Description of the Menu Prices
From Metis Documentation
(→Price Groups) |
(→Price Categories) |
||
| Line 106: | Line 106: | ||
== Price Categories == | == Price Categories == | ||
| - | Prices for certain products or services may vary depending on the customer. Price categories make sure that this is carried out in Metis Smart Quotes by letting the user define specific price groups for each price category they would like to create. This means that price categories can be used to define a different price for each type of business such as subcontractors for example, who can be offered different prices than | + | Prices for certain products or services may vary depending on the customer. Price categories make sure that this is carried out in Metis Smart Quotes by letting the user define specific price groups for each price category they would like to create. This means that price categories can be used to define a different price for each type of business such as subcontractors for example, who can be offered different prices than direct salespeople. |
Moreover, price categories are used when importing price conditions from SAP systems or other third party data sources) to allow multiple prices for each product. In the Price Categories sub-menu are all the existing price categories listed and organized in the table below by their description and category type. | Moreover, price categories are used when importing price conditions from SAP systems or other third party data sources) to allow multiple prices for each product. In the Price Categories sub-menu are all the existing price categories listed and organized in the table below by their description and category type. | ||
| Line 118: | Line 118: | ||
In Smart Modeling the administrator may set the Price Category in several different cases. | In Smart Modeling the administrator may set the Price Category in several different cases. | ||
| - | In the Profiles menu, then in the Price Categories sub-menu, when adding a new or editing an existing profile the administrator may choose from the list of all existing price categories which to authorize for that particular profile. Price categories with a lock icon before them indicate that they were created in the parent version. | + | In the Profiles menu, then in the '''[[Description_of_the_Sub-Menu_Price_categories|Price Categories]]''' sub-menu, when adding a new or editing an existing profile the administrator may choose from the list of all existing price categories which to authorize for that particular profile. Price categories with a lock icon before them indicate that they were created in the parent version. |
Also in the Profiles menu, then in the Functionalities sub-menu, the administrator may set the default price category for a certain profile. To do so, either create a new or edit an existing profile. On the rights tab go to the section titled Setup and expand it. The last field named Default Price Category allows the administrator to set the default price category for that profile. By double clicking in the value cell a list of price categories will appear. In the cell to the right of the value, the user has the option to make the right invisible or read only as well. | Also in the Profiles menu, then in the Functionalities sub-menu, the administrator may set the default price category for a certain profile. To do so, either create a new or edit an existing profile. On the rights tab go to the section titled Setup and expand it. The last field named Default Price Category allows the administrator to set the default price category for that profile. By double clicking in the value cell a list of price categories will appear. In the cell to the right of the value, the user has the option to make the right invisible or read only as well. | ||
| Line 126: | Line 126: | ||
{{Note | {{Note | ||
| - | | If a user sets a default price category in Smart Quotes themselves, it will take priority over the default price category set by the administrator in Smart Modeling. | + | | If a user sets a default price category in Metis Smart Quotes themselves, it will take priority over the default price category set by the administrator in Metis Smart Modeling. |
}} | }} | ||