Using Alternate Pricing


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Using the Alternate Pricing feature lets you change JUST the Catalog Price when quoting to certain customers who require "their own" catalog.

 

Overview

The Catalog Price field on the Product Catalog page stores the price for each product, which is copied to the Sales Order and displayed as the first (Base Model) Order Item record.  You can use the Price Book features to dynamically change the Catalog Price (and also the Order Item prices) "on-the-fly" to adjust your pricing by a percentage or ratio if you need to mark up or mark down your products for a time.

 

Sometimes, however, customers (generally government agencies where every purchase is submitted on a bid), may ask you to change every price in your product catalog to fit some internal pricing structure, which means every product in your catalog would need to be copied, renamed (to keep each product unique), then adjust the Catalog Price value to fit their specs.  Everything else about your product stays the same... including the price on the Additional and Shared options, certainly the images, but they just want you to re-price everything.  How do you do that?  The Alternate Pricing tab allows you do manage a second set of prices without maintaining a second Catalog:

 

Alternate Price Fields

The "Alternate Pricing" tab has three fields where a different base price can be entered for the product, none of which are required to be used. Each field label is a custom field, which means the System Admin can right-click on each one (like all other customizable fields in the system) and change the field name to something meaningful (such as "Federal Contract Price" in the example at the right) so the user will recognize which choice to use on the Sales Order.  Any field names NOT changed will NOT show up anywhere in the system.  Simply enter the alternate price for each product.  That's all the setup that's required in the Product Catalog.

 

 

Sales Order Changes

When you click the "Choose Product Line" button to open the dialog to choose the Product Line & Name for the order a third choice will be available for selecting the field to pull the base model price form; the drop-down list is called "Price Options".  The default value will ALWAYS be "Standard Price", which means SalesPro will use the price entered in the "Catalog Price" field.

 

However, any Alternate Price fields (where the field label has been changed to a different name) will also appear in the Price Options list.  When the user selects one of the options, the price from that field on the Product Catalog record will be copied as the Base Model Price on the order.  As with all pricing, the user can still edit the base price regardless of which field it started out from.

 

PLEASE NOTE:  There is nothing that 'remembers' that an alternate price option was selected when choosing the Product Line and Name.  Using the Alternate Price field value as the base price is the only function of choosing it when picking the Product Line & Name.

 

Printing Reports

To allow users to print any of the Product Catalog reports using an Alternate Price option, you will need to make a copy of each report in the Report Designer, then edit the report to include the three Alternate Price fields in the DataQuery, which are named:  Custom_Field_7, Custom_Field_8 and Custom_Field_9.  Then open the Report Design and change the field reference from the Catalog_Price field to the correct custom field name so that the Alternative price value is pulled in when the report runs.

 

Using Alternate Pricing With Price Books

The Price Book feature works the same with the Alternate Price field values as it does with the Catalog Price field value; it will automatically update the value to reflect the ratio (or percentage) of change in the Price Book.

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