Overview
Promo Products are a new ‘product type’ concept introduced to printIQ. They effectively blend Single Products with simplified type Operation Filters.
A Single Product is a pre-defined ‘On-Demand’ product with full production details.
The only option available, if so configured, was the ability to upload artwork.
Promo Products takes the functionality of Single Product definitions to the next level with the addition of user selectable operations through filters when ordering. These ‘Filter Operations’ can be configured to provide options to the user, which could be in the form of information gathering (e.g. product colour) which add no costs to the product, or cost incurring embellishments which allow finishing modifications to the listed product with costs applied based on the filters’ selection.
To denote a Single Product definition as a Promo Product, there is a flag on the Single Product Creation – Show Component Filters…
Per Unit Price + Operations: same as Single Per Unit Price by Quantity with the addition of the operation costs.
Fixed Price per Quantity + Operations: same as Fixed Quantities plus operation costs.
The effect of this is that when the Pricing Type includes ‘+ Operations’, ALL operations on the product are included
in the calculations – and not just the operations that are providing the ‘Filter’ options.
Using the Pricing Method ‘Single per Unit Price by Quantity’ no other charges are included…
And the same product with ‘+ Operations’ pricing used shows the $500 along with the costs of all the production operations…
When changing a product’s definition from a per unit pricing method to one including a ‘+ Operations’ method, allowances will need to be made to cater for the included operation costs.
The operation pricing component records can now include product specific pricing records which we will look at below.
If you configure a product with operations that include Component Filters, but fail to turn on the ‘Show Component Filters’ in the product definition, the operation’s options will not be presented, and the first component record of the operation will be used in the products pricing calculations.
If you configure a product with no Operation Component Filters, but select a ‘+ Operations’ pricing method, the price will be calculated from the operations and materials on the product additional to any pricing information entered.
The operations are configured to ‘Show Component Refs / Groups’.
The Component Ref / Group Heading field on the operation definition is what is presented as the prompt in the filter on the quote…
Heading from the operation definition above shows on the quote like…
The components relating to the cover options are defined as…
With ‘None’ selected, no additional costs are applied to the product, Laminated Covers attracts a $0.25 additional charge per unit while a Printed Dust Jacket attracts a $0.50 per unit cost.
These component pricing records can be further refined to be applied to specific products using the Product Code field option on the component records.
These component records can also be restricted based on customers or customer groups.
When these operations are added to a Promo Product, they are identifiable by the fact that the selector is presented ‘expanded’ in the products’ definition…
This Book Cover operation has 4 options by default, (as shown in the previous Components image) – None, Gloss Laminate, Matt Laminate and Printed Dust Cover. In order to use this operation on a product where you only wanted to offer the Laminating options, you select only the component references you wish to show.
Finishing with …
When ordering this product, only the laminating options are presented.
Promo Products Ordering Workflow
Ordering a Promo Product is like Simplified Products, insofar as selectable options are presented to the user at order time.
When you order a Promo Product, as it is loaded into the quote it brings through the filters derived from the operation component records.
The filter prompt is the group or reference heading as set on the operation definition…
And appears as a filter title on the product…
The filters’ drop-down values are listed in alphabetic order.
Note: To get ‘None’ to the top of the list, precede it with a ‘space’…
Promo products also support the RFQ Workflow process when applied to the containing product category. If both Single Products and Promo Products are included in the category, only Promo Products will have the RFQ option available…
For details on setting up and using the Product RFQ functionality, please see the KB article ‘Product RFQ Workflow’.
Promo Products Pricing Methods
Pricing details of the product are at the bottom of the product definition screen…
Additional pricing information can be found under the
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There are several Pricing Methods available to Promo Products.
Percent Markup – The product price is calculated from the production costs. The Pricing Factor in the product definition, if set, replaces any percent markups specified on the selected Wholesale pricelist.
If there is no markup factor set on the product no Wholesale markup is applied.
Retail pricelist markups (if defined) are applied.
When this method is used, the Extra Pricing Information allows setting the markup factor for ‘up to’ quantities.
Ordering a quantity of 2 with the setup below would incur a 25% markup.
Fixed Quantities – Enables you to set the specific quantities that the product can be ordered in along with the associated prices for each of those quantities.
Wholesale markups are NOT applied using this pricing method, but Retail Pricelist markups are applied.
Single Per Unit Pricing by Quantity - Using the extra pricing information grid,
Wholesale pricelist markups are again not included in the pricing calculations.
Retail pricelist markups are added to the final product price.
Per Unit Price + Operations & Fixed Price per Quantity + Operations -
These options work exactly as described above, but with the cost of ALL operation added to the final price.
If we order Next Years’ Diary’s with these options…
The per unit cost of $2.20 is applied for the 60 units ordered.
The first two operations, With Matt Laminate and Monthly Tabs relate to the options presented on the product.
The remaining operations are included as part of the products’ production process.
You may wish to not include the charge for the File Check Booklets and Imposition operations for this product.
In order to achieve this, you will need to add a component record to the operations, populating the ‘Product Code’ field.
And setting any other parameters and specific pricing requirements.
Reload and re-price the quote and view the updated pricing breakdown…
We still have the unit cost of $132, but both the imposition and File Check operations are now priced at $0.00 for this product.
And the Final Wholesale Total has been reduced by the amount these 2 operations were calculating at.