How Jim2 calculates the selling price for a given piece of stock depends on several factors. It is entirely 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:
Rank |
Source |
Based on |
Explanation |
1 |
Project/Machine |
Price level on project/machine |
If job/quote is related to a project, is there a price based on the project's price level?
If yes, use this price. |
2 |
Job/Quote |
Customer (Cust#) on job/quote |
Is there a customer-specific price for this stock?
If yes, use this price. |
3 |
Job/Quote |
Price level on job/quote |
Is there a price for this stock for this price level?
If yes, use this price. |
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:
Rank |
Source |
Source Ref |
Promotion Type |
Promo Break |
Explanation |
1 |
Project Machine |
Project# |
Project |
Optional |
▪Project-related job/quote ▪Promotion Type – Project ▪Project# on promotion ▪Stock# on promotion
Use price and stop if Promo Break ticked on the PROMO, otherwise get price. |
1.1 |
Project Machine |
Price Level |
Price Level |
Optional |
▪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 PROMO, otherwise get price. |
1.2 |
Project Machine |
Price Level |
N/A |
Optional* |
▪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. |
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 |
Job Quote |
CardFile |
CardFile |
Optional |
▪Promotion Type – CardFile ▪Card file matches Cust# on job/quote ▪Stock# on promotion
Use price and stop if Promo Break ticked on the PROMO, otherwise get price. |
2.1 |
Job Quote |
CardFile |
N/A |
Yes** |
▪Customer-specific price on stock exists for that Stock#
Use price and stop (**always break(). |
3 |
Job Quote |
CardFile Group |
CardFile Group |
Optional |
▪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. |
4 |
Job Quote |
Price Level |
Price Level |
Optional |
▪Promotion Type – Price Level ▪Price level on job/quote matches promotion ▪Stock# on promotion
Use price and stop if Promo Break ticked on the PROMO, otherwise get price. |
4.1 |
Job Quote |
Price Level |
N/A |
N/A |
▪Price for Stock# with job/quote price level
Get price. |
5 |
Everyone |
Optional |
•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:
Example Usage of Promotional Pricing
Promotions in Use on Jobs and Quotes