Description of the Menu Prices
From Metis Documentation
(→Price Factors) |
(→Customer Prices) |
||
| Line 275: | Line 275: | ||
== Customer Prices == | == Customer Prices == | ||
| - | In some cases the prices listed in an offer need to be automatically adapted based on the customer the offer is intended for. For example, based on an agreement with it, he gets an overall 3% discount on every purchase he makes, or | + | In some cases the prices listed in an offer need to be automatically adapted based on the customer the offer is intended for. For example, based on an agreement with it, he gets an overall 3% discount on every purchase he makes, or he could be eligible for a 5% discount on a specific list of positions or services. |
To support such cases, Metis Smart Suite allows to define Customer Prices. The corresponding menu in Metis Smart Modeling allows the administrator to defines those special conditions. When defining a Customer price, the user has the possibility to specify both cases described above. | To support such cases, Metis Smart Suite allows to define Customer Prices. The corresponding menu in Metis Smart Modeling allows the administrator to defines those special conditions. When defining a Customer price, the user has the possibility to specify both cases described above. | ||
| - | |||
| - | + | [[File:MSM_Prices_Customer_Prices.png|center|600x400px]] | |
| - | |||
| - | + | On the left-hand side of the main window, a '''Search''' feature is found. It allows the user/administrator to find Customer Price based on various criterion. The search is triggered by typing a keyword or only a letter in the fields above the "Search" button and then click on it. The results are then displayed below/in the main table/list. Selecting a line from the result list will automatically select the corresponding entry in the main table/list. | |
| - | |||
| - | |||
=== Creating a Customer Price === | === Creating a Customer Price === | ||
| - | + | In the '''Customer Prices''' sub-menu, the "Add" button [[File:MetisSmartModelingAddButton.PNG|link=]] located above the main table allows the user/administrator to create a new Customer Price. When it is clicked, the '''Customer Price''' creation window opens, it allows to define all related information. | |
| + | |||
| + | |||
| + | |||
| + | |||
| + | |||
| + | {{Note | ||
| + | | Mandatory fields are displayed in '''bold''' or with a red triangle in front of the field. | ||
| + | }} | ||
| + | |||
| + | |||
| + | Once all related mandatory and optional information have been set, the new Customer Price can be saved by validating the '''Customer Price''' window using the [[File:MetisSmartModelingOKButton.PNG|link=]] button at the bottom of the window. | ||
| + | |||
| + | |||
=== Modifying a Customer Price === | === Modifying a Customer Price === | ||
| + | |||
| + | In the '''Customer Prices''' sub-menu, the "Edit" button [[File:MetisSmartModelingEditButton.PNG|link=]] located above the main table allows the user/administrator to apply modifications to all properties related to the selected Customer Price. Selecting a Customer Price and clicking on it opens the '''Customer Price''' edition window where all related properties and information can be edited. | ||
| + | |||
| + | |||
| + | For detailed descriptions of all information available in this window please refer to the section dedicated to the creation of a new Customer Price. Modifications applied to the selected Customer Price will only be saved once the Customer Price edition window is validated using the [[File:MetisSmartModelingOKButton.PNG|link=]] button at the bottom of the window. This will update the table displayed on the main screen. Using the "Cancel" [[File:MetisSmartModelingCancelButton.PNG|link=]] button discards all changes and closes the window. | ||
| + | |||
| + | |||
=== Deleting a Customer Price === | === Deleting a Customer Price === | ||
| + | |||
| + | In the '''Customer Prices''' sub-menu, the "Delete" button [[File:MetisSmartModelingDeleteButton.PNG|link=]] located above the main table allows the user/administrator to delete the selected Customer Price. Selecting one or more Customer Price and clicking on it displays the following confirmation window. | ||
| + | |||
| + | |||
| + | |||
| + | |||
| + | |||
| + | Once the warning is confirmed, the selected Customer Price is removed from Metis Smart Suite and deleted from the Metis Database. | ||
== Price Types == | == Price Types == | ||