Working with Price Tables (WPTB)

Purpose: Use the Work with Price Tables function to define a pricing structure based on unit quantity or total dollars ordered. You can create price breaks for individual items on an order, or for the total order of a group of items. You can also select items to offer as free or reduced-price premiums on qualifying orders.

Unlike other pricing methods, price tables control pricing in both Order Entry and Order Maintenance (other methods apply in Order Entry only). No repricing takes place, however, once you have printed a pick slip for any items on the order.

You can build a table to price most or all of the items and groups of items that you normally offer. By keeping the bulk of your pricing information in the price table, you can reduce the amount of effort required to maintain pricing information.

In this chapter:

Examples of Price Table Pricing

Purpose: Price tables provide considerable flexibility in creating pricing structures for your company. The following examples illustrate some of the ways you can use this function.

Example One: Group Quantity Pricing

You sell several similar items on the same page in your catalog. Each item is offered at the same price breaks; the customer qualifies for the price breaks by ordering any combination of these items. Additionally, you plan to offer these items at the same price breaks in several catalogs. Rather than defining price breaks individually for each item/offer combination, you can create a group within a price table to define the price breaks, then assign each item to that price table and group. The price table will always provide the same pricing information for each item within the group.

• AA100

• AB200

• AC300

• AE500

The price breaks for this group of items are:

 Quantity Price Per Unit 1 \$12.99 2-5 \$11.99 6-11 \$10.99 12+ \$9.99

A customer places an order for:

 Item Quantity AA100 1 AB200 4 AC300 5

The total unit quantity ordered for this group is 10, which falls within the 6-11 range. The customer pays \$10.99 per item.

Example Two: Group Quantity with Separate Item Pricing

This example is similar to example one, in that the total unit quantity for the group determines the price break. In this example, however, you can define a separate pricing structure for each item within the group.

 Item Price for 1-5 Price for 6-11 Price for 12-24 Price for 25+ BA100 \$55.99 \$53.99 \$51.99 \$49.99 BB200 \$53.99 \$51.99 \$49.99 \$47.99 BC300 \$27.99 \$25.99 \$23.99 \$21.99 BD400 \$42.99 \$39.99 \$36.99 \$34.99

The customer earns the quantity price break for any combination of these items. For example, an order contains:

 Item Quantity BA100 2 BB200 2 BC300 2

The total quantity for the group is 6. The customer pays for each item:

 Item Quantity BA100 \$53.99 each BB200 \$51.99 each BC300 \$25.99 each

You can mix and match the pricing structures presented in examples one and two. For example, you can create a group in which some of the items take their prices from the group level (as in example one), while other items have unique pricing (as in example two); yet each item earns its price breaks based on the entire group quantity.

Example Three: Discount by Group Dollars

In this example, you base a discount percentage on the total dollar amount of the group on the order rather than the unit quantity. A pricing structure like this may work best when you sell a group of items with a broad range of prices together.

Your group includes the following items:

 Item Price CA100 \$50.00 CB200 \$25.00 CC300 \$125.00 CD400 \$5.00

You offer a discount based on group dollars as follows:

 Total Group Dollars Discount Percentage \$125-\$249 20% \$250-\$449 25% \$450-\$649 35% \$650-\$999 40% \$1000+ 50%

If the customer's total order from this group comes to less than \$125, you charge the full item price. If the customer's total order from the group comes to \$125 or more, however, you subtract the percentage indicated from each item on the order. In the case of CD400, the item unit price would be \$4.00 (\$5.00 - 20%).

Premiums: You can define a premium item to offer based on item quantity or dollars, group quantity or dollars, or both. A premium can be either a free gift or an item you offer at a reduced price. The system offers the premium item in order entry only if the price of the ordered item is derived from the price table.

Maximum levels for items: You can specify a maximum price level to use for an item, yet define price breaks that exceed that maximum. A maximum price level might be useful if you want to give your Order Entry operators the discretion to exceed that maximum when they feel it is appropriate. For example, you can define a maximum price level for item DD500 as \$5.00 apiece for a quantity of 500. If a customer orders 10,000, the Order Entry operator can override the maximum price break and offer the item at \$3.50 apiece.

