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Modules:Commercial Operations

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Commercial Operations

Bulbgraph.png   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.

CommercialOperation.png


There are few required to create commercial operation:

This window has an implicit filter by default to show the commercial operations that are currently applied, that is, those that are in an activated or reopened status and whose end date is from today. When the filter is cleared, all records will be visible.

CommercialOperationsFiltered.png

Included Stores

This tab holds the stores where price modifications (exceptions) should apply to.

IncludedStores.png


There are few required to add store:

Add Stores

This process is used to ease the process of configuring target stores for a given commercial operation.

This window has three parameters:

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.

AddStores.png


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.

AddStoresSetOfStores.png


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:

If the user adds 2 store sets containing the same store and there is an overlap between them, a warning is displayed to them saying “Stores [X, Y,…] belongs to several sets of stores, it will be added only once in the list” and then will be add only one line in the Included Stores tab, related to the first store set selected and the dates will be unified with the lower start date and the higher end date to add a single line.

Modify Dates

Once the Commercial Operation is saved, the date fields are not editable. We will use this process to be able to make the modification of the dates.

This window has three parameters:

ModifyDates.png


After selecting the options, the process will update the dates in the following places:

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.

ProductPrices.png


There are few required to modify:

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.

ExportCSV.png


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.

ImportCSV.png


The file format accepted will be the same one obtained from the previous step (see Export CSV). Los parámetros disponibles son:

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:

Manage States

The Commercial Operation has four states:

The document action button allows you to make the transition and it will be established as appropriate in each case:

DocumentAction.png

Activate

This action grants there is no impact in the price list till all the required config is present. It is only available for commercial operations in draft or reopened status.

Validate1.png


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.

Validate2.png


After the validation process all the window will become read only, therefore it will no longer be editable or deletable. The only available actions will be to reopen or stop.

Validate3.png

Reopen

This action reopens the commercial operation to be able to make changes to it. It is only available for commercial operations in activated status.

Reopen.png


After reopening the commercial operation, this will go to reopened status and the previous configuration (product price exceptions) will remain the same. Now you can make changes to the commercial operation:

Only after activating again the commercial operation, the new modifications will be reflected in the price exceptions and therefore in the next incremental refresh.

Stop

This action stops the commercial operation immediately after its execution. It is only available for commercial operations in activated status.

Stop.png


Once its run, the related price exceptions are deactivated and updated to reflect the stop date. This as well update the end date in the header and the end dates for the included stores.

The commercial operation will go to closed status and no other action will be allowed.

Copy Commercial Operation

This functionality allows you to copy an existing Commercial Operation.

Select the commercial operation to be copied, and click in 'Copy record' toolbar button. A new confirmation popup is opened:

CloneOpeCom1.png


When copied, the new commercial operation is in draft mode to allow the user to change the dates, the list of stores, and the prices and then validate it as any new commercial operation created.

CloneOpeCom2.png


The new commercial operation will be exactly as the copied one, except that:

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.

CommercialOperationByProduct.png


The following fields are visible and filterable in the view:

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