Description of the Menu Prices
From Metis Documentation
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== Price Groups == | == Price Groups == | ||
| - | + | Price Groups are used to organize positions into groups which will later be associated with a price type. Positions can vary in their price depending on who the recipient is. | |
| + | For example, the product associated with the position might be sold under different price specifications from one business to another. | ||
| + | This is why price groups are created. When associating a price group with a price type, a price group might be created named '''Sale''' which would be used later to link with the '''Sales Price''' price type. | ||
| + | By default, all currently existing and newly created price groups contain all existing positions each having a starting value of zero, which can be later modified. The same is true for positions. | ||
| + | That is, all currently existing and newly created positions are placed in every existing price group each with a starting value of zero. | ||
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| + | Besides the Price Groups sub-menu, another place to edit price groups can be found in the positions sub-menu. | ||
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| + | Once in the Positions menu, then in the positions sub-menu, when either adding a new or editing an existing position the user can set the price value of that position for the desired price group or groups. | ||
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| + | In the Price Categories sub-menu, when adding a new or editing an existing price category, the price types listed on the left hand side can be linked with price groups. To do so, the appropriate cell must be selected and the drop-down list icon must be clicked. | ||
| + | A list of all existing price groups will be shown and the user can select the desired price group to associate to the price type. | ||
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| + | On the left-hand side of the window, a '''Search''' feature is found. The '''Search''' feature for price groups contains the following search criteria: | ||
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| + | *Version: Here the user must define which version they would like to search in. | ||
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| + | *Description: Here the user enters characters of the description for the price group they would like to find. | ||
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| + | When the user is ready, the '''Search''' can be launched with the results appearing in the section below. | ||
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=== Creating a Price Group === | === Creating a Price Group === | ||
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| + | [screenshot of the add price group window] | ||
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| + | Clicking on the '''Add''' button opens the '''Price Group''' window. The user must first enter a name for the price group into the '''Price Group Name''' field. Listed in the table below are all the positions found in Metis Smart Modeling that have a Price Model of '''Single'''. | ||
| + | The user may choose to display only positions with a price value or all the positions by selecting the corresponding radio button at the top. The user may select any of the positions and enter a price, | ||
| + | a currency and choose the price model for that particular position. The price model column contains the following options: | ||
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| + | *Single: the price is determined to be the default price since only one single unit is being purchased | ||
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| + | *Quantity: the price is determined when a specific quantity is reached according to the position | ||
| + | For example, if the quantity is < 5, the price per unit is 200 EUR. If the quantity is < 10, the price per unit is 195 EUR, and so on. | ||
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| + | *Amount: the price is determined when a certain monetary amount is reached according to the position | ||
| + | For example, if a customer's order reaches a total price of 2'000 EUR, a 1% discount applies. If the customer's order reaches 20'000 EUR, a 5% discount applies. | ||
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=== Modifying a Price Group === | === Modifying a Price Group === | ||
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| + | The '''Edit''' button allows the user to see and modify the properties of the price group. | ||
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| + | Selecting a price group and clicking on the '''Edit''' button opens the '''Price Group''' window. The user may then edit the price, currency and price model columns for any of the positions listed in the table below. | ||
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| + | [screenshot of the edit price group window] | ||
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=== Deleting a Price Group === | === Deleting a Price Group === | ||
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| + | The '''Delete''' button allows the user to delete an existing price group. Multiple price groups may be selected and deleted together. When deleting a price group, the following pop-up window appears: | ||
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| + | [Screen shot of the delete price group window] | ||
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| + | The user must confirm the message before the price group can be deleted. | ||
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| + | === Previewing a Price group === | ||
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| + | The '''Preview''' button allows the user to see the properties of the selected price group. Selecting a price group and clicking on the '''Preview''' button opens the '''Price Group''' window where the positions associated with the selected price group are displayed along with their properties. | ||
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| + | {{Note | ||
| + | | It is not possible to edit the properties of a price group in the '''Preview''' section window. This must be done with the '''Edit''' button. | ||
| + | }}$ | ||
== Price Categories == | == Price Categories == | ||