SAPB1 9 TB1000 96 Instructor Guide

0 minutes

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%nit 3: Sales  A
•

A!!roximately  $ours ? minutes

Contents of %nit

T$e unit contains  to!ics covering t$e entire sales !rocess* 

Overvie, o% t$e Sales +rocess



Sales Order to #as$



#ustomers and #ustomer 3rou!s



#ustomer 9elations$i!


Automating t$e Sales +rocess



9eturns and Exc$anges



A=9 #redit
To$ic  # Sales *vervie(

int* 7ee! t$is introduction s$ortF T"is is a )uic; "ig" level loo; at t"e $rocess2 details covered in ne0t to$ic To$ic lengt":

2ecture !lus demo 0 minutes' Exercise ? minutes' Demo=Exercise only A=9 invoice' %se t"e slides notes as $re$aration for t"is to$ic

B1

Demo # Streamlined Sales +rocess 5 A=9 invoice

#reate an invoice- loo. at stoc. be%ore transaction and a%ter- loo. at !ostings to see accounts used'
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/0ercise:

Streamlined Sales +rocess 1 A=9 invoice ? minutes

To$ic 7  Sales *rder to Cas"

To$ic lengt":

2ecture and Demo 4 minutes Exercise 0? minutes

%se t"e slide notes as $re$arations for t"is to$ic

B1

Demo

6se t$e exercise as t$e basis %or your demo'

/0ercise:

Sales order to cas$ 1 sales !rocess !lus incoming !ayment   0? minutes

To$ic3  Customers and Customer Grou$s

To$ic lengt":

2ecture and Demo 4 minutes Exercise 0? minutes

%se t"e slide notes as $re$aration for t"is to$ic

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Demo  Customers and Customer grou$s S$o, general settings de%aults %or business !artners

S$o, customer grou!s S$o, a customer master and go t$roug$ t$e tabs Ta.e an existing lead and convert it to a customer  Gou don/t $ave to create a lead or customer because t$is is in t$e !artici!ants/ exercises ,it$ instructions 1 alt$oug$ you can i% you li.e' One t$ing you s$ould avoid s$o,ing is t$at leads cannot be used on a deliver y since t$e !artici!ants ,ill try using one on a delivery and see t$at t$ey most convert t$e lead %irst' /0ercise:

#ustomers and #ustomer 3rou!s +artici!ants create a customer grou! ,it$ assigned !rice list and revie, de%aults' T$en t$ey create customers and leads and see $o, t$ey are used on documents'   0? minutes

•

To!ic  1 #9<

Hocus on activities and sales ;uotations'  Note* Alt$oug$ ,e s$o, slides on sales o!!ortunities- t$is ,ill not be tested in t$e certi%ication and t$is to!ic ,ill be covered ,it$ ot$er #9< to!ics in an advanced course' To$ic lengt":

2ecture and Demo 0? minutes' Exercise 4 minutes

6se t$e slide notes %or !re!aration o% t$is to!ic'

B1

Demo 6se t$e exercise as t$e basis %or your demo and %ocus on activit y creation- you do not need to create t$e sales ;uotation or sales order since !artici!ants s$ould alread y .no, $o, to create t$ese' Gou may ,is$ to s$o, $o, you can attac$ a document to an activity' Advice %or demo be%ore exercise 5 !artici!ants may $ave an issue ,it$ accidentally removing activities %rom t$e calendar* I% someone clic.s on calendar t$e system removes all activities' To get t$em bac.c$oose Form Settings %or t$e calendar and t$en !ut a c$ec.mar. in t$e c$ec.boxes  !eriod vie, and grou! vie, %or t$e user (ayson Butler)' T$e o!tion to JremoveK

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removes t$e c$ec.mar. and t$en activities are not s$o,n 1 t$is is because t $e %unctionality allo,s you to see ot$er !eo!le/s calendars and you may c$oose to vie, t$eir activities or to remove t$em %rom your vie,' Gou may t$ere%ore ,is$ to s$o, t$e calendar/s Form Settings in your demo'

/0ercise:

