销售价格和折扣：使用 Acumatica 最大限度地提高销售额、收入和盈利能力.pdf

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1、Sales Prices and Discounts:Maximize Sales,Revenue,and Profitability with Acumatica Anand Panchamia2AgendaIntroductionConcepts of Pricing in AcumaticaPricing TypesDiscount TypesBusiness Scenario DiscussionSetting up PricingSetting up DiscountsPricing demo with CRM&Sales QuoteWorking with Sales Price

2、Worksheets ProfitabilityQ&A3Presented byAnand PanchamiaTeam Lead Enterprise Services4CPE DisclaimerThis session is NASBA-compliant,and you may get 1 CPE credit if you fulfill the following requirements:Participate in at least one quizProvide your full name and email address when you complete a quizF

3、ailure to provide your full name and email address will result in Acumaticas inability to recognize you in our reports;thus,we will be unable to issue a CPE certificate for you.If you are not interested in getting the CPE credit,specifying your personal details is optional.5Learning ObjectivesIn thi

4、s session,you will learn how:How to setup basic prices and discounts.How to navigate the process of going from sales quote to sales orderWhen to use CRM quotes versus sales order quotesHow to import prices and create price worksheets.How to measure profitability Session Overview7Calculation Methodol

5、ogy(high level)8Pricing HierarchyCustomer by CustomerCustomer Price Class by Group of CustomersExample Distributor,Retail price groupsBase Price for all CustomersPromotional has Start&End Date Regular has a defined Effective DateDocument UOM by sales measureExample 10PACK,EACHBase UOM-by standard me

6、asureSpecific Warehouse by selling pointsExample wholesale&retail warehousesNo Warehouse 9Sales Prices Demo ScenarioDefine Default Price of$20 for APJAM32Define Base Price for APJAM32 for$17.50 with an effective date 01/30/2024Create a sales order and change the order date to see both pricing defaul