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How Jim2 calculates the selling price for a piece of stock depends on several factors. It is possible that the pricing for stock is used on several promotions (and types of promotions) and may also be related to a project, etc.
The standard order of calculating a selling price is as follows:
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1
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Project/Machine
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Price level on project/machine
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If job/quote is related to a project, is there a price based on the project's price level?
If yes, use this price.
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2
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Job/Quote
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Customer (Cust#) on job/quote
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Is there a customer-specific price for this stock?
If yes, use this price.
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3
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Job/Quote
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Price level on job/quote
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Is there a price for this stock for this price level?
If yes, use this price.
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For this to be used with promotions, additional ranking and a method of breaking (stopping) when finding a price is required. In general, the lowest will be used based on ranking and breaks in the following order:
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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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Optional
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▪Project-related job/quote
▪Promotion Type – Project
▪Project# on promotion
▪Stock# on promotion
Use price and stop if Promo Break ticked on the promotion, otherwise get price.
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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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Optional
Promo Break is set on the actual project/machine to force project pricing when required.
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▪Project-related job/quote
▪Promotion Type – Price Level
▪Project price level on promotion
▪Stock# on promotion
Use price and stop if Promo Break ticked on the promotion, otherwise get price.
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1.2
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Project
Machine
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Price Level
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Any other promo type
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Optional
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▪Project-related job/quote
▪Price for Stock# with project price level
Use price and stop if Promo Break ticked on the project, otherwise get price.
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If a project-related price is found in the above steps, the lowest price up to and including Promo Break will be used. If not, normal job/quote based pricing will be used as per below.
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2
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Job
Quote
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CardFile
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CardFile
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Optional
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▪Promotion Type – CardFile
▪Cardfile matches Cust# on job/quote
▪Stock# on promotion
Use price and stop if Promo Break ticked on the promotion, otherwise get price.
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2.1
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Job
Quote
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CardFile
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Any other promo type
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Yes
Promo Break always occurs if the stock has customer-specific pricing.
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▪Customer-specific price on stock exists for that Stock#
Use price and stop (always break).
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3
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Job
Quote
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CardFile Group
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CardFile Group
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Optional
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▪Promotion Type – CardFile Group
▪Cust# on job/quote in CardFile Group
▪Stock# on promotion
Use price and stop if Promo Break ticked on the promotion, otherwise get price.
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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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Optional
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▪Promotion Type – Price Level
▪Price level on job/quote matches promotion
▪Stock# on promotion
Use price and stop if Promo Break ticked on the promotion, otherwise get price.
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5
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Job
Quote
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Price Level
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Everyone
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Optional
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▪Promotion Type – Everyone
▪Stock# on promotion
Get Price.
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Whilst the above table lays out the ground rules, in practice the use of promotions is very straightforward. See Promotional Pricing Examples for more information.
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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