Pricing

Special markups / discounts

The Special Discounts/Markups section allows you to set discounts or markups for collections and accessories. This is necessary for correct pricing on the website and in the professional configurator.

Please note! Prices will not be displayed on the website if no region is selected in the pricing rules.

The section includes the following types:

Regional – allows you to set prices for specific regions (cities, regions, or countries).
Personal – allows you to set a pricing level for a specific customer or customer group.
For Partners – if you are a manufacturer, you can set pricing levels for dealers.

Regional

Regional – used to set prices by region. You can select cities, regions, and countries. This rule is used:

For the website – so that when a user views prices, they see the prices relevant to their region, as prices may vary across regions of the same country for different reasons. If no rule is set for a region, the user will see “Price on request” instead of the actual price.
For customers – when creating a new customer, regional rules are used to set discounts/markups if no personal ones are defined.

To create a rule:

Go to the “Regional (for customer)” tab
Click the “Add” button (if there are no existing rules – a “Add discount/markup” button will appear in the center of the page)
A modal window will appear – enter a Name (required field) – it can be arbitrary, including numbers and symbols
Then go to the User Region section and click the “Add region” button
In the input field, enter the region you need to add. You can add up to 100 regions
After adding regions, click Save
In the Client order currency field, select the currency
In the Prepayment and delivery terms field, enter information about payment and delivery conditions
You can set a rule expiration date: in the Validity Period block, click on “End Date” and select the start and end date of the rule
After saving, the rule configuration page opens, where you can edit previously entered data
Then you need to add collections and accessories, and set discounts/markups for them
To do this, go to the block “Discount/Markup relative to base price”
In the Collections category, click:
- Add rule to categories – if you want to apply the rule to categories (e.g., windows, doors, etc.)
- Add rule to items – if you want to apply the rule to specific collections
In the opened modal window, configure the parameters:
- Name (required) – can be arbitrary
- Select rule type:
  - Discount – subtracts a percentage from the base price
  - Markup – adds a percentage to the base price
- In the “In percent” field, enter the percentage of the discount/markup
- Then click the Edit button
- A modal window will open where you need to select the required categories/collections
- In the “Supplier” field, select the supplier if you are a dealer. If you are a manufacturer, only one option will be available – “My collections”
- Then select:

- - Category – if the rule is for categories
  - Expand the category and choose collections – if the rule is for items
- Click Select, then Save
If everything is successful, a record will appear in the Collections section showing:
- The rule name
- Type and percentage
- Supplier
Repeat the same steps to configure Accessories

Personal

Personal Discounts/Markups – used to set the price level for a specific client or a group of clients.
When creating a client, if no personal discounts/markups are set – regional pricing will be applied (provided there are rules for their region).

To create a rule:

Go to the "Personal (for customer)" tab.
Click the "Add" button (if no rule exists – the "Add discount/markup" button will be shown in the middle of the page).
A modal window will appear. Fill in the Name field (required) – can contain any text, numbers, or symbols.
Then there is the "Maximum additional discount for e-commerce (%)" field – this defines the maximum discount that a sub-dealer can offer on your website. This is useful for allowing sub-dealers to provide extra discounts to their own clients from your retail prices. This field is optional.
Next, go to the Clients section and select the required clients from the list.

Please note! The rule can be saved even without selecting any clients.
In the "Customer order currency" field, choose the appropriate currency.
In the "Prepayment and delivery terms" field, enter information regarding payment and delivery conditions.
You can set the rule's expiration period. To do so, in the "Validity period" block, click "End date", then choose the start and end dates from the fields that appear.
After saving, the rule configuration page will open. You can edit previously entered data here.
Next: Add collections and accessories with their respective discounts/markups
Go to the "Discount/markup relative to base price" block.
In the Collections category, click either:
- "Add rule to categories" – if you want to apply the rule to categories (e.g., windows, doors, etc.)
- "Add rule to items" – if you want to apply the rule to specific collections
In the modal window that appears, configure the following:
- Name (required) – can be any text
- Select rule type:
  - Discount – subtracts a percentage from the base price
  - Markup – adds a percentage to the base price
- Enter the percentage value in the "Percentage" field
- Click the "Edit" button
- A modal window will open where you must select the appropriate categories/collections:
  - In the "Supplier" field, choose the supplier:
    - If you're a dealer – select from the list
    - If you're the manufacturer – only one record will be available: "My collections"
- Then select either:
  - Category – if the rule is for categories
  - Expand categories and choose Collections – if the rule is for specific items
- Click "Select", then "Save"
If everything is successful, a record will appear in the Collections category showing:
- Rule name
- Rule type and percentage
- Supplier
Repeat the same steps to configure Accessories.

