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Welcome to
Webinar Wednesday
“All about pricelists”(April 25th, 2012)
Methodology. Insight. Technology. Passion
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Today’s Agenda:
• Basic pricelists
• Special prices
– How they are setup
– How they are applied
• Example pricing scenarios
– Tools for managing special prices
• How to import pricelists
• Business One workspace management tips
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x 1.5x 1.5$$ x 2x 2
Derivative Pricelists
x 1.2x 1.2
A B C
BaseBase
Base
Item 1…. = $5.00
Item 2…. = $10.00
Item 3…. = $15.00
Item 4…. = $20.00
BB
= $10.00
= $20.00
= $30.00
= $40.00
x 2
�$$$$50.00
Note:
Item 4 on pricelist
“C” will be $60.
( $50 x 1.2 )
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BB
Item 1…. = $14.00
Item 2…. = $24.00
Item 3…. = $34.00
Item 4…. =
CC
= $12.00 $16.80
= $24.00 $28.80
= $36.00 $40.80
= $60.00 $60.00 (same)
x 1.2
BaseBase
Item 1…. = $7.00
Item 2…. = $12.00
Item 3…. = $17.00
Item 4…. = $22.00
BB
= $10.00 $14.00
= $20.00 $24.00
= $30.00 $34.00
=
x 2
$$$$50.00
If base prices go up by $2.00 …. …. Item 4 on pricelist “B” stays at $50.00.
$$$$50.00
Pricelist “C” recalculates
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Scenarios
• You are overstocked on a particular item and would like to reduce your quantity on hand by reducing the price across the board.
• You want to make most prices on a derived pricelist = base + 10%, but some things should be base + 20%.
• You want to incent larger volume purchases by creating price breaks.
• This price is whacky. Where is it coming from?
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Price selection hierarchy (full)
Always starts with the BP pricelist as set in the BP record
“Period and volume discounts” (for a pricelist)
Period discounts
Volume discounts
“Special prices for business partner” (for a BP)
Period discounts
Volume discounts
Least specific
Most specific
“Discount groups” (for a BP)
$Final price* Note: in 8.82+ Blanket agreement price is considered here.
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Price selection hierarchy (1)
Always starts with the BP pricelist as set in the BP recordLeast specific
Most specific$Final price
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Pricelist defined for BP
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Price selection hierarchy (2)
Always starts with the BP pricelist as set in the BP record
“Period and volume discounts” (for a pricelist)
Period discounts
Volume discounts
Least specific
Most specific$Final price
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Period and Volume Discounts
(for a pricelist)
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Price selection hierarchy (3)
Always starts with the BP pricelist as set in the BP record
“Period and volume discounts” (for a pricelist)
Period discounts
Volume discounts
Least specific
Most specific
“Discount groups” (for a BP)
$Final price
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Discount Groups
(for a BP)
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Price selection hierarchy (4)
Always starts with the BP pricelist as set in the BP record
“Period and volume discounts” (for a pricelist)
Period discounts
Volume discounts
“Special prices for business partners” (for a BP)
Period discounts
Volume discounts
Least specific
Most specific
“Discount groups” (for a BP)
$Final price* Note: in 8.82+ Blanket agreement price is considered here.
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Special Prices for Business Partners
(for a BP)
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Price selection hierarchy (full)
Always starts with the BP pricelist as set in the BP record
“Period and volume discounts” (for a pricelist)
Period discounts
Volume discounts
“Special prices for business partner” (for a BP)
Period discounts
Volume discounts
Least specific
Most specific
“Discount groups” (for a BP)
$Final price* Note: in 8.82+ Blanket agreement price is considered here.
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General Rules
• Discounts are not cumulative
– One exception in “Discount groups” properties tab
• A more specific price always trumps a less
specific one – even if the customer will get a
worse deal
• A BP price always trumps a pricelist price
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Scenarios revisited
• You are overstocked on a particular item and would like to reduce your quantity on hand by reducing the price across the board.
• You want to make most prices on a derived pricelist = base + 10%, but some things should be base + 20%.
• You want to incent larger volume purchases by creating price breaks.
• This price is whacky. Where is it coming from?
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Caveats
• If you set special prices for Business Partners
and you copy to all BPs, any new BPs will not
get these prices.
– Recommendation:
• Include a step when creating a new BP that ensures
that the special prices are copied the new BP
OR
• Have a formatted search ensure that the special price is
always applied
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What if I need something else?
• Formatted searches are often a good option
– Example: you want to pick the lowest price no
matter where it occurs in the price determination
sequence
• More complex?
– B1Up or Coresuite
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Pricelist management tools
• Copy Special Prices to Selection Criteria
• Update Special Prices Globally
– includes Delete
• Update Parent Item Prices Globally
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Best practices
• Understand the price determination sequence.
• Develop a “special prices” management strategy
– Keep it simple.
– Apply your price changes at the level easiest to manage.
• Document your standard methods for handling special price situations.
• Build special prices for BPs into your BP creation procedures.
• Use formatted searches when necessary
• Test broad changes in a test database first
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How to import a pricelist
• Use the Data Transfer Workbench (DTW)
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Workspace efficiency tips
• Hide menu items you don’t use
• Launch frequently used screens by setting up
Shortcut Keys
• Reorganize your screens to suit your work by
using My Menu
• Launch external programs by using the Launch
Application button
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Thank you for your time!
Questions?