Analyzing Strategic Price Overrides

As you work to continually evaluate your pricing strategy, use the Price Override analysis tool to evaluate when a salesperson or order writer overrode a price on an order, and to compare customer-specific and contract pricing to a the system-calculated strategic price. The analysis includes sales transactions that invoiced within the date range you enter in the Start Date and End Date fields directly in the window.

Note: The Price Override analysis does not require that you build the analysis file.

Analyze pricing overrides using the following views.  

• Overrides - Use this view to see orders that had a sell price override due to a manual override or re-price on the sales order. This is the default view.

  The Overrides view contains the following fields specific to overrides:

  Field	Description
  Unit Qty	The total number of the product on the order.
  UOM	The unit of measure, such as ea (each), of the product on the order.
  Original Unit Price	The original price for the product before the override.
  Original Ext Price	The original price of the product multiplied by the total quantity ordered.
  Override Unit Price	The actual price used for the product on the order.
  Override Ext Price	The actual price used for the product multiplied by the total quantity ordered.
  Changed By	The system ID of the user who overrode the price on the order.
  Change Date	The date the price was overridden, which might be after the date the order was entered.

• Contract Pricing - Use this view to compare a contract price on an order to the calculated strategic price.

  The Contract Pricing view contains the following fields specific to contract pricing:

  Field	Description
  Contract Unit Price	The unit price of the product that came from a contract sell matrix cell.
  Strategic Unit Price	The system-calculated strategic price that would have been used had the item been priced using a strategic price matrix cell.

• Customer Pricing - Use this view to compare a customer-specific price on an order to the calculated strategic price.

  The Customer Pricing view contains the following fields specific to customer-specific prices:

  Field	Description
  Customer Unit Price	The unit price used specifically for the customer from a customer-specific sell matrix cell.
  Strategic Unit Price	The system-calculated strategic price that would have been used had the item been priced using a strategic price matrix cell.

Each view contains standard information to help you identify the transaction.

If you are using Eterm, the analysis displays as a report viewable in your Hold file. You can download the report from there to use in a different program, if necessary.

To view strategic price overrides:

1. From the Files > Price Maintenance > Strategic Pricing > Strategic Pricing Analysis menu, select Freight Analysis to display the Strategic Pricing Overrides Analysis screen.

2. Enter the information you want to include in your analysis.

   Field	Description
   Br/Tr All	Select the branch or territory for which you want to analyze freight usage. To enter multiple branches or territories, press F10 and select Multiple Branches. To include all your branches and territories in the analysis, type All.
   Start Date and End Date	Enter the first and last dates in the time period for which you want to select orders. The system returns only orders invoiced within the date range you select. A start and date is required to run the analysis. The end date defaults to today's date.
   Salesperson Type	Select how you want to analyze price overrides: Outside salesperson - Displays the primary outside sales representative on an order. This is the default. Inside salesperson - Displays the primary inside sales representative on an order. Writer - Displays the person who entered the order associated with the invoice.
   Salesperson	Select the ID of the user for which you want to view price overrides. To run the analysis for more than one salesperson at a time, use the Multi hot key to enter multiple user IDs. To include all your salespeople or order writers in the analysis, leave this field blank.
   Report View	Select the view that you want to use to analyze Strategic Pricing usage. The view determines which data within the Branch analysis displays. For a description of each view and what it displays, see the explanations above. To change the view at any time, select a new view in this field and regenerate the report.
   Customer Category	Select the customer category for which you want to view price overrides. To run the analysis for more than one category at a time, use the Multi hot key to enter multiple categories. To include all your categories in the analysis, leave this field blank.
   Customer Size	Select the size, such as Tiny or Huge, for which you want to view price overrides. To run the analysis for more than one customer size at a time, use the Multi hot key to enter multiple sizes. To include all customer sizes in the analysis, leave this field blank.

3. Set options, if needed, and generate the report.

4. If you selected to include cost and profit information, select whether to include the generic cost, COGS, or none and press Enter.

See Also:

Analyzing Strategic Price Usage by Salesperson

Analyzing Strategic Price Usage by Customer

Analyzing Strategic Price Usage by Branch