What You Can Do
With pricing management in WorkSuite Fulfill, you can:- Set Up Price Groups: Create different pricing levels for customer types
- Configure Price Levels: Set prices for categories or individual items within each price group
- Assign Price Groups: Apply price groups to customers and individual locations
- Set Quantity Thresholds: Configure pricing based on order quantities
- Use Date Ranges: Apply pricing for specific time periods
Pricing Structure
WorkSuite Fulfill uses a hierarchical pricing system:Retail Pricing
- Each item has a retail price
- This is the fallback price when no other pricing applies
- Serves as the default for customers without price groups
Price Groups
Named collections of pricing rules for customer categories:- Retail: Individual consumers and small buyers
- Wholesale: Garden centers and larger customers
- Preferred: Long-term partners with volume discounts
- Employee: Staff discount pricing
- Custom Groups: Specific pricing for unique customer segments
Price Levels
Each price group contains price levels that define specific pricing:- Target: Apply to a category or individual item
- Prices: Set grower cost, grower sell price, and customer sell price
- Quantity Threshold: Minimum quantity for this pricing to apply
- Date Range: Optional start and end dates for seasonal pricing
Location-Level Pricing
- Individual customer locations can have their own price group
- Location price group overrides the customer’s default price group
- Useful for multi-location customers with different pricing needs
How Pricing Works
When creating orders, WorkSuite Fulfill applies pricing in this order:- ERP Pricing (if enabled): Looks up pricing from your ERP system based on customer’s ERP price group
- Price Group Pricing: Uses price levels from the customer or location’s assigned price group
- Retail Price: Falls back to the item’s retail price if no other pricing applies
- Item or category match in price levels
- Quantity thresholds
- Date ranges (if specified)
- Location-specific price group (overrides customer price group if set)
Price Group Management
Setting Up Price Groups
Each price group contains:- Group Name: Clear identifier (Wholesale, Retail, etc.)
- Default Status: One price group can be marked as the default
- Price Levels: Collection of pricing rules for categories or items
Common Price Group Types
Retail Customers- Individual gardeners
- Small landscapers
- Walk-in customers
- Typically highest pricing tier
- Garden centers
- Larger landscaping companies
- Nursery resellers
- Volume-based discounts
- Long-term customers
- High-volume buyers
- Special partnership agreements
- Best pricing available
Product Pricing
Setting Individual Product Prices
For each plant variety:- Set the retail price on the item itself
- Add price levels in price groups for specific pricing
- Price levels can target the item directly or its category
Price Level Configuration
Target Selection- Choose category (applies to all items in that category)
- Or choose individual item (item-specific pricing)
- Grower cost (your cost)
- Grower sell price (wholesale price)
- Customer sell price (retail/end customer price)
- Set minimum quantity required for this price level
- Useful for volume discounts
- Optional start and end dates
- Enables seasonal pricing
Managing Price Changes
When to Update Prices
Common reasons for price changes:- Seasonal demand fluctuations
- Cost changes from suppliers
- Market competition adjustments
- New product introductions
Best Practices for Price Updates
Pricing Best Practices
- Review prices regularly (monthly or seasonally)
- Communicate price changes to customers in advance
- Maintain pricing history for reference
- Test new pricing with a small customer group first
- Consider the impact on existing orders
Price Change Process
- Review Current Pricing: Analyze margins and competitiveness
- Plan Updates: Determine new pricing structure
- Communicate Changes: Notify affected customers
- Implement Changes: Update pricing in the system
- Monitor Results: Track impact on sales and margins
Price Group Assignment
Assigning to Customers
When setting up customers:- Select appropriate price group based on customer type
- Consider volume potential and relationship
- Review and adjust as the relationship develops
Assigning to Locations
Individual customer locations can have their own price group:- Overrides the customer’s default price group
- Useful for multi-location customers with different needs
- Each location can have unique pricing
- Example: Retail and wholesale locations for same customer
Managing Pricing Changes
To adjust pricing for specific situations:- Create a new price group with different price levels
- Add date-ranged price levels for temporary pricing
- Use quantity thresholds for volume-based pricing
- Assign location-specific price groups as needed
Location-specific price groups override the customer’s price group when set. Use this for customers who need different pricing at different locations.