This is a hands-on lesson to teach you how to work with category pricing and rate card structures. It walks you through a simple category setup and shows you how the pricing appears in an order. Each step adds a layer of complexity to the pricing structure and refers you back to the order to see how the pricing is shown to the end user. Once you have completed this lesson you should have a better understanding of how aACE applies pricing based on complex pricing tiers.
If you need additional help to create a pricing structure not covered in this lesson, contact aACE Support at the number listed here.
- Create a category called TESTCAT. For the price, enter a Fixed Price of $100. (Make sure it has no custom pricing.) Then, create an order and add TESTCAT.
The price will be $100.
- Edit the category called TESTCAT by opening the volume discount dialog and entering 2+ for the Qty Range with a Discount Amt of $10. Then, create an order and add TESTCAT for a quantity of 2.
The price will be $90.
- Create a rate card called TESTRC with the following:
Rate Type = Discount %
Rate Val = 50%
Don't add any categories yet.
Then, create an order and assign the rate card TESTRC, and add TESTCAT, quantity 1.
The price will be $100 because TESTCAT does not belong to the rate card.
- Edit the rate card called TESTRC by opening the volume discount dialog and entering:
Qty Range = 2+
Discount Amount = $20.
Then create an order, assign the rate card TESTRC to the order, and add TESTCAT to the order with a quantity of 2.
The price will be $90 because TESTCAT does not belong to the rate card. The discount is pulling from the $10 discount at the category level.
- Edit the category called TESTCAT and add the rate card called TESTRC to the Custom Prices list. Do not change the default checkboxes. Then create an order and assign rate card TESTRC, and then add TESTCAT, quantity 1 to the order.
The price will be $50 because it's taking into account the 50% discount.
* Now change the quantity to 2.
The price will be $30 because it's a 50% discount + a $20 volume discount.
- Edit the category called TESTCAT and uncheck the default logic for custom pricing. Change it to be a Fixed Price = $25, with no volume discounting.
Then, create an order, assign the rate card TESTRC to the order and add TESTCAT, quantity 1.
The price will be $25 because it's pulling from the related rate card item.
- Edit the category called TESTCAT and add custom discount pricing:
Qty Range = 2+
Discount Range = 50%.
Then create an order, assign the rate card TESTRC to the order, and add TESTCAT, quantity 2.
The price will be $12.50 because $25.00 - 50% discount = $12.50.
- Edit the rate card called TESTRC by checking the default for the pricing logic for the category called TESTCAT, and change the discount percent at the rate card level to 75%.
Create an order, assign rate card TESTRC, and add TESTCAT, quantity 1.
The price will be $25 because it's applying the 75% discount of the rate card. This is valuable because users can have a straight discount % rate card without having to worry about price changes.
Some things to keep in mind:
- Rate cards can have many categories and categories can be on many rate cards.
- "Rate Card Items" in rate cards and "Custom Pricing" in categories are looking at the same data table, just from different perspectives.
- If a rate card is selected at the order level and the category of the line item is on the selected rate card, the rate card item (i.e. custom pricing) logic takes precedence. Note: This can either be "Default" or overridden with custom logic.
- If a rate card is selected in the order, and the category of the line item is not on the selected rate card, the category rate logic takes precedence.
- Logic does not cross levels. For example, the rate at the order will not pull a rate from the rate card item and also try to apply the volume discount logic stored at the category.
- Client discounts are taken into consideration after all the above have been considered. For example, an order can have a rate card discount, a volume discount, and a client discount, all at the same time.