Pricing Calculations and Rules

There are several Pricing Methods

• Default Pricing: the single price default listed on a product.
• Manual Pricing: When a rep/tech fills in a price overriding other price rules (Not to worry, the Daily Reports show when a manual price change was made.)
• Default Volume Discount: Products can be set in the Pricing By Customer without a customer defined where there is a range of qty 10 – 20, 20-100 with special volume discount price
• Template Pricing: Templates can list a specific price for an item or give a percentage discount for that item
• Customer Product Group Code 1 – 36: A customer can be set to a 0-36 (blank is the same a 0) and then products can be set with Product Pricing 1-36 that all customers set for this customer code will get (unless they have a customer specific price)
• Customer Specific Pricing: Products can be set in the Pricing By Customer with a customer defined items can be set for volume discounts or just set a range of 0 – 999999 and that will define a customer specific price for any volume.

Pricing Rules Sequence

1. Manual price change by Rep/Tech overrides all other pricing
2. Customer Specific Pricing is the next highest priority (which can have volume discount pricing for that customer).  NOTE: if there is a possible volume discount it is calculated when Finishing the invoice so that it can look at quantity totals between all cabinets/equipment to see if eligible for a volume discount
3. Customer Pricing Group Code
4. Template Price specific or a % discounted (provided that the product is not set to No Template Discount)
5. Default Volume Discount:  Note, that just as with Customer Specific pricing, if there is a possible volume discount it is calculated when Finishing the invoice so that it can look at quantity totals between all cabinets/equipment to see if eligible for a volume discount.
6. Default Price, if no other pricing method, then uses default price

Additional pricing Rules (Based on Warranty)

1. If Parts Warranty date for equipment >= today and the product is not set to No Template Discount (it is a consumable)
   1. IF Labor Warranty date >= today Price = 0
   2. Else fills in the product’s Warranty Labor Only Price
   3. DONE

During the FINISH Invoice process the taxes are also calculated.