---
title: "Product Tier Pricing Dashboard"
canonical: "https://kb.myframeworks.com.au/space/FRAM/28402830/Product%20Tier%20Pricing%20Dashboard"
format: markdown
---
# <span style="color: #333333">Overview</span>

<span style="color: #333333">The </span>**<span style="color: #333333">Product Tier Pricing Dashboard</span>**<span style="color: #333333"> allows you to import products from external files, search for existing product tier pricing and add, assign & maintain tiered pricing for a product in the Product Tier Pricing Dashboard. When assigning tiered pricing to a product, a product is assigned to a section and a section is assigned to a contract. A section allows you to group product tier pricing into categories. Future tier pricing can also be created by entering an effective date greater than > today.</span> Refer to [Future tier pricing](https://sterlandsupport.atlassian.net/wiki/spaces/FRAM/pages/28402830) below for further information.

> 📝 For example:
> 📝 
> 📝 You may want to assign tiered pricing for a product if a Supplier increases their cost of the product. You can setup a new tier product record to commence the date the Supplier increases their costs, so effectively you would have two product tier pricing records, the first containing the current pricing with an Effective From/To range up until the date before the new costs are introduced and a second product tier pricing record containing the new prices (accommodating the cost increase from the Supplier) with an Effective From date set the day the new prices are introduced.

Refer to the following processes for further information:

> Macro (toc)

## > Macro (anchor)

<span style="color: #003366">Introducing products into the Product Tier Pricing Dashboard</span>

There are 4 methods for adding or importing products to the Product Tier Pricing dashboard:

1. <span style="color: #333333">A nightly automated scheduled task </span>**<span style="color: #333333">TierPrc</span>**<span style="color: #333333"> which imports new products (without a tier pricing record already defined) into the Product Tier Pricing Dashboard. This scheduled task also updates products to the contracts if the section has been assigned and also updates any current or future prices based on the tier level assigned to the contract. Once the </span>**<span style="color: #333333">TierPrc</span>**<span style="color: #333333"> scheduled task has been run, these products are then made available to the Product Tier Pricing Dashboard. These product/s must then be assigned tiered pricing.</span>

> ✅ Refer to [Assigning tiered pricing to a product](https://sterlandsupport.atlassian.net/wiki/spaces/FRAM/pages/28402830) for further information.

2. An import function.

> ✅ Refer to [Importing products into the Product Tier Pricing Dashboard via the Import function](https://sterlandsupport.atlassian.net/wiki/spaces/FRAM/pages/28402830) below for further information.

3. Updating the future standard cost of a product via the Electronic Price Catalogue.

> ✅ Refer to the [Electronic Price Catalogue User Guide](https://sterlandsupport.atlassian.net/wiki/spaces/prostix/pages/31101438) for further information.

4. Adding an existing product to the tier pricing dashboard.

> ✅ Refer to [Adding an existing product to the Product Tier Pricing Dashboard](https://sterlandsupport.atlassian.net/wiki/spaces/FRAM/pages/28402830) for further information.

### > Macro (anchor)

<span style="color: #003366">Importing products into the Product Tier Pricing Dashboard via the Import function</span>

To import products into the Product Tier Pricing Dashboard, perform the following:

<span style="color: #333333">1. Prepare the Import File and save the file as a csv format (a plain-text comma-separated file).</span>

<details>
<summary>Import File format required including screenshot & validations performed</summary>

> Macro (anchor)

**<span style="color: #003366">Structure of the import file</span>**

> ℹ️ All fields are mandatory. The file format is a plain-text comma-separated file.

In order of appearance, the columns must be structured as follows:

1. Product ID
2. Section Number: Each section has a number and a description.  The section number should be used here to determine which section the product is linked to.
3. Branch To Use: This is the branch code to use to determine the GP%.
4. Effective From Date: Date from which the tier is effective.
5. On Contract: Should the price be applied to contracts or skipped by the scheduled task
6. Tier 1 Sell Price
7. Tier 2 Sell Price
8. Tier 3 Sell Price
9. Tier 4 Sell Price
10. Tier 5 Sell Price
11. Tier 6 Sell Price
12. Tier 7 Sell Price
13. Tier 8 Sell Price
14. Tier 9 Sell Price
15. Tier 10 Sell Price


**Example import file**

![image](media://016ca652-ddd9-4b9b-b45e-9c448e0f2a7e)

**Validations performed on the import file**

All data is loaded as a character and individually validated as follows:

1. Product: The product must exist
2. Section Number: Must be a valid section
3. Branch To Use: Must be a valid branch
4. Effective From Date: Must be a valid date
5. On Contract: Must be a valid logical (yes/no, true/false,y/n)
6. Tier X Sell Price: Must be a valid number and may not be less than zero

