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Pricing Exceptions Guide

Pricing Exceptions Guide

  1. After logging into FasTrax Director, choose the“Pricebook” module
  2. From the “Pricebook” module, choose thePricing Exceptions tab.
  3. Choose the New Exception button located atthe bottom of the “Existing Pricing Exceptions”window.

    After creation, return here and choose the “Edit/View Exception” button to edit any existing Pricing Exceptions.
  4. This will open a small window for you to enterthe applicable “Exception Name” and “# ofExceptions”.

    Enter a name applicable to your usage.
    In this example, I will name it “Winston Packs” representing the specific item I wish to set an exception for.
    For “# of Exceptions”, I am choosing 2 since my Winstons require 2 retail prices different from my existing zone price(s).
    Once you are satisfied with the name andexception count, choose the “Add” button.

    Be mindful when naming your exceptions. This will aid you when returning to edit or remove exceptions.
    The “# of Exceptions” is in reference to how many levels or exception prices your item(s) require.
    Currently there is a max of 5 levels per exception.
  5. This will open a “Pricing Exception Details for…” worksheet window.

    1. Exception Name – This displays the name of the exception you are viewing.
    2. Stores In Exception – This section allows you to choose which store(s) are assigned to applicable exceptions. Since you can have multiple exceptions under a single definition, you can choose which price exception a store receives.
      In our guide example, I am setting up 2 exceptions for a pack of Winstons. We will have each of our 2 stores assigned to 1 of the exceptions.
    3. Available Items – This section is for filtering to theitem(s) you wish to assign an exception price.
      This filter functions the same as in Mass Updates. Youcan either choose to show all items in a specific department or utilize your tree view categorizations you have set on items via Item Details.
      Notice, there are 2 price entry points for “Exception Price 1” and “Exception Price 2”. This is due to our example being created for 2 exceptions. Enter the applicable exception price you wish this item to be.
    4. Items In Exception – Once you have set your stores and added your item(s) via the “Available Items” section, thislist will show those items and their exception prices.
      From this section you can remove one or all of the listed items as well as update a specific exceptions price.
    5. This section is for use with the “Available Items” area of this worksheet. If additional, more specific filtering is necessary, this section will assist you.
      See below for explanation –
    6. From the “Stores In Exception” section, choose the stores and exception number you wish for each store to observe.

      Choose the “Add Store To Exception” button when you have picked and matched the correct store and exception number.
      Notice in our example, we have added our 2 stores that will have exceptions for this item. Since we plan to have 2 exceptions, we need to assign the applicable exception number to it’s store. Our example has Store 1 set to “Exception Number” 1 and Store 2 set to “Exception Number” 2. It is not necessary to create an Exception Number for each store; multiple stores can be assigned a singular Exception Number if necessary.
      Later, when we choose our item, we will add the price for each exception number.
    7. Next, move down to the “Available Items”section.

      You have two choices for filtering available;Select By Department or Select By Tree View
      Department filtering will list every item assigned to aspecific department where the *Tree View option willfilter closer to a specific item level.
      *Tree View option is only as good as the information you create and assign to items. For more information on categorizations and Tree View, review the Pricebook document.

      In our example picture below, we have used Select By Tree View as our filter.
      Using the categorizations assigned via Item Details, we are able to narrow down our search for the correct item

    8. After filtering to your exception item(s), enter the intended exception price(s).

      Since our example requires 2 exceptions, we have entered the intended exception price for both.
    9. After highlighting the intended item andentering the applicable price exceptions,choose the “Add Selected Items” button.

      If you have filtered to a group of items that will all share a pricing exception, choose the “Add All Items” button.

      “Add Items Starting With” will add items that match the entered description/name.

      Entering “Win” will add all items that currently have a description starting with “Win” to the item exception

      “Find UPC” & “Find Description” will populate the item list with items matching the entered parameters.
    10. After choosing to add your selected items, your worksheet will now resemble the example below. Remember to send exceptions and their changes to your stores via the Queue module!

      Notice under the “Item In Exception” list, you have a breakout of information for the applied items.
      The “Cost” and “Orig Price” fields refer to the Default Zone cost and pricing data. Any current Buydowns are listed as reference for the “Net Price” fields.
      The “Net Price” fields are reflective of the final retail price this item will sell for, counting both Buydowns and Exception Pricing.
      More detailed information for the results of exception pricing can be found in Item Details under the “Effective Price” hyperlink of your applicable item.