Advanced Price Templates
Advanced Price Templates defines the pricing and discount structure to be used in Advanced Price Lists. Templates ensure consistency across multiple price lists and support the creation of structured, multi-level pricing logic.
Several scenario’s could be considered here:
- Using different Templates to manage transition from a pricing/discount structure to a new one. You can then still use a template for the current activity and prepare your future tariffs stucture.
- Using different Templates to address different market. For example: having one template to address the retail customers, one for other B2B customers then another one for B2C customers. Then based on these templates you can create Advanced Price Lists per market and per country/region if needed having the same structure.
Templates are particularly useful in scenarios such as:
-
Transitioning pricing structures
- Maintain current pricing while preparing a new structure for future use.
-
Market segmentation
- Define separate templates for different customer types (e.g., retail, B2B, B2C), and based on these templates, create Advanced Price Lists per market and per country/region.
Templates promote reusability and standardization across pricing strategies.
Setting up a template
To create a new template:
- Open the Advanced Price Template list.
- Select New.
Each Template consists of a header and one or more lines.
In the header you have to define:
| Field | Description |
|---|---|
| Code | Free-text identifier for the template. |
| Description | Descriptive label for internal reference. |
| Number of Price List | Specifies the number of price list linked with the template. |
Template Line Configuration
Each line defines a pricing or discount rule. Multiple lines can be added, with the following constraints:
- Only one Price line is allowed per template.
- Duplicate Discount Type Codes are not permitted.
Discount Type Codes must be created in advance.
For a line you have to fill in:
| Field | Description |
|---|---|
| Code | Select a Discount Type code in the list. |
| Description | You can update the default description provided for the Discount Type |
| Line Type | Can be Price, Discount, Substitution, Free Item or Discount Fee. |
| Calculation Mode | If Line Type is of type Discount, you can define a Calculation Mode. Calculation mode identifies the value that will be picked up from the reference discount line as Base value for this discount line. Options are: Base Value, Net Value or Cumulated Net Value. Base Value - discount will be calculated on the Base of the previous discount line. Net Value - discount will be based on the net value of the previous line. Cumulated - discount is based on the cumulative net value of previous discounts. |
| Calculation Apply Mode | If Line Type is of type Discount, you can define a Calculation Apply Mode. Specifies which previous line the discount applies to. If discount is not based on any of the previous lines, leave the field empty. |
| Application base | Defines the base quantity type that will be used to later trigger the discount or price calculation. Can be Quantity (Sales line unit), Base Quantity (Sales line unit converted in item base quantity), Net Weight, Gross Weight (these ones need to set the Net weight/Gross weight fields on the item card) and Parcel Quantity (to use this application base you should make sure the Units per parcel field is filled in the item card. This fied might be hidden by default and needs to be added to the item card using customization). |
| Allow Line Discount | Only for line of type Price. When disabled, no discount line can be applied on this Price line. |
| Allow Invoice Discount | Only for line of type Price. Specifies that discounts can be applied on the document if field is set to True. If not, no discounts can be applied on the Sales Document. |
| Stat Level | Informational field only. Stat level will be copied on Sales Line Details and can be used for discount analysis in BI Tool. |
| Print Level | If Line Type is of type Discount or Free Item, it’s possible to define a Print level. To be used when using Advanced Price Management layouts for Sales Documents. There are five columns available on each invoice line to print discounts. Each of these columns is linked to a Print level. All lines with same Print Level will be consolidated in one Discount Value and one Discount Percentage on the document layout. |
Once a template is used in an Advanced Price List it can’t be updated anymore.