(How prices are calculated during order entry.) The calculation of a price during order entry is straightforward, but constrained by the pricing model that a business has set up. Before an order can be posted prices must be calculated, and the user has provided the following information:
- The customer for which the order is being placed.
- This allows eoStar to determine which price books have been assigned to the customer, and what special prices may have been set up for the customer.
- The warehouse or truck from which the order is being sourced.
- This allows eoStar to determine whether or not the source warehouse is associated with any currently active price sheets.
- All of the products (quantities and weights) that are being ordered.
- This allows eoStar to determine a product’s default price, and whether or not price breaks based on minimum rules should be considered.
These three pieces of information allow eoStar to calculate the extended price for a line item on an invoice.
Price Calculation Steps
During order entry, eoStar will go through the following steps to determine the correct price for a product:
- If the customer has a special price for the item, then use that price. Done. (Special Prices are setup on the Records>Customer>Records Spcl Prices panel.)
If the product appears on one or more price sheets within price books that have been assigned to the customer then:
- Determine which price sheets to use by:
- Considering only active price sheets for which there is a level that corresponds to the level for which the customer is assigned.
- Based on the “Ship date” for the order, only consider price sheets that have applicable date ranges.
- If no price sheets qualify, then the customer’s price book assignments are irrelevant in regards to the product in question … go to Step 3.
- If the customer is locked into a particular pricing level then select the best (lowest) price listed on the applicable price sheets for that particular level. Done.
- If the customer’s price book assignment allows for finding the “best” price (i.e. the “Auto” indicator was checked), then return the lowest price by analyzing the minimum rules for all “Auto” levels within the candidate price sheets. Done.
(This change was implemented in January 2010. Previously, Step 4 followed Step 2.)
- Check all Price Rules that the customer has been assigned to through a Customer Set.
- If a warehouse is assigned to the Price Rules, and this order is supplied from that warehouse, then then Price book and price level assigned will be used.
- If the “Auto” indicator was checked, then it returns the lowest price by analyzing the minimum rules for all “Auto” levels within the price sheets. Done.
- Check all price books that are associated with the warehouse from which the order is being sourced. If there are no such books, go to Step 5.
- Apply the same logic as described in Step 2 but consider warehouses rather than customers. If no price sheets qualify go to Step 5.
- Check to see if the product has a default price. If so use it. Done. (The default price is the Front Line Price which is entered on the Records>Product>Records screen.)
- eoStar wasn’t able to determine a price for this particular product. Price is $0.00. Done.
- After the price for the product is established, promotional prices are subtracted.
- In the backend, the promotions are assigned automatically.
- The new handheld software will display all the available promotions; however, it will only assign the best promotion.
- The best promotion is based on:
- If the customer is assigned a Contract Promotion, they will receive that promotional price (even if the other promotions are better).
- If the customer is assigned to a Free Goods Promotion, and satisfies the triggers, then the free goods promotion is selected and used within the order.
- If the customer is assigned to any Standard Promotion(s), then the best promotion price/discount is used.
- Then taxes are calculated at the end because they are based on the overall prices of the goods.
Price Calculations on Returns/Pickups
When entering a return or pickup (a negative quantity in an order), eoStar will do the price calculation as follows:
- The system will look for the item on the current invoice first
- If the item is not on the current invoice, the system will use the last price that the item was sold to the selected customer. If it was sold at a discounted or promotional price (even if that discount has expired), that price is used. This is so the customer is never given more credit than what was originally paid for the item. Basically:
- When entering a pickup, if the item is being sold as well (different order line) on the same order, we use the same pricing and discounts as the sale line
- When entering a pickup, if the item isn’t being sold as well on the same order, we use the last price
- If there is no sales history for the item (the customer never purchased it), then the return is priced as though it was a new sale of the item
Returns on Alt-Packs
When entering a return for an alt-pack, eoStar will utilize the following pricing logic:
- Look for the alt-pack on the current invoice first (eoStar will NOT look for the primary pack on the current invoice to make pro-rations).
- If there is no alt-pack on the current invoice, eoStar will choose the price from the most recent sale for the alt-pack.
- If there is no sales history for the alt-pack, eoStar will prorate the price on the most recent sale of the primary pack.
- If there is no sales history for the primary pack, eoStar will choose the price for the current sale of the alt-pack.
- If the alt-pack is not currently sellable, eoStar will prorate the current sell price for the primary pack.
- The systems will follow normal pricing logic prorating where needed.
- Back end and eoTouch use 365 days of sales history by default
- eoMobile and eoTablet use 90 days of sale by default
Fixing Return Prices of Items
In the case where a return order is displaying the wrong return price, it can be fixed by following these steps:
- Go to Orders>Over the Counter.
- Using the drop down arrow, select the customer.
- Click the command button Start Order.
- Add the Item with an order of one at the correct price.
- Add the Item again with an order of -1 at the correct price.
- Post the order.
- Go to Order>Order Tracker.
- Push the order through the tracker.