The Price Management (Pricing) module of CloudBlue Connect allows to establish and automate a cost-effective process of price lists exchange from Vendors to Distributors as schematically illustrated below:
Pricing flow is an optional part of the Product flow:
Vendors create Price Lists and make those available to Distributors by attaching them to the corresponding Listings.
Two key objects of the Price Management Module are highlighted with red in the following diagram:
You can think of the Price List as a “template” for versions as schematically illustrated in these diagrams:
With the following state machine associated with each object:
With each management step described in the following paragraphs of this article.
Price Lists are managed in the “Pricing” module of the Vendor Portal:
Click “Add Price List” in order to create a new one:
And follow the steps of the wizard described below.
Populate general attributes like Name, Currency, Precision, and Description:
Associate Price List with one or more Products:
Note that at least one product is required.
Define attributes to be assigned to each item of the Price List:
You can choose from the list of System-defined and create Custom attributes as needed. Note that at least 1 attribute is required to create a Price List.
Set attributes of the initial Price List Version:
Click “Create” to get to the Summary step:
You can now navigate to the Price List Version and populate the values of the initial version.
Follow these steps to active a Price List Version.
You can navigate to the Price List Version either from the Price List details or directly from the top-level Versions collection:
In order to populate values of the Price List version, you can either use User Interface of the Vendor Portal:
Our bulk Export/Import functionality available from the menu at the top right corner:
Once all values are populated, you will be able to activate the version:
Click “Activate” button at the top right corner:
Version can be scheduled for a future date or activated immediately:
Once “Active”, Price List can be attached to the Listing:
In order to make a Price List visible to the Distributor, it needs to be associated with the Listing. This could be done both for new and existing listings.
In order to associate Price List with the Listing, you will need to switch to the Listings Management Module:
And click “Manage Listings”:
You can either create new or choose existing listing in the Listings Management wizard.
The “Price List” step is used to manage Price List assignment:
Once Vendor associates Price Lists with the listing, that Price List becomes visible to the corresponding Distributor:
Therefore, Distributors can either manually or automatically export the latest versions of the Price List to their systems.