1. Enabling Price Lists and Sales Scope

Menu Path: 【Admin】>【CRM Platform Management】>【Business Rules Management】>【Price Management】

1.1 Enabling Price Lists

Navigate to 【CRM】>【CRM Management】>【Business Rules Settings】, locate “Price Management” and enable it. After enabling, refresh the page to see newly added Price List and Price List Product objects. By default, CRM administrators and product administrators have management permissions, which can be reassigned as needed.

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1.2 Enabling Sales Scope

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

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2. Price List Maintenance

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 Manual).

2.1 Standard Price List

The system automatically creates a Standard Price List upon activation. Newly added Products/Items will automatically populate this list, with prices pulled from product/item master data fields. Adjustments can be made 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 for product selection during CRM order creation.

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2.3 Price List Priority (Critical)

When a Distributor creates multiple Price Lists for Place Order on Behalf of Customer in CRM orders, they can manually select which list to use. However, in ShareOrder, Distributors cannot choose prices manually—the system automatically applies prices based on Price List priority. When an Account qualifies for multiple Price Lists, prioritize them to ensure accurate pricing for 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.

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2.4 Account-Specific Pricing

Scenario: Price Lists can now function independently from Sales Scope. Enabling Sales Scope becomes optional when using Price Lists alone, allowing direct Account-specific pricing configurations.

Functionality: For new implementations or organizations without existing Price Lists, create lists that directly specify applicable Accounts (without Sales Scope configuration). This supports scenarios like unique pricing per Account.

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2.5 Multi-Unit Pricing

Functionality: The ordering marketplace supports multi-unit pricing. Price Lists can specify prices for each Unit of a Product. When common Units are priced in the list, those values take precedence.

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3. Sales Scope Maintenance

As with Price Lists, enabling Sales Scope is mandatory for channel ordering. Create Sales Scopes before marketplace launch.

The updated Sales Scope feature is decoupled from Price Lists. Price Lists handle pricing directly, while Sales Scope manages availability—configured separately for greater business flexibility.

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3.1 Creating Sales Scopes

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

a. Available Accounts: Defines which Accounts can access this Sales Scope
b. Available Products: Specifies purchasable products (options: all products, selected products, conditional products, or products from Price Lists)
c. Priced Products: Determines product pricing by linking to Price Lists rather than setting SKU-level prices directly. Supports multiple Price List associations.

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Note: When “Applicable to Channel Accounts” is set to “No”, Downstream Distributors and Accounts cannot use this Sales Scope. This accommodates scenarios with different Sales Scopes for upstream/downstream partners.

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3.2 Sales Scope Inquiry (Critical)

After configuring multiple Price Lists and Sales Scopes, use the 【Pricing Tool】 to check which Price Lists and Sales Scopes apply to specific Accounts.

Access the 【Pricing Tool】 from CRM homepage widgets to query by:
- Account only
- Account + Product
- Product only

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