Price Hierarchy

This document explains the pricing hierarchy.

How Customer Contract Item file Works:

The A/R Customer master (Task 17), customer record, field 42 Contract?, must NOT be set to N for the system to look at the customer contract item file. Also, the Alternate ship-to file (Task 19), field 16 Contract? Must NOT be set to N, for the system to look at the customer contract item file.

Looks at the O/P (Module 6), Customer Contract Item file (Task 21), for the customer # & alternate ship to # record:

Specific Item # $ price. If the customer contract record is for one item # $ amount, the system doesn’t look at anything else. The customer gets the contract price unless overridden by the clerk. If the item has a discount table (field 30 on the item master), the system won’t look at the discount table.
1. Specific Item # % off. If the customer contract record is for one item # & is a % discount: the % discount is off whatever the customer’s normal price is for the item #.

i. If the customer is set to use price level 1 the % discount is off of price level 1. If the customer is set to use price level 2 the % discount is off of price level 2, etc…

ii. If the item has a quantity discount table assigned (field 30 in the Item Master & the table is $ amount for the different quantities), the system finds the price on the table & the % discount from the contract record is off of the price from the table.

iii. If the Specific Item # contract price is a % discount and the item has a discount table assigned to it (Field 30 in the item master) and the discount table is a % discount: The system will take the price level $ amount & take the contract price discount off, then take the additional % discount off from the discount table.

Specific Price Code (Field 34 in the item master). If there is no customer contract record for the specific item #, it will look for a contract record for the Price code. If the contract record for the price code is a $ amount, the customer will be charged this $ amount for every item in the specific price code. It won’t look at any quantity discount tables for the item.
1. Specific Price Code % off. If the Price Code contract record is a % discount, the % discount is off whatever the customer’s normal price is for the item #.

i. If the customer is set to use price level 1 the % discount is off of price level 1. If the customer is set to use price level 2 the % discount is off of price level 2, etc…

ii. If the item has a quantity discount table assigned (field 30 in the Item Master), & the table sets a specific $ price, the system finds the price on the table & the % discount is off of the price from the table.

iii. If the Price Code contract price is a % discount and the item has a discount table assigned to it (Field 30 in the item master) and the discount table is a % discount: The system will take the price level $ amount & take the contract price discount off, then take the additional % discount off from the discount table.

Specific Report Class (Field 24 in the item master). If there is no customer contract record the specific item # or price code, it will look for a contract record for the report class. If the contract record for the report class is $ amount, the customer will be charged that $ amount for every item in the report class. If any of the items in the report class have a discount table (field 30 on the item master), the system won’t look at the discount table.
1. Specific Report Class % off. If the Report Class contract record is a % discount, the % discount is off whatever the customer’s normal price is for the item #.

i. If the customer is set to use price level 1 the % discount is off of price level 1. If the customer is set to use price level 2 the % discount is off of price level 2, etc…

ii. If any items in the report class have a quantity discount table assigned (field 30 in the Item Master), & the table sets a specific $ price, the system finds the price on the table & the % discount from the contract price is off of the price from the table.

iii. If the Specific report class contract price is a % discount and the item has a discount table assigned to it (Field 30 in the item master) and the discount table is a % discount: The system will take the price level $ amount & take the contract price discount off, then take the additional % discount off from the discount table.

Specific Product Code (Field 23 in the item master) If there is no customer contract record the specific item #, price code or report class, it will look for a contract record for the Product Code. If the contract record for the Product Code is$ amount, the customer will be charged that $ amount for every item in the Product Code. If the item as a discount table (field 30 on the item master), the system won’t look at the discount table.
1. Specific Product Code % off. If the Product Code contract record is a % discount, the % discount is off whatever the customer’s normal price is for the item #.

i. If the customer is set to use price level 1 the % discount is off of price level 1. If the customer is set to use price level 2 the % discount is off of price level 2, etc…

ii. If any item in the product code has a quantity discount table assigned (field 30 in the Item Master), & the table sets a specific $ price, the system finds the price on the table & the % discount is off of the price from the table.

iii. If the Specific product code contract price is a % discount and the item has a discount table assigned to it (Field 30 in the item master) and the discount table is a % discount: The system will take the price level $ amount & take the contract price discount off, then take the additional % discount off from the discount table.

