The "Pricing" module offers advanced pricing capabilities to display different prices across different customer groups and channels. In addition, thanks to the automatic price conversion, you can create scalable prices depending on the number of items and the prices in different currencies. The price conversion can be performed depending on the fixed currency exchange rate or by manually entering the price for each single item.
Installation
To install the "Pricing" module, go to Administration > Module Manager
, find this module in the Store
list and click Install
:
Select the desired version in the installation pop-up window that appears and click the Install
button. The module background will turn green and it will be moved to the Installed
section of the Module Manager. Click Run update
to confirm its installation.
Please, note that running the system update will lead to the logout of all users.
To update/remove the "Pricing" module from the system, use the corresponding options from its single record actions menu in Administration > Module Manager
.
Administrator Functions
The "Pricing" module significantly extends the functionality of the AtroPIM system, so further description of the module is given in the context of AtroPIM.
After the module installation, a new Price Profiles
item is added to the navigation menu and the PRODUCT PRICES
panel is added to the products detail view page instead of the Price
field.
Currency Configuration
To configure the currencies used in pricing for product distribution, go to Administration > Currency
:
The EUR
currency is set by default, but you can expand the list with as many currencies as needed. To do this, click the Currency List
field and choose the desired options from the drop-down list that appears:
Here you can also select the default currency (to be used when creating new records) and currency format via the corresponding drop-down lists. In the Currency Decimal Places
field, specify the number of decimal places to be used in currency fields and calculations or leave the field empty to have all filled decimal places displayed.
On the CURRENCY RATES
panel, you should also specify the conversion rates for the currencies available in the currency list. For this, select the base currency and enter its rate value according to other currencies:
Click the Save
button to apply your currency configuration or Cancel
to abort the process.
Access Rights
By default, the pricing feature is enabled for all users, however, it can be disabled for certain user roles, if needed, on the Administration > Roles > 'Role name'
page:
Please, note that access rights for Channels
and Products
should also be enabled.
User Functions
After the "Pricing" module is installed and configured by the administrator, user can work with price profiles in accordance with his role rights that are predefined by the administrator.
Price Profile
A price profile is a configurable price variation that allows you to define various prices for different groups of customers, both in numbers and currencies. Examples of price profiles may be the following: Regular prices, Wholesale, VIP clients prices, Seasonal discounts, etc.
Creating
To create a new price profile record, click Price Profiles
in the navigation menu to get to the profiles list view, and then click the Create Price Profile
button. The common creation window will open:
Here enter the desired name for the price profile record being created and define the currencies to be used in it (in accordance with the ones defined on the currency configuration step).
Please, note that the default currency cannot be removed.
Activate the price profile and enter its description, if needed.
Please, note that only activated profiles are added to the products available in the system.
Click the Save
button to finish the price profile creation and move to its configuration or Cancel
to abort the process.
Configuring
The price profile detail view page opens when the price profile is saved:
Here, on the CHANNELS
panel, relations between channels, through which product distribution is performed, and price profiles are established and managed via selecting the existing ones or creating new channels:
Read more about these options in the corresponding article of the AtroPIM user guide.
Alternatively, you can link price profiles with channels on the PRICE PROFILES
panel within the desired channel detail view page:
Product Price Setup
As soon as the active price profile is created, it is added to all products available in the system and is displayed on the PRODUCT PRICES
panel:
Here you can define product prices for all currencies pre-configured for the given price profile. To do this, select the Edit
option from the actions menu of the desired price profile:
In the editing pop-up that appears, enter the product price in the default currency – the price for other currencies will automatically be calculated according to the defined currency rate values:
However, you can modify the automatically calculated price via selecting the Edit
checkbox for the desired currency and entering a different value:
Please, note that if you remove the selection of the
Edit
checkbox, the automatically calculated value will be recovered. Selecting theEdit
checkbox once again will not lead to restoring the previously entered value.
If you need to scale the product price, i.e. differentiate it according to the amount of items sold, click Add
and enter the desired price values in the added fields:
Click Remove
to delete a whole row of price values for all currencies, if needed.
To apply the changes, click the Save
button – the defined product price values will be displayed on the PRODUCT PRICES
panel:
Please, note that only first three prices are shown on the panel. To see them all, open a separate pop-up via the View
option from the actions menu of the given price profile:
If you need to duplicate the product record, in which the price values are configured, you can choose whether the prices are to be duplicated as well in the confirmation pop-up that appears:
Channels and Product Prices
The PRODUCT PRICES
panel display depends on the currency settings of the channels linked to the product record, namely price details for active channels only are given according to price profiles, sorted by currencies:
Module Advanced Features
Additionally, the "Pricing" module can be efficiently used with the "Product Variants" module to differentiate prices for configurable products and their variants. Visit our store to learn more about the "Product Variants" module and other add-ons available for you.
Get the "Pricing" module now to differentiate the prices for various groups of customers and scale the values in a user-friendly interface!