Products/Pricing/Price Books - Revision history

Scarpenter: /* Overview */

2016-06-24T02:14:27Z

‎Overview

Scarpenter: /* Create a Custom Price book */

2016-06-23T07:58:04Z

‎Create a Custom Price book

Scarpenter at 07:48, 23 June 2016

2016-06-23T07:48:39Z

Scarpenter at 06:03, 23 June 2016

2016-06-23T06:03:32Z

Scarpenter: /* See Also */

2016-06-23T06:02:42Z

‎See Also

Scarpenter at 05:55, 23 June 2016

2016-06-23T05:55:42Z

Scarpenter: /* Mapping an Account to a Price Book */

2016-06-23T05:54:58Z

‎Mapping an Account to a Price Book

Scarpenter: /* The Price Book Screen */

2016-06-23T04:42:42Z

‎The Price Book Screen

Scarpenter: /* The Price Book Screen */

2016-06-23T04:42:23Z

‎The Price Book Screen

Scarpenter at 00:29, 23 June 2016

2016-06-23T00:29:55Z

← Older revision		Revision as of 02:14, 24 June 2016
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	They are designed to allow you to maintain a base set of prices for your customer base, and on a per account basis push these down to your child accounts. The system will first look for a custom book at the child account level and if there are multiple active books the lowest price will be chosen. In the event that no custom price book can be found, the default price book will used.		They are designed to allow you to maintain a base set of prices for your customer base, and on a per account basis push these down to your child accounts. The system will first look for a custom book at the child account level and if there are multiple active books the lowest price will be chosen. In the event that no custom price book can be found, the default price book will used.
		+
		+	Cumulus will allow users to set the ''Saleable To'' date of a price that occurs later than the ''Saleable To'' date of the price book. Despite this, the ''Saleable to'' date of the ''price book'' will always take precedence, and in in the case of this occurring, the ''Saleable To'' date of the price point is invalid and will be ignored.

	== The Default Price Book ==		== The Default Price Book ==

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 # Click the '''New Pricing Book''' button. The user will be taken to the ''Create Pricing Book'' page.
 # Give the new pricing book a name in the '''Pricing Book Name''' field.
-# Enter a '''Saleable From''' date. This is the date that [[Products/Pricing/Price_Points|prices points]] in the price book will apply from. If you want the price book to be active immediately, enter the current date.
+# Enter a '''Saleable From''' date. This is the date that the price book - and as a side-effect, the [[Products/Pricing/Price_Points|price points]] inside it - will apply from. If you want the price book to be active immediately, enter the current date.
-# If you know the end date for the price book, provide that in the '''Saleable To''' date field.
+# If you want to set an end date for the price book, provide that in the '''Saleable To''' date field.
 # Press the '''Save''' button.

