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Introduction

This document provides instructions for setting up Commercial Pricing in Optifacts and assigning Commercial Price lists to your customers. 

We will also provide examples using various combinations of assignments to show you just how flexible our commercial pricing program can be.

Procedure

Commercial Brand Name Setup

The Insurance Master Editor within the Commercial Pricing Editor is used to setup the Price List Name and Description. (Plan Identifier). The Plan Identifier (price list name) must be setup before proceeding to set up the price list.

From the Optifacts main menu:              

Type 3 – Editor Utilities and press enter.

Type 15 – Commercial Pricing Editor and press enter.

Type 2 – Insurance Master Editor and press enter.

The Master Control Editor table displays.

• Type A to add a new record.
• Type the Plan Identifier name and press enter.
• Type the Plan Description (optional) and press enter.
• Enter the beginning and ending dates (if applicable) pressing enter past each field.
• If the price list is to be NET (no further discount off statement), Type N and press enter. If it is NET, type Y and press enter.

• Press Escape to save the data.

Note:   To setup Stock (Bulk) pricing type a dash (-)and BK after the name.

RX Price List Example: Base

• Type E to return to the Optifacts Insurance Editors Menu.

Commercial Price List Setup

This section provides instructions for setting up price lists within the Commercial Pricing Editor. This will define the fields within the table used to define a price list. 

The Price List Name or Plan Identifier must be created before proceeding. (Menu 3-15-2 as described in the previous section). Once the Plan Identifier has been created, the price lists can be setup for each Plan Identifier. The controls (or rules) in this table allow you to define the conditions under which the given price, discount or override will be applied.

From the Optifacts main menu:

Type 3 – Editor Utilities and press enter.

Type 15 – Commercial Pricing Editor and press enter.

Type 4 - Commercial Codes Editor and press enter.

The hpa_hcpc table displays. This is the table used to setup commercial pricing.

Screen Page 1

Screen Page 2

Field Definitions

Plan Identifier

• Price List Name. Must match a plan in the Insurance Master Editor.

Commercial Code

• Commercial Code for Reporting.

Full Description

• Detail Description Internal Use Only.

Invoice Description

• Description to print on Invoice.

Invoice Box

• Where to Print on Invoice
  • I = Special Instructions
  • E = Edging
  • T = Tints/Coats

Report Desc

• Description that will be stored in sales analysis or trallar.

Detl Add/Pt/Max/Ov

• An entry would be made either in this field or in the Itemization field but not both. If an entry is made in this field, the dollar adjustment will apply at the detail level which is the most granular level of detail.
  • A= Add (plus or minus) to any other charges for that itemization.
  • P = Apply percentage (plus or minus) to the prior amounts accumulated in the category.
  • M = Will allow a lower list price to apply, but if list price is higher than the maximum, then the maximum would apply.
  • O = Override other values in the category which ignores any prior amounts that have been accumulated for the category and overrides with the fixed dollar amount.

Itemization

• How to itemize the job. Any entry would be made either in this field or in the Detl Add/Pt/Max/Ov field but not both. If an entry is made in this field, the dollar adjustment will apply at the invoice itemization category level. The invoice itemization categories (IE: LENS, COAT, FRAME) typically have several AR DETAIL records added together in each. For example, the dollar amount in the COAT category for SRC and the dollar amount for AR COAT would be combined and the entered value would apply to both.
  • A= Add (plus or minus) to any other charges for that itemization. Generally used for Base price lists.
  • P = Apply percentage (plus or minus) to the prior amounts accumulated in the category.
  • M = Will allow a lower list price to apply, but if list price is higher than the maximum, then the maximum would apply.
  • O = Override other values in the category which ignores any prior amounts that have been accumulated for the category and overrides with the fixed dollar amount.

Left/Right/Pr/Job

• How to Price the Job.
  • L = Left only
  • R = Right only
  • P = Pair
  • J = Job (If a percentage is being applied, then it is required to enter J in this field.)

