Final Sell Price Overrides

Task/Problem Overview

This document will cover how to create final sell price overrides, aka a ‘Final Value Override’ which can be used to calculate a final sell price on an order regardless if that account and or inventory is currently apart of any contracts, promotions, or other pricing overrides.

Before you get started you need to make sure that any Account or Inventory Groups this override will be applied to has already been created within the Account Groups or the Inventory Group modules.

Creating a Final Price Override
To create a Final Override Value go to Inventory> Pricing Manager > Pricing Rules. Select the Pricing Override Tab, and search for the Account or Account Groups, and Inventory Groups this override will be applied to

In the Final Price Override Column, right-click on the field to select Set Formula.

For this example, we want to charge this specific customer a 3% increase in their order to recoup the credit card transaction fees. This formula will calculate a final sell price regardless of any overrides, contracts, etc that apply.

In the formula module, select ‘New’ to create the ‘Sell Price’ override formula.

Enter the Formula Name > Sell Price + 3% and create the formula.

Drill down within SE system and select Sell Price.

Next in the formula field enter your desired formula. In our example, it will be (Sell Price) * 1.03% for a 3% increase.

Once you’ve saved and accepted the formula the Final Override Value column will now reflect this override. Select ‘Process’ to commit your changes.

NOTE: Sell Price Formulas can only be used within the ‘Final Value Override’’ column. If you try to select this pricing formula in any other pricing column you will receive the following error.

So in our example, item# 19103 normally sells for $16.8168 per this customer’s price class. Using the Final Price Override we set the formula to add 3% onto their sell price for all items. Now when we enter the inventory item onto the order, the Net Price/Sell Price reflects $17.32.

Viewing Final Sell Price Overrides

In addition to viewing price overrides within the pricing manager, you can also view pricing overrides within order entry.
Using the In-Basket on the home screen , during order entry you can view the ‘Pricing Source’ tab to view all pricing related actions for an item on the account.

This concludes this document on how to enter and view Final Sell Price Overrides.