Using Signify's Sliding Scale Pricing

Signify connectivity in OASIS now offers Sliding Scale pricing in quotes and orders, allowing users to pull in variable commission levels based on a product's price. This article will explain how to set up and use Sliding Scale pricing.

Requirements:

• Signify connectivity must be configured.

Setting Up Sliding Scale Pricing

Requirements:

• User must have Admin access to Manufacturers.
• User must have Admin access to PLU.

Manufacturer Setup

1. Navigate to the Manufacturers page.

2. Open the Signify manufacturer entry.

3. On the General tab, click Configure Specialization.

4. The Configure Signify Connectivity window will appear.

5. On the Brand Specific tab, check the Use New Pricing Logic checkbox.

7. Click Save.

Pricing Setup

1. Navigate to the Manufacturers page, then select the Pricing page from the drop-down list.

2. Click the Signify menu, then select Refresh Price Lists - Target from the drop-down list.

3. Restart OASIS.

Using Sliding Scale Pricing

Users can enable the Sliding Scale for one or all parts in the bill of materials in a quote or order, and users can enable it before or after changing pricing to pull in the correct commission rates. 

The instructions below demonstrate opening the Sliding Scale before adjusting pricing so updates to the commission rate happen automatically when the prices are changed. 

Requirements:

• The quote or order must be saved before OASIS can process Sliding Scale pricing.

Enabling Sliding Scale for One Part

1. Select a part number in the bill of materials.

2. Click the Signify menu, then select Sliding Scale - One Item from the drop-down list.

3. A new window displaying the part's Target, Mid, and Min price and commission levels will appear. Below the pricing levels, OASIS will state the commission level for the price currently entered in the bill of materials or if the part requires an RFQ to determine the commission rate.

4. Click OK. The part can now be adjusted to any price between its Min and Target price level, and OASIS will automatically adjust its commission level.

Enabling Sliding Scale for All Parts

1. Click the Signify menu, then select Sliding Scale - Entire BOM.

2. A new window will notify the user that the request could temporarily freeze OASIS.

3. Click Yes.

4. Once the request has been processed, a new window will appear displaying the Target, Mid, and Min price and commission rates for all parts in the bill of materials. The Notes column will list the commission rate based on each part's current price or if the part requires an RFQ to determine the commission rate.

5. Click Ok. Any adjustments to a part's price between its Min and Target price will automatically adjust its commission rate to the correct percentage.