Modules:Commercial Operations
Contents |
Commercial Operations
![]() | This feature is available starting from 22Q4. |
Introduction
Commercial Operations module will allow enhancing product price exceptions with a new window to easily apply new product prices for one or several stores in a given period of time.
This module is dependent on the retail module as the Store concept is introduced by this module.
Commercial Operation
A new window has been added to determine new commercial operations. Commercial operations are changes in product prices for a number of stores in a period of time. Instead of creating a new price list for those prices, it generates the required price exceptions to attend described configurations.
There are few required to create commercial operation:
- Document No.: Value feeded by a sequence.
- Name: Unique name to identify the commercial operation.
- Summary Level: Represents a branch in a tree rather than an end-node and is means of grouping commercial operations.
- Price List: Selecting an existing price list.
- Price List Version: Existing version for the selected price list.
- Starting Date: Starting Date from which the prices should apply for the selected store. Just dates equal or higher than Valid From Date (from price list version) can be selectable.
- Ending Date: Ending Date when the prices should stop being applied for the selected store. End date will always be higher than the starting date.
- Add Stores: Button that opens a new pick and execute window where to select and add new stores for a data range.
- Validate: Button that processes the current commercial operation and generates the required exceptions for the given price list version.
- Stop: Button that stops the current commercial operation by updating the required exceptions to the given ending date.
Included Stores
This tab holds the stores where price modifications (exceptions) should apply to.
There are few required to add store:
- Store: Stores organizations which are part of the same child tree of the price list organization.
- Starting Date: Starting Date from which the prices should apply for the selected store. Just dates equal or higher than Valid From Date (from price list version) can be selectable.
- Ending Date: Ending Date when the prices should stop being applied for the selected store. End date will always be higher than the starting date.
Add Stores
This process is used to ease the process of configuring target stores for a given commercial operation.
This window has three parameters:
- Filter Type: List of two values: Stores, Sets of Stores.
- Starting Date
- Ending Date
Starting Date and Ending Date will be used to fulfill that mandatory information when creating final stores in the included stores tab.
When the filter type Stores is selected, a new grid is shown containing stores which belong to the child tree of the price list version organization.
This grid is a multiselection grid and the Starting Date and Ending Date fields are pre-filled with the header fields but are editable.
Once records are selected and the process button pressed, as many stores will be created as required in the included stores tab.
When the filter type Set of Stores is selected, a new grid is shown containing sets of stores which belong to the child tree of the price list version organization.
This grid is a multiselection grid.
Once records are selected and the process button pressed, as many stores will be created as required in the included stores tab. This means a record will be created for any member of the Stores Sets selected. As Stores Sets are composed by stores in a given period of time, just those matching the informed Starting and Ending date will be created. The Starting Date and Ending Date of the created records should grant:
- Starting Date: Maximum value between the starting date parameter and the starting date of the organization in the set. Starting date will never be higher than the ending date parameter. In such scenarios no included store record will be created.
- Ending Date: Minimum value between the ending date parameter and the ending date of the organization in the set. Ending date will never be higher than the ending date parameter.
Product Prices
This tab reflects the price exceptions to be created for the informed stores. It is not possible to insert or delete records manually and it is automatically filled with the product prices defined in the price list version.
There are few required to modify:
- Discounted Price: By default equals to unit price. It will be the unit price for the product price with exception.
- % Discount: Represents the discount percentage of the exception price compared to the standard price of the product price in the price list version.
- Discount Amount: Represents the difference between the standard price of the product price in the price list version and the unit price of the exception.
When changing any of those values, the other values will be recomputed and round accordingly.
Export CSV
Process to export product prices information related to this commercial operation. We must select the product prices tab and with the view in grid mode.
The file format will be csv and the columns informed will map the fields definition in the Product Prices tab. In this way, the exported file will hold all the product price records of the selected price list version together with any new price modification registered in the Product Prices tab.
The goal for this file is to easily edit prices for products in the selected price list for later import. It will provide an easy and powerful way to edit a large number of product prices in one shot.
Import CSV
Process to import product prices information related to this commercial operation. We must select the product prices tab.
The file format accepted will be the same one obtained from the previous step (see Export CSV).
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- Import File: Select the csv file to be imported.
- Import Mode:
- Import and Add: Adds those records which are not yet present.
- Import and Replace All: Adds all records and deletes existing ones.
- Import Error handling:
- Continue on Error.
- Stop on Error.
The process will check which value has been modified for each record and the other values will be recalculated and rounded accordingly, having field preference in the following order:
- Discounted Price
- % Discount
- Discounted Amount
Validate
This process grants there is no impact in the price list till all the required config is present.
Once the process is executed the required product price exceptions will be created for the selected price list version, dates and stores. Those newly created price exceptions will hold a reference to the commercial operation product price entity for tracking purposes.
After the validation process all the window will become read only, therefore it will no longer be editable or deletable.
Stop
This button stops the current commercial operation by updating the required exceptions for the given ending date.
Once run the related price exceptions are updated to reflect the new end date. This as well update the end date in the header and the end dates for the selected stores.
If the Stop process is executed on a Commercial Operation of type Summary Level, it will affect all Commercial Operations below it in the tree.
This process allow running the process on multiple records at the same time and only applies to validated commercial operations.
Commercial Operations by Product
The objective of this window is to display the different products and its price exceptions related to commercial operations so those can be easily reported and filtered by product.
When filtering by product all commercial operations related to the selected product are displayed together, this way it is simpler to review and compare the different prices for the different commercial operations and stores.
The following fields are visible and filterable in the view:
- Organization: Identifier of the store.
- Valid From Date: Starting Date.
- Valid To Date: Ending Date.
- Commercial Operation: Identifier of the commercial operation.
- Price List: Identifier of the price list.
- Price List Version: Version for the given price list.
- Product: Identifier of the product.
- Unit Price: Display the price list base price for the product.
- Discounted Price: Display the price list exception price for the product. This is the final price in the commercial operation.
- % Discount: Percentage difference between the price list price and the price exception price.
- Discount Amount: Price difference between the price list price and the discounted price.