Function #45: Display discount in words.
Welcome back everyone!
Last week's function was about
creating invoices from custom modules and not just the Deals module
. This week, it's going to be about displaying the discount in words.
Business scenario
:
Offering discounts is one of the common approaches taken by most companies to clock more sales. It's a proven strategy to win more new customers and retain the existing ones. From a business operations perspective, discounts help you get rid of your old inventory. This is immensely beneficial in the long run.
It is very important to document the discounts provided within the CRM records Say, the same customer purchases from you after a long hiatus. Your negotiating agent must be aware of the previous deals made with the customer, including the amount of discount given earlier.
Usually, discounts are specified in percentage. Like 5% discount. There is a percentage field in Zoho CRM, which you can name as "Discount" and enter the value as 5 (Only for custom modules. Native Deals module already has a discount field). Some of our customers prefer the discount to be tracked on a text field in words. For example, "Discount of 5%" instead of just 5% in the percentage/discount field. This week's custom function helps you do just that.
Getting started with the function
:
- Go to Setup > Automation > Actions > Functions > Configure Function > Write your own.
- Provide a name for the function. For example: "Discount in words". Add a description (optional).
- Copy the code given below.
- Click "Edit arguments".
- Enter the name as "customId" and select the value as "Custom Module Id".
- Click Save&Execute Script to check the code.
- Save the function.
The Code
:
-----------------------------------------------------------------------------------------------------------------------
customDetails = zoho.crm.getRecordById("moduleapiname", customId.toLong());
//info customDetails;
percent = ifnull(customDetails.get("Discount"),"");
if( percent == "")
{
mp=map();
mp.put("Wording","");
update = zoho.crm.update("moduleapiname", input.customId.toLong(), mp);
info mp;
info update;
}
else
{
mp=map();
mp.put("Wording","Discount : "+input.percent + "%");
update = zoho.crm.update("moduleapiname", input.customId.toLong(), mp);
info mp;
info update;
}
-----------------------------------------------------------------------------------------------------------------------
Change '
moduleapiname
' with that module's api name. Also the field "
Wording
" is a custom field. You can name it any way you want.
Note:
- The code given above works only for V2 version of Zoho APIs. Please note that the code WILL NOT work for Version 1.0 APIs.
Found this useful? Try it out and let me know how it works! If you have questions, do not hesitate to ask! Do check out other functions shared in this series
here
.
See you all next week with another interesting function. Ciao!
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