Overriding the maximum: You can use the Price Table Level Override Code (E05) to apply the best possible price table pricing to an order line, even if it is beyond the maximum specified in the price table; however, to apply this pricing, you need to:

1. Enter the requested quantity of the item at the Work with Order Lines Screen (Adding Items to the Order)using the default pricing

2. Select Change for the item to advance to the Work with Order Line Screen (Changing/Adding an Item)

3. Complete this screen by entering the Price Table Level Override Code (E05), but no price for the item

When you select Reprice or Accept, the system applies the best possible price table pricing.

You can also override the maximum through the order API by passing the Price Table Level Override Code (E05) but no price override amount in the Inbound Order XML Message (CWORDERIN).

Note: You cannot use the Price Table Level Override Code (E05) as a regular price override reason code when you manually enter a price override.

Order Entry and Order Maintenance: When you add each item to an order in Order Entry or Order Maintenance, the price that appears may not indicate the final price break. This is because the system cannot know each price break that may apply to the items until you are through entering them.

Depending on your normal procedure in Order Entry, final price breaks will apply after you select Accept Order or Add Recip; or, you can display repriced lines by selecting Reprice. If the order is eligible for a premium item, the system advances you to the Display Premiums Screen (Price Table Premiums) during repricing, initial order accept, and the final order accept. At this screen, you can elect to add the premium item to the order, or delete it if desired. If you select to add the premium item to the order, the system immediately adds the premium item to the order.

To get an accurate picture of pricing and premiums for on order, you should select Properties when you add or remove items from the order. Additionally, you should reprice in Order Maintenance by selecting Properties before you accept the order by selecting Accept, to make sure that you have an opportunity to adjust premiums or review pricing with the customer if needed.

Note: The system does not include items added at no charge as part of a BOGO promotion when determining price table pricing. See Working with Promotions (WPRO) for more information.

How the System Selects a Price Table Price for an Item

There are two places on the system where you can define a price table that may apply to an order:

• in the Price table field in the Source Code table

• in the Default Price Table (E04) system control value.

The table below indicates how the system searches for an item price in different scenarios.

 In the situations of: When you enter the item on the order, the system: When you accept the order or select Properties, the system: A Default Price Table (E04) is defined in the System Control table and a different price table is defined for the source code Assigns a price from the source code table if it exists; otherwise, goes through the regular pricing routine for the item Reprices based on the source code price table, or the default price table if the item record exists there and not in the source code table; otherwise, does not reprice based on price table A Default Price Table (E04) is defined in the System Control table and no price table is defined for the source code Assigns a price from the default table if you have defined pricing at the item rather than the group level; otherwise, goes through the regular pricing routine for the item Reprices based on the default price table if the item record exists there; otherwise, does not reprice based on price table A price table is defined for the source code but no Default Price Table (E04) is defined in the System Control table Assigns a price from the source code table if it exists; otherwise, goes through the regular pricing routine for the item Reprices based on the source code price table if the item record exists there; otherwise, does not reprice based on price table

Setting up price tables: You might follow the steps below to set up price tables on your system:

1. Create the price table (code and description).

2. Create each price table group within the price table.

3. Create each price table item, and associate each item with a group as desired (you must have first created the price table groups).

4. Create a price override reason code (see Establishing Price Override Reason Codes (WPOR)) for exceeding the maximum price break for an item.

5. Specify the Price table for each desired source code (the pricing method for the source code should be set to Reg Plus Reprice).

6. Specify the system control values related to price tables, described below.

Related system control values: The following system control values affect how the system uses price table information in your company:

Default Price Table (E04): the price table to use if the Price table field for the Source code is blank, or if the item is not found in the price table defined for the Source code.

Price Table Level Override Code (E05): the Price Override Reason to use when you give a customer a price break that exceeds the maximum specified for the item in the price table.

Price Method Sequence/Price Table: the order in which to apply price table pricing relative to other pricing options.

End of Order Pricing -- Use Price Table Pricing? indicates whether to check a price table for pricing information in Order Entry or Order Maintenance.

