DefineTheBox is a white labeled Microsoft Dynamics App focused on Customer Relationship Management and specialized for defining customer’s needs to the products and services you offer your customer.
Innovators like you spend time creating documents to carry out guidelines and plans to meet customer needs. As customer needs become more complicated over time, scope creep becomes a liability.
DefineTheBox provides an organized and scalable method to store attributes of your customer’s requirements, risks, and dependencies in one system, keeping documents synchronized, reliable and growing with the business as needs evolve.
Demo of DefineTheBox at first Login
Configure Price Quote is the entry point to Consider the Business Expenses, Cost, Delivery Times, Time to value, Margins, Profit and Loss requirements for Operation
Terms to Learn: Product, Cost, List Price, Price List, Document Generation, Quote, Pricing Method such as: Percentage Margin from Cost, Percentage Markup from Cost, and Percentage of List
Learn more about products
Terms to Learn: Price List Item and Price List an intersection between products and placing a product on a price List by Adding it to a
the Price List Item of placing a Product on a Price List, because a Price List has multiple Price List Items, made of many products. By Placing your Products on Prices Lists via a Price List Items, you are Configuring and Pricing so that you can Quote
Price Lists are used to reward customers for purchasing products again, or for pricing customers that pay today differently from customers that will pay 90 to 180 days later almost asking for a short term loan.
Add the Product to an Existing Price List with a Name. For Price Lists Names I recommend List Price, QTY amounts where discounts apply for customers, and I prefer to make a customer Price List Per larger Customer Account.
A Price List is made of a few attributes like Pricing Method, a selection of Pricing Methods are Currency Amount, Percentage from List, Percent Markup – (from) Current Cost and Percent Margin (from) Current Cost, or setting the Amount.
The Percentage is used to make price list Items dynamic from Cost or List Price
Pricing from List Price allows sales teams to Discount Products. Pricing from Cost is more Commodity or where delivery is a service-based Pricing.