Example Usage of Promotional Pricing

Specific pricing contract – one or more customers

This means 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.

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.