Description of the Menu Prices
From Metis Documentation
(→Price Types) |
(→Price Groups) |
||
| Line 16: | Line 16: | ||
== Price Groups == | == Price Groups == | ||
| - | Price Groups are used to organize | + | Price Groups are used to organize position prices into groups which will later be associated with a price type. Positions can vary in their price depending on the customer or other market variables. For example, the product associated with a position might be sold under different price specifications from one business to another, based on the size of it. |
| - | For example, the product associated with | + | |
| - | + | ||
| - | + | ||
| - | + | ||
| - | + | This is why price groups are created. When associating a price group with a price type, a price group might be named '''Sale''' which would later be used to link with the '''Sales Price''' price type. By default, all currently existing and newly created price groups are linked to all existing positions each having a starting value of zero, which can later be modified. The same is true for positions. That is, all currently existing and newly created positions are linked to every existing price group each with a starting value of zero. | |
| - | + | In the main winodw of the Price Groups function, a list of all existing price groups is shown and the user can create new ones, edit existing ones and preview the for review. | |
| - | + | ||
| - | + | [[File:MSM-Prices-Price-Groups.png|center|600x400px]] | |
On the left-hand side of the window, a '''Search''' feature is found. The '''Search''' feature for price groups contains the following search criteria: | On the left-hand side of the window, a '''Search''' feature is found. The '''Search''' feature for price groups contains the following search criteria: | ||
| - | *Version: Here the user must define which version they would like to search in. | + | *'''Version''': Here the user must define which version they would like to search in. |
| - | *Description: Here the user enters characters of the description for the price group they would like to find. | + | *'''Description''': Here the user enters characters of the description for the price group they would like to find. |
| - | When the user is ready, the '''Search''' can be launched with the results appearing in the section below. | + | When the user is ready, the '''Search''' can be launched with the results appearing in the section below. Selecting an item in the search results will also select it in the main list. |
| - | + | {{Note | |
| + | | Price Groups listed with a lock icon are inherited from parent versions and cannot be edited. | ||
| + | }} | ||
| - | |||
| - | |||
| - | |||
| - | |||
| - | + | === Creating a Price Group === | |
| - | *Quantity: the price is determined when a specific quantity is reached according to the position | + | Clicking on the "Add" button [[File:MetisSmartModelingAddButton.PNG|link=]] opens the '''Price Group''' window. The user must first enter a name for the new 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: |
| + | |||
| + | *'''Single''': the price is determined to be the default price since only one single unit is being purchased. | ||
| + | |||
| + | *'''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. | 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. | ||
| - | *Amount: the price is determined when a certain monetary amount is reached according to the position | + | *'''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. | 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. | ||
| + | |||
| + | |||
| + | {{Note | ||
| + | | Prices for the new Price group can be edited directly when creating the Group or later on by editing the same group or by defining it for each position in the Positions menu. | ||
| + | }} | ||
| + | |||
| + | |||
| + | [[File:MSM-Prices-Price-Groups.png|center|600x400px]] | ||
| + | |||
| + | |||
| + | When validating the window, the new Price group is created in the Metis Smart Suite Database and displayed in the main list. | ||
=== Modifying a Price Group === | === Modifying a Price Group === | ||
| - | The | + | The "Edit" button [[File:MetisSmartModelingEditButton.PNG|link=]] allows the user to see and modify the properties of the price group. Selecting a price group and clicking on it opens the '''Price Group''' window. The user may then edit the prices, currencies and price model columns for any of the positions listed in the table below, and also modify the name of the selected Price Group. |
| + | |||
| + | |||
| + | [[File:MSM_Prices_Price_Groups_Edit.png|center|600x400px]] | ||
| - | |||
| - | + | Only when validating the window will all the changes be stored in the database and available in the related menus. | |
| Line 68: | Line 79: | ||
| - | + | Selecting an Price Group from the list and using the "Delete" button [[File:MetisSmartModelingDeleteButton.PNG|link=]] 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: | |
| - | [ | + | [[File:MSM-Prices-Price-Groups-Delete.png|center]] |
| Line 79: | Line 90: | ||
=== Previewing a Price group === | === Previewing a Price group === | ||
| - | The | + | The "Preview" button [[File:MetisSmartModelingPreviewButton.PNG|link=]] 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. |
| + | [[File:MSM-Prices-Price-Groups-Preview.png|center|600x400px]] | ||