Penny Perfect Pricing
With Penny Perfect Pricing configured for the Consumer Goods desktop app and Consumer Goods Cloud Offline mobile app, sales reps can seamlessly calculate accurate prices for orders, preview details, and print invoice PDFs. Penny Perfect Pricing supports volume discounts and various scenarios for pricing a product. You can calculate orders based on scales, units of measure, and conditions such as discounts, value per unit, and flat rates.
Required Editions
Available in: Lightning Experience Available in: Enterprise and Unlimited Editions that have Consumer Goods Cloud enabled |
Turning on Penny Perfect Pricing in Government Cloud Plus organizations can send data outside the authorization boundary. Contact your Salesforce account executive for more details.
Penny Perfect Pricing is based on the Enhanced data model and requires advanced order capabilities. To use the Penny Perfect Pricing feature, assign the Penny Perfect Pricing permission set to the users. See Assign Permission Sets to Managed Package Users.Setting up Penny Perfect Price for offline orders is important because:
- It helps field reps provide accurate prices for orders to the customers during store visits.
- The price must always be the same regardless of the device or location.
- Correct pricing is required even when the internet connectivity isn’t good.
- Accurate invoicing is critical for cash collection and credit limit checks.
- The right conditions are required to upsell and increase sales.
- The calculation of taxes and other legally required charges is vital.
- It’s important to combine various discounts and round off the calculation results.
The system uses a pricing engine for a comprehensive price calculation for orders. You can set various conditions for the pricing of a product. The pricing engine searches and finds the relevant pricing conditions (based on key type and sets of keys), condenses them into complex pricing conditions, executes the complex pricing conditions based on the sequence set in the calculation schema, and arrives at an accurate for an order.
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Use Trailhead to build and test your skills. Penny Perfect Pricing with Consumer Goods Cloud Offline Mobile App |
- Understand Penny Perfect Pricing
Learn the architecture of Penny Perfect Pricing and how schemas, templates, search strategies, and keys interact to calculate precise order prices. - Prerequisites for Penny Perfect Pricing
Before you use Penny Perfect Pricing, you must complete a few tasks such as schedule the pricing worker batch, configure translations for picklist values, configure customer data, and populate data in the Complex Pricing Condition object. - Setup for Penny Perfect Pricing
A typical flow of pricing configuration involves creating of the key attributes, key types, search strategy, pricing condition template, calculation schema, and schema determination. - Pricing Conditions
Penny Perfect Pricing considers various pricing conditions when calculating prices. The system calculates the penny perfect prices based on flexible rules (set through pricing configuration), and customer and product pricing conditions, such as prices, discounts, and surcharges, to determine the prices in scenarios such as when creating an invoice for an on-demand sales order, calculation of presales order, or calculation of a return. - Implement Penny Perfect Pricing
Here are a few scenarios to implement and calculate complex pricing for orders. - Penny Perfect Pricing Considerations
Here are a few considerations and limitations to keep in mind when configuring the Penny Perfect Pricing for orders on the Consumer Goods Cloud Desktop app. - User Exits for Consumer Goods Cloud Desktop App
Customize how the pricing engine works using user exits. When calculating an order, the pricing engine uses the configuration defined in Consumer Goods Cloud for the User Exit fields: Skip Current Calculation Step, After Current Condition base, After Calculation Result, and Skip Current Search Strategy Step. - User Exits for Consumer Goods Cloud Offline Mobile App
Customize how the pricing engine works using user exits. When calculating an order, the pricing engine uses the configuration defined in Consumer Goods Cloud for the User Exit fields: User Exit Base, User Exit Result, User Exit Constraints, and User Exit for Search Strategy. - Add Custom Attributes to Penny Perfect Pricing Context
Use pricing context definitions to add custom attributes for penny pricing calculations in Consumer Goods Cloud. Use custom attributes to refine condition searches or extend logic in user exits. - Promotional Order
Depending on the defined configuration, the system determines the valid promotion tactics and promoted products for all promotions. - Pricing Information
Pricing information is stored in the order header and order item objects that are used for printing and interfacing. The pricing condition-related information is stored in the respective pricing-information attribute of the order and order item objects. To store pricing information, set the Generate Pricing Information field of the order template to Yes.
