Description of the Menu Prices
From Metis Documentation
(→Customer Prices) |
(→Price Groups) |
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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. | 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 | + | In the main window 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. |
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| - | On the left-hand side of the window, a '''Search''' feature is found. | + | On the left-hand side of the main window, a '''Search''' feature is found. It allows the user/administrator to find Price Group 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. Selecting a line from the result list will automatically select the corresponding entry in the main list. |
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=== Creating a Price Group === | === Creating a Price Group === | ||
| - | + | Before creating a new Price Group, the user/administrator should first check the version selected in the filter area. The new Price Group will be created in the select version. | |
| - | + | In the '''Price Groups''' sub-menu, the "Add" button [[File:MetisSmartModelingAddButton.PNG|link=]] located above the main list allows the user/administrator to create a new Price Group. When it is clicked, the '''Price Group''' creation window opens, it allows to define all related information. 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''': price is determined to be the default price since only one single unit is being purchased. |
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| + | *'''Quantity''': 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''': | + | *'''Amount''': 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 | {{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. | + | | 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 '''[[Description_of_the_Menu_Positions|Positions]]''' menu. |
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| - | + | {{Note | |
| + | | Mandatory fields are displayed in '''bold''' or with a red triangle in front of the field. | ||
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| + | Once all related mandatory and optional information have been set, the new Price Group can be saved by validating the '''Price Group''' window using the [[File:MetisSmartModelingOKButton.PNG|link=]] button at the bottom of the window. | ||
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=== Modifying a Price Group === | === Modifying a Price Group === | ||
| - | + | In the '''Price Groups''' sub-menu, the "Edit" button [[File:MetisSmartModelingEditButton.PNG|link=]] located above the main list allows the user/administrator to apply modifications to all properties related to the selected Price Group. Selecting a Price Group and clicking on it opens the '''Price Group''' edition window where all related properties and information can be edited. 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. | |
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| - | + | For detailed descriptions of all information available in this window please refer to the section dedicated to the creation of a new Price Group . Modifications applied to the selected Price Group will only be saved once the Price Group edition window is validated using the [[File:MetisSmartModelingOKButton.PNG|link=]] button at the bottom of the window. This will update the table/list displayed on the main screen. Using the "Cancel" [[File:MetisSmartModelingCancelButton.PNG|link=]] button discards all changes and closes the window. | |
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