The following examples show how to define the products available for sale under a contract and the prices charges for the products. Before any of the steps in the examples below can be complete, you must do the following:
- Open the WebSphere Commerce Accelerator.
- From the Sales menu, click Accounts. The Account List page displays, containing business accounts currently defined for the selected store.
- Select the check box to the left of the business account that you want to create a new contract for. Click New Contract. This will launch the Contract notebook.
Note: In the examples, the following terms are used:
- category
- These are the categories of product found in the master catalog.
- product set business policy
- Product set business policies are master catalog categories that have been optimized for use in contracts. Selecting the To be used in contracts check box on the General page of the Categories notebook publishes a catalog category as a product set business policy for the store.
Categories and product set names used in these examples are based on the categories provided in the ToolTech sample store. The ToolTech sample store does not provide any product sets.
Example 1
The contract provides a 15% discount on all products in the store. All products in the store are available for purchase under the contract.
Add all products in a store to the contract with a 15% discount as follows:
- Expand the Products and Prices menu item of the Contract notebook
- Go to the Percentage Pricing page of the Contracts notebook.
- Click Add. The Add Percentage Pricing dialog opens.
- Select Apply an adjustment on the entire master catalog.
- In the Adjustment fields, enter 15 in the % field and select Markdown from the pull-down list.
- Click OK to close the Add Percentage Pricing dialog.
- Fill in the remaining information for the contract in the other pages of the Contract notebook.
Example 2
The contract provides a 10% discount on all products in the Woodworking category. The woodworking category is published as a product set business policy in the store. No other products can be purchased under the contract.
To implement this example, do the following:
- Add the Woodworking category with a 10% discount to the contract by doing
the following:
- Expand the Products and Prices menu item of the Contract notebook
- Go to the Percentage Pricing page of the Contracts notebook.
- Click Add. The Add Percentage Pricing dialog opens.
- Select Apply an adjustment on the following contract optimized categories.
- From the Available categories list, select Woodworking.
- Click Add. Woodworking appears in the Selected categories list.
- In the Adjustment fields, enter 10 in the % field and select Markdown from the pull-down list.
- Click OK to close the Add Percentage Pricing dialog.
- Limit the contract to the products in the Woodworking category by doing the
following:
- Select the Selection Constraints menu item of the Contracts notebook.
- Select the Include for sale only the following categories and items in this contract check box.
- In the Available inclusions fields, select Woodworking.
- Click Add. Woodworking appears in the Selected inclusions list.
- Click OK.
- Fill in the remaining information for the contract in the other pages of the Contract notebook.
Example 3
The contract allows buyers to purchase all products in the Cordless category at standard prices with the following exceptions:
- Airtools, a subcategory of the Cordless category, is given a 10%discount
- Hand saws, a subcategory of the Cordless category, is given a 5% mark-up
None of the categories are published as product set business policies. No other products can be purchased under the contract.
Add the categories to the contract as follows:
- Expand the Products and Prices menu item of the Contract notebook
- Go to the Percentage Pricing page of the Contracts notebook.
- Add the Airtools category to the contract with a 10% discount as follows:
- Click Add. The Add Percentage Pricing dialog opens.
- Select Apply an adjustment on the following categories and products.
- Select either Find or Browse and use the resulting dialogs to locate the Airtools category.
- Ensure that only the Airtools category appears in the Adjusted categories field of the Add Percentage Pricing dialog.
- In the Adjustment fields, enter 10 in the % field and select Markdown from the pull-down list.
- Click OK to close the Add Percentage Pricing dialog
- Add the Hand saws category to the contract with a 5% mark-up as follows:
- Click Add. The Add Percentage Pricing dialog opens.
- Select Apply an adjustment on the following categories and products.
- Select either Find or Browse and use the resulting dialogs to locate the Hand saw category.
- Ensure that only the Hand saw category appears in the Adjusted categories field of the Add Percentage Pricing dialog.
- In the Adjustment fields, enter 5 in the % field and select Markup from the pull-down list.
- Click OK to close the Add Percentage Pricing dialog
- Limit the contract to the products in the Cordless category by doing the
following:
- Select the Selection Constraints menu item of the Contracts notebook.
- Select the Include for sale only the following categories and items in this contract check box.
- Select either Find or Browse and use the resulting dialogs to locate the Cordless category.
- Ensure that only the Cordless category appears in the Included categories and products field of the Contract Product Selection Constraints page of the Contracts notebook.
- Click OK.
- Fill in the remaining information for the contract in the other pages of the Contract notebook.
Example 4
The contract allows buyers to purchase all drill bits in the Drill bits category with a 15% discount with the exception of the Masonry drill bit (SKU T00001512). The Masonry drill bit is not available under the contract. The Drill bits category is published as a product set business policy in the store.
Also, all other products in the store are available for purchase at standard prices under this contract.
To implement this example, do the following:
- Add the Drill bits category to the contract as follows:
- Expand the Products and Prices menu item of the Contract notebook
- Go to the Percentage Pricing page of the Contracts notebook.
- Click Add. The Add Percentage Pricing dialog opens.
- Select Apply an adjustment on the following contract optimized categories.
- From the Available categories list, select Drill bits.
- Click Add. Drill bits appears in the Selected categories list.
- In the Adjustment fields, enter 15 in the % field and select Markdown from the pull-down list.
- Click OK to close the Add Percentage Pricing dialog.
- Exclude the Masonry drill bit from the contract as follows:
- Select the Selection Constraints menu item of the Contracts notebook.
- Select the Exclude for sale the following categories and items in this contract check box.
- Click Find to open the Find Categories of Products dialog.
- Select Find products.
- In the SKU field, enter T00001512 and click Find.
- On the Find Products - Search Results page, select the check box next to the SKU and click Add. The product and SKU appear in the Excluded categories and products field of the Contract Product Selection Constraints page of the Contract notebook.
- Fill in the remaining information for the contract in the other pages of the Contract notebook.
Note: When you add products or categories to the Percentage Pricing page of the Contracts notebook, WebSphere Commerce automatically makes all products in the master catalog available in the contract at standard prices.
Example 5
The contract allows buyers to purchase all products in the store at standard prices. Also, all products in the Grinders category can be purchased at a 20% discount. The Grinders category is not published as a product set business policy.
To implement this example, do the following:
- Expand the Products and Prices menu item of the Contract notebook
- Go to the Percentage Pricing page of the Contracts notebook.
- Add the Grinders category to the contract with a 20% discount as follows:
- Click Add. The Add Percentage Pricing dialog opens.
- Select Apply an adjustment on the following categories and products.
- Select either Find or Browse and use the resulting dialogs to locate the Grinders category.
- Ensure that only the Grinders category appears in the Adjusted categories field of the Add Percentage Pricing dialog.
- In the Adjustment fields, enter 20 in the % field and select Markdown from the pull-down list.
- Click OK to close the Add Percentage Pricing dialog
- Fill in the remaining information for the contract in the other pages of the Contract notebook.
Note: When you add products or categories to the Percentage Pricing page of the Contracts notebook, WebSphere Commerce automatically makes all products in the master catalog available in the contract at standard prices.