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Price Levels

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Overview

The Order Manager allows the user to define up to 10 system-wide price levels, any or all of which may be used for each inventory item, or product. Each price level the various prices at which the same product may be sold, such as wholesale, retail, club, etc. is given a name, for example, "wholesale" or "cost", and then the price level names can be assigned to customer records.

By default, when an order is placed by an existing customer, either at Manual Orders or at the Point of Sale (POS abbreviation for Point of Sale. The cash register interface for use with walk-in business at "brick and mortar" stores. Used with barcode scanners and cash drawers. Sales made on the POS screen draw from the same inventory as orders imported from online stores.) screens, the system will use the price level that is indicated in the customer's record. If the customer record does not specify a price level, the system will use the default price level, which is determined by the current settings of system parameters settings in the Order Manager that enable users to configure the program integrate with their business operations. The Order Manager includes hundreds of System Parameters to do just that. To change a system parameter, go to the Maintenance Menu> Set System Parameters. DefaultManualOrderPriceLevel and DefaultManualOrderPriceLevel.

It is also possible to record a sale price for each product by price level in its inventory record. This enables the merchant to put a certain product on sale at the retail price level but not at the wholesale price level.

Price levels do not automatically affect imported orders, as the pricing information that comes from the shopping cart an e-commerce software system that allows a merchant to sell products on the Web. In the context of the Order Manager, it refers to the settings that describe a merchants web store to the program, allowing it communicate with the online shopping cart and import orders, and other information etc. system is honored. It is possible to make a change to the price of a product on an imported order at the (View) Orders screen synonymous with the Microsoft Access Form Object or user interface. by manually revising the line item individual items listed on an order. All of the defined price levels and sale prices are available to choose from. If none are specifically selected, the customer will obtain the product at the price level that is associated with their customer record.

Be aware that turning multi-level pricing on an off will require that the user re-enter appropriate price information for products at each price level.

Creating Price Levels

1. Open the Set System Parameter screen by one of the following methods:

• Main Menu > [Maintenance] icon > [Maintenance] tab > [Set System Parameters]

• Main Menu > Quick Clicks > [System Parameters] (provided that the user has not removed System Parameters from the Quick Clicks menu)

2. Select to mouse "left-click" on an object, usually a row in a table, in the context of Order Manager documentation the Pricing group from the Parameter Group list box in the upper left-hand corner of the screen. (Use the scroll bar on the right side of the list to navigate to the Pricing group entry).

3. The Parameters in Selected Group list will be populated with the names of the parameters that are part of the Pricing group.

4. Scroll down to the parameter, UseMultiLevelPricing, and set it to TRUE. Click [Save].

5. Then enter the names of the pricing levels that will be used in the PricingLevel1, PricingLevel2, etc. parameters. Click [Save] after entering a value in each parameter.

6. Click [Close] to exit the Set System Parameters screen.

Enter Price Level Information for Inventory Items (Products)

1. Open the Inventory screen by one of the following methods:

1. • Main Menu > [Maintenance] icon > [Inventory & Suppliers] tab > [Inventory]

   • Main Menu > Quick Clicks > [Inventory] (provided that the user has not removed System Parameters from the Quick Clicks menu)

2. Additional price fields will now be visible in each inventory record, reflecting the names of the Price Levels that were established in the system parameters (previous section)

3. Click the [Edit] button in the upper right-hand corner of the screen to open the record for editing.

4. Enter the regular and sale prices for the product at each price level.

5. To indicate that the product is on sale at a particular price level, click the check box labeled "On Sale" for the given price level.

6. Click [Save] to retain the changes and lock the record to prevent it from being edited.

7. Click [Close] to exit the Inventory screen.

 If a large number of records need to be edited, use the Multi-Record and Price Editor utility to enter the price level information. On the Standard Fields tab of the Edit Inventory screen, click on the check boxes labeled Pricing (1-10), as necessary. As the boxes are checked, those fields and their sale price fields will be displayed in the data grid at the bottom portion of the screen.  For more information about using the Multi-Record and Price Editor, refer to the Knowledge Base article in the previous hyper-link of the same name.

Assign Customers to Price Levels

1. Open the View Customers screen by going to the Main Menu > Customers section > [View].

2. Navigate to, or [Search] for the customer record of the customer for whom a particular price level will be assigned.

Figure 1: View Customers screen

4. Click the [Edit] button to open the customer record for editing.

5. Click on the [Price Level] drop-down arrow and select a price level from the list.

6. Click the [Save] button (not pictured) to retain the changes that were made.

7. The price level that was assigned to the customer will now be reflected in the customer's record. Refer to Figure 2.

8. Click the [Close] button in the upper right-hand corner to exit the View Customers screen.

Figure 2: View Customers screen showing Pricing Level assigned to the customer

 Changing the Regular and Sale Prices for Different Price Levels

1. Open the Inventory screen, navigate to the desired product record and click on the Pricing tab.

2. Click the [Edit] button at the upper right-hand corner of the screen.

3. Over-type the values in the Reg. Price and Sale Price fields for any or all of the defined Price Levels. Zero is an acceptable value in either of these fields.

4. When finished making changes, click the [Save] button in the upper right-hand corner of the screen.

Related System Parameters

• Refer to Pricing Parameter Group.

Updated: 12/9/10

Modified: 1/13/12

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