Mixed Lot Pricing

How do I create mixed lot (mix and match) pricing in CODIS?

Step 1: Create the Item Group Code for Mixed Lot Pricing.

From the Main Menu:  select SYSTEM UTILITY PROGRAMS  (OPTION #70).

From the System Utility Programs Menu:  EDIT CODES FILE RECORDS (OPTION #50).

At The Code Type prompt, type ITEM <CR> then type A <CR> to add a new Item Group Code for mixed lot pricing.

At the Item Group Code prompt, type a three-character group code <CR>.

At the Code Description prompt, type your description for the item group code <CR>.

Step 2: Create the Mixed Lot Program Price Schedule.

From the Main Menu:  select ORDER ENTRY (OPTION #10).

From the Order Entry Menu:  select ORDER ENTRY FILE MAINTENANCE (OPTION #50).

From the Order Entry File Maintenance Menu:  PRICE MATRIX EDITOR (OPTION #20).

Type “A” <enter> to add a system wide matrix.

Type “S” <enter> if the matrix will be used by all warehouses or type “W” <enter>  (whse code) <enter> if it will be warehouse specific.

Enter the new price matrix number <enter>.

At the “Enter FALLBACK-MATRIX# for new price matrix (new matrix#) or ? >”prompt, type “0” <enter>.

At the “Enter New Description (Line 1 of 2) >” (enter your description of the program price matrix) <enter> <enter>.

At the “Add (G)roup-code, (M)fg, (P)rod-cd or pa(R)t# record >” prompt, type “G” <enter>.

At the “Enter Item-Group Code (or ?) >”type the group code you created in step 1 <enter>.

At the “6) Qty Dsc# :”prompt , type “A” to add a quantity discount to the file.

At the quantity discount number prompt, type <enter> and a number will be assigned.

Enter a description for the quantity discount.

At the Break Type prompt, type “1” <enter> to create a mixed lot based on order quantity.

At the Discount Type prompt, type the scenario number you want to implement from the popup box.

1        Line discount replaced with VALUE percentage (changes the line item discount percentage to the value percentage you enter in this Qty Discount).

2        Unit price discounted by VALUE percentage (discounts the line item by an additional percentage you enter in this Qty Discount).

3        Unit price reduced by VALUE amount (reduces the line item price by the value amount you enter in this Qty Discount).

4        Unit price replaced by VALUE amount (changes the line item price to the value amount you enter in this Qty Discount).

5        Unit price replaced by VALUE price level (1-5) (changes the line item price to the price level, 1 = List, 2 = Dist, 3 = Dealer, 4 = Trade, 5 = Cost, you enter in this Qty Discount).

6        Line discount increased by VALUE amount (changes the line item discount to the customer’s default discount plus the amount you enter in this Qty Discount).

7        Line discount increased by VALUE percentage (ADD-ON) (not yet implemented).

For example: Your promotion states that for the selected items, order 50 – 99 (mix or match) and receive an additional 10% off your regular cost or order 100+ and receive an additional 15% off your regular cost.  In this example you would select #2 to decrease the customer’s cost by the amount you enter in the value field after specifying Break A (low).

At the Break A (low) quantity prompt, enter the order quantity lower limit of your first break point.  In our example you would enter 50.

At the Break A (low) value prompt, enter the value amount of your first break point.  In our example you would enter 10 (as in 10%).

At the Break A (low) ORD Disc prompt, enter “Y” if you want this quantity discount to ALSO be considered for additional Order discounts. Otherwise enter “N”.

At the Break A (low) AR Disc prompt, enter “Y” if you want this quantity discount to ALSO be considered for additional Accounts Receivable discounts. Otherwise enter “N”.

At the Break B quantity prompt, enter the quantity of your next break point.  In our example you would enter 100.

At the Break B value prompt, enter the value of your next break point.  In our example you would enter 15 (as in 15%).

At the Break B ORD Disc prompt, enter “Y” if you want this quantity discount to ALSO be considered for additional Order discounts. Otherwise enter “N”.

At the Break B AR Disc prompt, enter “Y” if you want this quantity discount to ALSO be considered for additional Accounts Receivable discounts. Otherwise enter “N”.

It is possible to have up to twelve break points in a quantity discount scenario.

Type “” <enter> <enter> when you are finished defining the quantity discount and want to save it.

Enter the Price Code you want the quantity discount scenario to use as a fallback.

Select field #2 if you want a beginning date for your promotion.  Enter the date as MMDDYY.  The program will prompt you for an ending date.

Type “U” <enter> to save the record.

Step 3:  Linking the price matrix to parts that qualify for the promotion.

If the parts to be considered are in different manufacturer codes or product codes then you will have to identify them one at a time.

From the Main Menu:  INVENTORY MANAGEMENT (OPTION #20).

From the Inventory Management Menu:  INVENTORY FILE MAINTENANCE (OPTION #30).

From the Inventory File Maintenance Menu:  PRODUCT FILE CHANGES (OPTION #70).

Enter the Manufacturer code of the part you want to include.

Enter the part number of the part you want to include.

At the line# to edit prompt, type “19” <enter>.

On line# 19 type the Item Group Code you created in step 1 and press <enter> <enter>.

Repeat the process for each part number that is part of the mixed lot pricing scenario.

If the parts to be considered are all parts in a specific product code then the process can be handled by a program.

From the Main Menu:  SYSTEM UTILITES (OPTION #70).

From the System Utilities Menu:  CHANGE FLAGS FOR PRODUCT CODE (OPTION #110).

At the product code prompt, type the product code you want to include in the mixed lot pricing scenario.

At the number to change prompt, type “8” <enter>.

Enter the Item Group Code you created in step 1.

The program will notify you that it is about to make the necessary changes to the product file records and ask for verification to continue.

Step 4.  Once a customer qualifies for a program price you must add the program price to the customer’s master record in “Customer file Maintenance”.

From the Main Menu:  SELECT ORDER ENTRY (OPTION #10).

From the Order Entry Menu:  SELECT ORDER ENTRY FILE MAINTENANCE (OPTION #50).

From the Order Entry File Maintenance Menu: CUSTOMER FILE EDITOR   (OPTION #10).

At the “Customer Number” prompt, type the customer number you want to get the program prices <enter>.

At the “Number to change?” prompt, type “/5” <enter> to advance to screen #5 of the maintenance program.

When on screen #5 and at the “Number to change?” prompt, type “17” <enter>.

To add a new program price code to the customer type “A” <enter> then type the line number you want to add.  Type the program price code when you are at the line number <enter>.  Program prices are determined in ascending order therefore those prices defined in program price code found on line number 1 will override those found defined on line 2 and so forth.  A customer can have up to ten program price codes in effect at any one time.