• system control values: Setting Up Order Entry Values

• establishing price override reason codes: Establishing Price Override Reason Codes (WPOR)

• repricing and adding premiums in Order Maintenance: Changing Item Detail Line Information in Order Maintenance

• specifying a price table for a source code: Working with Source Codes (WSRC)

Work with Price Table Screen

Use this screen to review and work with existing price tables in your company, or to advance to the Create Price Table Screen.

How to display this screen: Enter WPTB in the Fast path field at the top of any menu, or select Work with Price Tables from a menu.

 Field Description Table A code representing a price table. A price table can include one or many item groups and many individual items; you use it to define how you will reprice items based on the customer's total order. Alphanumeric, 5 positions; optional. Description The description associated with the price table. Alphanumeric, 30 positions; optional.

 Screen Option Procedure Create a new price table Select Create to advance to the Create Price Table Screen. Change a price table Select Change for a table to advance to the Change Price Table screen. At this screen, you can change only the description. See Create Price Table Screen for field descriptions. Copy a price table Select Copy for a table to advance to the Copy Price Table Window. Delete a price table Select Delete for a table. If price table details exist, the Confirm Delete pop-up window indicates that dependent records exist and requires you to confirm or cancel. Display a price table Select Display for a table to advance to the Display Price Table screen. This screen displays only the price table code and description. See Create Price Table Screen for details. Work with price table items Select Work w/Items for a table to advance to the First Work with Price Table Item Screen. Work with price table groups Select Work w/Groups for a table to advance to the First Work with Price Table Group Screen.

Create Price Table Screen

Purpose: Use this screen to add a new price table to your company. You must create the price table here before you define the pricing structure for items and groups.

How to display this screen: Select Create at the Work with Price Table Screen.

 Field Description Price table A code representing a price table you are building to control price breaks for items and groups of items. Alphanumeric, 5 positions. Create screen: required. Change screen: display-only. Description The description of the price table. Alphanumeric, 30 positions; required.

Copy Price Table Window

To copy: Select Copy for a price table at the Work with Price Table Screen to copy all pricing detail to a new price table.

Enter the code and description of the new price table in the To price table and To description fields. See Create Price Table Screen for details.

If you enter the code of an existing price table, the system displays a message such as the following:

In order to copy all price table information to the destination table, you need to delete the table first and then copy.

First Work with Price Table Item Screen

Purpose: Use this screen to work with each item that takes its pricing from the price table.

How to display this screen: Select Work w/Items for a price table at the Work with Price Table Screen.

 Field Description Item A code representing a unit of inventory that you price with this price table. Item codes are defined in and validated against the Item table. Alphanumeric, 12 positions; optional. SKU Codes representing the item's unique characteristics, such as its color or size. Alphanumeric, three 4-position fields; optional. Group This code represents the price table group that the item belongs to. Alphanumeric, 5 positions; optional.

 Screen Option Procedure Assign a new item to the price table Select Create to advance to the Create Price Table Item Screen. Change price table item information Select Change for an item to advance to the Second Work with Price Table Item Screen. Copy price table item information Select Copy for an item to advance to the Copy Price Table Item Window. Delete price table item information Select Delete for an item to delete it from the price table. Display price table item information Select Display for an item to advance to the Second Work with Price Table Item Screen; each field will be display-only.

Create Price Table Item Screen

Purpose: Use this screen to specify the item/SKU to include in a price table before you specify the pricing details for the item.

Note: If you are going to define a pricing structure for the item based on the total dollars or quantity ordered from a group, you need to define the group before entering all pricing details for the item. See First Work with Price Table Group Screen.

How to display this screen: Select Create at the First Work with Price Table Item Screen.

 Field Description Item A code representing a unit of inventory that you price with this price table. Item codes are defined in and validated against the Item table. Alphanumeric, 12 positions; required SKU Code Codes representing the item's unique characteristics, such as its color or size. To set up price table pricing for: • All SKUs of a SKUed item: Enter the base item code only. • Individual overrides for selected SKUs of a SKUed item: Create price table pricing for individual SKUs in addition to the base item pricing; the individual records act as overrides for these SKUs only. • Selected SKUs of a SKUed item: Create price table pricing for the selected SKUs only. Alphanumeric, three 4-position fields; optional.

