Work with price cards

Abstract

How to create a price card and snapshot, add tags, and assign a workflow state (Request Approval, Approve, Reject).

A price card provides a way to apply common pricing for a group of sellable items without repeating the same pricing definition in each.

These tasks can be performed by either a Pricer or Pricer Manager, except for approving or rejecting a snapshot, which can only be performed by a Pricer Manager.

The following diagram shows the workflow for creating a price card and snapshot:

Diagram of the workflow for creating a price card and snapshot

You associate price cards to sellable items from the sellable items details page, on the Merchandising dashboard.

The price card details page information about the price card, including the existing snapshots. You can edit the details, duplicate the price card, and add and remove snapshots. Price cards can only be created in an existing price book.

To create a price card:

  1. In the Price Cards section of a price book details page, on the section header, click +.

  2. In the Add window, enter a name for the price card. The description and display name are optional.

A snapshot contains pricing information for a price card that is valid from a specified date and time. The price changes in the snapshot are linked to the currencies for the sellable item, or the quantities that a customer purchases. In the following example, the snapshot contains three price levels.

  • Customer buys 1 sellable item, the unit price is 100 USD or 105 CAD.

  • Customer buys 5 sellable items, the unit price is 90 USD or 95 CAD.

  • Customers buys 10 or more sellable items, the unit price is 80 USD or 85 CAD.

Example of how the pricing snapshot levels are displayed in the Pricing table.

To create a snapshot:

  1. In the Price Card Snapshots section of a price card details page, click +.

  2. In the Add window, select a date and time for the snapshot to begin.

  3. In the Price Card Snapshots section of the price card details page, click the snapshot that you created.

  4. In the Pricing section of the price snapshot details page, click +.

  5. In the Add window, click the drop-down arrow and select the currency for the snapshot.

  6. Click the check mark. The fields for Quantity and Price appear.

  7. Enter a quantity and price for the snapshot.

  8. To add additional price breaks, click +, and enter the information for quantity and price.

You can use tags to apply a snapshot to all sellable items with the same tag. For example, if you add the tag stereo to a snapshot, the snapshot will be applied to every sellable item tagged with stereo.

  1. In the Price Snapshot Details section of a price snapshot details page, click the drop-down arrow and select Edit.

  2. In the Edit window, in the Included Tags field, type a tag and click Enter.

A snapshot can't be edited once it has been submitted for approval, but if it is rejected, it returns to a draft state.

  • In the Details section of a price snapshot details page, click the drop-down arrow and select Request Approval, Approve, or Reject. Comments are optional.