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Jim2® Business Engine Help File

Promotional (Promo) Pricing is a powerful feature that allows special promotional, bid or contract pricing based on CardFiles, CardFile Groups, Price Levels and Projects (if you are licensed for Projects).

 

Whilst Promotional Pricing works on fixed price only, it handles multiple price breaks (and ranking), optional promotion purchasing details, including vendor, vendor PO cost and commission details, such as floor cost, percentage and amount.

 

Promotional Pricing includes a start/end date (and time, if desired), and can be configured for a specific branch and currency. You can also import data from a spreadsheet file and other sources, such as current Jim2 quotes and jobs.

 

Promotional Pricing needs to be set up via Tools > Options > Stock > Stock Pricing first.

 

Promotions in Object Tabs

In the ribbon, the Promotional Pricing icon appears under Stock.

 

promo pricing ribbon

 

Promotions appear in Jobs, Quotes, Projects, CardFiles and Stock, displaying the Promotional Pricing icon in the bottom bar of the individual objects, along with the number of promos applicable.

 

promo in bottom bar

 

Clicking on the Promotional Pricing icon in the bottom bar icon will display the available promos. When viewing the Promotional Pricing tab, the following three display options are available:

 

object promo icon

 

Display

Description

Promotion

Displays all the relevant promotions matching card file/price level/project on job/quote.

Promotion with all Stock

Displays all the relevant promotions matching card file/price level/project on job/quote with their stock codes (adds Stock Code, Qty and Price columns to the grid).

Promotion with matching Stock

Displays all the relevant promotions matching card file/price level/project on job/quote, and for the stock entered on job/quote (adds Stock Code, Qty and Price columns to the grid).

 

Further information:

Promotional Pricing Options

Promotional Pricing Security

Promotional Pricing List

Promotional Pricing Header

Promotion Type

Order of Processing

Adding and Importing Stock

Start and End Dates

Promotional Pricing Examples

Example Usage of Promotional Pricing

Promotions in Use on Jobs and Quotes

Stock Promotional Pricing