Specific pricing contract – one or more customers
There is a selection of products available to sell to a customer at an agreed price and period of time.
▪Create a new promotion and set promotion Type to CardFile.
▪Add the cardfile(s) to the promotion Recipients (use Enter twice to move to a new line). This can be done individually, or via Load Recipients from CardFile List. To use this option, create a cardfile list first. This will then be selectable in this area.
▪Set the promotion start and end dates (if based on a period).
▪Add the stock, along with price, buy breaks, commission information, etc.
▪Tick Promo Break, ensuring that no other promotions will apply. The Promo Break forces a price to be calculated at that point, and stops moving down the ranking to see if there are lower prices.
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The above example is the same as adding customer-specific pricing to stock, but a lot more manageable. The only current limitation in using a cardfile promotion in this way is the price calculation method is effectively Fixed Pricing only. |
Specific pricing contract – multiple customers (eg. buying group, franchise, etc.)
There is a selection of products available to sell to a group of customers at an agreed price and period of time.
▪Create a new promotion and set promotion Type to CardFile Group
▪Add the cardfiles to a Non Report Group
▪Add the CardFile Group to the promotion Recipients. This can be done individually, or via Load Recipients from CardFile List. To use this option, create a cardfile list first. This will then be selectable in this area.
▪Set the promotion start and end dates (if based on a period)
▪Add the stock, along with price, buy breaks etc.
▪Tick Promo Break, forcing that price to be used and ensuring that no other promotions will apply. The Promo Break forces a price to be calculated at that point, and stops moving down the ranking to see if there are lower prices.
Sale promotion for retail customers only
The company is having a sales promotion, but does not want to offer it to non retail customers (wholesale, government, etc.).
▪Create a new promotion and set promotion Type to Price Level
▪Add the Price Level to the promotion Recipients (eg. Retail)
▪Set the promotion start and end dates (if based on a period)
▪Add the stock, along with price, buy breaks, etc.
▪Tick Promo Break, ensuring that no other promotions will apply. The Promo Break forces a price to be calculated at that point, and stops moving down the ranking to see if there are lower prices.
Specific project/machine pricing
There is a selection of products to be sold at an agreed price and period of time, when sold against a project or machine (only applicable to users of Managed Services and Managed Print Services editions).
▪Create a new promotion and set Promotion Type to Project
▪Add the project(s) to the promotion Recipients. This can be done individually, or via Load Recipients from Project List. To use this option, create a cardfile list first. This will then be selectable in this area.
▪Set the promotion start and end dates (if based on a period)
▪Add the stock, along with price, buy breaks, etc.
▪Tick Promo Break. The Promo Break forces a price to be calculated at that point, and stops moving down the ranking to see if there are lower prices.
Further information
Promotional Pricing Order of Processing
Example Usage of Promotional Pricing