advanced pricing techniques - distribution...

2015 USER CONFERENCE

Advanced Pricing TechniquesPRESENTERS: Dean Christianson, Kristen

Olshansky and Mark Thompson

Topics to be covered• Pricing methods

• How V2 and ERP-ONE prioritizes and selects pricing

• Fixed prices and multipliers

• Grouping customers and items

• Setting up special prices

• Advanced pricing exceptions

• Using future pricing

• Utilities to update pricing

• Broken Pack Pricing

2015 USER CONFERENCE Advanced Pricing TechniquesPRESENTERS: Dean Christianson, Kristen Olshansky and Mark Thompson

Pricing MethodologyPriority of selecting pricing records

• Sales Pricing <SPRCM>

• Customer Contact Pricing <CUPRC>

• Resale Pricing <PRCM>

• Warehouse List Price <WAITM>

• Exceptionso Using the ‘Price By’ field in Order Entry <OE>

o XO oe_best_price

2015 USER CONFERENCE Advanced Pricing TechniquesPRESENTERS: Dean Christianson, Kristen Olshansky and Mark Thompson

List Price in <WAITM>This is the most basic pricing structure.

2015 USER CONFERENCE Advanced Pricing TechniquesPRESENTERS: Dean Christianson, Kristen Olshansky and Mark Thompson

Basis of PricingWhat is a ‘Basis’ and which ones should be used for best pricing practices?

2015 USER CONFERENCE Advanced Pricing TechniquesPRESENTERS: Dean Christianson, Kristen Olshansky and Mark Thompson

Pricing Record Setup

2015 USER CONFERENCE Advanced Pricing TechniquesPRESENTERS: Dean Christianson, Kristen Olshansky and Mark Thompson

• Customer Specific

• Customer Group

• Item Specific

• Item Groups

• Sales Item Groups

• Vendor Specific

• Vendor Groups

• Or combining any of the above selections

Grouping Customers

2015 USER CONFERENCE Advanced Pricing TechniquesPRESENTERS: Dean Christianson, Kristen Olshansky and Mark Thompson

• A best practice: Grouping customers helps limit the number of pricing records in the system to maintaino Example: Group Customers based on if they are contractors or walk-ins

Grouping Items

2015 USER CONFERENCE Advanced Pricing TechniquesPRESENTERS: Dean Christianson, Kristen Olshansky and Mark Thompson

• A best practice: Grouping items helps limit the number of pricing records in the system to maintaino Example: Group items based on if they are frames or plaques

Customer Contract Price <CUPRC>

2015 USER CONFERENCE Advanced Pricing TechniquesPRESENTERS: Dean Christianson, Kristen Olshansky and Mark Thompson

• Setting up special pricing for one customer or customer group

Note: Only fill in Order Class and Whse Code if XO’s oe_price_by_oc and oe_price_by_wh are set to yes.

Future Contract Price <CUPRC>

2015 USER CONFERENCE Advanced Pricing TechniquesPRESENTERS: Dean Christianson, Kristen Olshansky and Mark Thompson

• Setting up a Future Contract Price

Note: Only fill in Order Class and Whse Code if XO’s oe_price_by_oc and oe_price_by_wh are set to yes.

Resale Pricing <PRCM>

2015 USER CONFERENCE Advanced Pricing TechniquesPRESENTERS: Dean Christianson, Kristen Olshansky and Mark Thompson

Note: Only fill in Order Class and Whse Code if XO’s oe_price_by_oc and oe_price_by_wh are set to yes.

Resale Pricing <PRCM>

2015 USER CONFERENCE Advanced Pricing TechniquesPRESENTERS: Dean Christianson, Kristen Olshansky and Mark Thompson

• Setting the basis of the pricing record and varying your basis per column

Resale Pricing <PRCM>

2015 USER CONFERENCE Advanced Pricing TechniquesPRESENTERS: Dean Christianson, Kristen Olshansky and Mark Thompson

• Entering pricing for quantity breaks

Resale Pricing <PRCM>

2015 USER CONFERENCE Advanced Pricing TechniquesPRESENTERS: Dean Christianson, Kristen Olshansky and Mark Thompson

Resale Pricing <PRCM>

2015 USER CONFERENCE Advanced Pricing TechniquesPRESENTERS: Dean Christianson, Kristen Olshansky and Mark Thompson

• Setting the UM Level of the pricing record and varying your UM per column

Resale Pricing <PRCM>

2015 USER CONFERENCE Advanced Pricing TechniquesPRESENTERS: Dean Christianson, Kristen Olshansky and Mark Thompson

• Using different basis per quantity break

Resale Pricing Priority <PPRI>

2015 USER CONFERENCE Advanced Pricing TechniquesPRESENTERS: Dean Christianson, Kristen Olshansky and Mark Thompson

Sales Pricing <SPRCM>

2015 USER CONFERENCE Advanced Pricing TechniquesPRESENTERS: Dean Christianson, Kristen Olshansky and Mark Thompson

• This allows the user to enter in a pricing structure for a sale. o Options on entering records:

