Discretionary pricing

[Dave Tenerowicz]

We have an OfBiz client who wants to allow special pricing for products
- available only at the order takers discretion. This does not apply to
orders received via the web which will use standard pricing.

1) One way to handle this would be to create multiple marketing packages
with the special price as the default price, and allow the OE person to
select one of these manually, if they wish. This would be cumbersome,
but workable.

2) Another way would be to use manual promotions, to provide a discount
for the product or perhaps all the products in the category (simpler
from a rule maintenance perspective). The OE person would then select
and run the promotion manually. To me this seems a better approach.

In either case, management wants to ensure that they can track how many
of these discounts are given and who gave them - so they can exert some
management control over excessive discounting.

Is there any better way to accomplish their objective- both in terms of
ease of use and management oversight?

--
Dave Tenerowicz
[hidden email]

Office: 303.493.6727
Mobile [phone]
Fax [phone]

Visit us at http://www.salmonllc.com
For ERP Information: http://www.salmonllc.com/Jsp/vanity/ERP_CRM.jsp?nav=2&NavBarId=ERP_CRMServices

[BJ Freeman]

suggestion:
have the promotions for a product show and use a check box to apply.
setup of a max discount per order that is based on the gross profit of
the order. this would allow the OE personnel to select discount but
allow management to keep a certain profit margin.
this would be calculated on the fly as the OE adds and deletes Items
from the order.


Dave Tenerowicz sent the following on 10/25/2007 4:29 PM:

> We have an OfBiz client who wants to allow special pricing for products
> - available only at the order takers discretion. This does not apply to
> orders received via the web which will use standard pricing.
>
> 1) One way to handle this would be to create multiple marketing packages
> with the special price as the default price, and allow the OE person to
> select one of these manually, if they wish. This would be cumbersome,
> but workable.
>
> 2) Another way would be to use manual promotions, to provide a discount
> for the product or perhaps all the products in the category (simpler
> from a rule maintenance perspective). The OE person would then select
> and run the promotion manually. To me this seems a better approach.
>
> In either case, management wants to ensure that they can track how many
> of these discounts are given and who gave them - so they can exert some
> management control over excessive discounting.
>
> Is there any better way to accomplish their objective- both in terms of
> ease of use and management oversight?
>

[Scott Gray]

I think Jacopo improved the manual promotions things recently, might pay to
check the commit logs from the past week and also the dev list.  Not sure
about the management thing but it should be pretty easy to create a report
that pulls up the manual promos and who gave them out.

Regards
Scott

On 26/10/2007, BJ Freeman <[hidden email]> wrote:

>
> suggestion:
> have the promotions for a product show and use a check box to apply.
> setup of a max discount per order that is based on the gross profit of
> the order. this would allow the OE personnel to select discount but
> allow management to keep a certain profit margin.
> this would be calculated on the fly as the OE adds and deletes Items
> from the order.
>
>
> Dave Tenerowicz sent the following on 10/25/2007 4:29 PM:
> > We have an OfBiz client who wants to allow special pricing for products
> > - available only at the order takers discretion. This does not apply to
> > orders received via the web which will use standard pricing.
> >
> > 1) One way to handle this would be to create multiple marketing packages
> > with the special price as the default price, and allow the OE person to
> > select one of these manually, if they wish. This would be cumbersome,
> > but workable.
> >
> > 2) Another way would be to use manual promotions, to provide a discount
> > for the product or perhaps all the products in the category (simpler
> > from a rule maintenance perspective). The OE person would then select
> > and run the promotion manually. To me this seems a better approach.
> >
> > In either case, management wants to ensure that they can track how many
> > of these discounts are given and who gave them - so they can exert some
> > management control over excessive discounting.
> >
> > Is there any better way to accomplish their objective- both in terms of
> > ease of use and management oversight?
> >
>

[Jacopo Cappellato]

Scott is right,

#2 is now supported in OFBiz (since last week).
Just create a standard promotion and when you associate it to the Store,
set the "manual only" flag to Y
It will appear in the "manual promotions" drop down in the order entry
screen.