Activities 4 minutes

•

To!ic ? 1 Automating t$e Sales +rocess

T$e %ocus is on t$ings t$at ma.e t$e sales !rocess more e%%icient* availability c$ec.ing- !ic. and !ac. and document generation ,i 8ard' To$ic lengt":

2ecture and Demo 4 minutes Exercise 0 minutes  Note t$at +ic. > +ac. is covered in an advanced course- not in t$is course- and t$e to!ic ,ill not be on t$e certi%ication exam' 6se t$e slide notes %or t$e basis o% your lecture'

Slides &50 1Availability #$ec.  T$ese slides build 1 so you can tal. to t $e build using all t$ree slides 1 or just s.i! t$e %irst 4 and go directly to t$e t$ird slide'

B1

Demo S$o, settings %or Availability #$ec. in Document Settings' S$o, $o, to set alternate items' Enter large ;ty' in sales order to s$o, availability c$ec. and AT+ re!ort' Details on t$ese t$ree are in exercise' O!tionally s$o, document generation ,i8ard (not in exercise)' O!tional ;uic. loo. at +ic. and +ac. (not in exercise- ,ill be covered in a dvanced course)'

Some instructors c$oose to s$o, more in t$e con%iguration area at t$is !oint' T$e con%iguration area is covered more in t$e case study %or TB04- but t$is is a good  !lace to just mention t$e main areas %or con%iguration* suc$ as #om!any Details and Document Settings (since you go $ere on t$e +er Document tab %or t$e Sales Order any,ay to s$o, t$e activation o% t$e Availability #$ec.'

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/0ercise:

 Availaility !"ec#$ Alternative %tems and AT& re'ort  0 minutes

•

To!ic C 1 9eturns and Exc$anges

Hocus is on ,$at to do i% t$e customer is un$a!!y a%ter t$e delivery' T$e next to!ic %ocuses on $o, to %ix t$e situation a%ter an invoice $as been issued' Because t$ese t,o to!ics are related you can !ut t$em toget$er i% you li.e ,it$ t$e exercises to %ollo, !resentation o% t$e second unit' To$ic lengt":

2ecture and Demo 4 minutes Exercise 4 minutes

6se t$e slide notes as a basis %or your lecture' T$is to!ic is %airly sel%5ex!lanatory' Some conversation may occur around t$e o!tion o% exc$anges' Since ,e no, $ave t$e o!tion %or redelivery- I sus!ect exc$anges ,ill be used more %or scenarios o% returning !ac.aging rat$er t$an t$e exam!le used in t$e course' T$e exam!le o% returning !ac.aging %or credit (suc$ as bottles t$at $eld soda) may be a use%ul one %or !artici!ants as.ing about $o, t$ey mig$t use t$e %unctionality'

B1

Demo

6se t$e exercise as t$e basis %or your demo'

/0ercise:

9eturns and Exc$anges 4 minutes

•

To!ic  1 A=9 #redit
A=9 credit memos and canceling documents'

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To$ic lengt":

2ecture and Demo 0 minutes Exercise 0? minutes

6se t$e slide notes as a basis %or your lecture' T$is to!ic is %airly sel%5ex!lanatory'

B1

Demo

6se t$e exercise as t$e basis %or your demo'

/0ercise:

#redit
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%nit =: Items

7 "ours and 78 minutes

Contents of %nit 

Item


Item 3rou!s



6nits o%


aluation
Putting t"e %nit in Conte0t

•

T$e %irst to!ic discusses t$e contents o% t$e item mast er'

•

T$e second is about creating item grou!s and understanding ,$at de%aults into ne,ly created items and t$e advantages o% item grou!s'

•

T$e ne, %eatures %or units o% measure are introduced in t$e t$ird to!ic'

•

2astly- ,e see t$e t$ree valuation met$ods in t$e %ourt$ to!ic' T$e !artici!ants $ave seen $o, t$e moving average met$od ,or.s so %ar in t$eir exercises- no, t$ey are introduced to t$e standard cost and HIHO met$ods'

•

To!ic 0 1 Item
Describe t$e contents o% t$e item master'

To$ic lengt":

