Price lists help you assign different pricing to different customers (accounts). For instance, you may have a retail and a dealer price list. Or you may have customers that have negotiated specific pricing for different products or categories of products. All of these different prices are conveniently stored in price lists in GleanQuote.
You can control which users can create/edit price lists or change a price list associated with an account or proposal.
A user with Price list permissions of View = All and Create/Edit = None will be able to view the price list associated with an account or proposal, but will not be able to change it. The user will also not be able to create new price lists or even access the price list section of GleanQuote.
Creating Price Lists
When you create new products and assign a price to the product, it is considered the standard price list. If all of your proposals and customers are quoted using the standard price list, then you do not need to create additional price lists. If not, you can create a new price list in the Price List section under Proposals.
Clicking the New Price list button brings up the price list creation modal:
Name your price list. Checking the limit product selection to only those on this price list will limit the product selection on the quote editor to only the products specified with this price list. Otherwise, all products will be available for proposals using this price list.
You can also select Default start and end dates. These dates will be applied to all items in the price list unless a specific start and end date are selected for a rule or fixed product.
Once you click the Create button, the price list builder screen will display. If you need to modify anything in the Main section, simply click the pencil icon in the upper left corner. Clicking the arrow icons in the upper left corner of each section (Main, Conditional List and Fixed List) will expand/collapse that section.
You can have conditional price list rules, fixed price list rules or a combination of both for a single price list. If you have both and you have a product that has a fixed list price and is also covered by a conditional price rule, then the Fixed Price will take precedence.
CONDITIONAL LIST RULES:
Click the Create Rule button to start creating price list rules.
A rule consists of a product field filter - in this case, all products in the Special category, a multiplier, and start/end dates. This rule would create a price list that would multiply all of the prices of the products in the with a supplier of GleanView by 0.60.
You can enter a start and end date for each rule, or if these fields are left blank, then they inherit the default start and end date for the price list (if they are not blank). The rule will only be applied if a product is added to a quote or a quote is edited during the period between the start and end date.
Each conditional list can contain multiple rules. The rules are executed in order to create the new prices for the new price list. The order of each rule can be changed by holding the mouse button down while hovering over the grab bar lines to the right on the Order number and dragging the rule to the position desired. You can also toggle rules on or off and use the three dot menu to the right of each row to edit or delete rules. The default rule (or Last rule) defines the multiplier for the prices of any products not included in the preceding rules. Once you are finished with your rules, simply click Save List to save your price list.
The Last Rule will apply to any product that is not in any of the other Rules.
You can also add prices for products in the Fixed List section of the Price List. You can do this by either clicking the Add Products button, or you can Import Products using the Import Products button.
If you choose to Add Products, you can select the products to add using the same quick search or advanced search that is used in the quote editor.
Once you have selected the products to add, you will be able to enter the fixed price list price for that product and the start and end dates. Again, if no dates are entered, then the dates are inherited from the default start and end dates for the price list.
Once the products are added to the list, you can edit/delete/duplicate them by clicking the three dot menu at the end of each row.
You can also import products into the price list by following the prompts in the import wizard:
Note that you a price list can have the same product in multiple currencies and also different pricing for different start and end dates.
Editing Price Lists
A price list can be edited by clicking the three dot menu at the far right of the price list row on the main price list view. A price list can also be exported in it’s entirety by selecting the Export List option from the three dot menu. Additional options include delete and duplicate.
Assigning Price Lists
By default, all new accounts are assigned the standard price list. A user with Assign Price List permission of All can change the price list assigned to an account by editing the Account Information widget on the account overview page.
By default, all new proposals are created using the price list assigned to the account for the proposal. This can be changed during the creation of the proposal by a user with Assign Price List permission of All. It can also be changed on the proposal overview page for a proposal in draft status.
When you change a price list associated with an account, the pricing on all proposals associated with that account that are in draft status changes to the new price list.
CONTRACT PRICE LIST:
You can assign a Contract Price List to an account, in addition to a regular price list. Think of the Contract Price list like a negotiated price list for the account that over-rides any proposal level price list pricing for the same product. Here is the order of precedence for pricing with price lists (the product's price is determined by the first match):
Contract Fixed Price
Contract Conditional Price
Proposal Fixed Price
Proposal Conditional Price
PRICE LIST RULES:
You can automatically set the price list for a proposal by creating Price List Rules. You can create a new price list rule by clicking the proposal rules tab and click the orange New Rule button.
Next, enter the rule name and select the Price List radio button and then select your conditions for which your rule will be applied to proposals.
Click the Next button and select the price lists that can be selected for proposals that meet your conditions.