Jacopo

Scott Gray wrote:

> I think Jacopo improved the manual promotions things recently, might pay to
> check the commit logs from the past week and also the dev list.  Not sure
> about the management thing but it should be pretty easy to create a report
> that pulls up the manual promos and who gave them out.
>
> Regards
> Scott
>
> On 26/10/2007, BJ Freeman <[hidden email]> wrote:
>> suggestion:
>> have the promotions for a product show and use a check box to apply.
>> setup of a max discount per order that is based on the gross profit of
>> the order. this would allow the OE personnel to select discount but
>> allow management to keep a certain profit margin.
>> this would be calculated on the fly as the OE adds and deletes Items
>> from the order.
>>
>>
>> Dave Tenerowicz sent the following on 10/25/2007 4:29 PM:
>>> We have an OfBiz client who wants to allow special pricing for products
>>> - available only at the order takers discretion. This does not apply to
>>> orders received via the web which will use standard pricing.
>>>
>>> 1) One way to handle this would be to create multiple marketing packages
>>> with the special price as the default price, and allow the OE person to
>>> select one of these manually, if they wish. This would be cumbersome,
>>> but workable.
>>>
>>> 2) Another way would be to use manual promotions, to provide a discount
>>> for the product or perhaps all the products in the category (simpler
>>> from a rule maintenance perspective). The OE person would then select
>>> and run the promotion manually. To me this seems a better approach.
>>>
>>> In either case, management wants to ensure that they can track how many
>>> of these discounts are given and who gave them - so they can exert some
>>> management control over excessive discounting.
>>>
>>> Is there any better way to accomplish their objective- both in terms of
>>> ease of use and management oversight?
>>>
>

[Scott Gray]

Just out of curiosity, can you apply other conditions to the manual
promotions so that they only appear in the drop down when those conditions
are met?

Thanks
Scott

On 26/10/2007, Jacopo Cappellato <[hidden email]> wrote:

>
> Scott is right,
>
> #2 is now supported in OFBiz (since last week).
> Just create a standard promotion and when you associate it to the Store,
> set the "manual only" flag to Y
> It will appear in the "manual promotions" drop down in the order entry
> screen.
>
> Jacopo
>
> Scott Gray wrote:
> > I think Jacopo improved the manual promotions things recently, might pay
> to
> > check the commit logs from the past week and also the dev list.  Not
> sure
> > about the management thing but it should be pretty easy to create a
> report
> > that pulls up the manual promos and who gave them out.
> >
> > Regards
> > Scott
> >
> > On 26/10/2007, BJ Freeman <[hidden email]> wrote:
> >> suggestion:
> >> have the promotions for a product show and use a check box to apply.
> >> setup of a max discount per order that is based on the gross profit of
> >> the order. this would allow the OE personnel to select discount but
> >> allow management to keep a certain profit margin.
> >> this would be calculated on the fly as the OE adds and deletes Items
> >> from the order.
> >>
> >>
> >> Dave Tenerowicz sent the following on 10/25/2007 4:29 PM:
> >>> We have an OfBiz client who wants to allow special pricing for
> products
> >>> - available only at the order takers discretion. This does not apply
> to
> >>> orders received via the web which will use standard pricing.
> >>>
> >>> 1) One way to handle this would be to create multiple marketing
> packages
> >>> with the special price as the default price, and allow the OE person
> to
> >>> select one of these manually, if they wish. This would be cumbersome,
> >>> but workable.
> >>>
> >>> 2) Another way would be to use manual promotions, to provide a
> discount
> >>> for the product or perhaps all the products in the category (simpler
> >>> from a rule maintenance perspective). The OE person would then select
> >>> and run the promotion manually. To me this seems a better approach.
> >>>
> >>> In either case, management wants to ensure that they can track how
> many
> >>> of these discounts are given and who gave them - so they can exert
> some
> >>> management control over excessive discounting.
> >>>
> >>> Is there any better way to accomplish their objective- both in terms
> of
> >>> ease of use and management oversight?
> >>>
> >
>
>
>

[Jacopo Cappellato]

All the "manual only" promotions associated to the store are shown, but
when you manually run them, they are applied only if the conditions in
them (if any) are met (just like automatic promotions).

