Category Pricing Plans – Determining Price at POS

If a customer has a category pricing plan (CPP), at POS the system searches the category pricing plan in a specific order. When you post an item in POS, the system determines the price after searching the category records of a plan in this specific order. The order is:

1. contractA contract price is an agreed-upon sales price. It is an exception to a customer’s pricing plan, and overrides all other types of category pricing.
   
   Note: even if an item has a Fixed Price Indicator set up in Inventory Maintenance (on the Codes tab, under Additional Codes Flags), the contract price overrides it.
   
   You select an existing pricing plan you want to use as the contract (much like how you select an existing pricing plan to be a sub-plan). Contracts have an effective date range. You cannot include the Contract type in a sub-plan. This means if a plan has a contract type in it, that plan can not be added as a sub-plan to any other plan unless the Contract type is removed.

2. PartThis type lets you set up special pricing for a particular SKUPart in your inventory.

3. product codeThis type allows you to set up special pricing for a particular product code (product codes are set up in the Price Matrix Maintenance window, and are linked to items in Inventory Maintenance on the Codes tab).

4. fineline codeThis type allows you to set up special pricing for a particular fineline (or all finelines).

5. class codeThis type allows you to set up special pricing for a particular class (or all classes).

6. department codeThis type allows you to set up special pricing for a particular department (or all departments).

7. vendor codeThis type allows you to set up special pricing for a particular vendor. (first Primary vendor, then Manufacturer vendor)

8. sub-planThis type allows you to create a pricing plan within a pricing plan.

9. base priceThis type serves as a catchall for items that are not affected by the other types of plans. The system only uses Base Price when no other matches are found in the category pricing record.

For example: You have plan called PLUFX. The description is Plumbing Fixtures and the plan consists of the following:

At POS, a customer purchases several plumbing fixture Part s. You enter Part 77564 (which is department 5, class 52, fineline 50001, product code 22). The system looks at the customer record to find the category plan that applies to this customer. It then searches the plan and looks for the following in this order:

1. A category that matches the Part number. In this example, there is no match.

2. A category that matches the Part 's product code. In this example, there is no match.

3. A category that matches the Part 's fineline code. In this example, there is no match.

4. A category that matches the Part 's class code. In this example, there is no match.

5. A category that matches the Part 's department code. In this example, there is a match.

When the system finds the match with the department code, it calculates a selling price based on the category plan of 10% off the retail price. This price is then used at POS or used in the best price evaluation, depending on the how the Best Price field is set in the Category Pricing Plan window.

What if a Part is sold at POS that falls into two categories? For example, Part 77575 is in Department 5 and Class 56. Both categories are part of the plan. The system still uses the same search hierarchy: Part , product code, fineline code, class code, department code, vendor code (first Primary vendor, then Manufacturer vendor). As soon as it finds a match, it uses the price for that category. In this example, it doesn't find a match with Part , product code, or fineline code. It does find a match with the class code and uses that price (15% down from list).

If an item in your inventory has a Fixed Price Indicator associated with it, only a contract price overrides the fixed price. (the Fixed Priced Indicator field is in Inventory Maintenance, on the Codes tab under Additional Flags).

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