@@ Line 1: / Line 1: @@
 {{DISPLAYTITLE:Price Books}}
 =Overview=
-Pricing books are used to group collections of [[price points]] together and are the mechanism by which service providers can apply different pricing and pricing behaviour to the same products across different customers.
+Pricing books are used to group collections of [[Products/Pricing/Price_Points|price points]] together and are the mechanism by which service providers can apply different pricing and pricing behaviour to the same products across different customers.
-They are designed to allow you to maintain a base set of prices for your customer base, and on a per account basis push these down to your child accounts. The system will first look for a custom book at the child account level and if there are multiple active books the lowest price will be chosen. In the event that no custom book can be found the default book will used.
+They are designed to allow you to maintain a base set of prices for your customer base, and on a per account basis push these down to your child accounts. The system will first look for a custom book at the child account level and if there are multiple active books the lowest price will be chosen. In the event that no custom price book can be found, the default price book will used.
 == The Default Price Book ==
-All service provider accounts contain a '''default price book'''. As the name suggests, the default price book will contain the default price for all products. During the sale (purchase) process, the system will look for the correct price to charge the customer in accordance with [[Products/Pricing#Product_Pricing_Hierarchy|a set of predefined rules]]. If the system cannot find a price in any of the custom price books mapped to a customer or account profile, it will look for the price in the default price book.
+All service provider accounts contain a '''default price book'''. If there is no price in the default price book for a product, the product will not be available for sale when attempting a [[Products/Purchases|Product Purchase]].
 [[File: Price-book-main-screen.png|1200px|The Price Books Main Screen]]
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 # Click the '''New Pricing Book''' button. The user will be taken to the ''Create Pricing Book'' page.
 # Give the new pricing book a name in the '''Pricing Book Name''' field.
-# Enter a '''Saleable From''' date. This is the date that [[prices points]] in the price book will apply from. If you want the price book to be active immediately, enter the current date.
+# Enter a '''Saleable From''' date. This is the date that [[Products/Pricing/Price_Points|prices points]] in the price book will apply from. If you want the price book to be active immediately, enter the current date.
 # If you know the end date for the price book, provide that in the '''Saleable To''' date field.
 # Press the '''Save''' button.
@@ Line 57: / Line 63: @@
 Upon opening a price book, users will see the following sub tabs;
 ;Pricing Points
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 == Add a Price Point ==
-The creation and configuration of price points is covered [[in this article]].
+Price points are covered extensively [[Products/Pricing/Price_Points|in the Price Points section]], including how they are added.
 == Mapping an Account to a Price Book ==
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 == Mapping an Account Group to a Price Book ==
-To map a price book to an account group, users need to navigate over to the account group itself and map the price book from there.
+To map a price book to an account group, users need to navigate to the account group itself and map the price book from there.
 [[Account_Management/Account_Groups#Map_a_Custom_Price_Book_to_an_Account_Group|Click here for the instructions]]
 = See Also =
-* Price Points
+* [[Products/Pricing/Price_Points|Price Points]]
 * [[Account_Management/Customer_Screen/Purchase|View a customer's Product Purchase history]]

← Older revision		Revision as of 06:03, 23 June 2016
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		+	{{DISPLAYTITLE:Price Books}}
	=Overview=		=Overview=
	Pricing books are used to group collections of [[price points]] together and are the mechanism by which service providers can apply different pricing and pricing behaviour to the same products across different customers.		Pricing books are used to group collections of [[price points]] together and are the mechanism by which service providers can apply different pricing and pricing behaviour to the same products across different customers.

@@ Line 98: / Line 98: @@
 = See Also =
 * Price Points
-* View a customer's Product Purchase history
+* [[Account_Management/Customer_Screen/Purchase|View a customer's Product Purchase history]]

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 # Click the '''unlink''' hyperlink
 # Confirm the deletion of the mapping.
 == Mapping an Account Group to a Price Book ==
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 [[Account_Management/Account_Groups#Map_a_Custom_Price_Book_to_an_Account_Group|Click here for the instructions]]

@@ Line 81: / Line 81: @@
 == Mapping an Account to a Price Book ==
-To map an account to a price book, users must go to the [[Account Management/Customer Screen/Product_Pricing|Product Pricing tab of the Account]].
+To map an account to a price book, users must go to the [[Account Management/Customer Screen/Product_Pricing|Product Pricing ]] tab of the Account.
-To unlink an account from the price book, click the '''unlink''' hyperlink and confirm the deletion of the mapping.
+[[Account Management/Customer Screen/Product_Pricing|Click here for the instructions]].
 == Mapping an Account Group to a Price Book ==

@@ Line 53: / Line 53: @@
 From the Price Books main screen, open a price book by clicking its ID.
-[[file: Price-book-open.png||The view of the Default price book showing the list of price points contained inside]]
+[[file: Price-book-open.png|1200px|The view of the Default price book showing the list of price points contained inside]]
 Upon opening a price book, users will see the following sub tabs;

@@ Line 53: / Line 53: @@
 From the Price Books main screen, open a price book by clicking its ID.
-[[file: Price-book-open.png||The view of the Default price book] showing the list of price points contained inside]]
+[[file: Price-book-open.png||The view of the Default price book showing the list of price points contained inside]]
 Upon opening a price book, users will see the following sub tabs;
 ;Pricing Points
 Users can see a list of existing price points, and add new ones.
 ;Mapped Accounts
 View what customer accounts are using this price book to obtain a price.
 ;Mapped Account Groups
 View what account groups are using this price book to obtain a price.
 ;Mapped Account Profiles
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 '''''Important! The default price book does not need to be mapped to any account, account group or account profile in order to be used. The default price book will be used by the system to find a price if no custom books exist, or the customer is not associated with either directly or indirectly.'''''