Price List

A price list is a list of products defined by an enterprise based on differences in prices and discounts of products sold in different time frames when selling products to customers. And, between different price lists, due to different markets, set the priority price and whether to force the priority price. The price list is essentially a product price carrier that promotes sales growth by intervening in product prices and implementing flexible and differentiated price policies.

all
- The owner is the current user or a subordinate of the current user
- Or related team members include the current user or the current user's subordinates
- Or configure the customer's "Data Sharing" rule in "Data Rights Management" to share the data of the person in charge or the department to which the person in charge belongs to the current employee, the department of the current employee, or the user group to which the current employee belongs.
- or "My department's" data.
I am responsible for : The owner is the current user
I am involved in : The relevant team contains the current user
I am in charge of the department:
- The current user is the department head of the main department
- At the same time, the main department of the relevant team members in the record is this department.
- Remarks: Whether the responsible department includes all subordinate data is determined by "CRM Management-Rule Settings-Basic Settings-Superior Visible Data Scope".
My subordinates are responsible for: the person in charge is a subordinate of the current user
My Subordinates Participated in: The relevant team contains the current user's subordinates
Shared to me: Configure the "Data Sharing" rule of the contact in "Data Rights Management" to share the data of the person in charge or the department of the person in charge with the current employee or the department of the current employee or current employee's user group

Remarks:

"CRM Admin" can view all data.

All records whose status is "Obsolete" can only be seen by "CRM administrator", and other personnel are not visible.

How to open the price list:
- CRM background management - business rule setting - price management
- Remarks: Once the price list is opened, it cannot be closed.
When turned on, initializes the standard price list.
Determine orders, quotations, and business opportunities 2.0 according to the switch of "whether to enforce the best price of price list priority":
1. When adding details:
  - Turn on, show【Add from product】click
  - Not enabled, display [Add from price list details] button
2. After adding details, whether other price list prices can be switched based on the default price:
  - On, not toggleable
  - not turned on, can be toggled

How to create a new price list
- manually created
  - Entrance: [Price List] list page
- Import, see Import for details

Create a new price list to quickly maintain the sales range: the price list [New] interface, from the price list addition to the price list detailed maintenance, and finally to the sale range creation, the distribution guide is intuitive and visible;
Price list [New] interface, interactive adjustment, page increase distribution guide effect;

Create a new price list, click [Save and add price list details] to directly enter the [Add price list details] page, and create price list details at the same time

Create a new price list, click [Save and Add Available Range] to directly enter the [Set Available Range] page, and create the available range at the same time. a. [Set the range of sale] Method 1: create a new range of sale; quickly reuse the currently maintained price list information into the range of sale;

b. [Set the range of sales] Method 2: Add to the existing range of sales, you can quickly maintain the currently maintained price list into the existing range of sales

On the price list details page, add the [Configure Available Range] button, click it, and the [Configure Available Range] page will appear, click [Add Available Range] to quickly maintain the current price list into the existing available range

On the price list details page, in the Available Range Tab, add the [Add Available Range] button, click it, and the [Available Range List] page will appear, allowing you to quickly maintain the current price list into the existing available range

Valid start time, valid end time: optional. Not maintained means that there is no date limit and it will take effect permanently. The price list price can only be fetched within the time range.
Rate card status: Rate cards are only available in the "Enabled" state.
Applicable departments, applicable customers, and applicable partners are defined in [Available Range].

Business description: Add products to the price list for order, quotation, business opportunity 2.0. When selecting products or selecting price list details, you can select the price of the product according to the [sellable range-sellable list].
Business operation condition : The price list status is "Normal", "Unlocked".
The employees or roles that can perform this operation are: the person in charge, the superior of the person in charge, the relevant team members who are configured with "read and write" permissions, and the superiors of the relevant team members, and the data sharing party who are configured with "read and write" permissions.
Business operation entry: "Save and create new price list details" on the [Price List] edit page, "Price List Details" on the [Price List] details page; click "Add Product" in the [Price List Details] object.
Price List Priority: The priority set. After the product is selected in the quotation, order, and business opportunity 2.0, the price will be brought out by default according to the priority.

Business description: There are different discounts in different time periods, and the price list discount can be edited for one or more to meet business needs.
Business operation condition : The price list status is "Normal", "Unlocked".
The employees or roles that can perform this operation are: the person in charge, the superior of the person in charge, the relevant team members who are configured with "read and write" permissions, and the superiors of the relevant team members, and the data sharing party who are configured with "read and write" permissions.
Business operation entry: "Price List Details" on the [Price List] details page, "Edit" button; in the [Price List Details] object, click the "Edit" button on the [Price List Details] details page.

