Creating Special Pricing

Description

This article describes how to manage Special Pricing (SPS) in WMS.

This feature requires the optional Special Pricing module for WMS.

New Tag <UseMultiSPSGroups>True</UseMultiSPSGroups> needs to be activated in Prefs.xml (done by Datapel Support)
Ensure the SPS tag is switched on in Prefs.xml
<WMSAsSPSSource>True</WMSAsSPSSource> (done by Datapel Support)
This feature requires the optional Special Pricing module for WMS.
3. Ensure that SPS is also switched on in Preferences (Sales tab) under "Use Special Pricing Schedules (SPS)." (done by superuser login [email protected])

Workflow Restrictions

Special price uses best price, lowest price.

If the same Item is involved in two or more SPS setups, then if any setup price is set to 0 prices and/or 0 discount, WMS will default to Base Sell Price.

To resolve this issue, please amend/delete the zero value line or put a 100% discount to give for free to re-calculate the correct price.

(Workflow Options)

Options > Preferences > Sales tab - "Always use Item Special Price if available".

When this option is ON, the Best price is ignored, and the priority is individual Customers in special pricing than Group pricing.

For example:
Item Standard price = $800.00
SPS for the customer = $1000.00
SPS for the customer Group = $500.00

If "Always use Item Special Price if available" is ON, the customer sales will be charged $1000.00
If "Always use Item Special Price if available" is OFF, the customer sales will be charged $500.00

Detail Steps

To create SPS for WMS:

1. Open WMS

2. Go to the Sales register

3. Open Actions > select Special Pricing

4. Select ''New.''

5. After this action opens new Special Price Schedule screen

Workflow Restrictions

From WMS 10.2.180 edition, the Special Pricing Item description can be edited to add more detailed information.

This allows for reports or re-purpose of the description for additional scripting rules.

6. Fill in all the necessary information as Customer, Date range etc.

7. Click "Record Price Rule" to save

8. New Special Prices SPS is ready for use

Workflow Restrictions

In the Special pricing schedule, you can only enter either discount per cent in disc% OR price (after the discount) in the unit price column. However, it will reflect correctly when you are creating sales.

To add new lines on existing or new price schedule:

Anywhere on the Items detail section, right-click select “Insert Line”

To edit lines on existing or new price schedule:

Anywhere on the Items detail section, right-click select “Edit Line.”

To Export in Bulk

This allows users to export multiple Lists for different customers

Open Special Price Main screen from Sales register > Actions > Special Pricing
Load your preferred special price lists etc. sorted by Customers or Suppliers
Select multiple SPS lists by ticking the box

4. Select Export

To Import in Bulk

Workflow Restrictions

Importing SPS into WMS will always add new records instead of updating existing records. In addition, you can manually remove unwanted records by the "Cancel" button on the left panel.

This allows Users to Import multiple Lists for different customers

Open Special Price Main screen from Sales register > Actions > Special Pricing
Load your preferred special price lists etc. sorted by Customer or product
Select multiple SPS lists by ticking the box
Select Import SPS
Choose your updated SPS
Upload files > OK

Related Information

To export Special Pricing (SPS), please Open Actions > select Special Pricing > Select.

To import Special Pricing (SPS), please Open Actions > select Special Pricing > Select.

Special Pricing - Customer Discounts

Special Pricing for ALL CUSTOMERS per Item or Multiple Items

Special Pricing - per JOB

Multiple Pricing GROUPS for Single Customer

Special Pricing Schedule - Customer Groups