Jacopo


Scott Gray wrote:

> Just out of curiosity, can you apply other conditions to the manual
> promotions so that they only appear in the drop down when those conditions
> are met?
>
> Thanks
> Scott
>
> On 26/10/2007, Jacopo Cappellato <[hidden email]> wrote:
>> Scott is right,
>>
>> #2 is now supported in OFBiz (since last week).
>> Just create a standard promotion and when you associate it to the Store,
>> set the "manual only" flag to Y
>> It will appear in the "manual promotions" drop down in the order entry
>> screen.
>>
>> Jacopo
>>
>> Scott Gray wrote:
>>> I think Jacopo improved the manual promotions things recently, might pay
>> to
>>> check the commit logs from the past week and also the dev list.  Not
>> sure
>>> about the management thing but it should be pretty easy to create a
>> report
>>> that pulls up the manual promos and who gave them out.
>>>
>>> Regards
>>> Scott
>>>
>>> On 26/10/2007, BJ Freeman <[hidden email]> wrote:
>>>> suggestion:
>>>> have the promotions for a product show and use a check box to apply.
>>>> setup of a max discount per order that is based on the gross profit of
>>>> the order. this would allow the OE personnel to select discount but
>>>> allow management to keep a certain profit margin.
>>>> this would be calculated on the fly as the OE adds and deletes Items
>>>> from the order.
>>>>
>>>>
>>>> Dave Tenerowicz sent the following on 10/25/2007 4:29 PM:
>>>>> We have an OfBiz client who wants to allow special pricing for
>> products
>>>>> - available only at the order takers discretion. This does not apply
>> to
>>>>> orders received via the web which will use standard pricing.
>>>>>
>>>>> 1) One way to handle this would be to create multiple marketing
>> packages
>>>>> with the special price as the default price, and allow the OE person
>> to
>>>>> select one of these manually, if they wish. This would be cumbersome,
>>>>> but workable.
>>>>>
>>>>> 2) Another way would be to use manual promotions, to provide a
>> discount
>>>>> for the product or perhaps all the products in the category (simpler
>>>>> from a rule maintenance perspective). The OE person would then select
>>>>> and run the promotion manually. To me this seems a better approach.
>>>>>
>>>>> In either case, management wants to ensure that they can track how
>> many
>>>>> of these discounts are given and who gave them - so they can exert
>> some
>>>>> management control over excessive discounting.
>>>>>
>>>>> Is there any better way to accomplish their objective- both in terms
>> of
>>>>> ease of use and management oversight?
>>>>>
>>
>>
>

[Scott Gray]

Good to know :-)

Thanks
Scott

On 26/10/2007, Jacopo Cappellato <[hidden email]> wrote:

