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Modules:Commercial Operations

Contents

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:

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:

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 parĂ¡metros 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:

Validate

This process grants there is no impact in the price list till all the required config is present.

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.

Validate3.png

Stop

This button stops the current commercial operation by updating the required exceptions for the given ending date.

Stop.png


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.

CommercialOperationByProduct.png


The following fields are visible and filterable in the view:

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