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US Oracle Implementation Marketing Discussion March 16, 2010

US Oracle Implementation Marketing Discussion March 16, 2010. Agenda. Oracle Pricing Overview Special Pricing Price List Management SCORE Pricing Options. Oracle Pricing Overview. Primary Price lists are set up with no products assigned

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US Oracle Implementation Marketing Discussion March 16, 2010

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  1. US Oracle Implementation Marketing Discussion March 16, 2010

  2. Agenda Oracle Pricing Overview Special Pricing Price List Management SCORE Pricing Options

  3. Oracle Pricing Overview • Primary Price lists are set up with no products assigned • Secondary price lists are set up and assigned to the Primary Price List • Products and prices are held on the secondary price list • Multiple secondary price lists can be assigned to a Primary Price List • The Primary Price Lists are assigned to each customer • Customer will have access to all secondary prices under a primary price list • The except is overcharge to cover freight; a rep will be able to check a box to use overcharge to cover freight and the corresponding price list (1000, 2000, 4000 or 6000) will be used • Reps are assigned a “default” price list that is used when they enter an order for a new customer • This default is set on the CRM Resource record Role DFF

  4. Oracle Pricing Overview • A product is set up with a single item number regardless of special pricing • Each package size has a unique product number Example: Legacy Code • 0003 = AQUA-SOL 20/20 INDUSTRY (1X55, 1X35, 1X20, 1X7) Oracle Codes: • 10041737 AQUA-SOL 20/20 INDUSTRY, 35 GL, US CL • 10035003 AQUA-SOL 20/20 INDUSTRY, 55 GL, US CL • 10040042 AQUA-SOL 20/20 INDUSTRY, 6 X 1 GL, US CL • 10035004 AQUA-SOL 20/20 INDUSTRY, 7 GL, US CL • An item can only be set up one time on a secondary Price List (ie. only one price per item, per price list) • Promotional products or specially priced items will have same the selling name and number as regular priced items • T-Codes (US terminology for a tempory code that was set up in legacy) are no longer used; they must be set up in Oracle before they can be added to a sales order

  5. Item Settings for SCORE Item Master settings: • inventory_item_status_code = 'ACTIVE‘ • customer_order_enabled_flag = 'Y' • customer_order_flag = 'Y' • so_transactions_flag = 'Y' • orderable_on_web_flag = 'Y' (If ‘N’, CAC can order but not Rep) • web_status = 'PUBLISHED' (If ‘UNPUBLISHED’, CAC can order but not Rep) • Item must be on the Brand’s Item Cross Reference • NAC US CUST CHEM AQUA • NAC US CUST CERTIFIED • NAC US CUST CHEMSEARCH • NAC US CUST MANTEK • Item must exist in the default warehouse (for US it is ‘01P’ or ‘00X’ for drop ship items) Price List settings • Primary and Secondary price list must be Active • Primary and Secondary price list Mobile Download must be checked • Item must be an active the pricelist that is a secondary to the customer’s primary price list (or the rep’s default price list for prospects) • Item must not be end-dated (for current date)

  6. Product Visibility in SCORE • Several item switches must be set to make a product visible for the salesreps in SCORE • Orderable on the Web = 'Y' • Customer Order Enabled = 'Y' • Customer Ordered = 'Y' • Web Status = 'PUBLISHED' • Sales Order Transactable = 'Y' • Inventory Item Status = 'ACTIVE‘ • Item must be on the Item cross reference for the appropriate Brand • Item must exist in the default warehouse (defined on a application level DFF) • Products are visible (depending on above settings) to all reps unless they are set up on a special price list which is assigned to a specific customer • Price List settings • Primary and Secondary price list must be Active • Primary and Secondary price list Mobile Download must be checked • Item must be an active the pricelist that is a secondary to the customer’s primary price list (or the rep’s default price list for prospects) • Item must not be end-dated (for current date)

  7. Price List Structure Products are set up on secondary price lists and will generally not be on a primary price list*: • Primary 1000 Price list • Secondary 1000 Price list 1 (regular price list) • Product A 55 GAL, $17.00 • Product B 35 Gal, $18.00 • Product C 7 Gal, $19.00 • Secondary 1000 price list 2 (promotions price list) • Product A 55 GAL, $15.00 • Product B 35 Gal, $16.00 • Product C 7 Gal, $17.00 • Secondary 1000 price list 3 (overcharge to cover freight) • Product A 55 GAL, $19.00 • Product B 35 Gal, $20.00 • Product C 7 Gal, $21.00 * There may be exceptions where there are no secondary price lists and the products are added to the primary price list

  8. Examples of Certified Price lists in Oracle Primary Price List: • Certified 1000 Price List - NAC US Secondary price lists: • Certified 1000 May 2010 - NAC US • Certified 1000 Lubricant May 2010 - NAC US • Certified 1000 Promotions May 2010 - NAC US • Supply Line Direct 1000 May 2010 - NAC US • CNM Equipment May 2010 – NAC US Primary Price List: • Certified OPCF 1000 Price List - NAC US (overprice to cover freight) Secondary price lists: • Certified OPCF 1000 May 2010 - NAC US • Certified OPCF 1000 Lubricant May 2010 - NAC US • Certified OPCF 1000 Promotions May 2010 - NAC US • CNM Equipment May 2010 – NAC US • Primary Price lists are repeated for 2000, 4000, & 6000 price areas

  9. New SCORE Product Search: Product name and price list are returned for each product /price list that matches the search string “prema” Products are returned in order of the price list precedence. For Certified Canada, lubricants price list is first. #1 = Certified 6000 Lubricants June 2009 – NAC CAN #2 = Certified 6000 Oct 2008 – NAC CAN Same item number, but different prices

  10. Agenda Oracle Pricing Overview Special Pricing Price List Management SCORE Pricing Options

  11. How can we handle special pricing? Some options are: • A Special Price listcould be set up and assigned to a customer, HOWEVER… • The number of price lists to create to handle special pricing would have to be multiplied by 8 (in US) • 1000, 1000 OPCF, 2000, 2000 OPCF, 4000, 4000 OFCF, 6000, 6000 OFCF • If same item number has a different “special” price for another rep, a new price list would have to be set up • A lot of effort to set up special “one-off” pricing!! • A scratch pad hold could be set up for a Rep/Customer/product combination; • Order would be stopped for “scratch pad hold” any time an order comes through for the customer with the specific product • CAC would have to adjust the price and/or commission

  12. Special Pricing • If a customer needs special pricing, they have to be assigned to the Primary Price List that has the secondary price list attached • Price lists are assigned by CAC; rep must make request to CAC if a price list needs to change • No ability to restrict to only one rep; any rep can search for the item number and see all products and price lists • GSA items will have its own price list

  13. Agenda Oracle Pricing Overview Special Pricing Price List Management SCORE Pricing Options

  14. SCORE Product Search info: • The Price list is defaulted in from the Customer record • SCORE’s search is a “name contains” – it will search for the exact phase the rep enters anywhere in the product name • Products matching the search string will be returned for all secondary price lists that are associated with the customer’s primary price list • An item could be on multiple price lists for the purposes of special pricing (example: promotions) • The rep must know which price list/pricing they need to use

  15. Low/High Price info: • Rep can view low and high pricing information under the “view/Hide Additional Info option on the SCORE line item details page. • Rep can enter a price below low price or above high price, and SCORE will give a warning message, but will not stop order from being placed • Orders with items below low or above high will be placed on a pricing hold in Oracle, requiring CAC to release hold before order can be shipped

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