>
> All the "manual only" promotions associated to the store are shown, but
> when you manually run them, they are applied only if the conditions in
> them (if any) are met (just like automatic promotions).
>
> Jacopo
>
>
> Scott Gray wrote:
> > Just out of curiosity, can you apply other conditions to the manual
> > promotions so that they only appear in the drop down when those
> conditions
> > are met?
> >
> > Thanks
> > Scott
> >
> > On 26/10/2007, Jacopo Cappellato <[hidden email]> wrote:
> >> Scott is right,
> >>
> >> #2 is now supported in OFBiz (since last week).
> >> Just create a standard promotion and when you associate it to the
> Store,
> >> set the "manual only" flag to Y
> >> It will appear in the "manual promotions" drop down in the order entry
> >> screen.
> >>
> >> Jacopo
> >>
> >> Scott Gray wrote:
> >>> I think Jacopo improved the manual promotions things recently, might
> pay
> >> to
> >>> check the commit logs from the past week and also the dev list.  Not
> >> sure
> >>> about the management thing but it should be pretty easy to create a
> >> report
> >>> that pulls up the manual promos and who gave them out.
> >>>
> >>> Regards
> >>> Scott
> >>>
> >>> On 26/10/2007, BJ Freeman <[hidden email]> wrote:
> >>>> suggestion:
> >>>> have the promotions for a product show and use a check box to apply.
> >>>> setup of a max discount per order that is based on the gross profit
> of
> >>>> the order. this would allow the OE personnel to select discount but
> >>>> allow management to keep a certain profit margin.
> >>>> this would be calculated on the fly as the OE adds and deletes Items
> >>>> from the order.
> >>>>
> >>>>
> >>>> Dave Tenerowicz sent the following on 10/25/2007 4:29 PM:
> >>>>> We have an OfBiz client who wants to allow special pricing for
> >> products
> >>>>> - available only at the order takers discretion. This does not apply
> >> to
> >>>>> orders received via the web which will use standard pricing.
> >>>>>
> >>>>> 1) One way to handle this would be to create multiple marketing
> >> packages
> >>>>> with the special price as the default price, and allow the OE person
> >> to
> >>>>> select one of these manually, if they wish. This would be
> cumbersome,
> >>>>> but workable.
> >>>>>
> >>>>> 2) Another way would be to use manual promotions, to provide a
> >> discount
> >>>>> for the product or perhaps all the products in the category (simpler
> >>>>> from a rule maintenance perspective). The OE person would then
> select
> >>>>> and run the promotion manually. To me this seems a better approach.
> >>>>>
> >>>>> In either case, management wants to ensure that they can track how
> >> many
> >>>>> of these discounts are given and who gave them - so they can exert
> >> some
> >>>>> management control over excessive discounting.
> >>>>>
> >>>>> Is there any better way to accomplish their objective- both in terms
> >> of
> >>>>> ease of use and management oversight?
> >>>>>
> >>
> >>
> >
>
>
>

[Jacques Le Roux]

Yes great !

Jacques

De : "Scott Gray" <[hidden email]>

> Good to know :-)
>
> Thanks
> Scott
>
> On 26/10/2007, Jacopo Cappellato <[hidden email]> wrote:
> >
> > All the "manual only" promotions associated to the store are shown, but
> > when you manually run them, they are applied only if the conditions in
> > them (if any) are met (just like automatic promotions).
> >
> > Jacopo
> >
> >
> > Scott Gray wrote:
> > > Just out of curiosity, can you apply other conditions to the manual
> > > promotions so that they only appear in the drop down when those
> > conditions
> > > are met?
> > >
> > > Thanks
> > > Scott
> > >
> > > On 26/10/2007, Jacopo Cappellato <[hidden email]> wrote:
> > >> Scott is right,
> > >>
> > >> #2 is now supported in OFBiz (since last week).
> > >> Just create a standard promotion and when you associate it to the
> > Store,
> > >> set the "manual only" flag to Y
> > >> It will appear in the "manual promotions" drop down in the order entry
> > >> screen.
> > >>
> > >> Jacopo
> > >>
> > >> Scott Gray wrote:
> > >>> I think Jacopo improved the manual promotions things recently, might
> > pay
> > >> to
> > >>> check the commit logs from the past week and also the dev list.  Not
> > >> sure
> > >>> about the management thing but it should be pretty easy to create a
> > >> report
> > >>> that pulls up the manual promos and who gave them out.
> > >>>
> > >>> Regards
> > >>> Scott
> > >>>
> > >>> On 26/10/2007, BJ Freeman <[hidden email]> wrote:
> > >>>> suggestion:
> > >>>> have the promotions for a product show and use a check box to apply.
> > >>>> setup of a max discount per order that is based on the gross profit
> > of
> > >>>> the order. this would allow the OE personnel to select discount but
> > >>>> allow management to keep a certain profit margin.
> > >>>> this would be calculated on the fly as the OE adds and deletes Items
> > >>>> from the order.
> > >>>>
> > >>>>
> > >>>> Dave Tenerowicz sent the following on 10/25/2007 4:29 PM:
> > >>>>> We have an OfBiz client who wants to allow special pricing for
> > >> products
> > >>>>> - available only at the order takers discretion. This does not apply
> > >> to
> > >>>>> orders received via the web which will use standard pricing.
> > >>>>>
> > >>>>> 1) One way to handle this would be to create multiple marketing
> > >> packages
> > >>>>> with the special price as the default price, and allow the OE person
> > >> to
> > >>>>> select one of these manually, if they wish. This would be
> > cumbersome,
> > >>>>> but workable.
> > >>>>>
> > >>>>> 2) Another way would be to use manual promotions, to provide a
> > >> discount
> > >>>>> for the product or perhaps all the products in the category (simpler
> > >>>>> from a rule maintenance perspective). The OE person would then
> > select
> > >>>>> and run the promotion manually. To me this seems a better approach.
> > >>>>>
> > >>>>> In either case, management wants to ensure that they can track how
> > >> many
> > >>>>> of these discounts are given and who gave them - so they can exert
> > >> some
> > >>>>> management control over excessive discounting.
> > >>>>>
> > >>>>> Is there any better way to accomplish their objective- both in terms
> > >> of
> > >>>>> ease of use and management oversight?
> > >>>>>
> > >>
> > >>
> > >
> >
> >
> >
>

