Prices

Background

All users have access to Contract Pricing, but specific information displayed is based upon role (e.g., salespersons can view Contract Pricing for their own customers only).

In the past, users could only override an item’s default price relative to one customer by using the Set Price feature found in Clients --> Prices --> Saved Prices.

Now, in addition to setting a custom price in SupplyMover, users can designate contract pricing for specific customers and items.

Price Lists are designed in a tier structure and include groups of customers and items. Based upon business decisions, a client may choose to assign specific customers to tiers with custom pricing based on many factors (e.g., customer sales volume, loyalty, item trends, negotiation, etc.).

Contract Pricing can be applied to Customers and Leads as business needs dictate.

Main Menu Prices Page

Users can view all Contract Pricing Lists by navigating to main menu Prices and the following information is displayed:

• Name, Contract # (hyperlink to Price List Details page; see below)
• Status (Active or Inactive)
• Effective Date, Expiration Date
• Description

The Price Lists page can be searched, sorted, and filtered in the following ways:

• Search (keyword)
• Filter by Contract Status (dropdown):
  • All
  • Active
  • Inactive
• Sort By (dropdown):
  • Name (A - Z)
  • Name (Z - A)
  • Contract # (A - Z)
  • Contract # (Z - A)
  • Expiration Date (New - Old)
  • Expiration Date (Old - New)
  • Effective Date (New - Old)
  • Effective Date (Old - New)

Create New Contract

To create a new Price List, users can select the + Create New Contract button located on the Prices main page or the Client Details page.

A side panel will open for input of the following:

• Name (required)
• Contract #
• Priority (required; numerical value indicating hierarchy relative other pricing, e.g., list price, saved price)
• Effective Date
• Expiration Date
• Description

Select the the Save button to finish.

After saving, the Price List Details page for the new contract will be displayed.

Add specific items to the Price List under the Applied To section by selecting the + Add Items button.

A modal displays search and sort options for you to find and select items. After items have been added, select the Next button.

An Adjustment Details modal displays the following inputs:

• Adjustment Type (required; dropdown):
  • $ Markup
  • $ Markdown
  • % Markup
  • % Markdown
  • Fixed $
• Adjustment Amount (required)
• Based On (required; dropdown):
  • List Price
  • Sell Cost
  • Acquisition Cost
• Minimum Requirement (dropdown):
  • N/A
  • Minimum Quantity

Select the Save button to finish.

Designate specific clients eligible for the Price List by navigating to the Clients Under Price List section and selecting the + Add Clients button.

A modal displays search, sort, and filter options to find and select clients. After clients have been added, select Save to finish.

Once clients and items are added, the newly entered price will override the list price, reflecting what your customers see.

Price List Details Page

When users select a specific Price List hyperlink, the Price List Details page is displayed and includes the following information:

Header:

• Contract Name
• Description

Price List Details:

• Status (Active or Inactive)
• Contract #
• Effective Date (if date given, then contract price will be given through designated period)
• Expiration Date (if no date given, then contract price will continue indefinitely)
• Description

Categories:

• Client Categories
• Item Categories

Applied To (contract applied to designated items):

• Search and Sort:
  • Search keyword
  • Sort By (dropdown)
• Table displays:
  • Name, Manufacturer (hyperlink to Item Details page)
  • Item #
  • Min. Order Amt. (criteria/condition that requires a minimum amount ordered to get contract price for item; if field is empty, then there is no minimum amount order requirement to get the contract price)
  • Price:
    • Price
    • Trend (up/down) in dollars relative to various data points (e.g., list price, cost, or fixed amount) (color-coded)

Clients Under Price List (list of clients that are receiving contract price):

• Search, Filters, and Sort:
  • Search keyword
  • State (dropdown)
  • Sales Rep (dropdown)
  • Alternate Rep (dropdown)
  • Lead / Customer (dropdown)
  • Sales Status (dropdown)
  • Sort (dropdown)
• Table displays:
  • Client, Address:
    • Client name (hyperlink to Client Details page)
    • Street # and name
    • City, State Zip
  • ERP #
  • Lead/Customer, Business Type
  • Sales Rep, Alternate Rep

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Things to Consider:

• An Item with a Saved Price is Priority zero, and as such, will override any contract.
• Customers can be on multiple Price Lists.
• If an item is not on a Saved Price or Contract Price, then it defaults to list price.

Customer Prices Page

Users can find the Customer Prices page by navigating to Clients --> select specific Customer --> Prices. The following information is displayed:

Header:

• Client Name (Customer # | ERP #)
• Street # and Name, City, State Zip

Price Lists:

• While hovering, displays Pricing Rule applied and can include one of the following options:
  • Priority
  • Lowest price, regardless of the priority
• Search, Filter, and Sort:
  • Keyword search
  • Contract Status (dropdown):
    • All
    • Active
    • Inactive
  • Sort By (dropdown):
    • Name (A – Z)
    • Name (Z – A)
    • Contract # (A – Z)
    • Contract # (Z – A)
    • Expiration Date (New – Old)
    • Expiration Date (Old – New)
    • Effective Date (New – Old)
    • Effective Date (Old – New)
    • Table Properties:
      • Name, Contract # (hyperlink to Price List Details page)
      • Status (Active or Inactive)
      • Effective Date, Expiration Date
      • Priority Level (if a customer is eligible for more than one Price List, then the designated Priority Level will determine which contract price will be applied)
      • Description

Items with Saved Prices:

Please refer to “Saved Prices” in the Items or Clients knowledge base for further information.

Contract Price Reflected on the Shop Page

The Target column displays an info icon that displays additional details when hovering:

• Contract #: Contract Name (hyperlink)
• Trend (up/down) in dollars relative to various data points (e.g., list price, cost, or fixed amount) (color-coded)

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If a customer is eligible for a contract price for an item based on Minimum Quantity Ordered, then once the quantity meets or exceeds the threshold, then the price will convert.

Contract Pricing in E-Commerce Portal

If an E-Commerce user receives Contract Pricing, the price displayed in the portal will be the price set on the Contract instead of list price.