Promotional Pricing Examples

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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 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