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Price

Xenial Portal Data Management Ordering Settings Products Product List

From the Price page of the Product List editor, define pricing settings for a product. The following introduces each section of the page.

Section

Description

Pricing

Specify the price to charge for a product at the Ordering application.

Price Points

Specify the price to charge for each price point.

Pricing Rules

Define rules for how a product is priced when certain conditions are met. For example, define a rule to charge a different price based on time period or order source.

Child-Item Pricing Rules

Specify the product price when it is ordered as a child item.

Cost

Specify the product cost when purchased from a vendor.

Pricing

Xenial Portal Data Management Ordering Settings Products Product List

To specify the product price at the POS:

  1. From the Price page, locate the Pricing section.

  2. Toggle Open Price to Yes to prompt the order taker to type the price at the POS when the product is added to an order.

    • Multi-site users: To the right of the field, select the globe icon to define values for each site.

  3. Toggle Tax Inclusive to On if all applicable taxes are included in the price.

    When enabled, tax is not applied to the price when the product is added to an order.

  4. In the Price field, type the product price.

    • Multi-site users: To the right of the field, select the globe icon to define values for each site.

  5. From the Roll Up Price dropdown, select the applicable option. The selected option determines how the product price is rolled up into a parent product price.

    Option

    Description

    Do Not Roll Up

    Do NOT roll up the price to the parent product price.

    Roll Up After Tax

    Roll up the price to the parent product price AFTER tax is applied.

    Roll Up Before Tax

    Roll up the price to the parent product price BEFORE tax is applied.

Price Points

Xenial Portal Data Management Ordering Settings Products Product List

Price points enable a site to charge a different price for a product during special events, such as a football game, for example.

  1. From the Price page, locate the Price Points section.

  2. For each listed price point, specify the price adjustment value.

    If a price is not defined for a price point, then the base price for the product is used.

    Multi-site users: To the right of the field, select the globe icon to define values for each site.

    The following identifies the price adjustment types:

    Adjustment Type

    Description

    Replace

    The price defined for the price point replaces the base price of the product.

    Amount

    The base price of the product is adjusted by the specified amount.

    Percentage (%)

    The base price of the product is adjusted by the specified percentage.

Nota

See Price Points for more information about this feature.

Pricing Rules

Xenial Portal Data Management Ordering Settings Products Product List

To specify how a product is priced when certain conditions are met:

  1. From the Price page, locate the Pricing Rules section.

  2. From the Pricing Rules section, select Add Product Pricing Rule.

  3. From the Pricing Rule form, define the product pricing rule.

General

  1. From the Pricing Rule form, locate the General section.

  2. In the Name field, type a name for the pricing rule.

  3. Toggle Tax Inclusive to On if all applicable taxes are included in the price.

    When enabled, tax is not applied to the price when the product is added to an order.

  4. From the Price Adjustment field, select the desired method for adjusting the standard item price:

    • Replace – Replace the standard price with a specified price.

    • Amount - Adjust the standard price by a specified amount.

  5. From the Adjustment Value field, specify the price/amount by which the standard price is adjusted.

Roll Up Parent Pricing

From the Roll Up Price dropdown, select the applicable option. The selected option determines how the product price is rolled up into a parent product price.

Option

Description

Do Not Roll Up

Do NOT roll up the price to the parent product price.

Roll Up After Tax

Roll up the price to the parent product price AFTER tax is applied.

Roll Up Before Tax

Roll up the price to the parent product price BEFORE tax is applied.

Conditions

From the Conditions section of the Pricing Rule form, define at least one (1) condition for the pricing rule:

Condition

Description

Order Sources

From the dropdown, select the desired option:

  • All Order Sources - The rule is not restricted by order source.

  • Only the Following - Only apply the rule to the specified order sources.

    From the Order Source List dropdown, select the applicable order sources.

Time Periods

From the dropdown, select the desired option:

  • All Time Periods - The rule is not restricted by time period.

  • Only the Following - Only apply the rule during the specified time periods.

    From the Time Period List dropdown, select the applicable time periods.

Nota

If an order is entered during one time period and tendered in another, the product pricing for the time period when the order was entered is used.

Price Points

From the dropdown, select the desired option:

  • All Price Points - The rule is not restricted by price point.

  • Only the Following - Only apply the rule to the specified price point.

    From the Price Point List dropdown, select the applicable price points.

Save the Record

To save the pricing rule and return to the Price page:

From the lower-right of the Pricing Rule form, select Add Product Pricing Rules.

  • The pricing rule is added to the list of rules in the Pricing Rules section.

  • Select and drag the control to the left of each rule to sort the list by lowest-to-highest priority (where the rule at the top of the list has the highest priority).

Child-Item Pricing Rules

Xenial Portal Data Management Ordering Settings Products Product List

To define a child item pricing rule for a product:

  1. From the Price page, locate the Child-Item Pricing Rules section.

  2. From the Child-Item Pricing Rules section, select Add Product Child-Item Pricing Rule.

  3. From the Child-Item Pricing Rule form, define how the product is priced as a child item.

General

  1. From the Child-Item Pricing Rule form, locate the General section.

  2. In the Set Name field, type a name for the rule.

Choose Products

  1. From the Child-Item Pricing Rule form, locate the Choose Products section.

  2. From the Select Product dropdown, select the desired option:

    Option

    Description

    Specific Product

    Define the price of the product when it is a child of one or more specific products.

