How to support multi tier pricing

1
Hello,

We have a few levels of customers (think Tier 1, Tier 2, Tier 3) and we are planning to group them based on Customer Group.

We want to have different pricing structure for these customers and we were hoping to do this via a price list.

For example, if this is a Tier 1 customer, the default pricelist set for this customer will have a rule that applies a 30% discount on all item prices
and a Tier 2 customer will have a 20% discount. However, it does not look like there are any such rules that can be applied via price lists.

How can this be achieved in ErpNext ?

Suggestions/tips highly appreciated.

Thanks,
Maaz

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2
Looks like I can do a Pricing Rule and apply that on All Products, and filter on my specific Customer Group.

Is there any other better way or option ?

Thanks,
Maaz

On Wednesday, August 13, 2014 6:05:41 PM UTC-7, Maaz Contractor wrote:
Hello,

We have a few levels of customers (think Tier 1, Tier 2, Tier 3) and we are planning to group them based on Customer Group.

We want to have different pricing structure for these customers and we were hoping to do this via a price list.

For example, if this is a Tier 1 customer, the default pricelist set for this customer will have a rule that applies a 30% discount on all item prices
and a Tier 2 customer will have a 20% discount. However, it does not look like there are any such rules that can be applied via price lists.

How can this be achieved in ErpNext ?

Suggestions/tips highly appreciated.

Thanks,
Maaz

–

Note:

 

If you are posting an issue,

 

  1. ERPNext is a free and open source software and support is given on this forum by a team (https://frappe.io/webnotes). So please consider donating if you find this forum useful (https://frappe.io/buy). Even a small amount would be helpful.
  2. We should be able to replicate it at our end. So please give us as much information as you can. Please see it from the point of view of the person receiving the communication.
  3. Paste your code at http://pastebin.com or http://gist.github.com and send only the URL via email
  4. For sending images, use http://imgur.com or other similar services. Do not send images as attachments. Links are good. Same goes for any file you are going to send.

     

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3

On 14-Aug-2014, at 7:04 am, Maaz Contractor <ma...@gmail.com> wrote:

Looks like I can do a Pricing Rule and apply that on All Products, and filter on my specific Customer Group.

Is there any other better way or option ?

Maintain separate pricing lists and make them default for the Customer Group.

You can also upload prices in one go from a spreadsheet.


Thanks,
Maaz

On Wednesday, August 13, 2014 6:05:41 PM UTC-7, Maaz Contractor wrote:
Hello,

We have a few levels of customers (think Tier 1, Tier 2, Tier 3) and we are planning to group them based on Customer Group.

We want to have different pricing structure for these customers and we were hoping to do this via a price list.

For example, if this is a Tier 1 customer, the default pricelist set for this customer will have a rule that applies a 30% discount on all item prices
and a Tier 2 customer will have a 20% discount. However, it does not look like there are any such rules that can be applied via price lists.

How can this be achieved in ErpNext ?

Suggestions/tips highly appreciated.

Thanks,
Maaz


-- 
Note:
 
If you are posting an issue,
 
1. ERPNext is a free and open source software and support is given on this forum by a team (https://frappe.io/webnotes). So please consider donating if you find this forum useful (https://frappe.io/buy). Even a small amount would be helpful.
2. We should be able to replicate it at our end. So please give us as much information as you can. Please see it from the point of view of the person receiving the communication.
3. Paste your code at http://pastebin.com or http://gist.github.com and send only the URL via email
4. For sending images, use http://imgur.com or other similar services. Do not send images as attachments. Links are good. Same goes for any file you are going to send.
 
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  2. We should be able to replicate it at our end. So please give us as much information as you can. Please see it from the point of view of the person receiving the communication.
  3. Paste your code at http://pastebin.com or http://gist.github.com and send only the URL via email
  4. For sending images, use http://imgur.com or other similar services. Do not send images as attachments. Links are good. Same goes for any file you are going to send.

     

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4
Hi Rushabh,

Thanks for your response.

I am not sure if this approach will be scalable enough for us. We plan to have > 10k products and the selling prices change frequently since we are into trading and the selling price is very much dependent on our purchase prices.

The way things work for us is this:
We have a price for an item which is the MRP say for example Item x is for $100

Now, if the customer is in Tier 1, we want the price to reflect a price with a discount of 20%.
For Tier 2, we want 10% etc..

At the same time, these prices can change and when that happens, say for example, from $100 to $200 we ideally want the prices for the other customer groups to be reflected based on the discount percentages.

However, with the current way Price Lists are defined, this would mean that we need to update the prices in all the price lists and that will be error prone and manual and we lose the discount structure in the System as well.

Ideally it will be great if we can also configure price lists as per rules based off a standard price list.
For example: Say the "Standard Price list" has MRP for each items..e.g. Product A is $100, it will be great to define a "Tier 1 Price List" where the rule says for All products, take 20% off the price.
That way, we would only update the price of the product in the "Standard Price List" and the subsequent "Tier" price lists will be updated accordingly.

Rushabh: What are our options along those lines ? Can you please suggest a good way to proceed ?

Rushabh: Also, is there any way to programatically set the selling price for a product as a calculation of the markup of the purchase prices ? My concern is that if the purchase prices increase and we do not also increase the selling prices, we make a big loss.

Thanks a lot for looking into our queries and for your prompt response.

Thanks,
Maaz




On Wed, Aug 13, 2014 at 9:03 PM, Rushabh Mehta <rm…@gmail.com> wrote:


On 14-Aug-2014, at 7:04 am, Maaz Contractor <ma...@gmail.com> wrote:

Looks like I can do a Pricing Rule and apply that on All Products, and filter on my specific Customer Group.

Is there any other better way or option ?

Maintain separate pricing lists and make them default for the Customer Group.

You can also upload prices in one go from a spreadsheet.


Thanks,
Maaz

On Wednesday, August 13, 2014 6:05:41 PM UTC-7, Maaz Contractor wrote:
Hello,

We have a few levels of customers (think Tier 1, Tier 2, Tier 3) and we are planning to group them based on Customer Group.

We want to have different pricing structure for these customers and we were hoping to do this via a price list.

For example, if this is a Tier 1 customer, the default pricelist set for this customer will have a rule that applies a 30% discount on all item prices
and a Tier 2 customer will have a 20% discount. However, it does not look like there are any such rules that can be applied via price lists.

How can this be achieved in ErpNext ?

Suggestions/tips highly appreciated.

Thanks,
Maaz


–
Note:

If you are posting an issue,

1. ERPNext is a free and open source software and support is given on this forum by a team (https://frappe.io/webnotes). So please consider donating if you find this forum useful (https://frappe.io/buy). Even a small amount would be helpful.

  1. We should be able to replicate it at our end. So please give us as much information as you can. Please see it from the point of view of the person receiving the communication.
    3. Paste your code at http://pastebin.com or http://gist.github.com and send only the URL via email

  2. For sending images, use http://imgur.com or other similar services. Do not send images as attachments. Links are good. Same goes for any file you are going to send.


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  2. We should be able to replicate it at our end. So please give us as much information as you can. Please see it from the point of view of the person receiving the communication.

  3. Paste your code at http://pastebin.com or http://gist.github.com and send only the URL via email

  4. For sending images, use http://imgur.com or other similar services. Do not send images as attachments. Links are good. Same goes for any file you are going to send.



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  2. We should be able to replicate it at our end. So please give us as much information as you can. Please see it from the point of view of the person receiving the communication.
  3. Paste your code at http://pastebin.com or http://gist.github.com and send only the URL via email
  4. For sending images, use http://imgur.com or other similar services. Do not send images as attachments. Links are good. Same goes for any file you are going to send.

     

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5

Create price list for each tier and at the same time if any discount applicable for that tier, create a pricing rule for that tier (customer group) and against that price list.

On 15 Aug 2014 09:54, "Maaz" <ma...@gmail.com> wrote:
Hi Rushabh,

Thanks for your response.

I am not sure if this approach will be scalable enough for us. We plan to have > 10k products and the selling prices change frequently since we are into trading and the selling price is very much dependent on our purchase prices.

The way things work for us is this:
We have a price for an item which is the MRP say for example Item x is for $100

Now, if the customer is in Tier 1, we want the price to reflect a price with a discount of 20%.
For Tier 2, we want 10% etc..

At the same time, these prices can change and when that happens, say for example, from $100 to $200 we ideally want the prices for the other customer groups to be reflected based on the discount percentages.

However, with the current way Price Lists are defined, this would mean that we need to update the prices in all the price lists and that will be error prone and manual and we lose the discount structure in the System as well.

Ideally it will be great if we can also configure price lists as per rules based off a standard price list.
For example: Say the "Standard Price list" has MRP for each items..e.g. Product A is $100, it will be great to define a "Tier 1 Price List" where the rule says for All products, take 20% off the price.
That way, we would only update the price of the product in the "Standard Price List" and the subsequent "Tier" price lists will be updated accordingly.

Rushabh: What are our options along those lines ? Can you please suggest a good way to proceed ?

Rushabh: Also, is there any way to programatically set the selling price for a product as a calculation of the markup of the purchase prices ? My concern is that if the purchase prices increase and we do not also increase the selling prices, we make a big loss.

Thanks a lot for looking into our queries and for your prompt response.

Thanks,
Maaz




On Wed, Aug 13, 2014 at 9:03 PM, Rushabh Mehta <rm…@gmail.com> wrote:


On 14-Aug-2014, at 7:04 am, Maaz Contractor <ma...@gmail.com> wrote:

Looks like I can do a Pricing Rule and apply that on All Products, and filter on my specific Customer Group.

Is there any other better way or option ?

Maintain separate pricing lists and make them default for the Customer Group.

You can also upload prices in one go from a spreadsheet.


Thanks,
Maaz

On Wednesday, August 13, 2014 6:05:41 PM UTC-7, Maaz Contractor wrote:
Hello,

We have a few levels of customers (think Tier 1, Tier 2, Tier 3) and we are planning to group them based on Customer Group.

We want to have different pricing structure for these customers and we were hoping to do this via a price list.

For example, if this is a Tier 1 customer, the default pricelist set for this customer will have a rule that applies a 30% discount on all item prices
and a Tier 2 customer will have a 20% discount. However, it does not look like there are any such rules that can be applied via price lists.

How can this be achieved in ErpNext ?

Suggestions/tips highly appreciated.

Thanks,
Maaz


–
Note:

If you are posting an issue,

1. ERPNext is a free and open source software and support is given on this forum by a team (https://frappe.io/webnotes). So please consider donating if you find this forum useful (https://frappe.io/buy). Even a small amount would be helpful.

  1. We should be able to replicate it at our end. So please give us as much information as you can. Please see it from the point of view of the person receiving the communication.
    3. Paste your code at http://pastebin.com or http://gist.github.com and send only the URL via email

  2. For sending images, use http://imgur.com or other similar services. Do not send images as attachments. Links are good. Same goes for any file you are going to send.


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  2. We should be able to replicate it at our end. So please give us as much information as you can. Please see it from the point of view of the person receiving the communication.

  3. Paste your code at http://pastebin.com or http://gist.github.com and send only the URL via email

  4. For sending images, use http://imgur.com or other similar services. Do not send images as attachments. Links are good. Same goes for any file you are going to send.



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  3. Paste your code at http://pastebin.com or http://gist.github.com and send only the URL via email

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6
Thanks everyone for your replies.

We can create 3 different pricelists for the three customer groups. It is just cumbersome as when prices change, they need to be updated manually and changed for all the price lists.
I was hoping to create the different pricelists based off a discount % on a master pricelists, so that we only update prices in the full 100% MRP pricelist and get the changes reflected based off a discount% in the other tier price lists.


On Friday, August 15, 2014 11:23:29 AM UTC+5:30, Nabin Hait wrote:

Create price list for each tier and at the same time if any discount applicable for that tier, create a pricing rule for that tier (customer group) and against that price list.

On 15 Aug 2014 09:54, "Maaz" <ma...@gmail.com> wrote:
Hi Rushabh, 

Thanks for your response.

I am not sure if this approach will be scalable enough for us. We plan to have > 10k products and the selling prices change frequently since we are into trading and the selling price is very much dependent on our purchase prices.

The way things work for us is this:
We have a price for an item which is the MRP say for example Item x is for $100

Now, if the customer is in Tier 1, we want the price to reflect a price with a discount of 20%.
For Tier 2, we want 10% etc..

At the same time, these prices can change and when that happens, say for example, from $100 to $200 we ideally want the prices for the other customer groups to be reflected based on the discount percentages.

However, with the current way Price Lists are defined, this would mean that we need to update the prices in all the price lists and that will be error prone and manual and we lose the discount structure in the System as well.

Ideally it will be great if we can also configure price lists as per rules based off a standard price list.
For example: Say the "Standard Price list" has MRP for each items..e.g. Product A is $100, it will be great to define a "Tier 1 Price List" where the rule says for All products, take 20% off the price.
That way, we would only update the price of the product in the "Standard Price List" and the subsequent "Tier" price lists will be updated accordingly.

Rushabh: What are our options along those lines ? Can you please suggest a good way to proceed ?

Rushabh: Also, is there any way to programatically set the selling price for a product as a calculation of the markup of the purchase prices ? My concern is that if the purchase prices increase and we do not also increase the selling prices, we make a big loss.

Thanks a lot for looking into our queries and for your prompt response.

Thanks,
Maaz




On Wed, Aug 13, 2014 at 9:03 PM, Rushabh Mehta <rm…@gmail.com> wrote:


On 14-Aug-2014, at 7:04 am, Maaz Contractor <ma...@gmail.com> wrote:

Looks like I can do a Pricing Rule and apply that on All Products, and filter on my specific Customer Group.

Is there any other better way or option ?

Maintain separate pricing lists and make them default for the Customer Group.

You can also upload prices in one go from a spreadsheet.


Thanks,
Maaz

On Wednesday, August 13, 2014 6:05:41 PM UTC-7, Maaz Contractor wrote:
Hello,

We have a few levels of customers (think Tier 1, Tier 2, Tier 3) and we are planning to group them based on Customer Group.

We want to have different pricing structure for these customers and we were hoping to do this via a price list.

For example, if this is a Tier 1 customer, the default pricelist set for this customer will have a rule that applies a 30% discount on all item prices
and a Tier 2 customer will have a 20% discount. However, it does not look like there are any such rules that can be applied via price lists.

How can this be achieved in ErpNext ?

Suggestions/tips highly appreciated.

Thanks,
Maaz


– 
Note:
 
If you are posting an issue,
 
1. ERPNext is a free and open source software and support is given on this forum by a team (https://frappe.io/webnotes). So please consider donating if you find this forum useful (https://frappe.io/buy). Even a small amount would be helpful.

  1. We should be able to replicate it at our end. So please give us as much information as you can. Please see it from the point of view of the person receiving the communication.
    3. Paste your code at http://pastebin.com or http://gist.github.com and send only the URL via email

  2. For sending images, use http://imgur.com or other similar services. Do not send images as attachments. Links are good. Same goes for any file you are going to send.

 
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  2. We should be able to replicate it at our end. So please give us as much information as you can. Please see it from the point of view of the person receiving the communication.

  3. Paste your code at http://pastebin.com or http://gist.github.com and send only the URL via email

  4. For sending images, use http://imgur.com or other similar services. Do not send images as attachments. Links are good. Same goes for any file you are going to send.

     

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  2. We should be able to replicate it at our end. So please give us as much information as you can. Please see it from the point of view of the person receiving the communication.

  3. Paste your code at http://pastebin.com or http://gist.github.com and send only the URL via email

  4. For sending images, use http://imgur.com or other similar services. Do not send images as attachments. Links are good. Same goes for any file you are going to send.

     

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Note:

 

If you are posting an issue,

 

  1. ERPNext is a free and open source software and support is given on this forum by a team (https://frappe.io/webnotes). So please consider donating if you find this forum useful (https://frappe.io/buy). Even a small amount would be helpful.
  2. We should be able to replicate it at our end. So please give us as much information as you can. Please see it from the point of view of the person receiving the communication.
  3. Paste your code at http://pastebin.com or http://gist.github.com and send only the URL via email
  4. For sending images, use http://imgur.com or other similar services. Do not send images as attachments. Links are good. Same goes for any file you are going to send.

     

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