Description

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

This feature requires the optional Special Pricing module for WMS.

  1. New Tag <UseMultiSPSGroups>True</UseMultiSPSGroups> needs to be activated in Prefs.xml (done by Datapel Support)

  2. Ensure the SPS tag is switched on in Prefs.xml <WMSAsSPSSource>True</WMSAsSPSSource> (done by Datapel Support)

  3. Ensure that SPS is also switched on in Preferences (Sales tab) under "Use Special Pricing Schedules (SPS)."

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.

Options (Tools) > Preferences  > Sales setting - "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 examples:
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

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. Record Special Prices

8. New Special Prices SPS is ready for use

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

  1. Open Special Price Main screen from Sales register > Actions > Special Pricing

  2. Load your preferred special price lists etc. sorted by Customer or product

  3. Select multiple SPS lists by ticking the box

              4. Select Export


To Import in Bulk 

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

  1. Open Special Price Main screen from Sales register > Actions > Special Pricing

  2. Load your preferred special price lists etc. sorted by Customer or product

  3. Select multiple SPS lists by ticking the box

  4. Select Import SPS

  5. Choose your updated SPS 

  6. 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.