**Important Notes**

> ⚠️ - Importing the same data twice is allowed and will overwrite existing data, not create new data.
> ⚠️ - Clicking on Import will import all lines that are considered valid.
> ⚠️ - Invalid lines are shown in the grid below the ‘import’ button and will NOT be imported if the ‘import’ button is clicked.
> ⚠️ - There is a 20 second limit in Frameworks for any processing.  If the 20 second limit is exceeded, a timeout will occur and the import will fail.
> ⚠️ - If the file is too big, split the file into smaller files and try again until the processing is less than 20 seconds.
> ⚠️ - The name of the import file is irrelevant, but the format above must be adhered to for the import to succeed.
</details>

<span style="color: #333333">2. Click </span>**Frameworks****<span style="color: #333333"> </span>**<span style="color: #333333">then type </span>**<span style="color: #333333">Product Tier Pricing Dashboard </span>**<span style="color: #333333">(or select </span>**<span style="color: #333333">Product Tier Pricing Dashboard</span>**<span style="color: #333333"> from within the </span>**<span style="color: #333333">Inventory</span>**<span style="color: #333333"> - </span>**<span style="color: #333333">Tier Pricing</span>**<span style="color: #333333"> navigation tree).</span>

<span style="color: #333333">3. Click </span>**Import**<span style="color: #333333">.</span>

<span style="color: #333333">4. Click </span>**<span style="color: #333333">Choose File</span>**<span style="color: #333333"> then locate the file to be imported.</span>

<span style="color: #333333">5. Click </span>**<span style="color: #333333">Upload.</span>**  


![image](media://a96aab44-6f05-40d3-81ba-42aa8413869d)

6. Check for any import errors.

i. If there are no errors, click **Import**.

ii. If there are errors, observe which lines have failed and the associated reason. If you want to resolve these products before importing. click **Close **and amend the file accordingly before re-importing, otherwise click the **import **.and the failed lines will be skipped.

7. Check the information pop up screen to confirm the number of imported product lines, then click **OK**.

## > Macro (anchor)

<span style="color: #003366">Searching for existing customised tier pricing</span>

To search for existing tier pricing for a a product in the Product Tier Pricing Dashboard, perform the following:

1. Click **Frameworks **then type **Product Tier Pricing Dashboard **(or select **Product Tier Pricing Dashboard **from within the **Inventory** navigation tree).
2. Search for the product by the **From Product** and **To Product** fields, via the **Product Group**, via the **Supplier** name, via the **Effective From** and **Effective To** dates, via the **Section** or via the **On Contract** fields, then click **Find**.

> ℹ️ You can also search by **Pricing Type**, available options are: All Prices, only current Prices, Only Future Prices, or Only Future and current prices.

3. Select the Product Number link to open the appropriate product tier pricing record, then make any changes and save the record.

> ✅ Refer to [Assigning tiered pricing to a product](https://sterlandsupport.atlassian.net/wiki/spaces/FRAM/pages/28402830) for further information.

## > Macro (anchor)

<span style="color: #003366">Adding an existing product to the Product Tier Pricing Dashboard</span>

You are only able to set the **Effective From **date for tier pricing when adding a product to the Product Tier Pricing Dashboard, not when maintaining an existing tier pricing record for a product. The system automatically assigns the **Effective To** date based on other product tier pricing record/s created for the same product; for any tier product records (current or future) where a future tier exists, the **Effective To** is set to the day before the future tiers **Effective** **From**. The last tier product record will have the **Effective To** date set to *31/12/9999*. 

To add an existing product to the Product Tier Pricing Dashboard, perform the following:

1. Click **Frameworks **then type **Product Tier Pricing Dashboard **(or select **Product Tier Pricing Dashboard **from within the **Inventory** navigation tree).
2. Click New.
3. *Search for then select the product you would like to assign tiered pricing to* in the **Product** field.

> ✅ Refer to [Searching for existing customised tier pricing](https://sterlandsupport.atlassian.net/wiki/spaces/FRAM/pages/28402830) for further information.

4. *Select the date you would like tier pricing to commence from* in the **Effective From:** field.
5. Select a *branch* to use in the **Branch To Use** field. When the branch has been assigned, the product branch details are populated on the right hand side of the screen in the **Branch Sell**, **Branch Cost** and **Branch GP%** fields.

> ℹ️ The branch cost used at this branch is the basis for the GP calculations when assigning tier pricing.

