Customer Orders - Pricing Process

Prerequisite

1. Create Orders

Note: There is a configuration set where if unchecked, a confirmation box will ask “Would you like to re-price the order?”  when a change is made to an open order.

• Configuration: Master > Administration > System Settings > Customer Order > Uncheck box > Save

  • Retrieve an open order that needs to be changed

Open

Orders > Customer Orders> Select three dots to search for an order> Add any search criteria> Retrieve

Open

• Once order is open, if a change to delivery date is made and order is saved -a confirmation box is prompted. See below. This allows you to re-price an order is necessary.

• If yes, select pricing type. > OK

• If no, order will be saved without re-pricing.

Note: There is a configuration set where if checked an order will automatically re-priced when a change is made.

• Configuration: Master > Administration > System Settings > Customer Order > Check box > Save

  • Retrieve an open order that needs to be changed

Orders > Customer Orders> Select three dots to search for an order> Add any search criteria> Retrieve

• Once order is open, if a change is made to unit price and delivery date the dialog box ‘The customer order had been repriced.’ is prompted. See below.

• If other changes are made to order, select “Re-Price Order” for dialog box to prompt.

  • Example - if only delivery date is change – select “Re-price Order– select “Re-price Order” for order to be re-priced

  • Example – if only unit value is changed – select “Re-price Order” for dialog box to show order has been re-priced

• Save all changes.