2ecture and Demo 4 minutes Exercise ? minutes Item !aster T$ere are 4 slides introducing t$e item master- t$e second discusses t$e o!tion to ma.e items inactive' Structure of t"e Item !aster Avoid going too dee!ly into t$e details o% t$e item during t$is slide' T$is slide is to  !oint out t$at t$e item is com!osed o% a $eader ,it$ general in%o on t$e item and tabs ,$ic$ contain more details on $o, t$e item is $andled in t$e di%%erent business  !rocesses'
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Item Categories 3ive exam!les o% di%%erent items t$at mig$t $ave t$ese combos o% item categories set and ,$y' T$e slide gives a %e, exam!les' I% anyone as.s about %ixed assets- you can tell t$em t$at t$is is no, discussed in t$e TB00 course ,$ere t$ere is a to!ic on t$e ne, %ixed assets %unctionality' Purc"asing and Sales tabs Inventory Data and Stoc; levels Planning Data Item Pro$erties

T$ese slides allo, you to go into more detail on t$e di%%erent tabs'

Demo B1

6se t$e exercise as t$e basis %or your demo'

/0ercise:

Items ? 1 0 minutes

To$ic 7  Item Grou$s •

9un re!orts by item grou!s

•

De%ine an item grou!

•

#reate item master records

To$ic lengt":

2ecture and Demo 0? minutes Exercise 4 minutes

6se t$e slide notes %or t$e slides in t$is to!ic' It is %airly ex!lanatory'

B1

Demo 1 Item 3rou!s 6se t$e exercise as t$e basis %or your demo'

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/0ercise: Item Grou$s

#reate an item grou!- create items %or t$at item grou!- vie, re!orts by item grou! and modi%y 2ist o% Items' 4 minutes

To$ic3  %nits of !easure

To$ic lengt":

2ecture and Demo 0? minutes Exercise 4 minutes 1asic %nits of !easure %o! in t"e Item Grou$ing %o! %o! Grou$s %o! in t"e Item !aster

All t$ese slides $ave good in%ormation in t$e notes t$at can be us ed to ex!lain t$e slides and t$ey are !retty sel%5ex!lanatory' %o! Ty$es:

T$e .ey !oints are !retty clear on t$e slide- but t$ere may be a ;uestion about t $e %act t$at t$e Inventory UoM code cannot be c$anged once transactions ,ere made %or t$is item' T$is is true ,$en using any grou! exce!t
%o!s in Documents T$e !revious slide tal.ed about t$e assigned de%aults %or Inventory- Sales and +urc$asing in t$e Item
9emember to stress t$at eac$ document ty!e ,ill de%ault to t$e unit o% measure de%ined %or t$at ty!e o% transaction* a sales 6o< or !urc$asing 6o<' T$e units can  be c$anged in t$e document' o,ever- regardless o% t$e 6o< in t$e documentinventory !ostings are made in t$e inventory 6o<' Sales 6o
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Demo  %nits of !easure B1

6se t$e exercise as t$e basis %or your demo'

/0ercise:

6nits o%
•

To!ic  1 aluation met$ods

To$ic lengt":

2ecture and demo 4? minutes Exercise 4? minutes

BSlide Title

Slides >#7 Inventory ?aluation !et"odE In an instructor led class you may ,is$ to $ide (or move ;uic.l y) t$roug$ slides 5 04' Slide & introduces t$e  met$ods and t$e %ollo,ing t$ree slides $ig$lig$t eac$ met$od and go into more detail' o,ever since 050? give even better exam!lesyou s$ould !robably just s.i! 504 $ere by $iding t$em' Slides 3#8 !oving Average /0am$le ,I,* /0am$le Standard Cost /0am$le

T$ese  slides give good exam!les o% t$e use o% eac$ met$od in !urc$asinginventory and sales' It is ,ort$ s!ending time on t$ese  exam!les to ma.e sure  !artici!ants understand eac$ met$od' Slides 9#5 Stoc; !ovement (it" Standard Price

T$e second slide builds on t$e %irst to ex!lain $o, variances are $andled ,$en a good recei!t is created %or an amount t$at does not e;ual t$e standard cost set %or t$e item'

Inventory Audit Re$ort

A use%ul tool %or com!aring accounting and logistic vie,s'