    Group of Products (tags)

    Define the price of the product when it is a child of any product tagged with one or more specific tags.

    Tags and Specific Products

    Define the price of the product when it is a child of one or more specific products OR any product tagged with one or more specific tags.

  3. Select the applicable products and/or tags for this child item pricing rule. The available fields are determined by the option selected in the previous step.

    • From the Individual Products dropdown, select the specific products.

      When the product is ordered as a child of any of the selected products, the child item pricing rule is applied.

    • From the Parent Tag(s) dropdown, select the tags.

      Every product associated with the selected tags is an eligible parent item. When the product is a child of any of these items, the child item pricing rule is applied.

Pricing

  1. From the Child-Item Pricing Rule form, locate the Pricing section.

  2. Toggle Tax Inclusive to On if all applicable taxes are included in the price.

    When enabled, tax is not applied to the price when the product is added to an order.

  3. Toggle Quantity Based to On to enable the Pricing by Quantity feature.

    When enabled, the price of the product is determined by the quantity that is added to the order.

    For example, one (1) slice of Garlic Bread is provided free with an order, but each additional slice is $0.99.

  4. From the Price Adjustment field, select the desired method for adjusting the standard item price:

    • Replace – Replace the standard price with a specified price.

    • Amount - Adjust the standard price by a specified amount.

  5. From the Adjustment Value field, specify the price/amount by which the standard price is adjusted.

Nota

When Quantity Based is toggled On, the Price Adjustment and Adjustment Value fields are removed from the form.

Pricing by Quantity

Nota

Follow these steps when the Quantity Based setting in the Pricing section is toggled On.

  1. From the Child Product Type dropdown, select the desired option:

    Option

    Description

    Specific Product

    Define a quantity-based pricing rule for one or more specific products.

    Group of Specific Products

    Define a quantity-based pricing rule for any product that is tagged with one or more specific tags.

    Both

    Define a quantity-based pricing rule for specific products and any product tagged with one or more specific tags.

  2. Select the applicable products and/or tags for this pricing rule. The available fields are determined by the selected option in the previous step.

    • From the Child Products dropdown, select the specific products.

    • From the Child Tag(s) dropdown, select the tags.

      Every product associated with the selected tags is included in this pricing rule.

  3. From the Pricing by Quantity section, select Create to define a new pricing by quantity rule.

    Repeat the following steps to add each quantity range and its respective price:

    • Use the +/- buttons to set the Range Start to the lowest product quantity in the range.

    • Use the +/- buttons to set the Range End to the highest product quantity in the range.

    • From the Price Adjustment field, select the desired price adjustment option:

      • Replace – Replace the standard price with a specific price when the quantity ordered is within this range.

      • Amount - Adjust the standard price by a specific amount when the quantity ordered is within this range.

    • From the Adjustment Value field, specify the price/amount by which the price is replaced/adjusted.

    • From the lower-right, select Done.

Roll Up Parent Pricing

  1. From the Child-Item Pricing Rule form, locate the Roll Up Parent Pricing section.

  2. From the Roll Up Price dropdown, select the applicable option. The selected option determines how the product price is rolled up into a parent product price.

    Option

    Description

    Do Not Roll Up

    Do NOT roll up the price to the parent product price.

    Roll Up After Tax

    Roll up the price to the parent product price AFTER tax is applied.

    • Toggle Use Alternative Item Price to On to use the price of another item when rolling up the price.

    • From the Select Alternative Item dropdown, select an item price to calculate the currency amount to roll up to the parent product. The difference is displayed as the child item price.

    Roll Up Before Tax

    Roll up the price to the parent product price BEFORE tax is applied.

    • Toggle Use Alternative Item Price to On to use the price of another item when rolling up the price.

    • From the Select Alternative Item dropdown, select an item price to calculate the currency amount to roll up to the parent product. The difference is displayed as the child item price.

Conditions

From the Conditions section of the Child-Item Pricing Rule form, define conditions for the pricing rule:

Condition

Description

Order Sources

From the dropdown, select the desired option:

  • All Order Sources - The rule is not restricted by order source.

  • Only the Following - Only apply the rule to the specified order sources.

    From the Order Source List dropdown, select the applicable order sources.

Price Points

From the dropdown, select the desired option:

  • All Price Points - The rule is not restricted by price point.

  • Only the Following - Only apply the rule to the specified price point.

    From the Price Point List dropdown, select the applicable price points.

Save & Close the Record

To save the pricing rule and return to the Price page:

From the lower-right of the Child-Item Pricing Rule form, select Add Product Child-Item Pricing Rules.

  • The pricing rule is added to the list of rules in the Child-Item Pricing Rules section.

  • Select and drag the control to the left of each rule to sort the list by lowest-to-highest priority (where the rule at the top of the list has the highest priority).

Cost

Xenial Portal Data Management Ordering Settings Products Product List

To specify the product cost when purchased from a vendor:

  1. From the Price page, locate the Cost section.

  2. In the Cost field, type the vendor cost.