Flectra has a powerful pricelist feature to support a pricing strategy tailored to your business. A pricelist is a list of prices or price rules that Flectra searches to determine the suggested price. You can set several critarias to use a specific price: periods, min. sold quantity (meet a minimum order quantity and get a price break), etc. As pricelists only suggest prices, they can be overridden by users completing sales orders. Choose your pricing strategy from.
Several prices per product
To apply several prices per product, select Different prices per customer segment in. Then open the Sales tab in the product detail form. You can settle following strategies.
Prices per customer segment
Create pricelists for your customer segments: e.g. registered, premium, etc.
The default pricelist applied to any new customer is Public Pricelist. To segment your customers, open the customer detail form and change the Sale Pricelist in the Sales & Purchases tab.
Apply deals for bank holidays, etc. Enter start and end dates dates.
Make sure you have default prices set in the pricelist outside of the deals period. Otherwise you might have issues once the period over.
Prices per minimum quantity
The prices order does not matter. The system is smart and applies first prices that match the order date and/or the minimal quantities.
Discounts, margins, roundings
The third option allows to set price change rules. Changes can be relative to the product list/catalog price, the product cost price, or to another pricelist. Changes are calculated via discounts or surcharges and can be forced to fit within floor (minumum margin) and ceilings (maximum margins). Prices can be rounded to the nearest cent/dollar or multiple of either (nearest 5 cents, nearest 10 dollars).
Once installed go to(or if you use e-Commerce).
Each pricelist item can be associated to either all products, to a product internal category (set of products) or to a specific product. Like in second option, you can set dates and minimum quantities.
- Once again the system is smart. If a rule is set for a particular item and another one for its category, Flectra will take the rule of the item.
- Make sure at least one pricelist item covers all your products.
There are 3 modes of computation: fix price, discount & formula.
Here are different price settings made possible thanks to formulas.
Discounts with roundings
e.g. 20% discounts with prices rounded up to 9.99.
Costs with markups (retail)
e.g. sale price = 2*cost (100% markup) with $5 of minimal margin.
Prices per country
Pricelists can be set by countries group. Any new customer recorded in Flectra gets a default pricelist, i.e. the first one in the list matching the country. In case no country is set for the customer, Flectra takes the first pricelist without any country group.
The default pricelist can be replaced when creating a sales order.
You can change the pricelists sequence by drag & drop in list view.
Compute and show discount % to customers
In case of discount, you can show the public price and the computed discount % on printed sales orders and in your eCommerce catalog. To do so:
- Check Allow discounts on sales order lines in .
- Apply the option in the pricelist setup form.