Completing this screen:

1. Complete the Item field and, optionally, the SKU field(s).

2. You advance to the Second Work with Price Table Item Screen.

Note: If you exit the Second Work with Price Table Item Screen without entering pricing information for the item, you return to the First Work with Price Table Item Screen. Your cursor will be positioned at the item code you have just entered. You can select Change for the item to return to the Second Work with Price Table Item Screen and complete the pricing information, or you can delete the item from the price table by selecting Delete for the item.

Second Work with Price Table Item Screen

Purpose: Use this screen to define the price structure and premiums for an item.

How to display this screen: Complete the Create Price Table Item Screen or select Change for an item at the First Work with Price Table Item Screen.

Note: The detail lines at the bottom of the screen display differently depending on whether the pricing type is based on quantity or dollars. The screen below displays the quantity pricing format; the dollars format is presented in Dollar Pricing Level Information by Group.

Quantity Pricing Level Information by Item

The system displays the pricing level fields differently on the Second Work with Price Table Item Screen depending on whether you define a pricing type based on quantity or dollar value. A sample of the quantity pricing level field layout is presented below.

In Change mode, you can correct or delete existing pricing information. In Add mode, the pricing information fields are blank and enterable, so you can add new pricing information for the item. Select Change to switch between Add and Change modes.

Note: Do not complete the pricing level fields if you want the item to take pricing level information from the group.

 Field Description Level The number of the pricing level. Numeric, 3 positions; display-only, assigned by the system. Qty (Quantity) The quantity of the item that the customer must order to qualify for the pricing level. Numeric, 5 positions; required. Price The unit price that the customer pays for items that qualify for the pricing level, before calculating any additional discount specified in the price table. Numeric, 7 positions with a 2-place decimal; required. Disc \$ (Discount dollar amount) The amount to subtract from the unit price of items that qualify for the pricing level. For example, if the price is \$10.00, and the discount is \$1.00, the actual unit price the customer pays for items that qualify for the pricing level is \$9.00. Numeric, 7 positions with a 2-place decimal; optional. Disc % (Discount percentage) The percentage to subtract from the unit price of items that qualify for the pricing level. For example, if the price is \$10.00, and the discount is 15, the actual unit price the customer pays for items that qualify for the pricing level is \$8.50. Numeric, 5 positions with a 2-place decimal; optional. N/C (No charge) Indicates whether the item is offered at no charge at this pricing level. You cannot enter a price, discount dollar amount, or discount percentage if the item is no charge. Valid values are: Selected = The item is no charge at this pricing level. Unselected = This item has a price. Tax price (Tax-inclusive price) The unit price that the customer pays for items that qualify for the pricing level, before calculating any additional discount specified in the price table, on orders subject to VAT. Displayed only if the Tax Included in Price (E70) system control value is selected. If the item is subject to VAT, the system applies any discounts as it normally would if using the regular (tax-inclusive) price. Numeric, 7 positions with a 2-place decimal; required.

Quantity pricing level example:

 Level Qty Price Disc \$ Disc % N/C 1 1 10.00 2 5 9.00 3 10 8.50 4 15 8.00
 If the customer orders: the price is: 1-4 \$10.00 apiece 5-9 \$9.00 apiece 10-14 \$8.50 apiece 15 or more \$8.00 apiece

Even though you have defined a pricing level for the item, it is still subject to any discounts or premiums defined at the group level if the item is part of a price table group.

Dollar Pricing Level Information by Item

Note: Do not complete the pricing level fields if you want the item to take pricing level information from the group.

 Field Description Dollars The total dollar amount of the item the customer must order to qualify for the pricing level. The system evaluates the total dollars using the first (highest) pricing level. For example, if the first pricing level is \$10.00 for total dollars of \$50.00, and the next pricing level is \$9.00 for total dollars of \$100.00, the system multiplies the unit quantity of the item by \$10.00 to determine if the item qualifies for the pricing level. Numeric, 11 positions with a 2-place decimal; required.