GROUP DISCOUNTS:

Profits Plus ® allows items to be sold, and then a "group discount" applied to the total. Report classes or items may be grouped together to use a group discount. See document titled “Price Based on Group Discount” for instruction on setting up group discounts.

The I/C (Module 5), Item Master (Task 17), item record, field 28 Net priced?, must NOT be set to Y for the system to allow the item to be discounted in a Group discount. However, if field 28 Net priced is set to Y, the above customer contract pricing/discounts will still work correctly, just the GROUP discounts won’t be applied.

A couple parameters need to be considered, go to:

Order Processing (Module 6)
- System management functions (Task 32)
  - Modify parameter file (Sub-task 22)
    - O/E – General (Select 1)

GRP'CIX'ITM=B

Do you want Contract pricing to override the normal pricing or discount IN ADDITION TO normal pricing (which may include line item quantity discounts, group discounts, etc...)

Y-Yes Contract always OVERRIDES normal $

B-Both allowed if contract is % off normal.

CALC'GRP'DSC=N ; Calculate group quantity discounts:

; First character:

; V=never calculate (i.e. ... turns off using group, still compiled in)

; A=always calculate

; F=if status is '1' or ask if status is not '1'

; Y=ask and dflt to 'Y'

; N=ask and dflt to 'N'

; Second character (If any):

; S=suppress display of group table on item screen (still processes)

; Third character (If any):

; A=include all items in cumes (default is to exclude them)

; L=include labor items in cumes (default is to exclude them)

CIX'OVERRIDE=Y

Can operator override line item price/other when a contract price is in effect?

Y=yes, N=no

If this parameter is set to Y, the group discount will be calculated on the price override, not the customer’s normal price.

PRICE LEVELS:

The I/C (Module 5), Item Master (Task 17), item record, fields 11 through 19 are the nine different price levels available for each item.

An example of one way these price levels might be used:

Price 1 retail price

Price 2 10% off retail

Price 3 15% off retail

Price 4 20% off retail

Price 5 25% off retail

Price 6 30% off retail

Price 7 35% off retail

Price 8 40% off retail

Price 9 45% off retail

The I/C (Module 5), Item Master (Task 17), item record, field 23 Product code; there can be up to 9 product codes. Each item needs to be in one of the 9 Product Codes. An example of 9 product codes:

PRODUCT CODE NAMES	PC #s
Supplies	1
Small Format B&W	2
Large Format B&W	3
Small Format Color	4
Large Format Color	5
Scanning	6
Rental	7
Delivery	8
Misc.	9

The A/R (Module 2), Customer Master (Task 17), customer record, Field 13 Price type needs to be set. This field has 9 slots. Each slot is for the corresponding product code. The first slot is for product code 1, second slot is for product code 2, third slot is for product code 3, forth slot is for product code 4, fifth slot is for product code 5 etc…

If we put a 1 in the first slot, the customer will get price level 1 (retail price) for all product code 1 Supplies (using above example).

If we put a 3 in the first slot, the customer will get price level 3 (15% off retail) for product code 1 Supplies (using above example).

If we put a 5 in the first slot, the customer will get price level 5 (25% off retail per example) for product code 1 supplies (using above example).

With the customer master field 13 set this way:

13 Price type: 133333111

The customer will get price 1 for product code 1, 7, 8 & 9. The customer will get price 3 (15% off retail) for product code 2, 3, 4, 5 & 6.

With the customer master field 13 set this way:

13 Price type: 933334111

The customer will get price 9 (45% off retail) for product code 1. The customer will get price 3 (15% off retail) for product code 2, 3, 4, 5. The customer will get price 4 (20% off retail) for product code 6. The customer will get price level 3 for product code 7, 8 & 9.

If the items in the I/C item master have only price 1, then the A/R customer master, field 13 Price type should be all one’s:

13 Price type: 111111111

Once each customer’s price levels are set;
- If the O/P (module 6) customer contract item file (Task 21) is a % off, the % is off of the customer’s “normal price”. The “normal price” is determined, by field 13 Price type, in the A/R customer master.
- If the O/P (module 6) customer contract item file (Task 21) is a set $ price, the set $ price in the customer contract item file overrides the A/R customer master (Task 17), field 13 Price type. Then the “normal price” for the customer is the customer contract item file set $ price.
- Any group discount, discount table, % off, is off of the “normal price”.