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pricing_admin [2016/08/17 12:19] – lisa.maloneypricing_admin [2020/12/22 18:22] (current) – lisa.maloney
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 **__Pricing Admin__** **__Pricing Admin__**
  
-There are two options to set up Price Lists: Price by Company and Price by Product.+There are three options to set up Price Lists: Price Class, Price by Company and Price by Product.
  
-{{:pasted:20160817-114356.png}}+{{:pasted:20201222-171748.png}}
 ----- -----
-**Price by Company**+**Price Class** 
 + 
 +Price Class has both a definition and an association screen.  The definition screen is where the price classes are defined and the association screen is where companies are associated to the defined price classes. 
 + 
 +__Price Class Definition__ 
 + 
 +The defined prices classes display by default. 
 + 
 +{{:pasted:20201222-172447.png}} 
 + 
 +To Edit an existing record, click the price class row.  This will open an editor component on the right side of the screen.  Make the necessary edits then click Save.  Click Cancel to revert changes.  Clicking the X on the top right will close the editor. 
 + 
 +{{:pasted:20201222-172550.png}} 
 + 
 +To Add a new record, click the Add button on the bottom right of the screen.  This will open the create new definition editor.  Enter the required information and click Save.  Click Cancel to revert changes.  Clicking the X on the top right will close the editor. 
 + 
 +{{:pasted:20201222-172814.png}} 
 + 
 +__Price Class Association__ 
 + 
 +The screen displays Company information on the left and the Price Classes on the right.  To add a company to a price class, click on the company row and drag and drop it into the price class.  Click Save after making changes. 
 + 
 +{{:pasted:20201222-173240.png}} 
 + 
 +To find where a company is within the price classes, highlight the company row and click the Cycle through item in hierarchy to locate the company. 
 +----- 
 + 
 + 
 +**Price Company**
  
 This grid displays the Product-Company pricing list.  The pricing can be set up initially by a feed and then maintained in the Admin screen.  The data in the grid below is filtered to a Company Name containing Boston. This grid displays the Product-Company pricing list.  The pricing can be set up initially by a feed and then maintained in the Admin screen.  The data in the grid below is filtered to a Company Name containing Boston.
  
 {{:pasted:20160817-115519.png}} {{:pasted:20160817-115519.png}}
------ + 
-**Adding a Product Company Record**+To display the data in the Price by Company grid, enter the criteria to search for within the grid column filters. 
 + 
 +{{:pasted:20160919-094654.png}} 
 + 
 +Then click the Populate button.   
 + 
 +{{:pasted:20160919-094713.png}} 
 + 
 +The grid will populate based on the filter criteria. 
 + 
 +{{:pasted:20160919-094738.png}} 
 + 
 +To clear the grid, click the Clear button. 
 + 
 +__Adding a Product Company Record__
  
 To add a new record to the grid, click the Add button. This will open the Price List Line Editor popup. To add a new record to the grid, click the Add button. This will open the Price List Line Editor popup.
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 Click Cancel to close the popup without saving. Click Cancel to close the popup without saving.
------ 
  
-**Editing a Product Company Record**+ 
 +__Editing a Product Company Record__
  
 To Edit a product company record, select the checkbox at the beginning of the product company row and click the Edit button at the bottom of the screen.  This will open the Price List Line Editor. To Edit a product company record, select the checkbox at the beginning of the product company row and click the Edit button at the bottom of the screen.  This will open the Price List Line Editor.
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 After making modifications, click OK to Save or click Cancel to close the popup without saving. After making modifications, click OK to Save or click Cancel to close the popup without saving.
 +
 +
 +__Deleting a Product Company Record__
 +
 +To Delete a product company record, select the checkbox at the beginning of the product company row and click the Delete button at the bottom of the screen.  This will open the Confirmation popup.
 +
 +{{:pasted:20160817-122115.png}}
 +
 +To continue with deleting the product company record, click Confirm.  To cancel the delete action, click Cancel.
 +-----
 +
 +**Price List**
 +
 +This grid displays the Product pricing list.  The pricing can be set up initially by a feed and then maintained in the Admin screen.  
 +
 +{{:pasted:20201222-181333.png}}
 +
 +__Adding a Product Record__
 +
 +To add a new record to the grid, click the Add button. This will open the Price List Editor.
 +
 +{{:pasted:20201222-181418.png}}
 +
 +__Product__: Clicking the "..." on the Product textbox will open the Product selection popup.  The products can be filtered by entering text in the column and clicking enter.  To select a product, highlight the product row and click Select.
 +
 +{{:pasted:20201222-181614.png}}
 +
 +__Date Start__: Enter a date in the Date Start field by either typing the date or selecting a date using the calendar option.  This is a required field.
 +
 +__Date End__: Enter a date in the Date End field by either typing the date or selecting a date using the calendar option.  This is an optional field.  
 +
 +__Cost Basis Type__: Select a cost basis type. The pricing will only apply to contracts defined with the same cost basis.  
 +
 +__UOM__: Select the UOM for the product price. 
 +
 +__Price__: Enter the product price.  Any value which is greater than 2 decimal places will be rounded in the UI but will display an approximate symbol and display the entire value on hover.
 +
 +__Save__: Click Save to save the data.  Clicking the X on the top right will close the editor window.
 +
 +Click Cancel to close the popup without saving.
 +
 +__Editing a Product Record__
 +
 +To Edit a product record, select the product row and the editor will open on the right.  
 +
 +{{:pasted:20201222-181853.png}}
 +
 +There are only 3 fields which can be edited: Date End, UOM and Price.  
 +
 +After making modifications, click Save or click Cancel to revert changes.  Click the X on the top right to close the editor.
 +-----
 +
 +**Deleting a Product Record**
 +
 +To Delete a product record, select the product row and the editor will display on the right.  Click the Delete button. A delete confirmation will appear.  Click Delete to continue with deleting the price list record.  Click Cancel to return to the editor without deleting the price list record.
 +
 +{{:pasted:20201222-182053.png}}
 +
 ----- -----
  
pricing_admin.1471436366.txt.gz · Last modified: 2016/08/17 12:19 by lisa.maloney

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