[BJ Freeman]

so this process will evaluate promotions as a whole on an order?
where can you set say a minimum Gross profit for an order based on promos?

Jacopo Cappellato sent the following on 10/25/2007 11:29 PM:

> All the "manual only" promotions associated to the store are shown, but
> when you manually run them, they are applied only if the conditions in
> them (if any) are met (just like automatic promotions).
>
> Jacopo
>
>
> Scott Gray wrote:
>> Just out of curiosity, can you apply other conditions to the manual
>> promotions so that they only appear in the drop down when those
>> conditions
>> are met?
>>
>> Thanks
>> Scott
>>
>> On 26/10/2007, Jacopo Cappellato <[hidden email]> wrote:
>>> Scott is right,
>>>
>>> #2 is now supported in OFBiz (since last week).
>>> Just create a standard promotion and when you associate it to the Store,
>>> set the "manual only" flag to Y
>>> It will appear in the "manual promotions" drop down in the order entry
>>> screen.
>>>
>>> Jacopo
>>>
>>> Scott Gray wrote:
>>>> I think Jacopo improved the manual promotions things recently, might
>>>> pay
>>> to
>>>> check the commit logs from the past week and also the dev list.  Not
>>> sure
>>>> about the management thing but it should be pretty easy to create a
>>> report
>>>> that pulls up the manual promos and who gave them out.
>>>>
>>>> Regards
>>>> Scott
>>>>
>>>> On 26/10/2007, BJ Freeman <[hidden email]> wrote:
>>>>> suggestion:
>>>>> have the promotions for a product show and use a check box to apply.
>>>>> setup of a max discount per order that is based on the gross profit of
>>>>> the order. this would allow the OE personnel to select discount but
>>>>> allow management to keep a certain profit margin.
>>>>> this would be calculated on the fly as the OE adds and deletes Items
>>>>> from the order.
>>>>>
>>>>>
>>>>> Dave Tenerowicz sent the following on 10/25/2007 4:29 PM:
>>>>>> We have an OfBiz client who wants to allow special pricing for
>>> products
>>>>>> - available only at the order takers discretion. This does not apply
>>> to
>>>>>> orders received via the web which will use standard pricing.
>>>>>>
>>>>>> 1) One way to handle this would be to create multiple marketing
>>> packages
>>>>>> with the special price as the default price, and allow the OE person
>>> to
>>>>>> select one of these manually, if they wish. This would be cumbersome,
>>>>>> but workable.
>>>>>>
>>>>>> 2) Another way would be to use manual promotions, to provide a
>>> discount
>>>>>> for the product or perhaps all the products in the category (simpler
>>>>>> from a rule maintenance perspective). The OE person would then select
>>>>>> and run the promotion manually. To me this seems a better approach.
>>>>>>
>>>>>> In either case, management wants to ensure that they can track how
>>> many
>>>>>> of these discounts are given and who gave them - so they can exert
>>> some
>>>>>> management control over excessive discounting.
>>>>>>
>>>>>> Is there any better way to accomplish their objective- both in terms
>>> of
>>>>>> ease of use and management oversight?
>>>>>>
>>>
>>>
>>
>
>
>
>
>

[Dave Tenerowicz]

I took a look, and this looks like  a valuable improvement  for
individual orders created from the cart.

