Using selling bands (pricelists) in SalesRep

Purpose and scope

As a merchant, you may wish to offer different pricelists to different customers. Using pricelists in SalesRep makes it easy to manage the relationship between a specific set of customers and a specific price list. There are nine pricelists (also known as pricing slots or selling bands) for use within SalesRep. One pricelist is set at your default. Prices listed on this selling band are displayed in SalesRep when you log in initially. You can move to another selling band provided you are online when you are using SalesRep.

Selling bands are configured and managed in your ERP. Each one is mapped during app build.

Integration with ERPs

Intact: each pricelist maps to a specific group of customers.

SAP Business One: one pricelist is stored within SalesRep; however, when you are online, other pricelists configured in SAP Business One can be retrieved and displayed on the order screen in SalesRep.

Sage: currently not supported.

The purpose of this feature guide is to demonstrate how and when to use selling bands.

Benefits

Using selling bands:

Makes it easier to organize multiple selling options for either individual customers or groups of customers
Allows you to manage your prices centrally in your ERP and then sync them in SalesRep
Allows you to apply a consistent pricing policy across your business by using minimum pricing for products
Complicated pricing rules, such as customer price lists or calculated discounts, are automatically calculated when products are ordered if SalesRep is online.

Step by step

Assumption

You are logged into SalesRep.

Set up

Selling bands are set up during your SalesRep build. The basic set up is where a default selling band is mapped to a specific group of customers which have a specific price list in your ERP.

Using selling bands in SalesRep

Use

The selling band setting is found on the SalesRep: Settingspage in SalesRep.

Open Settings.
Select the appropriate selling band from the dropdown box. The correct customer price list is automatically applied.

Update prices mapped to a selling band

Update

Update prices in your ERP.
Open Settings
Click Download latest under Products. This updates your product and price lists.

Data sync

SalesRep online: Any price changes made in your ERP are synced with SalesRep when you click Download latest under Products in Settings.

SalesRep offline: Any price changes made in your ERP are updated as part of a nightly update.

Change from one pricelist to another

Change

A default selling band is mapped to a specific group of customers. This selling band is used automatically when you use SalesRep. To change to another selling band:

Open Settings.
Click Price list.
Select the pricelist you wish to use. This changes the prices used in the app.