Table of Contents
Key Functionality
This tutorial shows the key Agreements and Promotion functionality of the Pricefx System.
Within Pricefx the Agreements & Promotions module allows you to define and manage the complex area of on-invoice conditions, such as:
Discounts at different customer and/or product hierarchies.
Price promotions and campaigns.
All kinds of special price conditions.
Customer or product specific overviews of all existing conditions or special prices.
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.
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.
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.