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 Status: Indicates the status of a document at this time. Default is Draft.
- 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.
- For Templates: Controls how prices and price exception discounts are shown in the printed ticket.
- For WebPOS UI: Controls how prices and price exception discounts are shown in the front end.
- Add Stores: Button that opens a new pick and execute window where to select and add new stores for a data range.
- Modify Dates: Button that allows updating the start and end dates, in the header and the stores included, according to the selected parameters.
- Action Document: Button to change the transaction status of the document.
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.
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.
- Store Set: Corresponding Store Set if the store is added from a Store Set.
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.
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:
- All dates are updated for the stores: By default not marked.
- Starting Date: By default the one that is in the header.
- Ending Date: By default the one that is in the header.
After selecting the options, the process will update the dates in the following places:
- Header: The process will update the starting date and ending date of the header.
- Included Stores tab:
- If the checkbox is marked, the process will overwrite the starting date and ending date for each of the stores.
- If the checkbox is marked, the process will only overwrite the starting date and ending date for all those records where both dates were exactly as the previous dates in the header.
- Dates out of range: If there are dates out of range for one or more stores as a result of modifying the dates in the header, the process will stop and will not modify any date and showing an error message. Therefore the user will have to either launch again the process and overwrite all the dates using the option for that or change the dates of the stores.
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:
- List Price: The official net price of a product in a specified currency.
- 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).
Los parámetros disponibles son:
- 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
Manage States
The Commercial Operation has four states:
- Draft: First time you create a commercial operation and still has not been validated.
- Activated: When the commercial operation has been validated.
- Reopened: When the commercial operation was activated and has been reopened to modify it.
- Closed: When the commercial operation has been stopped and it cannot be modified anymore.
The document action button allows you to make the transition and it will be established as appropriate in each case:
- From Draft status it can be Activate.
- From Activated status:
- It can be Reopen(by default).
- It can be Stop.
- From Reopened status it can be Activate.
- From Closed status it cannot be done any action. The action button will no longer be displayed.
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.
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. The only available actions will be to reopen or stop.
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.
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:
- Modify header data, dates, etc.
- Add or deactivate stores included.
- Modify product prices.
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.
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:
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.
The new commercial operation will be exactly as the copied one, except that:
- The status is Draft.
- The document no. is the corresponding one as per the sequence.
- If the end date of the header or of any store is in the past, it is replaced by the current date.
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.