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-on#Per$etual Inventory

All t$e exam!les in t$e class are built on !er!etual inventory- but in many locali8ations- non5!er!etual is more common and t$ere%ore it is t$e de%ault in some locali8ations (as listed on t$e slide notes)'

B1

Demo 6se t$e exercise as t$e basis %or your demo'

/0ercise:

Inventory aluation 4? minutes

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%nit 8: Inventory

7 "ours and =4 minutes

Contents of %nit Putting t"e %nit in Conte0t

•

L6nit ObjectivesM

To$ic  # Ware"ouses

Set u! ,are$ouses Discuss t$e o!tion %or bin locations in t$e " 1 vie, t$e bin locations set u! in t$e demo database Describe t$e dro! s$i!ment !rocess To$ic lengt":

2ecture and demo 4? minutes Exercise 4? minutes Dro$ S"i$ Process

Alt$oug$ not all countries do muc$ dro! s$i!!ing- it is a use%ul !rocess t$at  !artici!ants s$ould be a,are o%' ' note* T$is slide !oints out t$e ne, c$ec.box %or managing serial numbers and  batc$es in dro! s$i! ,are$ouses' Note t$at t$e c$ec.box only a!!ears a%ter you c$oose Dro! S$i! %or t$e ,are$ouse'

B1

Demo 6se t$e exercise as t$e basis %or your demo'

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/0ercise:

"are$ouses 4? minutes

•

To!ic 4 1 3oods
To$ic lengt":

2ecture and demo 4 minutes Exercise 0? minutes Ware"ouse !anagement *vervie(


Transferring Stoc; 

Customer Consignment

Inventory Transfer Re)uest

1in &ocations

+oint out i% a " uses bin locations t$en it/s re;uired on t$e inventory documents' T$ey ,ill use a bin location in t$e exercise'

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Demo

6se t$e exercise as t$e basis %or your demo'

/0ercise:

3oods
To$ic3  Serial -umbers and 1atc"es

Ex!lain t$e reasons to use SNs and batc$es #reate and use bot$ batc$es and SNs To$ic lengt":

2ecture and demo 4 minutes Exercise 4? minutes

Slide =<8 Serial -umbers and 1atc"es

+ic. some items in t$e classroom and as. t$e !artici!ants ,$ic$ items are good candidates %or serial numbers or batc$ management and ,$y' +rime criteria %or serial numbers are ,$et$er t$e item is a $ig$ value ite m t$at needs to be trac.ed %or security or re!air reasons' +rime criteria %or batc$ management is an item t$at $as ;ualities in common t$at need to be t$e same ,$en sold (+  balance- !aint s$ades)ex!iration dates (suc$ as ,it$ %ood or ot$er !eris$able goods) and a need to be trac.ed %or ;uality reasons (suc$ as %or !$armaceutical !roducts)' As. t$em to give exam!les t$at mig$t %it t$ose reasons' One good exam!le is trac.ing ex!iration dates %or a batc$- es!ecially %or %ood items'
Slides 9#>: 3 slides on management met"ods

Hirst slide s$o,s bot$ and next t,o slides $ig$lig$t eac$ met$od T,o o!tions %or setting ,$en serial numbering or batc$ management must occur* on every (goods movement) transaction or on (goods movements) ,it$ release only' ebruar! 12 2014

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Slides 6 and 4: 7 slides on o$tional allocation

T$e %irst slide builds to t$e second' Gou could just tal. to t$e second or use t$e %irst to tal. about t$e allocation on t$e sales order and t$e second to discuss ,$at $a!!ens ,$en you get to delivery' T$e notes discuss t$e !rocess' B1

Demo 6se t$e exercise on batc$es as t$e basis %or your demo' Alt$oug$ t$ere are t,o slides %or a demo on eac$- you may ,is$ to j ust demo  batc$es since t$e !rocesses are very similar but batc$es $ave a bit more com!lexity' S$o, t$e Inventory tab in 3eneral Settings' S$o, settings on item- note t$e ne, %ield %or batc$- but don/t go into details' S$o, t$e 39+O to receive a batc$ and=or SN ite m- save and t$en s$o, t$e document again' Gou can rig$t5clic. to see t$e batc$ or SN transaction re!ort' #an see t$e outgoing and incoming by c$oosing Dis!lay All Transactions %or Selected  No'