6. Select a *section* in the **Section** field. By default, *Tier Disabled* is assigned. A section allows you to group product tier pricing into categories.

> ℹ️ If the section is set to *Tier Disabled*, the product will not be added to the contract.

7. Enable the **Contract** field if you want this product's tier pricing to be applied to Contracts.
8. * Assign tier pricing to the product* by editing the **Tier n** field/s (*Tier 1* - *Tier 10* fields) *or* by updating the **GP%** field/s.  
A good practice is to assign the highest discount to **Tier 1** and the lowest discount to the lowest level Tier.

![image](media://292c376e-ff60-478c-b22f-497361e9a5c9)

> ℹ️ Enable Future Price if this product is future priced. If the Effective from Date on the Tier Pricing record is equal to or greater than the effective date of the future pricing, the branch pricing display fields in the Tier Pricing Maintenance popup will show the future sell, cost and GP%'s.

9. Click **Save.**

### Remove Special products from Tier Pricing Dashboard via utility

A utility has been created to allow the removal of type 7 special products from the Product Tier Dashboard. This utility can be run from ProStix A-5-6 Run a Program,cususup11083.p.

Press <F1> to run. User will be prompted with the following warning:

![image](media://03a80668-c9df-49a3-9389-04c7d3b4fcd5)

Press <F1> again to proceed.

## > Macro (anchor)

<span style="color: #003366">Maintaining a product tier record</span>

> ℹ️ <span style="color: #333333">You are only able to set the </span>**<span style="color: #333333">Effective From </span>**<span style="color: #333333">date for tier pricing when adding a product to the Product Tier Pricing Dashboard, not when maintaining an existing tier pricing record for a product.</span>

When maintaining an existing product tier pricing record, you are able to allocate sections, apply a products tier pricing to a contract & allocate prices to a product per tier. 

> ✅ Refer to [Assigning tiered pricing to a product](https://sterlandsupport.atlassian.net/wiki/spaces/FRAM/pages/28402830) for further information.

## > Macro (anchor)

<span style="color: #003366">Assigning tiered pricing to a product</span>

<span style="color: #333333">New products are routinely created in the system via the </span><span style="color: #333333">[import](#import)</span><span style="color: #333333">. Once the </span>**<span style="color: #333333">TierPrc</span>**<span style="color: #333333"> scheduled task has been run, these products are then made available to the Product Tier Pricing Dashboard. These product/s must then be assigned tiered pricing.</span>

<span style="color: #333333">To assign tiered pricing to existing products in the Product Tier Pricing dashboard, perform the following:</span>

1. Click **Frameworks **then type **Product Tier Pricing Dashboard **(or select **Product Tier Pricing Dashboard **from within the **Inventory** navigation tree).
2. Search for then select the product you would like to assign tiered pricing to.

> ✅ Refer to [Searching for existing customised tier pricing](https://sterlandsupport.atlassian.net/wiki/spaces/FRAM/pages/28402830) for further information.

![image](media://11e11230-faf0-4521-89d0-0bdb0de53ded)

3. Click the **Product Number** hyperlink to open the *Product Tier Maintenance* screen.

> 📝 When maintaining an existing product, you are unable to set the **Effective From** date. This can only be set when manually creating a new tier pricing record for a product. Refer to [Adding an existing product to the Product Tier Pricing Dashboard](https://sterlandsupport.atlassian.net/wiki/spaces/FRAM/pages/28402830) for further information.

4. Select a *branch* to use in the **Branch To Use** field. When the branch has been assigned, the product branch details are populated on the right-hand side of the screen in the **Branch Sell**, **Branch Cost** and **Branch GP%** fields.

> ℹ️ The branch cost used at this branch is the basis for the GP calculations when assigning tier pricing.

5. Select a *section* in the **Section** field. By default, *Tier Disabled* is assigned. A section allows you to group product tier pricing into categories.
6. Enable the **Contract** field if you want this product's tier pricing to be applied to Contracts.
7. *Assign tier pricing to the product* by editing the **Tier n** field/s (*Tier 1* - *Tier 10* fields) *or* by updating the **GP%** field/s.

> ℹ️ A good practice is to assign the highest discount to **Tier 1** and the lowest discount to the lowest level Tier.

