:

CRM Help Documentation: Pricing Rules Overview 

Send us your feedback: We are always looking for feedback to help improve our Knowledge Base! Please let us know if this article is helpful or provide feedback on how we can improve your experience by clicking here.

Powered by Zendesk