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Project/machine related examples
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1
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Project/Machine
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Project#
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Project
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Yes
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$10.00
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Will always use this price as rank 1 and Promo Break ticked.
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1.1
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Project/Machine
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Price Level
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Price Level
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Yes
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$9.00
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1.2
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Project/Machine
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Price Level
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N/A
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Yes
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$8.00
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1
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Project/Machine
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Project#
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Project
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$10.00
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1.1
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Project/Machine
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Price Level
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Price Level
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Yes
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$9.00
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Will always use this price as rank 1.1 and Promo Break ticked and price lower than rank 1.
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1.2
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Project/Machine
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Price Level
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N/A
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Yes
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$8.00
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1
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Project/Machine
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Project#
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Project
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$10.00
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1.1
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Project/Machine
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Price Level
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Price Level
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$9.00
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1.2
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Project/Machine
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Price Level
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N/A
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Yes
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$8.00
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Will always use this price as rank 1.2 and Promo Break ticked and price lower than 1 and 1.1.
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1
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Project/Machine
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Project#
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Project
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$8.00
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Will always use this price as rank 1 and Promo Break not ticked and lower than 1.1 and 1.2.
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1.1
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Project/Machine
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Price Level
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Price Level
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$9.00
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1.2
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Project/Machine
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Price Level
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N/A
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Yes
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$8.00
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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
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2
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Job/Quote
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Cust#
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CardFile
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Yes
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$10.00
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Will always use this price as rank 2 and Promo Break ticked.
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2.1
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Job/Quote
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Cust#
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N/A
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Yes
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$9.00
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3
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Job/Quote
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Cust#
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CardFile Group
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Yes
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$8.00
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(Customer specific on stock)
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4
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Job/Quote
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Price Level
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Price Level
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Yes
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$7.00
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4.1
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Job/Quote
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Price Level
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N/A
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N/A
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$6.00
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5
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Everyone
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$5.00
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2
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Job/Quote
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Cust#
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CardFile
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Yes
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$10.00
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2.1
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Job/Quote
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Cust#
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N/A
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Yes
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$9.00
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Will always use this price as rank 2.1 and Promo Break ticked (stock level customer-specific price) and price lower than rank 2.
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3
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Job/Quote
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Cust#
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CardFile Group
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Yes
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$8.00
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4
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Job/Quote
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Price Level
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Price Level
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Yes
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$7.00
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4.1
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Job/Quote
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Price Level
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N/A
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N/A
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$6.00
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5
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Everyone
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$5.00
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2
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Job/Quote
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Cust#
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CardFile
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Yes
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$10.00
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2.1
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Job/Quote
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Cust#
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N/A
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Yes
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$9.00
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(No customer-specific on stock)
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3
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Job/Quote
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Cust#
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CardFile Group
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Yes
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$8.00
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4
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Job/Quote
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Price Level
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Price Level
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Yes
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$7.00
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Will always use this price as rank 4 and Promo Break ticked and price lower than rank 2, 2.1, 3.
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4.1
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Job/Quote
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Price Level
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N/A
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N/A
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$6.00
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5
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Everyone
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$5.00
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2
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Job/Quote
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Cust#
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CardFile
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Yes
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$10.00
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2.1
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Job/Quote
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Cust#
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N/A
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Yes
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$9.00
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(No customer-specific on stock)
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3
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Job/Quote
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Cust#
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CardFile Group
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Yes
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$8.00
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4
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Job/Quote
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Price Level
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Price Level
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Yes
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$7.00
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4.1
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Job/Quote
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Price Level
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N/A
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N/A
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$6.00
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5
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Everyone
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$5.00
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Will always use this price as rank 5 and price lower than rank 2, 2.1, 3, 4, 4.1.
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2
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Job/Quote
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Cust#
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CardFile
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Yes
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$10.00
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2.1
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Job/Quote
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Cust#
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N/A
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Yes
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$9.00
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(No customer specific on stock)
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3
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Job/Quote
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Cust#
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CardFile Group
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Yes
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$5.00
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Will use this price as lowest price and no Promo Breaks.
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4
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Job/Quote
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Price Level
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Price Level
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Yes
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$7.00
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4.1
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Job/Quote
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Price Level
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N/A
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N/A
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$6.00
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5
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Everyone
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$7.00
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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 Options
Promotional Pricing Security
promotional pricing list
Promotional Pricing Header
Promotional Pricing Order of Processing
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
Promotions on the Common Tabs
Stock Promotional Pricing
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