Project/machine related examples
Rank |
Source |
Source Ref |
Promotion Type |
Promo Break |
Price |
Description |
|---|---|---|---|---|---|---|
1 |
Project/Machine |
Project# |
Project |
Yes |
$10.00 |
Will always use this price as rank 1 and Promo Break ticked. |
1.1 |
Project/Machine |
Price Level |
Price Level |
Yes |
$9.00 |
|
1.2 |
Project/Machine |
Price Level |
N/A |
Yes |
$8.00 |
Rank |
Source |
Source Ref |
Promotion Type |
Promo Break |
Price |
Description |
|---|---|---|---|---|---|---|
1 |
Project/Machine |
Project# |
Project |
$10.00 |
||
1.1 |
Project/Machine |
Price Level |
Price Level |
Yes |
$9.00 |
Will always use this price as rank 1.1 and Promo Break ticked and price lower than rank 1. |
1.2 |
Project/Machine |
Price Level |
N/A |
Yes |
$8.00 |
Rank |
Source |
Source Ref |
Promotion Type |
Promo Break |
Price |
Description |
|---|---|---|---|---|---|---|
1 |
Project/Machine |
Project# |
Project |
$10.00 |
||
1.1 |
Project/Machine |
Price Level |
Price Level |
$9.00 |
||
1.2 |
Project/Machine |
Price Level |
N/A |
Yes |
$8.00 |
Will always use this price as rank 1.2 and Promo Break ticked and price lower than 1 and 1.1. |
Rank |
Source |
Source Ref |
Promotion Type |
Promo Break |
Price |
Description |
|---|---|---|---|---|---|---|
1 |
Project/Machine |
Project# |
Project |
$8.00 |
Will always use this price as rank 1 and Promo Break not ticked and lower than 1.1 and 1.2. |
|
1.1 |
Project/Machine |
Price Level |
Price Level |
$9.00 |
||
1.2 |
Project/Machine |
Price Level |
N/A |
Yes |
$8.00 |
In the above project-related examples see that the pricing is always the lowest price in rank order up to and including a 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.
Job/quote related examples
Rank |
Source |
Source Ref |
Promotion Type |
Promo Break |
Price |
Description |
|---|---|---|---|---|---|---|
2 |
Job/Quote |
Cust# |
CardFile |
Yes |
$10.00 |
Will always use this price as rank 2 and Promo Break ticked. |
2.1 |
Job/Quote |
Cust# |
N/A |
Yes |
$9.00 |
|
3 |
Job/Quote |
Cust# |
CardFile Group |
Yes |
$8.00 |
(Customer specific on stock) |
4 |
Job/Quote |
Price Level |
Price Level |
Yes |
$7.00 |
|
4.1 |
Job/Quote |
Price Level |
N/A |
N/A |
$6.00 |
|
5 |
Everyone |
$5.00 |
Rank |
Source |
Source Ref |
Promotion Type |
Promo Break |
Price |
Description |
|---|---|---|---|---|---|---|
2 |
Job/Quote |
Cust# |
CardFile |
Yes |
$10.00 |
|
2.1 |
Job/Quote |
Cust# |
N/A |
Yes |
$9.00 |
Will always use this price as rank 2.1 and Promo Break ticked (stock level customer-specific price) and price lower than rank 2. |
3 |
Job/Quote |
Cust# |
CardFile Group |
Yes |
$8.00 |
|
4 |
Job/Quote |
Price Level |
Price Level |
Yes |
$7.00 |
|
4.1 |
Job/Quote |
Price Level |
N/A |
N/A |
$6.00 |
|
5 |
Everyone |
$5.00 |
Rank |
Source |
Source Ref |
Promotion Type |
Promo Break |
Price |
Description |
|---|---|---|---|---|---|---|
2 |
Job/Quote |
Cust# |
CardFile |
Yes |
$10.00 |
|
2.1 |
Job/Quote |
Cust# |
N/A |
Yes |
$9.00 |
(No customer-specific on stock) |
3 |
Job/Quote |
Cust# |
CardFile Group |
Yes |
$8.00 |
|
4 |
Job/Quote |
Price Level |
Price Level |
Yes |
$7.00 |
Will always use this price as rank 4 and Promo Break ticked and price lower than rank 2, 2.1, 3. |
4.1 |
Job/Quote |
Price Level |
N/A |
N/A |
$6.00 |
|
5 |
Everyone |
$5.00 |
Rank |
Source |
Source Ref |
Promotion Type |
Promo Break |
Price |
Description |
|---|---|---|---|---|---|---|
2 |
Job/Quote |
Cust# |
CardFile |
Yes |
$10.00 |
|
2.1 |
Job/Quote |
Cust# |
N/A |
Yes |
$9.00 |
(No customer-specific on stock) |
3 |
Job/Quote |
Cust# |
CardFile Group |
Yes |
$8.00 |
|
4 |
Job/Quote |
Price Level |
Price Level |
Yes |
$7.00 |
|
4.1 |
Job/Quote |
Price Level |
N/A |
N/A |
$6.00 |
|
5 |
Everyone |
$5.00 |
Will always use this price as rank 5 and price lower than rank 2, 2.1, 3, 4, 4.1. |
Rank |
Source |
Source Ref |
Promotion Type |
Promo Break |
Price |
Description |
|---|---|---|---|---|---|---|
2 |
Job/Quote |
Cust# |
CardFile |
Yes |
$10.00 |
|
2.1 |
Job/Quote |
Cust# |
N/A |
Yes |
$9.00 |
(No customer specific on stock) |
3 |
Job/Quote |
Cust# |
CardFile Group |
Yes |
$5.00 |
Will use this price as lowest price and no Promo Breaks. |
4 |
Job/Quote |
Price Level |
Price Level |
Yes |
$7.00 |
|
4.1 |
Job/Quote |
Price Level |
N/A |
N/A |
$6.00 |
|
5 |
Everyone |
$7.00 |
The key here is that the lowest price is always selected up to and including a Promo Break. If no Promo Break is encountered, the lowest price will be used.
Promo break – special cases
It is important to note the following special instances of Promo Break:
1.2 Promo Break is set on the actual project/machine to force project pricing when required.
2.1 Promo Break always occurs if the stock has customer-specific pricing.
Why use promo break, and why is it important?
Promo Break forces a promotion to be used, overriding any possible lower prices. For example, there is a promotion (or price contract) for a specific customer where that promotion is required to always be used, regardless of any other promotions (end of season sales, etc.).
How to know how a selling price was calculated
Jim2 displays how it generated a selling price when stock is added to a job or quote. This functionality provides right click View Promotion, and the ability to recalculate a price based on a different promotion.
Further information
Promotional Pricing Order of Processing
Example Usage of Promotional Pricing