Price Levels

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Overview

• SEOM support the use of 10 price levels which can defined for each inventory item. 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 are 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 setting of system parameters settings in Stone Edge that enable users to configure the program integrate with their business operations. Stone Edge includes hundreds of System Parameters to do just that. To change a system parameter, go to the Main Menu > Settings > System Functions > Set System Parameters. DefaultManualOrderPriceLevel and DefaultManualOrderPriceLevel.

• Price levels do not affect imported orders, as the pricing information that comes from the shopping cart an e-commerce software system that allows a retailer to sell products on the Web. In the context of Monsoon OMS, it refers to the settings that describe a merchant's web store to the program, allowing it communicate with the online shopping cart and import orders and other information system is honored by SEOM. It is possible to make a change to the price of a product on an imported order at the Process Orders screen synonymous with the Microsoft Access Form object or graphical user interface (GUI) by manually revising the line item individual products listed on an order.

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

Defining Price Levels

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

• Main Menu >Settings >System Functions>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 "left-click" the mouse on an object, usually a row in a table, in the context of Monsoon OMS 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 to 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>Manage My Inventory>View & Manage My Inventory

   • Main Menu>Quick Clicks>Inventory (provided that the user has not removed Inventory 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 are to be edited, use the Multi-Record and Price Editor to enter the price level information instead.

Assign Customers to Price Levels

1. Open the Customers screen by going to:

Main Menu>Manage My Customers>View & Manage My Customers

Main Menu>What would you like to do?>Manage My Customers

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

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.

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

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 in 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.

Additional Information

Created: 3/12/12

Revised: 6/11/12

Published: 04/14/16