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Set Up and Maintain Retail Execution
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            Implement Penny Perfect Pricing

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            3. Set Up and Maintain Retail Execution

            Implement Penny Perfect Pricing

            Here are a few scenarios to implement and calculate complex pricing for orders.

            Required Editions

            Make sure you complete all the tasks listed at Prerequisites for Penny Perfect Pricing.

            Available in: Lightning Experience

            Available in: Enterprise and Unlimited Editions that have Consumer Goods Cloud enabled
            User Permissions Needed
            To implement Penny Perfect Pricing:

            (CGCloud Business Admin

            OR

            CGCloud Retail Business Admin)

            AND

            Penny Perfect Pricing

            Calculate Base Price for Orders Using Penny Perfect Pricing

            Implement Penny Perfect Pricing (PPP) for NTO Store #226. Calculate the base price for order items using PPP. Base price calculation is the mandatory calculation step for an order.

            Configure PPP on the CG Cloud desktop app for Base Price Calculation

            1. Create a key type as My Customer + Product with these configurations:
              1. Select the Customer or Customer Hierarchy and Product or Product Hierarchy fields.
              2. To synchronize conditions only for the sales rep’s customer, select the Distribution Category as Customer.
            2. Create a key type as My Product with these configurations:
              1. Select the Product or Product Hierarchy field.
              2. To synchronize conditions for all products of the sales rep, select the Distribution Category as To All.
              3. This key type can be reused for the product sub-category condition.
            3. For the product condition search, create a search strategy as My Base Price Search and set it as Active.
            4. Add a search step with these configurations:
              1. Select Key type as My Customer + Product.
              2. Select the Customer Role as Orderer as we’re searching for a specific customer.
              3. Set the Exclusive flag to stop the condition search when it’s found.
              4. Set the customer or product hierarchy as No.
            5. Add a search step with these configurations:
              1. Select Key type as My Product.
              2. To stop the condition search after the product is found, set the Exclusive flag.
              3. Set the Customer Hierarchy Search or Product Hierarchy Search as No.
            6. Add a search step with these configurations:
              1. Select the key type as My Product.
              2. To stop the condition search after the product hierarchy is found, set the Exclusive flag.
              3. Set the Product Hierarchy Search.
            7. Create a pricing condition template as My Base Price with these configurations:
              1. Select Record Type as Default.
              2. Select Meta Type as Price.
              3. Select Condition Level as Order Item because the calculation is price per product.
              4. Deactivate Rounding.
              5. Set the Condition Search field as My Base Price Search.
            8. Create a schema as My Price Calculation with these configurations: 
              1. Add a calculation step and set it to Active.
              2. Select the Pricing Condition Template as My Base Price, Target Condition as Base Price (Receipt), Target Result as Value(Receipt), Price relevant as Yes, and mark the step as Mandatory.
            9. For schema determination:
              1. On the Customer Extension object, set the Pricing Type field for the customer to Standard.
              2. On the Order Template, configure Compute Price as Offline (Button), Generate Pricing Log as Yes, and Pricing Type as Standard.
              3. On Calculation Schema Determination, select My Price Calculation as Schema, and Pricing, Customer, and Order Price Type as Standard.
            10. Set the Unit of Measure for various products and configure:
              1. One Sales Unit has 12 Consumer Units for Empower Cola and Empower Cherry.
              2. One Sales Unit as 10 Consumer Units for Empower Lemon.

            Validate Pricing Conditions

            Prepare and integrate the pricing conditions from the ERP systems. The system must have these pricing conditions for the same sales org.
            1. Condition value as $17.88 for NTO Store #226 and Empower Cola 1.0 L PET (store and Stock Keeping Unit (SKU) level).
            2. Condition value as 21.48 for the Empower Lemon 1.5 L PET Bottle (product level).
            3. Condition value as 22.68 for Empower Cola 1.0 L PET (product level).
            4. Condition value as 23.88 for Soft Drinks (Product hierarchy level - Subcategory).

            Create an Order and Calculate Price on the CG Cloud Offline mobile app

            1. Start the mobile app to sync new configurations and conditions.
            2. Create an order for *NTO Store #226.
            3. Modify the quantity as 10 Sales Units and 12 Consumer Units for Empower Cola 1.0 L PET and Empower Lemon 1.5 L PET Bottle.
            4. Order another soft drink of your choice (for example, Empower Cherry 1.5 L PET Bottle).
            5. Click the Calculate button.

