1. Enabling Price Lists and Sales Scope

Navigation path: [Admin] > [CRM Platform Management] > [Business Rules Management] > [Price Management]

1.1 Enabling Price Lists

In [CRM] > [CRM Management] > [Business Rules Settings], locate “Price Management” and click to enable. After enabling, refresh the page to see new objects for Price Lists and Price List Products. By default, CRM administrators and product administrators have management permissions, which can be reassigned as needed.

1.2 Enabling Sales Scope

After enabling Price Lists, switch tabs to enable Sales Scope. Upon refresh, new objects for Sales Scope, Pricelist Availability, and Available Products will appear. Administrators can configure sales scopes based on account types and specific account requirements.

2. Price List Management

As mentioned, channel ordering requires both Price Lists and Sales Scope to be enabled. Before launching the marketplace, create new Price Lists following the CRM manual (Price List Product Guide).

2.1 Standard Price List

The system automatically creates a Standard Price List when Price Lists are enabled. New products/items added will automatically appear in this list. Prices are pulled from the product/item master data fields and can be adjusted as needed.

2.2 Creating New Price Lists

Administrators can create custom Price Lists based on account types, tiers, specific accounts, or other criteria. The system supports multi-dimensional Price Lists, allowing users to select products from these lists when creating CRM orders.

2.3 Price List Priority (Critical)

When a distributor has multiple Price Lists, they can manually select which list to use when placing orders in CRM. However, in ShareOrder, distributors cannot choose Price Lists manually - the system automatically selects prices based on list priority. Therefore, when an account qualifies for multiple Price Lists, administrators must set priorities to ensure correct pricing during distributor orders.

Note: For ShareOrder, regardless of the “Enforce Optimal Price List Priority” setting in Price Management, the system always uses priority-based pricing. Proper priority configuration is essential.

2.4 Account-Specific Pricing

Scenario: When Price Lists are decoupled from Sales Scope, enabling Sales Scope becomes optional. After enabling Price Lists alone, administrators can set account-specific pricing directly.

Functionality: For new implementations or those without existing Price Lists, administrators can create Price Lists that directly specify applicable accounts (without Sales Scope configuration), supporting scenarios like account-specific pricing.

2.5 Multi-Unit Pricing

Functionality: The ordering marketplace supports multi-unit pricing. Administrators can specify prices for different units directly in Price Lists. When common unit prices are defined in Price Lists, these override other pricing sources.

3. Sales Scope Management

As noted earlier, channel ordering requires both Price Lists and Sales Scope. Before launching the marketplace, create new Sales Scopes.

The latest version decouples Sales Scope from Price Lists. Price Lists handle pricing directly, while Sales Scope manages availability, providing greater business flexibility.

3.1 Creating Sales Scopes

A complete Sales Scope includes three components: Available Accounts, Available Products, and Available Price Lists.

a. Available Accounts: Defines which accounts can use this Sales Scope
b. Available Products: Specifies which products are available (can include all products, specific products, conditional selections, or products from Price Lists)
c. Available Price Lists: Determines pricing by linking to Price Lists rather than setting SKU prices directly. Supports linking multiple Price Lists.

Note: When “Applicable to Channel Accounts” is set to “No”, downstream distributors and accounts cannot use this Sales Scope. This supports scenarios where upstream and downstream require different Sales Scopes.

3.2 Sales Scope Inquiry (Critical)

After configuring multiple Price Lists and Sales Scopes, administrators can use the [Pricing Tool] to check which Price Lists and Sales Scopes apply to specific accounts.

From the CRM homepage widgets, click [Pricing Tool] to query by account, account+product, or product.