Overview
This Article article is meant to inform the User user on how to create a Sell Price Plan sell price plan in Trident1.
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Navigate to the Sell Price Plan Module
1. Hover the mouse over the Products menu
2. Hover Then hover over Pricing
3. Click on Sell Price Plans
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Create the Sell Price Plan
1. Click on + to the + (plus) icon at the top right
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2. Define Fill in the Sell Price Plan Name*
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3. Enter Fill in a the Price Plan Description
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4. Click on Save
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5. Click on the Sell Price Plan Name the sell price plan name from the Sell Price Plan Listings Screenlistings screen
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6. Click the Add Rule button
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7. Click the Pencil icon in the Product Division Fieldfield. Define the Product Divisionproduct division then click OK.
Note: If you would like the SPP to defined for all Product Divisionssell price plan to include all product divisions, enter *** in the Fieldfield
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78. Click the Pencil icon in the Manufacturer Fieldfield. Define the Manufacturermanufacturer then click OK. (Optional)8
9. Click the Pencil icon in the Type Fieldfield. Define the Typetype then click OK. (Optional)
910. Click the Pencil icon in the Product Number Fieldfield. Insert Type or Scan scan in the Product Numberproduct number then click OK. (optional)
1011. Click the Pencil icon in the Price Level Fieldfield. Utilize the drop-down to select the Price Fieldfield then click OK.11
12. Click the Pencil icon in the Times Fieldfield. Define the decimalized decimal value representing percentage to be discounted from the Product.i.e. Use Casepaid after discount then click OK (E.g. enter .85 to give the customer a 15% discount)
Example: Johns Gun Shop uses PF1 as the Sell Price Fieldfield, their Members incur members enjoy a 15% discount on all items.
The Product Division field would be ***
The Price Level Field field would be PF1
The Time Fields fields would be .85 (1.00-.85=.15 or 15%)
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12. Click on Save
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Assign the Sell Price Plan
From the Customer Record
1. Navigate to a Customercustomer
2. Scroll down to Customer Detail section
3. Click the downward carat to expand the section
4. Click in the Sell Price Fieldfield
5. Select a Sell Price Plansell price plan
6. Click Save
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From a Membership Package
1. Navigate to a Membership Package (Hover over Memberships> Click on Membership Packages>Click on membership package (hover the mouse over Memberships menu > Click Membership Packages)
2.Click the Show All button to see all membership packages
3. Click the package name in the Membership Package Name )column
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2. Click on Edit
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3. Click on the Product Pricing Field drop-down
4. Select Sell ‘Sell Price PlanPlan’
5. Select desired price plan from the Sell Price Plan available in the drop-down
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6. Click Save
VIDEO
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