            Verify the prices of various products on the NTO Store #226 order page: 

            • The receipt value for the Empower Cola Sales Unit must be $178.80 ($17.88* 10).
            • The receipt value for the Empower Cola Consumer Unit must be $17.88 (($17.88/12)*12).
            • The receipt value for the Empower Cherry Sales Unit must be $238.80 (23.88*10).
            • The receipt value for the Empower Cherry Consumer Unit must be $23.88 ((23.88/12)*12).
            • The receipt value for the Empower Lemon Sales Unit must be $214.80 (21.48*10) and the Consumer Unit must be $25.78 ((21.48 / 10) * 12).
            • The gross total value must be $699.94, which is the sum of all receipt values.
            • Post sync, the order is available in the order overview on the CG Cloud desktop app. The Pricing Log File is shown in the Pricing Information section on Advanced Order with detailed pricing information.

            Calculate Freight Surcharge for Orders

            Apply a freight surcharge for an order based on the total weight of products using From scales for NTO Store #226 with base price calculation in place. The order has 1500 kg of standard products, 200 kg of returns, and 100 kg of free items.

            Scale Information:

            •  For the first scale, from a scale of 0 Kg, regardless of the customer priority, a freight surcharge of $4.99 is applied.
            • From a scale rate of 1000 kg, priority A customers must pay a freight surcharge of $4.99, priority B customers must pay $5.99, and priority C customers and customers without priority must pay $6.99.3.
            • From a scale of 5000 Kg, priority A customers must pay a $4.99 surcharge, and the remaining customers must pay a $19.99 surcharge.
            Scale Scale Value (weight in kg) Rate Priority(Account_Extension__c.Priority__c)
            1 0 $4.99

            A - Priority

            B - Priority

            C - Priority

            Blank
            2 1000 $4.99 A - Priority
            $5.99 B - Priority
            $6.99

            C - Priority

            Blank
            3 5000 $4.99 A - Priority
            $19.99

            B - Priority

            C - Priority

            Blank

            Configure PPP on the CG Cloud desktop app for Freight Surcharge Calculation

            1. Create a key attribute as Customer Priority using Account_Extension__c.Priority__c with these configurations:
              1. Select Object as Customer.
              2. Select Mobility Entity as Customer.
              3. Select Mobility Attribute as Priority.
            2. Check if the attribute is available for the pricing engine:
              1. Check the data source DsComplex_Pricing_sf in the modeler.
              2. Check the query CndCpReadCustomerAttributes.
              3. The attribute is available with the name set as Priority.
            3. Create a key type as My Customer Priority with Distribution Category as To All since the customer attribute and not the customer is used in the key type.
            4. Create a search strategy as My Freight Surcharge Search and don’t set the search strategy active during creation. Otherwise, you get a validation error that there exist no search steps.
            5. Add a search step and select Key Type as My Customer Priority.
            6. Activate the search strategy in step 4 (via the Details tab).
            7. Create a pricing condition template as My Freight Surcharge and select:
              1. Active as true.
              2. Meta Type as Flat Rate because the surcharge is added one time.
              3. Condition Level as Order Header since the condition is added per order and not per order item.
              4. Base as Weight because product weight is used to determine the scale range.
              5. Scale Type as From Scale.
            8. Add a calculation step to My Price Calculation schema (see step 8 in use case 1) and select:
              1. Pricing Condition Template as My Freight Surcharge.
              2. Item Meta Rule as Delivery (excl. Free Item).
            9. Set the Item Meta Rules in the respective Order Item Templates:
              1. For the standard order item template, set the Delivery (excl. Free Item) field as Add in the Item Meta Rule section.
              2. Set the Delivery (excl. Free Item) field as Neutral in the Item Meta Rule section for returns.
              3. Set the Delivery (excl. Free Item) field as Neutral in the Item Meta Rule section for free items.
            10. Set the Unit of Measure for Empower Cola Cherry 0.33 L Can and configure:
              1. The Consumer Unit with weight definition as 1.05 kg.
              2. One Sales Unit has 12 Consumer Units.
            11. Set the NTO Store #226 as B -Priority customer in Customer Extension.

            Import and Validate Pricing Conditions

            Prepare the pricing condition records in a CSV and import them using the Data Loader. You must be able to view condition records for each priority customer.

            Create an Order and Calculate Price on the CG Cloud Offline mobile app

            1. To sync new configurations and conditions, restart the mobile app.
            2. Create an order for *NTO Store #226.
            3. Modify the quantity as 100 Sales Units for Empower Cola Cherry 0.33 L Can.
            4. Click the Calculate button.
            5. Navigate to the Header page and click Preview.

            On the order PDF, a freight surcharge of $5.99 is applied to the order. The 100 Sales Units of Empower Cola Cherry 0.33 L Can are converted to 1200 (12*100) Consumer Units as the weight of the Sales Unit isn’t set and the total weight is calculated as 1260 Kg. Based on the scale conditions, for a weight of 1260 Kg, the surcharge value of $5.99 is applied.

             
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