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Overview
Note: This section applies to non configured sell items only. For Configurator Pricing Logic refer to the appropriate section in the User Manual
Typically, pricing policies at organizations have developed over time to accommodate factors like market conditions, competition and sales compensation. List Prices may be affected by issues like currency, discounts by customer, item or quantity breaks. Often price changes, promotions, contract prices and special offers must be handled. In addition there may be separate prices for different units of measure.
Seradex offers powerful capabilities to automate all your rules so you can formulate complex pricing, discounts and commission rules. The approach utilizes an Excel worksheet which operates in the background of estimating, order entry, invoicing and credit notes.
Pricing can be maintained by:
| • | Multiple quantity breaks maintained for each product. |
| • | Customer Price Group number |
| • | Columnar (matrix pricing by customer price level number) |
| • | Detailed Pricing and Standard discount lists both supported |
| • | Contracts by customer, by product or product category with an expiration date |
| • | Quantity break pricing discounts |
| • | Advertised pricing with expiration date |
| • | A discount percent from list |
| • | A mark-up percent from cost |
| • | Pricing can be customized for the customer, product, or product category: |
| • | Special add-on discounts by customer, product, or product category |
| • | Overall discounts can be applied for individual customers |
| • | Give customer a minimum discount percent regardless of the quantity purchased |
| • | Quantity break pricing can be turned off for selected customers |
| • | Multiple price book formats available |
The PriceList.xls file is stored locally on each user’s workstation. This improves performance and reduces network loading.
The person assigned to maintain the pricelist will periodically update the rules; run msquery to add new items and update pricing and discounts to meet your company policy. Once updated the Pricelist.xls on the server should be replaced and Auto updater triggered to force an update. The next time users log on to Seradex they will automatically receive the latest Pricelist file.
Input Worksheet
The following information is transmitted to the Input Sheet
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Customer Number
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ALC
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Price List
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CL
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Currency
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US
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Order Date
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7/17/2004
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Order Qty
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1
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UOM
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EACH
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Due Date
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7/17/2004
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Item
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BR-15
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Cat
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COMP
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Standard Cost
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1.13
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Most Recent Cost
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1.13
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Replacement Cost
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1.13
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Customer Acct Set
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USD
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Customer Type
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1
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Sales Rep Code
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Harrison
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Territory
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CAN-E
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Sales Order Type
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PAR
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Job No
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JC0107001
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Exchange Rate
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1.5
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Mark Up
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0
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Ship To Code
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AW-105
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Any of the above fields can be employed to calculate the appropriate list price and discount. This is repeated for every line item.
Note: No transactional information is stored in the Excel sheet. It is used solely for calculations.
You may add as many additional worksheets to the PriceList.xls as required. If you examine the sample sxPriceList.xls provided with the sample data set you will see that additional worksheets for Customers and Categories have been added. Your Project Manager can show you how to use Microsoft Query to ensure these worksheets have the latest information contained ion the main Seradex database.
Output Worksheet
The Output Worksheet contains the following fields:
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List Price
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2.03
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Discount %
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23
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Discount Amt
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0.47
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Net Price
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1.56
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Commission1
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0.02
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SalesRep1
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Harrison
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Commission2
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SalesRep2
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You can build your own custom logic to calculate the values for any of these fields.
If you then go to the Price Calculation Worksheet you will see the VLookup formula used to determine the List Price.:
There are formulas for each field to stimulate your thinking on the capabilities available.
As the sheet is updated periodically with MS QUERY the Prices can automatically change based on cost changes.
This is only a simple example to illustrate one method. You can create very elaborate pricelists based on customer specific pricing, quantity breaks and so on. However the more elaborate your system the more maintenance you will have.
One simple method is to use Customer Types for discounts. You can setup a discount level based on customer type for example:
Customer Type
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Discount off List
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A
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0%
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B
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10%
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C
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20%
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D
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30%
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E
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40%
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You then create a worksheet listing all items and their associated list price. Now build the logic in the PriceList.xls list price field to get the list price and the discount. If the customer is assigned a larger discount all that is required is to change the customer type. The only other maintenance is to periodically examine the list prices for adjustments.
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