There are several Pricing Methods
- Default Pricing: the single price default listed on a product.
- Customer Specific Pricing: Products can be set in the Pricing By Customer with a customer defined items can be set for volume discounts or just set a range of 0 – 999999 and that will define a customer specific price for any volume.
- Customer Product Group Code 1 – 36: A customer can be set to a 0-36 (blank is the same a 0) and then products can be set with Product Pricing 1-36 that all customers set for this customer code will get (unless they have a customer specific price)
- Customer Percentage Discount: If this is set, then the customer will always at least get this percentage discount off of the default product price
- Default Volume Discount: Products can be set in the Pricing By Customer without a customer defined where there is a range of qty 10 – 20, 20-100 with special volume discount price
- Template Pricing: Templates can list a specific price for an item or give a percentage discount for that item
- Manual Pricing: When a rep/tech fills in a price overriding other price rules (Not to worry, the Daily Reports show when a manual price change was made.)
Pricing Rules Sequence
- Manual price change by Rep/Tech overrides all other pricing
- Customer Specific Pricing is the next highest priority (which can have volume discount pricing for that customer). NOTE: if there is a possible volume discount it is calculated when Finishing the invoice so that it can look at quantity totals between all cabinets/equipment to see if eligible for a volume discount
- Customer Pricing Group Code
- Template Price specific or a % discounted (provided that the product is not set to No Template Discount)
- Default Volume Discount: Note, that just as with Customer Specific pricing, if there is a possible volume discount it is calculated when Finishing the invoice so that it can look at quantity totals between all cabinets/equipment to see if eligible for a volume discount.
- If a Customer Percentage Discount is set, then that percentage will be taken off of the Default price
- Default Price, if no other pricing method, then uses default price
Additional pricing Rules (Based on Warranty)
- If Parts Warranty date for equipment >= today and the product is not set to No Template Discount (it is a consumable)
- IF Labor Warranty date >= today Price = 0
- Else fills in the product’s Warranty Labor Only Price
- DONE
During the FINISH Invoice process the taxes are also calculated.
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