/0ercise:

Serial Numbers and Batc$es 4? minutes

To$ic =  P"ysical inventory

Describe t$e !rocess %or !$ysical inventory

To$ic lengt":

2ecture and demo 0? minutes Exercise 0? minutes

Slides =#5 # Inventory Counting Process

T$ese slides build so you could just go directly to t$e t$ird slide' Hirst slide introduces t$e conce!t o% !$ysical inventory- second slide is about setting u! cycle counts* set u! inventory cycles- set u! cycle count determination- t$en go into inventory cycle count de%inition to set u! alerts- and t$e t$ird slide tal.s about t $e actual counting* %ree8ing t$e items- !rinting t$e count s$eet- counting- entering results and t$en !osting any ;uantity di%%erences' !ulti$le Stoc; Ta;ers  Ne, o!tion' Discuss t$e advantages o% 4 !eo!le counting t$e same area t$en com!aring results'

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Re$orting
B1

Demo S$o, $o, to set u! inventory cycle- cycle count determination setu!- item master t$at belongs to item grou!' S$o, t$at you can add t$e cycle code to t$e item master via Horm Settings'  Note* remember to set t$e alert to come u! ;uic.ly so you can s$o, $o, t$e alert a!!ears'

I% !artici!ants as. about im!ort- yes t$ere is t$e !ossibilit y to use t$e Im!ort %rom Excel %or t$e stoc. count' On t$e Stoc. #ounting document you ,ill see t$e Add Items button 1 Im!ort Items' It brings u! t$e Im!ort %rom Excel'

/0ercise:

+$ysical inventory 0? minutes

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%nit 9: Pricing

7 "ours and 74 minutes

Contents of %nit

To!ics included* •

+ricing #once!ts

•


•

+eriod=olume Discounts

•

Discount 3rou!s

•

S!ecial +rices %or Business +artners

Putting t"e %nit in Conte0t

6nit Ti!s* Because t$is unit is at t$e end o% t$e course- some instructors teac$ to!ics toget$er  be%ore $aving t$e !artici!ants do t$e exercises' T$e logical grou!ings are to teac$ to!ics 0 and 4 toget$er (+ricing #once!ts and +ricelists) and to teac$ to!ics 5? toget$er (+eriod=olume Discounts- Discount 3rou!s and B+ S!ecial +rices)

To$ic  # Pricing Conce$ts

To$ic lengt":

2ecture and demo 0? minutes Exercise 0 minutes

Slides: Pricing in SAP 1usiness *ne

T$ere are multi!le slides %or t$e e5learning so you may ,is$ to eit $er go t$roug$ t$em all ;uic.ly or just $ide ?5& and s$o, only slide ' T$e .ey !oint is t$at t$ere are  ty!es o% !rices' Gou need to ;uic.ly describe t$e ty!es and t$en !oint out t$at t$e system loo.s %or t$e most s!eci%ic !rice %irst' T$is ma.es sense o% you t$in. about t$e %act t$at every !rice ,ill $ave a !rice list !rice so ,e don/t need to loo. %or it- until ,e/ve ex$austed t$e ot$er ty!es o% !rices'

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Price &ists T$is slide transitions to tal.ing about $o, !rice lists are t$e basic ty!e o% !rice' Dont go dee! $ere because ,e $ave a to!ic devoted to !rice lists'

T$e .ey !oint is to ma.e is t$at !rice lis ts are t$ere ,ill be multi!le !rice lists' t$e transition to tal.ing about $o, all items are lin.ed to all !rice lists ,$ic$ is t$e .ey  !oint o% t$e next slide'

Item Prices Every item lin.ed to every !rice list' T$oug$ you can set an indicator to remove items ,it$out !rices %rom !rice lists' +oint out t$at you can see t$e !rice lists in t$e item master- and t$at alt$oug$ it is  !ossible it is not generally advisable to maintain !rices $ere'

