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What is a Quote, Price Quote overview or Sales Quote in Business? | Full course 2022 | Lecture No 1 - YouTube
Channel: Online Earning Business
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[Music]
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so last lecture if you remember like uh
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nothing has
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we were discussing on the last topic of
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cpq price rules that is the formula
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fields
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we are visiting and
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because of uh some network issue from
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nathan said we stopped there but let me
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discuss what was we were discussing what
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was the scenario has provided
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let's say like i have this code with the
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type of code so it is type is code that
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means it's your new code
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if your type is uh
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renewable it's new amendment and record
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we can think in last lecture so
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quote means your type value is code that
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means it's new
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renewal means renew and based on your
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type
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so the scenario is like for example if
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you are booking new deal with customer
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you can give more discount but at the
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time renewal you may reduce that
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discount or you mean
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increase that it's up to you right so
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for example for renewal you are giving
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some discount and new you are giving
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let's take example
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if my
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deal is new booking new customer then i
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want to give 40 discount and if it is
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renewal i want to give 50 percent
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discount because sometimes renewal if
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they want to renew we need to give some
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more discounts to them so they can
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purchase license for next year so this
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is my scenario so what you need to do
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how you need to write that in by using
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formula that we can discuss in first 10
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minutes and then we can
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actually give me once
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then we can actually
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okay
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oh sorry i sure let me share again
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and then we can discuss the next concept
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right so what we want to do now so
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i want to uh create new price rule
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for
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uh test
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discount
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discounting
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for new and renewable business
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right
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by using formula so i will just give
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them this formula so
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all other setups i will not go to that
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route now i will say evaluation order 50
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its calculator and on calculate right so
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what all these things are same so i will
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save that
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right your parcel is run
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i'm not going to add any condition if
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you want you can add directly i will go
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to the action and i will give you some
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discount based on my condition so what i
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was discussing that time
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so what nothing has selected its coat
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line object and your target field is
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this composite till here we are good
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if you are directly giving some discount
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value 10 20 percent we can give that
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otherwise
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you need to write formula if
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what is the field name we are on code
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line your target object is code line so
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on code line
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we have code object right so on code
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line we should go to the parent so if
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this is my quote line
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i am going to update this additional
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discount here for example right this
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additional discount
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you need to go back to code and from
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code you need to check your field so
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what you need to do you need to go to
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this is the field present on quote line
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object
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right i know this field says rhythm code
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underscore underscore r is your
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relationship right every time when you
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are dealing with salesforce you need to
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add relationship in underscore
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underscore
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then you need to go to the
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your actual field name so what is the
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field name its type right equal to
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if it is renewal
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you want to give 50 discount let's say
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and all other things
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you want to give 40 percent discount
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let's say
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right so if you give this formula it's
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very straightforward right so if you
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take any field from that object so if
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you are on code line target field you
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need to go to the code and on code you
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have that type field if you are on
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checking anything from code you need to
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specify like that if you are on target
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object code line if you want to check
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anything from code line object for
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example ic method you don't need to
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provide like that you can directly
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process spq pricing method equal to list
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then give the discount
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that's it you need to save it
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let me test this and then we'll come
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back to if you have any questions right
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you can specify your price condition it
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doesn't matter to me i mean whatever the
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conditions you have you can write down
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what do the thing which pending is price
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rules uh price actions right
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so let me go back to one of the code and
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let me add it's my
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type
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newport so if i go and change its
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renewal just for testing purpose i want
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to just check uh
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i'm not close teams
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sorry
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yeah that's fine
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so what i was discussing
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okay so i was on i created this type as
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renewal just to test this out
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if i go to the edit lines
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let me add the product again maybe or
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you can recalculate ourselves up to us
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let me test this recalculate this you
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should give 50 discount here instead of
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15.
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i think it got some calculation errors
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in the back end
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because we changed no metadata was retro
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type sbqcode.type
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um let me delete this and let me add
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product new product
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we missed
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did we add correct api names here that
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may be the issue
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spq code equal to type
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yeah go ahead
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no please um i mean continue i'll i'll
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ask questions
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yeah
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i'm just checking api names are correct
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otherwise it will create issue your ap
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name should match you should always copy
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the ap names from objects not directly
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typing
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nobody had a retrieve so
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that is the issue maybe we have not
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copied correct field value so what we
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need to do let me go to the setup
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like something went wrong here so sbq
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let me copy this in the notepad
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so what we are doing here
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let me check
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go to object manager we are
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quote copying
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fields right so i will go to the quote
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line up just to copy the api names
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if you go to the fields and relationship
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if i go to the code
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on code line i have code field right so
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i will copy that as it is
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we'll paste it here
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i will add instead of ah c i will add
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our r means relationship right and on
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the code object
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oh i am one quote or outline
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oh that's correct so now let me go back
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to the code on code object we have type
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so maybe it's just issue of
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yeah we have type field
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let me copy this as it is
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and paste it here
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equals to renewal then 0.50 otherwise
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0.40
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so let me copy this and press it as it
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is here
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let me save this now
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let me go back to
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calculate here
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it will not work let me say that
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yeah it calculated 50 right
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sorry
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i was not able to show that let me go
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back there
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so it's just issue of the api names it's
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not like
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anything else so you can see 50 discount
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applied there even if you want to test
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again i can do one more time add
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products
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mechanical bundles
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if i add this product any anything you
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can add if i save that
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it should give you 50 discount right
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but at the same time let me go to
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hi friends my name is nancy welcome to
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my channel don't forget to like comment
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