Dynamic Pricing for Retail and Wine Club Customers

Owned by Samantha Speakes (Deactivated)
Last updated: Dec 28, 2018 by Angela Robles

Introduction

This document will explain how to manage multiple wine clubs across multiple brands/tasting rooms.

This pricing set-up is optional and used when you have the PS module and are running a wine club. The customers use the same master and this gives you the ability to let your customers have different pricing based on the Tasting Room and the different wine clubs someone belongs to.

Table of Contents

Referenced Pages

Related Pages

Central Table References

 

 

 

 

 Where Is It Found - System Table Set-up

PSSCM.MOC - Maintain Order Controls

PS Wine Club Control

Wine Club control - radio button #2

Ranking Wine clubs

In this table each wine club gets "ranked" per tasting room.

No two clubs can have the same "club rank" number.

  • The ranking is used to decipher the pricing. The highest number takes precedence.
  • If there is a "regular" club in two different rooms, one will have to have a higher number than the other.
  • In the example above, we separated the 100's of numbers by the Price Type. You want to keep the same price types together.

Within One room you can have different clubs getting different pricing

Assigning "default" codes

This is where you would enter the "default" Customer Type code (CTY), Market code (MKT) and User Defined code (UDC) to be used on a customer who is in that club.

  • The "highest" ranking club will be the one the system uses for these fields
  • Including the pricing
  • If the fields are blank on the MOC screen, the system will use whatever was in the template if you used one when creating your customer. Otherwise, you must manually enter these codes at that time.

Note: When you enter a new club member the add screen will change these codes

  • When adding the customer the codes will change when you are on the correct page and press enter on your keyboard. The new codes should then appear.
  • If you accept the customer and go back to the maintain customer the new values will be there.

 

PSSCM.MOC - Tasting Room Defaults

When a club member quits a club they will get the default retail Price Type (TPT), Customer Type (CTY), Market (MKT) and optionally a User Defined code (UDC) from this table.

When opening menu option PSSCM.MOC you are first taken to the state control, to access the Tasting room defaults you will need to click on the blue button "Tasting Room Defaults".

When a club member has quit the wine club there is a night job that will update the customers Price type, Customer type and optionally Market and User Defined codes. The job will look to this table for the Retail codes for these customers.

 

Question: When a wine club member quits a wine club how does the system know which Tasting room entry in the MOC to use for the default retail codes?

  • When you set up Dynamic Pricing you will need to ensure that your Wine club codes (TWC) in your central tables have a default tasting room assigned.
  • For example you have wine club code WC, with a default Tasting Room entry of 1. When a member quits club WC it will look to the default settings in the MOC for Tasting Room 1.

Central Table TWC - Entering the Default Tasting Room for each wine club code

Access may be limited to your Central Tables and you may need to talk to your In house AMS administrator for assistance.

Central tables are located under SYA - System Administration, CTL - Sub System Controls, CCT - Change central table database.

Once in the central tables you will go to Table Code TWC. Here you will add your Default Tasting Room.

Final step for Set Up - Going Live

*Please use caution when changing or setting up codes in your Central Table ZZZ. If you have an questions or concerns please contact the Helpdesk.*

In the central tables you will go to Table Code ZZZ.

Likely you will add this new code by typing it directly into the Code box.

Code= PSDYNCLUB

The only information here that is needed is a "Y" in the free form data. When you are done it should look like the screenshot below.

This switch turns on the ability to enter a Price Type on the customer record of "$" and the system will automatically calculate what the correct pricing would be.

Examples

This customer belongs to two different wine clubs. The WC club gets 20% off and the 2C club gets 25% off.

This is what the customer master would say if "$" was entered in the Price Type field and Dynamic Pricing is turned ON.

Since the 2C club gets a higher discount and the ranking for the 2C club is higher than the WC club, it will use the pricing for the 2C club and not the WC club.

If the customer quits the 2C club, the system will automatically change the customer back to get the appropriate discount and change the customer type as needed.

The following screenshot will show you what occurred on page 2 of the customer master when she quit the 2C club.

  • If this customer quit all Wine Clubs they are enrolled in the "$" will stay in the customer record but it will show they are now at a Retail price.
  • It will also change their Customer Type to the default code defined in the MOC - Tasting Room defaults.

Pricing Tip: How Price Type Code connects to Price Class Code

The Pricing is set up by a combination of Tasting Room (TRM) and Tasting Room Price Type (TPT) codes and defined in the Tasting Room Price Class Translation (TPC) as to which Price Class (PRS) code to use.

  • If a club member in the WC club goes to Tasting Room #2, it could be a different PRS code from if they were at Tasting Room #1.