8. Click **Save**.

## Future Tier Pricing

Refer to the following for further information:

- [Updating future standard costs for Products](https://sterlandsupport.atlassian.net/wiki/spaces/FRAM/pages/28402830)
- [About the Future Branch Price, Future Branch Sell & Future Branch Price GP% fields](https://sterlandsupport.atlassian.net/wiki/spaces/FRAM/pages/28402830)
- [How the Future Product Pricing Tiers are updated](https://sterlandsupport.atlassian.net/wiki/spaces/FRAM/pages/28402830)

### > Macro (anchor)

<span style="color: #003366">Updating future standard costs for Products</span>

*<span style="color: #333333">To manually update future standard costs for a selected product</span>*<span style="color: #333333">, refer to</span><span style="color: #003366"> </span><span style="color: #003366">[Future Pricing](https://sterlandsupport.atlassian.net/wiki/spaces/FRAM/pages/28410656)</span><span style="color: #003366"> i</span><span style="color: #333333">n the Prostix</span><span style="color: #003366"> </span><span style="color: #003366">[Inventory Management User Guide](https://sterlandsupport.atlassian.net/wiki/spaces/prostix/pages/31101262)</span><span style="color: #003366"> </span><span style="color: #333333">for further information. Once the </span>**<span style="color: #333333">TierPrc</span>**<span style="color: #333333"> scheduled task has been run, these products are then made available to the Product Tier Pricing Dashboard. These product/s must then be assigned tiered pricing.</span>

![image](media://3f65cb3c-1921-48c5-b960-80c741542028)

*To automatically update standard costs via a Supplier's product import file*, refer to the [Electronic Price Catalogue User Guide](https://sterlandsupport.atlassian.net/wiki/spaces/prostix/pages/31101438).

In both cases (either manual or automaticupdates to future standard costs for products), a new product line is then added to the Product Tier Pricing Dashboard with the effective date set for the revised cost of the product.

![image](media://9b3dfb62-48c8-4923-a552-b9c853e0535a)

<span style="color: #333333">The system automatically assigns the </span>**<span style="color: #333333">Effective To</span>**<span style="color: #333333"> date based on other product tier pricing record/s created for the same product. The previous product tier record (-1) will have the </span>**<span style="color: #333333">Effective To date</span>**<span style="color: #333333"> set to the day before the future tiers </span>**<span style="color: #333333">Effective</span>**<span style="color: #333333"> </span>**<span style="color: #333333">From date</span>**<span style="color: #333333">. The new tier product record will have the </span>**<span style="color: #333333">Effective To</span>**<span style="color: #333333"> date set to </span>*<span style="color: #333333">31/12/9999</span>*<span style="color: #333333">.</span>

*For example,* in the screenshot below, the new tier product record just created has an Effective From date of 1st March, 2018, so the previous tier product record has it's Effective To date set to the day before the 1st March, 2018 (28th February 2018).

![image](media://fff1f108-c5b7-4268-8c08-2635cbc39f8b)

When a future price is created for a product, the details of the previous tier product record (-1) including Sections, Branch To Use & Contract information is used to create the new future tier product record.

### <span style="color: #003366">About the Future Branch Price, Future Branch Sell & Future Branch Price GP% fields</span>

**Future Branch Price**

The Future Branch Price is defined by the updated future standard costs for a selected product, however if the Branch has any cost loading, then the cost loading is added to the Branch Cost displayed in the Product Tier Pricing Dashboard.  


**Future Branch Sell**

If the product branch record has the Hold STD Sell field set to *yes*, the Sell Price will be maintained.

If the product branch record has the Hold STD Sell field set to *no*, the Sell Price will be set based on the maintaining of the GP%.  


**Future Branch Price GP%**

This is calculated based on the **Future Branch Price** and **Future Branch Sell** columns.

### > Macro (anchor)

**How the Future Product Pricing Tiers are updated**

- **If the standard Future Cost is increased, where the** **Retain GP (Up) flag = *****yes, ***when the future product record is created, the corresponding GP% from the previous tier product record (-1) is maintained & thus the Sell Price is recalculated based on this maintained GP% and the Future Branch Cost column for each product tier level.
- **If the standard Future Cost is increased, where the** **Retain GP (Up) flag = *****no, ***when the future product record is created, the corresponding GP% from the previous tier product record (-1) is not maintained & thus the Sell Price remains the same and the GP% is recalculated based on the maintained Sell Price and the Future Branch Cost column for each product tier level.
- **If the standard Future Cost is decreased, where the** **Retain GP (Up) flag = *****yes, ***when the future product record is created, the corresponding GP% from the previous tier product record (-1) is maintained & thus the Sell Price is recalculated based on this maintained GP% and the Future Branch Cost column for each product tier level.
- **If the standard Future Cost is decreased, where the Retain GP (Up) flag = *****no, ***when the future product record is created, the corresponding GP% from the previous tier product record (-1) is not maintained & thus the Sell Price remains the same and the GP% is recalculated based on the maintained Sell Price and the Future Branch Cost column for each product tier level.