• Enter records for specific items

• Enter records for specific customers or customer groups

• Enter records by pricing groups

• Enter records by sales price groups

• Enter an effective and expiration date for the sales price

• Use quantity breaks

Sales Pricing <SPRCM>

2015 USER CONFERENCE Advanced Pricing TechniquesPRESENTERS: Dean Christianson, Kristen Olshansky and Mark Thompson

Sales Pricing <SPRCM>

2015 USER CONFERENCE Advanced Pricing TechniquesPRESENTERS: Dean Christianson, Kristen Olshansky and Mark Thompson

Exception Pricing – Resale Assortment Codes

2015 USER CONFERENCE Advanced Pricing TechniquesPRESENTERS: Dean Christianson, Kristen Olshansky and Mark Thompson

• Assortment codes allow a user to combine items for the purpose of determining quantity break calculations for groups of itemso Example: You sell four different shaped cookie cutters individually and you want

your customer to get the higher quantity break pricing if they are purchasing these different shaped cookie cutters on the same order. If these cookie cutters are all in the same assortment code, the system will add the total quantity of all the cookie cutters they are purchasing and use the higher quantity break.

Note: XO oe_assort_price needs to be set to yes to use assortment codes.

Resale Assortment Codes

2015 USER CONFERENCE Advanced Pricing TechniquesPRESENTERS: Dean Christianson, Kristen Olshansky and Mark Thompson

Resale Assortment Codes – On a Sales Order

2015 USER CONFERENCE Advanced Pricing TechniquesPRESENTERS: Dean Christianson, Kristen Olshansky and Mark Thompson

Pricing Exceptions – XO Settings

2015 USER CONFERENCE Advanced Pricing TechniquesPRESENTERS: Dean Christianson, Kristen Olshansky and Mark Thompson

• oe_best_price – System searches for the best possible price for that item and customer

• oe_def_price – Defaults the Price By box on the order headero Current – finds the current price for that item and customero Last – finds the last price for that item and customero Average – averages the last prices for that customer and item

• This price method is a great option for returns

o Lowest – finds the lowest price that the customer has purchased the item• This price method is a great option for returns

o Contract – finds the customer contract price for that customer and item. If no contract is found, the system looks for the last price. When there is no last price, the system places a zero price.

• oe_def_price_cu – The customer master record Return Method overrides oe_def_price option

Pricing Help & Utilities

2015 USER CONFERENCE Advanced Pricing TechniquesPRESENTERS: Dean Christianson, Kristen Olshansky and Mark Thompson

• Programs to assist with pricing updateso <ITPCU> - Update existing warehouse item prices or cost by a multiplier

Pricing Help & Utilities

2015 USER CONFERENCE Advanced Pricing TechniquesPRESENTERS: Dean Christianson, Kristen Olshansky and Mark Thompson

• Using the Pricing button in <OE> or <WAINQ>

Note: Depending on the pricing pulled onto the order, the system displays the tab for that pricing structure.

Pricing Help & Utilities

2015 USER CONFERENCE Advanced Pricing TechniquesPRESENTERS: Dean Christianson, Kristen Olshansky and Mark Thompson

• Programs to assist with pricing updateso <FPU> - Updates current pricing and costing with future if the effective date is

today or before today

o <IMPP> - A simple price and import function to update list and standard cost • Import uses a CSV file

• Import users your item number, vendor’s item number, or UPC code

o <PRCUP> - Update a selection of resale prices <PRCM>• Changes the current or future <PRCM> pricing structure

• Add <PRCM> pricing if a record does not exist

Resale Pricing <PRCM> and <SPRCM>

2015 USER CONFERENCE Advanced Pricing TechniquesPRESENTERS: Dean Christianson, Kristen Olshansky and Mark Thompson

• Broken Pack Pricing – BP check box to the left of Whse Codeo Quantity breaks must be setup using specific UM Levels in ascending order of

UM Level.

o System first determines the quantity break that applies in the usual fashion.

o System then takes the quantity of the order in UM 1 and divides it by the conversion factor of the quantity break UM Level.

o If there is any remainder, it resets the quantity break to use as 1.