Customer Pricing - Price Lists (4th Level Pricing)

  1. In AdvancePro go to Products> Global Pricing.

    NOTE: To apply the Price List to customers and products you will need to make sure that the products have been associated to a category and customers have been associated to a customer group.
  2. Click on theAll Price Liststab and on this screen you will be able to create your price list by selecting the Create New Price List button near the bottom
  3. On this screen you can start adding products to the price list through manual entry or through the product selector (magnifying glass).


     

    COLUMNS DISPLAYED ON LIST:

     

    No. - Line number on the list

    SKU # - SKU in AdvancePro

    Product - Product name in AdvancePro

    Cost $ - Cost of the product from the primary vendor assigned to it

    Average Cost $ - The average cost of that product on all created vendor bills

    Last Cost $ - The last cost price for that product on a created vendor bill

    Price $ - Product selling price (Without pricing rules)

    Cust SKU # - This is the SKU that will be associated to the customer assigned to this price list

    Margin % - The difference in percentage between primary vendor cost price and the selling price

    Mark Up % -  The custom price (Custom Price $ column) increase from the primary cost price (Cost $)

    Discount % -  The percentage decrease on the selling price (Price $ column)

    Custom Price $ - The new selling price for that product. This will automatically recalculate the markup field if the custom price exceeds the standard selling price and if lower than the selling price it will recalculate the discount field

     

  4. Products will appear on the list as they are added. If you see cells highlighted in red under theCustomer Pricing $column - this indicates that the selling price (Price $) is less than the cost price (Cost $).


    NOTE: On the very top of the screen in the Price List Details section, you will need to specify a Price List NamePromotion Period, and a Pricing Lock Method to be able to save the list.
  5. To make the same changes to multiple products on the list, you can check off the boxes for those products on the left-most side of the screen. Once you’ve selected a set of products to update you can go into thePrice Changessection and specify the adjustment. Click Adjust to apply the changes and click Save or Save & New to finish creating/saving the list.

  6. To apply the price list to customers and products, go toProducts >Global Pricing > Global Pricing and Promotions tab
  7. Check the boxes at the top for the customer group(s) that you want to apply the price list for. Next, select the price list from the Create Price List(4th Level) section and hit Apply to update. NOTE: If your price list does not appear on the drop down, closing and reopening the screen should get it to appear.
  8. If you want to remove the pricing that has been set, you can do that on the bottom of the same screen. Again you select your customer groups(s) and on theRemove Pricingsection you select the price level(s) to remove. In the case of price lists, you need to select the 4th level checkbox. Click Remove Pricing to delete the pricing. 

 

Importing Price Lists

 

  1. When creating the import file for price lists, column headings on the import file need to properly named in order for the import tool to capture the information.

     

    COLUMNS FOR IMPORT:

     

    SKU - AdvancePro SKU

    ProductName - Name of product

    PriceListName - Name of the price list

    Price - The selling price (overwrites the current pricing for the customer unless they have 5th level pricing applied)

    Discount -  The percentage decrease on the selling price (Price $ column)

    Margin - The difference in percentage between primary vendor cost price and the selling price

    Markup - The custom price (Custom Price $ column) increase from the primary cost price (Cost $)

    CustomerSKU - The customer SKU for the product when the list is assigned to them

    FromDate - The start date from which the price list takes effect

    ToDate - The end date for which the price list loses effect

    Notes - A note for each product. Only affects price list

     

    MINIMUM COLUMNS REQUIRED FOR IMPORT:

     

    - SKU

    - PriceListName

    - One of the following: Price, Discount, Margin, Markup

     

     NOTE: If you want to exclude date ranges on the import you need to remove those columns from the import file. This will make it so the price list will never expire.

  2. In AdvancePro Go to ProductsGlobal Pricing. The price list import section can be found at the bottom of the Product Pricing tab. You have the option to import either 4th level price list or a 3rd level price list. There is also a checkbox beside the buttons which needs to be checked if updating an existing price list.
  3. After running the import, a report will be generated outlining the status of each line-item on the price list.

  4. To check the price list goProductsGlobal Pricing > All Price Lists tab. The price list should now be visible on this screen and if not you can click the search button to refresh the list. 

 

Editing/Saving 3rd and 5th Level Pricing as a Price List

 

You also have the ability to edit/save your 3rd and 5th level pricing rules to a 4th level price list. If you have 3rd or 5th level pricing set, you will be able to view a list of those products and their price information with respect to their price level rules.

 

  1. Go toProducts > Global Pricing > All Price Liststab > Click Create Price List


    On the bottom-left area of the screen there are two drop down boxes available:

     

    Price Level - Changes the view of the screen depending on the price level selected.

    CustomerName/PriceList - Allows you to select a customer if you are editing a 3rd or 5th level price list otherwise you select a price list if 4th level is selected

  2. Select a Price Level > Customer >Click Edit Price List.


    If you have any 3rd or 5th level pricing set for any products for the selected customer, they will appear on the list and you can modify them as needed. 3rd and 5th level rules can be updated on this screen instead of having to do it through the other methods. This allows for more flexibility and control in the event particular products need to be adjusted.

  3. Once all changes have been made, click either Save to the apply the update for the pricing rule or Save as 4th Level to convert it. This will NOT remove the pricing rule, it just converts it into a price list that can be saved and applied as needed.

    If you have chosen to convert it to a 4th level price list then you will be taken back to the Create Price List screen where you will need to enter a name in order to be able to save the list.