Lower Price Limits (via Product Property Price Calculation)
- Anne Krieg
- Phu Nguyen (Unlicensed)
Introduction
The functions presented here are only available in the appero quote Enterprise version.
The following chapter refers to the configuration of price limits when the "Use simplified approval logic" parameter is deactivated.
For Lower Price Limits configured via simplified approval logic, see Lower Price Limits (via Simplified Approval Logic)
Lower price limits define how much discount the employee is allowed to give on a product until an approval process for the quote is required.
appero quote provides the ability to include lower price limits and associated approval settings directly when inserting and editing the product in the quote, without the user having to keep track of the limits themselves or risk selling a product below value.
Configuration
Admin-Settings
In order to use the "Lower Price Limits" function, three settings must first be set up in the admin area of appero quote:
Section | Setting | Parameter Name | Type |
|---|---|---|---|
Apply price matrix to lower price limit | matrixSetLowsellPrice | Option switch: true | |
Approval process activated | approval | Option switch: true | |
Approval process options | approvalmode | Picklist: When Lowsell is undercut | |
Show Approval Levels in Editor | showApprovalLevelsInEditor | Option switch: true |
Product property “Pricecalculation”
The concrete lower price limits for a product or product group are mapped using the Pricecalculation product property. The key to this is the "is Lowsell Price" checkbox sf42_quotefx__SF42_calc_isLowsell__c in the Calculation section.
In the following example, a maximum discount of 20% is set for the product Generator Diesel 200 KW, marked as "Is Lowsell Price":
The product property now no longer acts as a normal markup or markdown, but checks the difference between the sales price and the lower price limits in the background of the quote editor. The maximum discount that may be given on the associated product is 20% in our example. Beyond that, an approval process is triggered.
Lower price limits in the quote editor
If the item is added to the quote, the lower price limit initially remains invisible and the list price - unlike in a normal price calculation - remains unchanged.
Only when a discount is applied is the difference between the sales price and the lower price limit calculated in the background and displayed via the badge on the right-hand side of the screen:
If the price falls below the lower price limits, the badge turns red, signaling that the price has fallen below the lower limit and that an approval process is necessary:
The lower price limits can be divided into two levels
Display in the Editor | Meaning | Explanation |
|---|---|---|
| Level 1 | Level 1 shows the deviation from the list price. I.e. the list price has been undercut by the discount, in this example by 100, but the lower price limit has not yet been reached. |
Level 2 | Level 2 shows the deviation from the lower price limits. I.e. the lower price limit was undercut by the discount, in this example by €100. |
Display on the quote dataset
The approval level and the given discount are also shown under the details of the quote record after saving the quote. The status of the quote can be viewed in full in this way without having to load the editor: