Sale Price Compliance

Use Cases / Context

This module was developed because sometimes commercial users are incentivized to sell at prices that are more beneficial to the company.

It will be useful if you want to visually show your commercial users whether the price they are selling at is in line with the company’s pricing policy.

Usage

To use this module, you need to:

Configure Parameter Text: Change the default price compliance tiers texts

1. Go to System Parameters.
2. Create a new parameter with key sale_price_compliance.price_compliance_selection_tiers_text.
3. Write a dictionary with the values for tiers that you want to change it’s default text.
4. Save the parameter.
5. Create a new parameter with key sale_price_compliance.price_compliance_selection_tiers_icon.
6. Write a dictionary with the values for tiers that you want to change it’s default icon.
7. Save the parameter.

Example:

Param sale_price_compliance.price_compliance_selection_tiers_text:

{‘t1’: ‘Gold’, ‘t2’: ‘Silver’, ‘t3’: ‘Bronze’, ‘pricelist’: ‘Draw’}

Param sale_price_compliance.price_compliance_selection_tiers_icon:

{‘t1’: ‘🥇’, ‘t2’: ‘🥈’, ‘t3’: ‘🥉’, ‘non_compliant’: ‘⛔️’, ‘pricelist’: ‘🤝’}

Resulting texts and icons will be:

• Gold: 🥇
• Silver: 🥈
• Bronze: 🥉
• Non Compliant: ⛔️
• Draw: 🤝

Available keys to be used in the dictionary are:

• t1: Tier 1
• t2: Tier 2
• t3: Tier 3
• non_compliant: Non Compliant
• pricelist: Pricelist

Configure: Product Price Compliance Thresholds configuration

1. Go to Sales > Products > Products > Select one > Sales tab
2. Enable Use Price Compliance Thresholds under Sale Price Compliance Thresholds
3. Fill from 1 to 3 tiers that you want to use in this product.

Example: Tier 1: 10%, Tier 2: 20%, Tier 3: 30%. (Use all tiers)

Configure: Product Category Price Compliance Thresholds configuration

1. Go to Sales > Configuration > Products > Product Categories > Select one
2. Enable Use Price Compliance Thresholds under Sale Price Compliance Thresholds
3. Fill from 1 to 3 tiers that you want to use in this category.

Example: Tier 1: 15%, Tier 2: 25%, Tier 3: 0%. (Don’t use tier 3)

Configure: Company Price Compliance Thresholds configuration

1. Go to Sales > Configuration > Settings
2. Enable Use Price Compliance Thresholds under Pricing section
3. Fill from 1 to 3 tiers that you want to use for the company.

Example: Tier 1: 30%, Tier 2: 0%, Tier 3: 0%. (Don’t use tier 2 and 3)

Sale: As a Salesman user

1. Create a new sale and fill contact field
2. Add a new line with a product that has been configured to use Price Compliance
3. Click on the 🟩, 🟨, 🟧, 🟥 or 🟦 icon at the start of the line.
4. You will see a popup with useful information about the Tier ranges.
5. Play with it and then set a Non Compliant price (change price or discount to achieve this).
6. Try to confirm the Sale and see the error.

Sale: As a Sales Administrator

1. Confirm the previous Sale.
2. See the message on the chatter.

Reporting: Sales report

1. Go to Sales > Reporting > Sales
2. Select bar chart or Pivot view
3. Group by Price Compliance Level

Reporting: Salesperson report

1. Go to Sales > Reporting > Salesperson
2. Select Bar chart + stacked or Pivot view
3. Group by Price Compliance Level

Reporting: Product report

1. Go to Sales > Reporting > Product
2. Select Pie chart + stacked or Pivot view
3. Group by Price Compliance Level

Reporting: Customers report

1. Go to Sales > Reporting > Customers
2. Select Bar chart + stacked or Pivot view
3. Group by Price Compliance Level

Known issues / Roadmap

• Widget is not shown properly if the order is not saved and refreshed.

Bug Tracker

Bugs are tracked on GitHub Issues. In case of trouble, please check there if your issue has already been reported. If you spotted it first, help us to smash it by providing a detailed and welcomed feedback.

Do not contact contributors directly about support or help with technical issues.

Credits