Price &ist Conce$t  slides ;uic.ly build u! t$e relations$i! bet,een B+s- !rice lists- items and documents' "e/ve already seen t$e connection o% !rice lists to items'  No, ,e see t$at eac$ B+ is assigned a !rice list in t$e B+ master' T$en t$e next slide s$o,s t$e !rice list de%aulting into t$e document' And t$e last s$o,s t$at t$e item $as a !rice list !rice t$at de%aults into t$e s ales document'

Slides: Price Determination in SAP 1usiness *ne T$ese slides reca! $o, !ricing is done by t$e system' In instructor led training- I recommend you $ide t$e %irst t$ree (slides 0C50&) and just tal. to t$e %inal slide (0&)' Since t$is is a reca! o% earlier slides- you do not need to s!end muc$ time $ere' T$e multi!le slides are really only $ere %or movement during e5learning narration' Price Source in Documents 9emind t$em t$at t$ere are not only !rice list !rices but also t$e discounts %or !eriod and volume- %rom discount grou!s and s!ecial !rices %or B+s so it/s use%ul to be able to see t$e source o% t$e !rice in t$e document' T$e notes $ave in%o on all t$e values t$e %ield can $ave' T$e gra!$ic also s$o,s t$e need to add t$is %ield in Horm Settings' B1

Demo

S$o, $o, to override t$e !rice list in t$e order' S$o, di%%erent ty!es o% !ricing- suc$ as !eriod and volume- B+ !rice etc- and s$o, t$e !rice source' I% you can set u! a customer and some !roducts t$at $ave di%%erent ty!es o% !ricing in advance t$at is $el!%ul to s$o, t$e !artici!ants $o, all t $e ty!es o% !rices s$o, t$eir !rice source' Also good to mention t$e di%%erences in color t$at a!!ear in t$e order ,it$ s!ecial ebruar! 12 2014

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 !rices

/0ercise:

+ricing conce!ts 0 minutes

To$ic 7  !anaging Pricelists

To$ic lengt":

2ecture and demo 4 minutes Exercise 0? minutes

Price list conce$t 9eca!s ,$at t$ey learned in !rior to!ic 1 could s.i! in I2T 1 it is needed in e5 learning since t$ey may not $ave vie, t$e !rior to!ic' Gou could use it in e5 learning as a ,ay %or !artici!ants to tell you ,$at t$e y learned in t$e !rior to!ic'

Slides 5#> automatic or manual u$dates T$ese t$ree slides build on eac$ ot$er 1 you can eit$er move t$roug$ t$e !rocess ;uic.ly or $ide t$e %irst t,o slides and tal. to t $e t$ird'

B1

Demo

6se t$e exercise as t$e basis %or your demo'  Note* S$o, $o, you can double5clic. on an item in t$e !rice list to see !rices %or multi!le units o% measure 1 one good item %or t$is is 90'

/0ercise:

+rice lists 0? minutes

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To$ic3  Period
To$ic lengt":

2ecture and demo 0? minutes Exercise 0 minutes Slide = # Discounts for Time and @uality

Introduces !eriod and volume discounts 1 basically t$at t$ey allo, you to set a discount %or a time !eriod and ,it$in t$e time !eriod allo, you to set a discount  based on ;uantity !urc$ased' T$e slide sets t$is ty!e o% discount ,it$in t$e !ricing $ierarc$y 1 t$is !rice su!ersedes a basic !rice but not discount grou!s or B+ s!eci%ic  !ricing' (O% course t$ere is B+ s!eci%ic !eriod and volume discounts 1 t$is comes in t$e last to!ic o% !ricing)'

Slide 8 # Seasonal Sales /0am$le

T$is is a nice exam!le o% $o, you could use !eriod and volume discounts'

Slides 9 # s"o( "o( to set u$ $eriod and volume discounts

 Ne, users are o%ten con%used about $o, to get to eac$ ,indo, 1 stress t$e need to double5clic. to get %rom validity !eriods to ;uantity=scale' A ne, %eature is using units in de%ining t$e volume' T$e last slide discusses $o, to co!y discounts 1 t$is is o%ten con%using to ne, users' B1

