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QuoteWerks Knowledgebase Topic (Article ID 5303)
Importing - Different Pricing MethodsThis information applies to : |
Article ID 5303 Created/Updated November 7, 2014 Category Importing
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How do I import products with different pricing methods? Answer: When importing products using the Products Import Wizard, it is possible to map the PriceModifier field to a field in the text file, or to a static value by either mapping to the appropriate field in your text file or by highlighting the field and clicking the Properties button. On the advanced tab, for example, you can set the PriceModifier to any of these values: {Blank} = Manual Pricing D30 = 30% Discount M30 = 30% Markup P30 = 30% Margin L = List Price Or you can use more advanced price levels by setting the Price Modifier to: C = Customer Based Price Levels Using this method, you will also need to map each of the price levels amounts. Look for the fields &PricingLevel01.Amount, &PricingLevel02.Amount and so on. Map your values to these fields, with the understanding that &PricingLevel01 is associated with Price Level A under Utilites->Customer Price Level Assignment Maintenance inside QuoteWerks, with 2 matching to B and 3 matching to C and so on. V = Volume Pricing You will also need to map each of the price levels for this method, although it is more complicated. The pricing levels for this option are broken into four different fields - the Lower Quantity, the Upper Quantity, the Amount (or Modifier) and the Description. These fields all begin with the label &PricingLevel, such as &PricingLevel01.LowerQty, &PricingLevel01.UpperQty, &PricingLevel01.Amount and &PricingLevel01.Description. You will map the starting quantity for the lower field, and you must also input the upper range value(if the range is 1 through 10, the lower will get the 1 and the upper will get the 10). If you do not specify these values, the volume based pricing will not calculate properly.The amount will either be a flat number or a modifier, such as D30. The Description links to the Description field in the volume pricing window, accessible by editing a product and selecting Based on Volume for Price on the Pricing tab. T = Customer/Product Profile Based First, make sure you have your pricing profiles created under Utilities -> Customer Price Level Assignment Maintenance. Then during the import, you will need to map the price or price modifier to PricingLevel01, PricingLevel02, PricingLevel03 and so on. Each one of those fields corresponds to one of the profiles listed under Utilities -> Customer Price Level Assignment Maintenance. PricingLevel01 corresponds to Price Level A, PricingLevel01 to Price Level B, etc. If neither the price nor the modifier is set as a field in your text document, you can hard code it by clicking on the PricingLevel field and clicking the [Properties] button. For example, if Price Level A was a Wholesaler that gets 10% off the List price, you would click PricingLevel01, click the [Properties] button and type in D10 in the Value/expression box. Do this for each of the levels. ------------------------------------------------------------------- Examples...... Yes, when importing the price file, on the Advanced tab of the import wizard, map the PriceModifer= field to a static value like P21 for a 21% margin. On the advanced tab, select the PriceModifier= field and click on the [properties] button, and then enter "P21" after the equals sign (including the quotes). This will set all products imported to a Price Modifier of P21. To specify in the import that the product will be sold by a 25% discount from list, you can import the value D25 into the PriceModifier field on the advanced tab of the import wizard. P25 would be cost plus 25 points. Volume pricing can also be imported. On the advanced tab there will be PricingLevel01, 02,03 fields etc. They will have a start qty, end qty, and price. You will need to specify the appropriate fields in the text file where these values reside. ------------------------------------------------------------------- To Import Customer Based Price Levels using the Product Import wizard: - Select the Products|Import Wizard menu - On Step 1, select the file you wish to import - On step 2, map the appropriate fields, including List and Cost. Do not map the Price field. - On Step 3, set the properties of the PriceModifier equal to "C" (by selecting the Price Modifier and pressing the Properties button. For Version 4.0 users - After setting the price modifier, go down to &PricingLevel01.Amount (which will correspond to the profile for Price Level A listed under the Customer Price Level Assignment Maintenance), and either map to the appropriate field or click the Properties button and assign the modifier you want to apply to all (M10 for 10% markup, D10 for 10% discount and so on). Do this for each of your levels (&PricingLevel02.Amount will correspond with Price Level B and so on). For Version 3.0 users - After setting the price modifier, go down to PricingLevel01.Price (which will correspond to the profile for Price Level A listed under the Customer Price Level Assignment Maintenance), and either map to the appropriate field or click the Properties button and assign the modifier you want to apply to all (M10 for 10% markup, D10 for 10% discount and so on). Do this for each of your levels (PricingLevel02.Price will correspond with Price Level B and so on). ------------------------------------------------------------------- Advanced Information about the Format of the Data in the VolumePricingXX fields: 'Total field size is 100 characters. 'The first 10 characters hold the starting quantity 'The next 10 characters hold the ending quantity 'The next 10 characters hold the price. 'The next 70 characters hold the description. 'Please Note: If the quantities or prices contain a decimal then the decimal is stored/saved as a place holder character (5) for international support. -------------------------------------------------------------------- Advanced Information about Format of the Data: Function PricingLevelData_PackageData(ByVal sStartQtyFieldData, ByVal sStopQtyFieldData, ByVal sPriceFieldData, ByVal sDescriptionFieldData) As String Dim sPackagedData sStartQtyFieldData = Replace(PadLeftWithSpaces(sStartQtyFieldData, 10), Defaults.DecimalCharacter, Chr(5)) sStopQtyFieldData = Replace(PadLeftWithSpaces(sStopQtyFieldData, 10), Defaults.DecimalCharacter, Chr(5)) sPriceFieldData = Replace(PadLeftWithSpaces(sPriceFieldData, 10), Defaults.DecimalCharacter, Chr(5)) sDescriptionFieldData = left$(sDescriptionFieldData, 70) 'The description can only hold 70 characters. sPackagedData = sStartQtyFieldData & sStopQtyFieldData & sPriceFieldData & sDescriptionFieldData PricingLevelData_PackageData = sPackagedData End Function This same field is used to store either volume base pricing levels or customer price levels Customer price levels do not have start or stop qty, just a price, so for a customer based price level, only the price field has data in it. |
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