Dollar pricing level example:

 Level Dollars Price Disc \$ Disc % N/C 1 1.00 10.00 2 25.00 9.00 3 50.00 8.50 4 100.00 8.00
 If the customer's total order from the group comes to: the price is: \$1.00 - \$24.99 \$10.00 apiece \$25.00 - \$49.99 \$9.00 apiece \$50.00 - \$99.99 \$8.50 apiece \$100.00+ \$8.00 apiece

Note: The total order from the group is calculated using the highest (level one) price.

Even though you have defined a pricing level for the item, it is still subject to any discounts or premiums defined at the group level.

Note: Complete the pricing level fields only if you want the item to use different pricing level information than the group (if any) it belongs to. If you are changing between a quantity and a dollar pricing type and pricing level information exists for the item, you can use Clear to clear the fields so that you can then display the desired field format; however, this will clear all but the default fields (Pricing type, Item premium, Multiple, and Free gift) as well.

 Screen Option Procedure Switch between Add and Change mode Select Change. If you are currently in Add mode (in which there are blank pricing fields for you to enter) you will switch to Change mode (in which the existing pricing information displays for you to correct or delete it). If you are currently in Change mode, you will switch to Add mode. Clear all but the default fields Select Clear. Note: This option is not available in Add mode.

Copy Price Table Item Window

To copy: Select Copy for an item at the First Work with Price Table Item Screen to display the Copy Price Table Item pop-up window.

You can copy the information to the same item code in a different price table, a different item code in the same price table, or a different item code in a different price table. Each field on this screen is described under Create Price Table Screen and Second Work with Price Table Item Screen.

First Work with Price Table Group Screen

Purpose: Use this screen to create, change, copy, delete, or review pricing information for a group of items within a price table.

How to display this screen: Select Work w/Groups for a price table at the Work with Price Table Screen.

 Field Description Group A code representing a group of items within a price table that share pricing information. Alphanumeric, 5 positions; optional. Description The description associated with the price table group. Alphanumeric, 30 positions; optional.
 Screen Option Procedure Create a new price table group Select Create to advance to the Create Price Table Group Screen. Change a price table group Select Change for a group to advance to the Third Work with Price Table Group Screen. Copy a price table group Select Copy for a group to advance to the Copy Price Table Group Window. Delete a price table group Select Delete for a group to delete it. Display a price table group Select Display for a group to advance to the Third Work with Price Table Group Screen; each field will be display-only.

Create Price Table Group Screen

Purpose: Use this screen to define a group's code and description before completing its pricing information.

How to display this screen: Select Create at the First Work with Price Table Group Screen.

 Field Description Group A code representing a group of items within a price table that share the same pricing type, group premium (if any), and, potentially, pricing level information. Alphanumeric, 5 positions; required. Description The description associated with the price table group. Alphanumeric, 30 positions; required.

Completing this screen: You advance to the Second Work with Price Table Group Screen.

Note: If you exit the Second Work with Price Table Group Screen without entering pricing information for the item, you return to the First Work with Price Table Group Screen. Your cursor will be positioned at the group code you have just entered; however, the system will not have created the record. You must create the group again by selecting Create.

Second Work with Price Table Group Screen

Purpose: Use this screen to specify pricing information for a group of items within a price table.

How to display this screen: Complete the Create Price Table Group Screen.

Note: The detail lines at the bottom of the screen display differently depending on whether the pricing type is based on quantity or dollars. See Dollar Pricing Level Information by Group.

Quantity Pricing Level Information by Group

The system displays the pricing level fields differently on the Second Work with Price Table Group Screen depending on whether you define a price type based on quantity or dollar value.