Demo

6se t$e exercise as t$e basis %or your demo' De%initely demo t$e exercise as ne, users o%ten $ave trouble ,it$ t$e user inter%ace on $o, to navigate bet,een ,indo,s and $o, to co!y t$e discounts'

/0ercise:

+eriod and olume Discounts   0 minutes

To$ic =  Discount Grou$s

T$is is a very im!ortant area in !ricing because it $as been ex!anded to include %ree goods and can be set u! %or all B+s- s!eci%ic B+s or B+ grou!s'

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To$ic lengt":

2ecture and demo 4 minutes Exercise 0? minutes

Slide =  Discount 1asis

Discount grou!s can no, be assigned not only to individual business !artners but also to B+ grou!s and also set to be %or all business !artners' As be%ore- t$ey can be  based on items- item !ro!erties- item grou!s and item manu%acturers' Discounts can  be set to a !ercentage or be based on ;uantity !urc$ased' T$e ;uantity discount (suc$ as buy  get 0 %ree is still calculated as a !ercentage 1 a later slide ex!lains $o,)'

Slides 8#4 s"o( "o( to set u$ a discount grou$ Slides #= s$ecifically discuss "o( to set u$ and use t"e o$tion for free goods buy a )uantity2 get a )uantity freeE

Slide 0 is very use%ul %or understanding $o, t$e %ree goods are calculated'

Slide 8  ,ree Goods or Percentage T$is slide ma.es t$e !oint t$at you must c$oose one met$od or t$e ot$er on eac$ tab inside t$e discount grou!' Hor exam!le- you cannot c$oose a buy - get 0 %ree %or one item ,$ile setting anot$er item to a 0P discount ,it $in t$e same discount grou!' T$is can be demonstrated by s$o,ing t$e screen layout %or a given tab 1 once you c$oose one met$od 1 t$e screen c$anges'

Ans,er to !ossible student ;uestion 5 T$ere is a limitation in using %ree goods* you can/t set units ,$en using %ree goods' So you can/t distinguis$ bet,een buying  .ilos versus liters 1 i% t$is is an issue and t$ey ,ant to use %ree goods 1 t$en t$ey s$ould use se!arate item numbers %or di%%erent units'

Price Determination 9eca!s t$e !rocess 5 %ocus $o, t$e system c$ec.s %or discount grou!s %or individual B+s- t$en grou!s- t$en all B+s'

?alidity Settings Gou can set discount grou!s inactive or set a date range'

Slides >#74 discuss e0clusions

Because you set t$e discount grou!s broadly- you can exclude t$ings ,it$in t$e grou!s you select' Hor exam!le- you set a B+ or item to be excluded %rom any discount grou!s'
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!ulti$le Discounts Slide introduces t$e !ossibility o% multi!le discounts a!!lying 1 next slide discusses settings %or it'

/ffective Discount Rule ere are t$e rules* 

 (o)est *isco+nt  5 T$e lo,est available discount is ta.en (T$is is t$e de%ault)'



 ,ig"est *isco+nt  5 T$e $ig$est available discount is ta.en'



 Average 5 T$e average o% all available discounts is ta.en'





Total  5 T$e sum o% all available discounts is ta.en  -+lti'lied 5 T$e system multi!lies all available discounts and uses t$e result as t$e discount'

B+ grou!s $ave a setting %or t$is and it ,ill de%ault into B+- but you $ave c$oice to set a di%%erent one' Obviously t$is is unim!ortant i% you set t$e B+ to be excluded %rom all discount grou!s' Advantages of Discount Grou$s I% you set u! discount grou!s to a!!ly to B+ grou!s- all B+s or item grou!s !ro!erties or manu%acturers- ne, records %or B+s or items ,it$ t$ose c$aracteristics are automatically added to t$e discount grou!' Also t$ere are t$e cool %eatures o% %ree goods !ricing and t$e ability to include=exclude B+s and items' O$- and t$ere is al,ays re!orting'

B1

Demo

6se t$e exercise as t$e basis %or your demo'

/0ercise:

Discount 3rou!s 0? minutes

To$ic 8  S$ecial Prices for 1Ps

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