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📽️ Key Functionality
Understanding Condition Types
In this tutorial we'll be exploring condition types for Agreements and Promotions in Pricefx.
Condition Types are the building blocks of Agreements & Promotions.
Each line item in an Agreement/Promotion contract is of a specific Condition, or Discount Type, which defines how the contract is calculated and whether or not additional pre-configured fields are added for you to input information or parameters that provide data to aid the calculation.
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How to Create an Agreement or Promotion
In this tutorial we'll be demonstrating how to create an Agreement or Promotion using the Agreements and Promotions functionality in Pricefx.
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How to Manage Price Records
In this tutorial we'll be exploring price records for previously approved Agreements in Pricefx.
When an agreement is approved, a price record is created for each product against the corresponding customers account.
These are stored in the Price Records section of our Agreements and Promotions module.
Menu Alignment
With the Paper Plane 11.0 release there are three further enhancements that have been done. These might seem small, but they can make a big difference in your workflow. In the next lines, we will show you how they work together in one scenario.
One change, that runs across more capabilities, is that there is not a logical order in which the menus are arranged.
Previously, Agreements and Promotions was not aligned with the same order in Quoting and Rebates. This issue has been fixed in Paper Plane. So, if you have all the required permissions, you will notice that the Agreements and Promotions menu now has the header types option at the top, so you can easily set up your header types.
We've also made sure that the menu order makes sense and is easy to navigate.