For partners

If you are a manufacturer or dealer with your own collections and assortment – when sharing collections and assortment, you can set discounts/markups for them. For this, there are "For Partners" rules.

To create a rule:

Go to the "For Partners" tab
Click the "Add" button (if there are no rules yet, there will be an "Add discount/markup" button in the center of the page)
A modal window will appear where you must fill in the name (required field) – it can be arbitrary, with numbers and symbols
Then go to "Partners" and select the required clients from the list. This step is mandatory
In the "Client order currency" field, select the currency
In the "Prepayment and delivery terms" field, enter information about the conditions and delivery deadlines
You can set an expiration date for the rule. To do this, in the "Validity period" block, click on "End date" and in the field that appears, select the start and end of the rule validity
After saving, the rule settings page opens where you can edit the previously entered data
Then you need to add collections and accessories and set discounts/markups for them
To do this, go to the "Discount/markup relative to base price" block
In the "Collections" category, click:
- Add rule to categories – if you want to set a rule for categories (windows, doors, etc.)
- Add rule to items – if you want to set a rule for specific collections
In the modal window that opens, configure the parameters:
- Name (required field) – can be arbitrary
- Select the rule type:
  - Discount – subtracts a percentage from the base price
  - Markup – adds a percentage to the base price
- In the "In percent" field, enter the discount/markup percentage as a number
- Then click the Edit button
- A modal window will open where you need to select the necessary categories/collections
- In the "Supplier" field, select the supplier if you are a dealer; if you are a manufacturer, only one entry will be available – "My Collections"
- Then mark:
  - The category – if the rule is for categories
  - Expand the categories and select collections – if the rule is for items
- Then click Select, and then Save
If everything was successful, a record will appear in the "Collections" category showing:
- Rule name
- Rule type and percentage
- Supplier
Next, you need to configure Accessories using the same algorithm.

My base price level

My base price level – allows you to set the default price for all collections and assortments provided by the manufacturer.

Please note! The base price level setting is only available for the dealer; this section is not available for the manufacturer.

To configure it, you need to:

Go to the My base price level section
Select a supplier from the list
Choose the type of base price depending on your cooperation terms:
- Supplier price without discount – this parameter sets the same default price provided by the supplier
- Supplier price with my discount (purchase price) – allows you to immediately specify your discount from the manufacturer, and the default price will then be calculated taking your discount into account. When this option is selected, a field for entering the discount percentage will appear. The discount must be entered as digits only, without symbols.
After selecting the parameter, click the Save button, after which the changes will take effect.

Currency rates

If your manufacturer operates in one currency and you in another, you need to configure the exchange rate so that prices are displayed correctly. To do this, go to the Exchange Rates section:

Go to My Currencies
Click the Add Currency button
The currency selection page will open
From the list, select the currency for which you want to set the rate
After selecting the currency, two input fields will appear:
1. Your company’s currency
2. Selected currency

Please note! Both fields must be filled in.

After entering the values, click the Save button
After successful saving, a record will appear showing the entered rate.

There is also a currency rate change history, which displays:

Date
Full name of the employee
The updated rate

To view the history, go to the Exchange Rate Change History section.

Taxes

To configure taxes, follow these steps:

Go to the Taxes section
Click the Add Tax button
A modal window will appear with tax settings, where you need to enter:
- Tax name (required field) – This name will be displayed on the website, in the professional configurator, in the online quotation, and in the PDF quotation.
  
  Please note! Under the tax amount, there is a Full Name field showing how the tax name will appear to the client.
- Tax amount (required field) – Enter a numerical value as a percentage.
- Tax type – Two options are available:
  - Add-on tax – Displayed as a separate line and added to the total amount
  - Included in price – Included in the item price
- Countries – Select the country from the list where this tax should be applied.

Offer validity for a customer

Offer validity for a customer allows you to set the validity period of the price in the order, after which the customer will not be able to pay for the order via online payment. The validity period of the order can be extended (after the expiration of the period set in this section) in the professional order manager.

By default, the term is 14 days. To set the term, you need to:

go to the Offer validity for a customer section
enter a numerical value in the Number of days field
then click the Save button