 Field Description Level The number of the pricing level. The system assigns a sequential number to each pricing level after you enter the information. Numeric, 3 positions; display-only, assigned by the system. Qty (Quantity) The quantity of items within the group that the customer must order to qualify for the pricing level. Numeric, 5 positions; required. Price The unit price that the customer pays for items that qualify for the pricing level, before calculating any additional discount. Numeric, 7 positions with a 2-place decimal; required. Disc \$ (Discount dollar amount) The amount to subtract from the unit price of items that qualify for the pricing level. For example, if the price is \$10.00, and the discount is \$1.00, the actual unit price the customer pays for items that qualify for the pricing level is \$9.00. This discount is applied before the Discount % (Discount percentage), if any, defined for the group. Numeric, 7 positions with a 2-place decimal; optional Disc % (Discount percentage) The percentage to subtract from the unit price of items that qualify for the pricing level. For example, if the price is \$10.00, and the discount is 15, the actual unit price the customer pays for items that qualify for the pricing level is \$8.50. Numeric, 5 positions with a 2-place decimal; optional. N/C (No charge): Indicates whether items within the group are offered at no charge at this pricing level. You cannot enter a price, discount dollar amount, or discount percentage if the item is no charge. Valid values are: Selected = The items are no charge at this pricing level. Unselected = This item has a price at this level. Tax price (Tax-inclusive price) The unit price that the customer pays for items in the group that qualify for the pricing level, before calculating any additional discount specified in the price table, on orders subject to VAT. Displayed only if the Tax Included in Price (E70) system control value is selected. If the item is subject to VAT, the system applies any discounts as it normally would if using the regular (tax-inclusive) price. Numeric, 7 positions with a 2-place decimal; required.

Quantity pricing level example:

 Level Qty Price Disc \$ Disc % N/C 1 1 10.00 2 5 9.00 3 10 8.50 4 15 8.00
 If the customer orders: the price is: 1-4 \$10.00 apiece 5-9 \$9.00 apiece 10-14 \$8.50 apiece 15 or more \$8.00 apiece

If you define pricing level details for any item that belongs to the group, the system uses those prices, although it still uses the total quantity for the group to determine the qualifying price level.

Dollar Pricing Level Information by Group

 Field Description Dollars The total dollar amount of items associated with the group that the customer must order to qualify for the pricing level. The system evaluates the total dollars using the first (highest) pricing level. For example, if the first pricing level is \$10.00 for total dollars of \$50.00, and the next pricing level is \$9.00 for total dollars of \$100.00, the system multiplies the unit quantity of the item by \$10.00 to determine the qualifying price level. Numeric, 11 positions with a 2-place decimal; required.

Dollar pricing level example:

 Level Dollars Price Disc \$ Disc % N/C 1 1.00 10.00 2 25.00 9.00 3 50.00 8.50 4 100.00 8.00
 If the customer's total order from the group comes to: the price is: \$1.00 - \$24.99 \$10.00 apiece \$25.00 - \$49.99 \$9.00 apiece \$50.00 - \$99.99 \$8.50 apiece \$100.00+ \$8.00 apiece

Note: The total order from the group is calculated using the highest (level one) price.

If you have defined unique pricing level information for an item, it is still subject to any discounts or premiums defined at the group level if it belongs to a group.

How to complete this screen: If you are changing between a quantity and dollar pricing type, select OK to change the pricing level field format. Complete the pricing level fields only if you want items within the group to inherit group-level pricing information (for each item that has no item-level pricing information defined).

Note: If you are changing between a quantity and a dollar pricing type and pricing level information exists for the group, you can use Clear to clear the fields so that you can then display the desired field format; however, this will clear all but the default fields (Price type, Group premium, Multiple and Free gift) as well.

Third Work with Price Table Group Screen

To change: Select Change for a group at the First Work with Price Table Group Screen. You can also advance to this screen in display-only mode by selecting Display for a group at the First Work with Price Table Group Screen. In change mode, you can change any information on this screen except the price table and group. For field descriptions, see Second Work with Price Table Group Screen.

Copy Price Table Group Window

To copy: Select Copy for a price table group at the First Work with Price Table Group Screen to display this window:

You must complete each field in this window to copy the group. You can copy the group to a different group within the same price table, or to a different price table.

If you select the Copy price table item field, the system will copy each price table item along with the group as long as the item does not already exist for that price table. The system will not replace an existing price table item record. If you select the Copy price table item field, the system copies only the group information.

The system does not copy the group description. You must select Change for the destination group to enter a description.

WPTB OMSCS 19.0 December 2019 OHC