Unfortunately, we also need to apply this sort of function to shopping
lists. The client basically offers discretionary discounts to customers
with existing auto re-orders to retain their business. (The client calls
to cancel a recurring order, and the OE person offers a discounted price
as an incentive to remain on the program). So they basically discount
the price on every subsequent order instance (created from the
shoppingList). Can anyone suggest a way we could get this to work via
configuration (promos, store settings etc) or do we just have the choice
of creating a bunch of marketing packages or modifying code?

-Dave



Scott Gray wrote:

> I think Jacopo improved the manual promotions things recently, might pay to
> check the commit logs from the past week and also the dev list.  Not sure
> about the management thing but it should be pretty easy to create a report
> that pulls up the manual promos and who gave them out.
>
> Regards
> Scott
>
> On 26/10/2007, BJ Freeman <[hidden email]> wrote:
>  
>> suggestion:
>> have the promotions for a product show and use a check box to apply.
>> setup of a max discount per order that is based on the gross profit of
>> the order. this would allow the OE personnel to select discount but
>> allow management to keep a certain profit margin.
>> this would be calculated on the fly as the OE adds and deletes Items
>> from the order.
>>
>>
>> Dave Tenerowicz sent the following on 10/25/2007 4:29 PM:
>>    
>>> We have an OfBiz client who wants to allow special pricing for products
>>> - available only at the order takers discretion. This does not apply to
>>> orders received via the web which will use standard pricing.
>>>
>>> 1) One way to handle this would be to create multiple marketing packages
>>> with the special price as the default price, and allow the OE person to
>>> select one of these manually, if they wish. This would be cumbersome,
>>> but workable.
>>>
>>> 2) Another way would be to use manual promotions, to provide a discount
>>> for the product or perhaps all the products in the category (simpler
>>> from a rule maintenance perspective). The OE person would then select
>>> and run the promotion manually. To me this seems a better approach.
>>>
>>> In either case, management wants to ensure that they can track how many
>>> of these discounts are given and who gave them - so they can exert some
>>> management control over excessive discounting.
>>>
>>> Is there any better way to accomplish their objective- both in terms of
>>> ease of use and management oversight?
>>>
>>>      
>
>  

--
Dave Tenerowicz
[hidden email]

Office: 303.493.6727
Mobile [phone]
Fax [phone]

Visit us at http://www.salmonllc.com
For ERP Information: http://www.salmonllc.com/Jsp/vanity/ERP_CRM.jsp?nav=2&NavBarId=ERP_CRMServices

[BJ Freeman]

most everything is modular.
think of it as a tinker toy set.
the services allow a lot of reusable functionality
so by building some top level services you can possibly put the promos
in as a contact mech in a party ID.
it would take some brainstorming to get it done but the parts you need
are there.

Dave Tenerowicz sent the following on 10/26/2007 1:33 PM:

> I took a look, and this looks like  a valuable improvement  for
> individual orders created from the cart.
>
> Unfortunately, we also need to apply this sort of function to shopping
> lists. The client basically offers discretionary discounts to customers
> with existing auto re-orders to retain their business. (The client calls
> to cancel a recurring order, and the OE person offers a discounted price
> as an incentive to remain on the program). So they basically discount
> the price on every subsequent order instance (created from the
> shoppingList). Can anyone suggest a way we could get this to work via
> configuration (promos, store settings etc) or do we just have the choice
> of creating a bunch of marketing packages or modifying code?
>
> -Dave
>
>
>
> Scott Gray wrote:
>> I think Jacopo improved the manual promotions things recently, might
>> pay to
>> check the commit logs from the past week and also the dev list.  Not sure
>> about the management thing but it should be pretty easy to create a
>> report
>> that pulls up the manual promos and who gave them out.
>>
>> Regards
>> Scott
>>
>> On 26/10/2007, BJ Freeman <[hidden email]> wrote:
>>  
>>> suggestion:
>>> have the promotions for a product show and use a check box to apply.
>>> setup of a max discount per order that is based on the gross profit of
>>> the order. this would allow the OE personnel to select discount but
>>> allow management to keep a certain profit margin.
>>> this would be calculated on the fly as the OE adds and deletes Items
>>> from the order.
>>>
>>>
>>> Dave Tenerowicz sent the following on 10/25/2007 4:29 PM:
>>>    
>>>> We have an OfBiz client who wants to allow special pricing for products
>>>> - available only at the order takers discretion. This does not apply to
>>>> orders received via the web which will use standard pricing.
>>>>
>>>> 1) One way to handle this would be to create multiple marketing
>>>> packages
>>>> with the special price as the default price, and allow the OE person to
>>>> select one of these manually, if they wish. This would be cumbersome,
>>>> but workable.
>>>>
>>>> 2) Another way would be to use manual promotions, to provide a discount
>>>> for the product or perhaps all the products in the category (simpler
>>>> from a rule maintenance perspective). The OE person would then select
>>>> and run the promotion manually. To me this seems a better approach.
>>>>
>>>> In either case, management wants to ensure that they can track how many
>>>> of these discounts are given and who gave them - so they can exert some
>>>> management control over excessive discounting.
>>>>
>>>> Is there any better way to accomplish their objective- both in terms of
>>>> ease of use and management oversight?
>>>>
>>>>      
>>
>>  
>

[BJ Freeman]

come to think of it look at agreements


Dave Tenerowicz sent the following on 10/26/2007 1:33 PM:

> I took a look, and this looks like  a valuable improvement  for
> individual orders created from the cart.
>
> Unfortunately, we also need to apply this sort of function to shopping
> lists. The client basically offers discretionary discounts to customers
> with existing auto re-orders to retain their business. (The client calls
> to cancel a recurring order, and the OE person offers a discounted price
> as an incentive to remain on the program). So they basically discount
> the price on every subsequent order instance (created from the
> shoppingList). Can anyone suggest a way we could get this to work via
> configuration (promos, store settings etc) or do we just have the choice
> of creating a bunch of marketing packages or modifying code?
>
> -Dave
>
>
>
> Scott Gray wrote:
>> I think Jacopo improved the manual promotions things recently, might
>> pay to
>> check the commit logs from the past week and also the dev list.  Not sure
>> about the management thing but it should be pretty easy to create a
>> report
>> that pulls up the manual promos and who gave them out.
>>
>> Regards
>> Scott
>>
>> On 26/10/2007, BJ Freeman <[hidden email]> wrote:
>>  
>>> suggestion:
>>> have the promotions for a product show and use a check box to apply.
>>> setup of a max discount per order that is based on the gross profit of
>>> the order. this would allow the OE personnel to select discount but
>>> allow management to keep a certain profit margin.
>>> this would be calculated on the fly as the OE adds and deletes Items
>>> from the order.
>>>
>>>
>>> Dave Tenerowicz sent the following on 10/25/2007 4:29 PM:
>>>    
>>>> We have an OfBiz client who wants to allow special pricing for products
>>>> - available only at the order takers discretion. This does not apply to
>>>> orders received via the web which will use standard pricing.
>>>>
>>>> 1) One way to handle this would be to create multiple marketing
>>>> packages
>>>> with the special price as the default price, and allow the OE person to
>>>> select one of these manually, if they wish. This would be cumbersome,
>>>> but workable.
>>>>
>>>> 2) Another way would be to use manual promotions, to provide a discount
>>>> for the product or perhaps all the products in the category (simpler
>>>> from a rule maintenance perspective). The OE person would then select
>>>> and run the promotion manually. To me this seems a better approach.
>>>>
>>>> In either case, management wants to ensure that they can track how many
>>>> of these discounts are given and who gave them - so they can exert some
>>>> management control over excessive discounting.
>>>>
>>>> Is there any better way to accomplish their objective- both in terms of
>>>> ease of use and management oversight?
>>>>
>>>>      
>>
>>  
>