TRAVERSE Global v11.1

Promotional Pricing

Use the Promotional Pricing function to identify a promotion, the length of the promotion, and the price IDs, customer levels, item IDs, location IDs, units of measure, and product line values to which the promotion applies.

If there is a promotion available for a customer level and if the promotional price is less than the system calculated price, the promotional price is applied. If there is more than one promotional price set up, the system defaults to the promotion that has its start date closest to the current workstation date.

ClosedCreating a Promotional Price
  1. Click the New button, on the toolbar, to open a blank promotional pricing record.
  2. Enter a new promotional pricing ID in the Promo ID field.
    Note: To copy promotional pricing information from a similar record for a new promotional pricing, select the existing promotional pricing from the Copy From field.
  3. Enter a description of the new promotional pricing in the Description field.
  4. Enter the date range for the promotional pricing in the Start Date and End Date fields.
  5. Select the range of price IDs to include in the promotion from the Price ID fields.
  6. Select the range of customer levels to include in the promotion from the Customer Level fields.
  7. Select the range of items to include in the promotion from the Item ID fields.
  8. Select the range of locations to include in the promotion from the Location ID fields.
  9. Select the range of units of measure to include in the promotion from the Unit of Measure fields.
  10. Select the range of product lines to include in the promotion from the Product Line fields.
  11. Select an adjustment base type from the Adjustment Base field.
    12. Select For
    No Base Using the amount in the Amount field as the adjusted price (adjustment type must be Amount).
    Standard Cost Standard cost of the item determined by the item's cost components in the Inventory Item Locations function.
    Base Cost Fixed cost (set up in the Inventory Item Locations function).
    Average Price Weighted average of selling prices calculated and stored in the Inventory Item Locations function.
    Base Price Fixed price (set up in the Inventory Item Locations function).
    List Price Manufacturer's suggested retail price of an item (set up in the Inventory Item Locations function).
    Minimum Price The lowest price to sell an item (set up in the Inventory Item Locations function).
    Calculated Price The adjustment on top of the price calculated so far.
    Last Cost The most recent cost for the item.
  12. Select either Amount or Percent for the adjustment type from the Adj Type field.
  13. Enter the adjustment amount, using either positive or negative numbers, in the Adj Amount field.
  14. Click the Save button, on the toolbar, to save the new promotional pricing.
ClosedEditing a Promotional Price
  1. Select a promotional ID to edit from the Promo ID field.
  2. Edit the fields as necessary.
  3. Click the Save button, on the toolbar, to save any changes made to promotional pricing.
ClosedDeleting a Promotional Price
  1. Select a promotional pricing to delete from the Promo ID field.
  2. Click the Delete button, on the toolbar, to delete the selected promotional pricing.
  3. Click Yes at the "Are you sure you want to delete selected record(s)?" prompt.