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Harvesting pricing from Orders
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Last modified on 6/11/2018 8:55 AM by User.

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Harvesting pricing from Orders

Overview

A price list may be generated from scanning data from orders, creating a new price list.

CAUTION: Using price data in this way without user auditing of the prices could lead to bad prices being quoted later!

Example

Select the manufacturer under the "Pricing" application in OASIS:

Select "New From History" from the "File" menu, under the "New" sub-menu. 

Next, a time frame must be selected to identify how far back to scan for pricing data in orders:

When the scan is complete, the price list is displayed. It is common to select "Discover Data" from the "File" menu in the price list to show which pricing columns were filled.

If you wish to use this pricing data after auditing it, change the effective end date at the top to a future date and you will be prompted to update it for all items on the list. Click "Change".

When pressing the "Save and close" button, you will be asked to activate the price list. Press "Ok" if the data was audited and appears correct.

How it Works

First, only order history is scanned for the specified timeframe. Currently, the average sell price (and commission for reps) is determined for each item quoted during the timeframe.