EQC: Price Plans and Price Breaks
This document covers creating price plans for the price breaks on items. Price plans are required when creating price breaks on items. Price plans must be enabled for the client to view the price breaks on items.
All items for a client can be under one Price Plan or Price Plans can be used to divide items into a type or group of similar items in a client. Pricing of items in a Price Plan can be increased or decreased for all items in the plan or a product group in the plan.
When sharing items with multiple clients, such as items in the Distributor client, an item can have multiple price plans. The price plan is made available to clients allowing the client access to the price break in the price plan. The client only has access to the prices in the price plans that have been enable.
Price plans can be activated for a certain date range by using the "Prices Valid Date" when creating the plan. Multiple plans can be set in each item; the system will search each available plan to determine the best price for that client. If a plan is not enabled for that client or the plan is not in a valid date, the system will not use that plan to obtain pricing.
Price Plan Applications
Quantity Price Break
Price Breaks allow better prices for purchasing larger quantities on an order. The price plan determines the valid dates of the prices. The plan must be enabled for the prices to display for the client.
Client Pricing
If the plan is set up under the Distributor or Corporate client, the same item can be sold to different clients at different prices. Multiple price plans are created for an item and the corresponding price plan is enabled in the client.
Limit order Quantities
As an EQ/c display option, the price break can be used to limit the ordered amount. The user would only be able to select from the amounts listed for the price break. The entered price break quantity is the order option the client is allowed to add to the cart.
Price Plan Setup
Create the plan in Inventory > Maintenance > Price Plan Setup. Enter the Client ID.
Multiple items can be grouped under one plan ID. For example, stationery items such as business cards, letterhead, and envelopes could be grouped together. If multiple items are in one group, a plan can be enabled for all the items in the group at one time.
Prices can be adjusted for the items in a group by increasing or decreasing the entire plan by a percentage.
Note: The Client ID is used to identify the plan when enabling it at the client level. The plan is not restricted to the selected client. The plan can be enabled for any client that can view the client’s items.
Click Add to create the price plan.
- Plan ID field is alpha/numeric. You may want to enter an ID that is relevant to the items that will be in the plan. For example: BC for a plan that contains all business card items for the client or a part of the client ID or name if all items will be under the plan.
- Description field is used to give an extended description of the plan.
- Available to all clients allows this price plan to be enabled for any clients that has access to the items from this client’s catalog. If the plan is not allowed for all clients, the plan must be enabled in Client Maintenance of each corporate client.
- Prices Valid allows the plan to only be enabled for a specific date range. For plans that do not expire, leave the thru field blank.
- Copy allows the settings for an existing plan to be copied to a new plan.
- Click Save to save changes and return to the list of plans.
Adding Price Breaks
Price breaks are added in Item Maintenance. From O/E > Item Maintenance, enter the client ID. Select the item and click Edit. Go to the Prices tab. Existing plans display in the window on the right. To add a plan, click "Add Plan Prices."
Enter the "Price Plan ID" or right click to display existing plan IDs. Select an existing plan or click on Add to create a new plan. The plan description displays next to the Plan ID field.
Enter the prices in the From Quantity field. Enter in the unit cost and price. Enter the prices as the per unit price; the unit of measure is displayed to the right of the table.
Note: Do not use lot prices. The price per unit of measure should go lower for the larger quantities, EQ/c only displays the best price. If a larger quantity is not a better price than the lower amount, EQ/c will not display the higher price break quantity.
Enter all price breaks for the item, click Save to return to the Prices tab. Click "Allow multi-line price breaks" at the bottom of the page to have the price break calculate by the total amount ordered of this item in the EQ/c shopping cart or on one purchase order.
Multiple plans can be added if this item is sold to different clients. If multiple plans are enabled for the same client, the system will use the best pricing from each of the plans, if plans are in a valid date range.
Enabling Plans
If a plan is not made available to all clients when it is created, the plan will need to be enabled at the client level. Go to Client Maintenance > Prices tab.
To display a list of all price plans, click Show All box. If not checked, only plans enabled for this client display.
To enable a plan, check the box in front of the plan ID, click Save. To show the plans on EQ/c, export the client to EQ/c.
Adjusting Plan Prices
Cost and/or Sell can be adjusted for items in a price plan. The adjustment can be limited to a product group within the plan by entering a product group in the Product Group field. If the field is blank, all items in the group are adjusted.
From the "Price Plan Setup" screen, highlight the plan ID from the list of price plans. Click Program at the top of the page. Select Adjust Prices.
Enter in the percentage of adjustment of the cost and/or sell of the items. A negative percentage can be used to reduce the prices of the plan. Click Begin to start the process of increasing or decreasing the prices for that plan. A dialog box confirms the process is complete.
Price Break Displays on EQ/c
Items with price plans display a link to view the price break prices on the Item List page. Click the link to view the breaks. Items that allow Any Quantity, display a quantity box on the Item List page.
Items that only allow selected quantities to be ordered require the user to order from the Item detail page.