Business description: After opening the price list, the system will preset a standard price list, and automatically add all current products to the standard price list details, and the default discount is 100%. The standard price list does not allow invalidation and deletion, but can only be enabled and disabled (price list status); standard price list details only allow editing discounts, and temporarily do not allow adding or deleting price list details.
Valid start time, valid end time: the default is empty. That is, it will take effect permanently, and the price list price can only be obtained within the time range.
Uniform default discount: 100%
Special rules: Add, delete, invalidate or restore a product, the product will automatically be added, deleted, invalidated or restored in the price list products of the standard price list; edit the product price, the price of the standard price list product will also change accordingly, and the price list The watch price remains unchanged.

Price list printing template configuration: template management
See Common List Operations for common operations on the list page
Add sales records, see sales records for details
Common business operations, including changing the person in charge, adding relevant team members, printing, importing, exporting, editing, voiding, deleting, etc., see Common business operations
Business operations combined with collaborative office, including forwarding, scheduling, reminders, making phone calls, sending emails, etc., see Common business for details Action

Organizational structure change (personnel change)
- Step 1: Management - Organizational Structure Management - Departments and Employees - Updating the Organizational Structure
- Step 2: CRM-saleable range-find the data corresponding to the organization that needs to be adjusted-edit-modify the applicable organization
Customer Change
- New customers: (opened up new markets)
  1. Step 1: CRM-Customer-Create/Import: Maintain and save customer information
  2. The second step: the scope of sale - available customers:
  - Scope of application-designated customers: need to be edited to add new customers
  - Scope of application - all: no maintenance required
  - Scope of application - meets the specified conditions: no maintenance required
- Delete customer: (no longer cooperate; sales range adjustment)
  1. The first step: the scope of sale - available customers:
    - Scope of application-designated customers: need to be removed, add new customers
    - Scope of application - all: no maintenance required
    - Scope of application - meets the specified conditions: no maintenance required
  2. Step 2: None
- Customer information change: (information change)
  1. The first step: CRM-customer-list: select to modify the customer, and make information changes, including modifying field information, deleting, voiding, replacing the person in charge, etc.
  2. Step 2: None
PRODUCT CHANGES
- New products: (new products launched; xx customers or partners can sell a certain product)
  1. Step 1: CRM-Commodity/Product-Create/Import: Maintain and save product information
  2. Step 2: Price List
    - Method 1: (new page) directly click "Save and add to price list" to select the corresponding price list, and maintain the price list details (under construction, plan 7.3.0)
    - Method 2: CRM-Price List, select the price list that needs to add new products, and maintain the price list details
  3. The third step: the scope of sale:
    - All: no maintenance Step 3
    - Meet the specified conditions: no maintenance step 3
    - Follow applicable price list range: no maintenance step 3
    - Designated products: find the range of products that need to be modified, edit, sell products - add products
    - Method 1: Click "Save and create new price list" or "Save and add to existing sales range" directly in the price list, and maintain the sales range-saleable products (under construction, plan 7.3.0)
    - Method 2: CRM-Salesable Range: Select the salable range that needs to be modified, edit and maintain the salable products
- Delete product: (the product is off the shelf; xx customers or partners can no longer continue to sell a certain product)
  1. The first step: the scope of sale-saleable products:
    - All: no maintenance Step 3
    - Meet the specified conditions: no maintenance step 3
    - Follow applicable price list range: no maintenance step 3
    - Specified product: find the range of salable products that need to be modified, edit, salable products-delete products
  2. Step 2: None
- Product information changes:
  1. The first step: CRM-customer-list: select to modify the customer, edit/update and import
  2. Step 2: None
Price List Changes:
- New price list (new price policy; the original price policy has some product price adjustments)
  1. The first step: CRM-price list, create a price list, and maintain the price list details
  2. Step 2: CRM-Available Range-Available Price List: Add a new price list
- Delete price list (old price ended early, maintenance error)
  1. The first step:
    - Method 1: CRM-Price List, Edit, Enabled Status: Enabled -> Disabled
    - Method 2: CRM-price list, edit, modify the effective end time
  2. Step 2: None
- Price list information change (modify price list information, add, modify, delete price list details)
  1. Step 1: CRM-Price List, Edit, Operate and Maintain
  2. Step 2: None

2023-02-17

Price List

1. Detailed Introduction to Price List

1.1 Price List Preset Scene

1.2 Business operation of price list

1.2.1 Price list switch

1.2.2 Create a new price list

1.2.3 Create new price list business rules

1.2.4 Add price list details

1.2.5 Edit price list details

1.2.6 Standard Price List

2. General business operations

3. Business scenarios

Table of Contents