The method used to display the price breaks on the Item Detail page, is determined by the "Quantity Input Method." The option can be set at the System level, Client level or Item level.
- System Setting: Main page > eCommerce > eCommerce Maintenance > eCommerce Configuration > EQ/c Settings > Defaults tab > Display Defaults section > Input qty method.
- Client Setting: Edit Client > eComm > EQ/c Configuration > Display tab > Input Qty method.
- Item Maintenance > EQ/c > Qty tab > Qty Input Method.
Input Quantity Method
The price break determines the price of the item; the "Input Quantity Method" determines if the user can order any amount or only selected amounts. When the user is allowed to order any amount, the price is determined by the order quantity and the price break listed. The prices are listed in an or more quantity price break.
Allow Any Quantity
In the Item Detail page, the quantity box allows entering any order amount. Click "Use Price Matrix" to view the price breaks. The popup displays the quantity price breaks. The price of the item depends on the amount ordered. In this example ordering 1 – 4 the price is $60.00 each. Ordering 5 – 9 is 65.00 each. Ordering ten or more is $60.00 each.
Selectable Quantity Options:
"Select Quantity Options" do not display a quantity box on the Item List page. The user can view the prices using the hover over for Price Break. To order the user must go into the item details page, only the price break quantities can be selected.
Selectable Quantity Display Options
Selectable Quantity has three options for display, "Quantity/UOM price/Total," "Quantity and Total," or "Quantity and Price."
| Select Qty – Price and Totals Columns Unit price and extended sell are displayed. Only selected amounts can be ordered. |
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| Select Qty – Total Price only Extended sell displays as a Total column. Only selected amounts can be ordered. |
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| Select Qty – price column (dropdown) Extended sell displays as a Price column. Only selected amounts can be ordered. |
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Item Group Pricing
Group Pricing is used to apply the price plan break based on the entire amount ordered of items in the group. When the items are added together into the shopping cart, the combined quantity determines the pricing. Rules are created to link the items into a group.
The setup is in Inventory > Maintenance > Item Group Maintenance.
Select the client, click Add. Enter a Group ID. The field accepts up to eleven characters. Enter a Description for the group.
On Page 1, select Group Pricing for the Group Type. Go to the Rules tab. Click the plus symbol. Select Item List for a grouping of items.
Enter the list of items.
Click Save when all items have been added.
Export to EQ/c. The item group prices apply to all items in the rule that have valid price plans. As the items are added to the cart, the total ordered of all items in the rules determines which price break applies to each item in the plan.
Dynamic Price Plan
Dynamic Price Plan allows prices to be adjusted based on the "Last Unit Cost" of the item. The cost is entered into the Last Unit Cost field in Item Maintenance; the plan’s Margin % is used to calculate the Sell Price of the item. Changing the Markup % in the Price Plan or the Latest Cost in the item prompts the recalculation of the Sell Price.
The Plan type determines if the plan is Standard or Dynamic. To create the Price Plan as a Dynamic Plan select Plan Type as "Dynamic – Using item’s last cost." Enter the margin % Sell and Retail Sell. If applicable, mark Sell cannot exceed item’s Latest Sell. This option does not allow the sell price of the item to exceed the Latest Sell price field.
In Item Maintenance, add the plan to the item. The Prices section displays the recalculation pending until the client is exported to EQ/c or a PO is created for the item.
The price plan must be made available to the client. When the PO is created the price plan will use the margin of markup from the plan to calculate the sell price.
Setting up Dynamic Price Plan
In Inventory > Maintenance > Price Plan Setup, enter the client ID of the items the plan will be used for. Enter a Plan ID and Description the plan can be made available to all clients by marking the checkbox. If the plan is not available to all clients, the plan can be enabled to a client in Client Maintenance > Prices tab > Available Client Price Plans.
Prices Valid fields allow the plan to be available for specific dates. The Thru field is blank if the plan does not expire. Select Dynamic as the Plan Type. The Margin fields allow for a sell on the EQC site and a Retail sell for a retail site.
Firm Sell - allows the plan to override other price plans allowed for the same item.
Sell cannot exceed item’s Latest Sell - when checked, will not allow the sell amount to be lower than the Sell field in item maintenance.
Dynamic Pricing Item Setup
The plan is added to the price tab in Item Maintenance. If the plan was not available to all clients, the plan must be made available to each client in Client Maintenance > Prices tab.
The price plan field will identify the plans that are created as a Dynamic Plan.
When editing the plan, the pricing fields are not available for editing. All adjustments are made through price plan setup.
Adjusting the Dynamic Price Plan
Adjustments to the plan Margin percent are made in Inventory Maintenance > Price Plans. Changes to the item’s cost or the margin percent in the price plan will prompt the recalculation of the item sell price.
When the plan margin or item cost is changed, the item displays a Recalculation Pending message. The plan is recalculated when the client is exported to EQ/c, or a Purchase Order is created in EQ/d.