Price or Pct Amount

• Dollar value or Discount amount.
  • Plus or minus $
  • Percentage

Style/Style Grp

• Lens Style Code.
• Use the Lens style code as determined by Optifacts or one of the following options:
  • SINGLE VISION – will apply to all types of SV lenses.
  • BIFOCAL – Will apply to all types of Bifocal lenses.
  • TRIFOCAL – Will apply to all types of Trifocal lenses.
  • PROGRESSIVE – Will apply to all types of Progressive lenses.
  • Blank – Applies to all types of lenses.

Color

• Lens Color Code.
• Blank – Applies to all color codes.

Lens Material

• Use a specific Lens Material Code or one of the following options.
  • GLASS – Applies to all glass materials.
  • PLASTIC – Applies to all plastic materials.
  • POLYCARBONATE – Applies to all polycarbonate materials.
  • Blank – Applies to all lens material codes.

Lens Type

• Lens Type Code.
• Blank – Applies to all lens types.

Lens Mfr

• Lens Manufacturer Code.
• Blank – Applies to all lens manufacturers

Commercial Brand

• Commercial Brand Name or Code used for this lens design.
• Blank –Does not apply to a specific Commercial Brand.

Edged/Uncut (E/U)

• E – Apply to edged jobs only
• U – Apply to Uncut jobs only
• Blank – Applies to both Edged and Uncut jobs

Finished SF (F/S)

• F – Apply to Finished Stock lenses only
• S – Apply to Semi-Finished lenses only
• Blank – Applies to both Finished Stock and Semi-finished lenses

Dress/IND Thk (D/I)

• D – Apply to Dress thickness only.
• I – Apply to Industrial thickness only.
• Blank – Applies to both Dress and Industrial thickness.

Begin Date

• Beginning Date range. (When the price list starts)
• Blank – No specific date range applies. Price begins immediately.

End Date

• Ending Date range. (When the price list ends)
• Blank – No specific date range applies. Price remains until changed.

Sphere Power

• From lowest Sphere Power.
• To highest Sphere Power.
• Blank – No specific Sphere Power range applies.

Cylinder Power

• From lowest Cylinder Power.
• To highest Cylinder Power.
• Blank – No specific Cylinder Power range applies.

Segment Width

• From lowest Segment Width.
• To highest Segment Width.
• Blank – No specific Segment Width applies.

RX Prism

• From lowest RX Prism range.
• To highest RX Prism range.
• Blank – No specific RX Prism range applies.

Lens Index of Ref.

• From Lens Index of Refraction range.
• To highest Lens Index of Refraction range.
• Blank – No specific Lens Index of Refraction range applies.

Pricing Num/Bit

• Lite-up Num
• Lite-up Bit
• Blank – No specific Lite-up applies.

Calculation Option

• Calculation option number to be applied. (as shown in Order Entry by pressing F2)
• Blank – No specific Calculation Option applies.

Commercial Code 

Applicable if the lab is using (CPS) Commercial Product Selection.

• Commercial Product Code.
• Blank – No specific Commercial Code applies.

Lenticular

• Y – Yes the lens is Lenticular
• N – No the lens is not Lenticular
• Blank - Applies to all types of lenses.

Aspheric

• Y – Yes the lens is Aspheric
• N – No the lens is not Aspheric
• Blank - Applies to all types of lenses.

Second Pricing Num/Bit

• Lite-up Num
• Lite-up Bit
• Blank – No specific Lite-up applies.

Begin Diameter

• Beginning Lens Diameter range.
• Blank – Applies to all Lens Diameters.

End Diameter

• Ending Lens Diameter range.
• Blank – Applies to all Lens Diameters.

Option Code

• This field applies only to misc. stock options in menu 6 Stock Pricing.
• Blank – Not applicable.

Polarized

• Y - Yes
• N - No

Group Pt/Max/Ov

• Itemization Control
  • P – Percent adjustment.
  • M – Max or Cap amount.
  • O – Override
  • Blank – Not applicable.

Group to Match

• If matching by group, this is the group name to use.
• Blank – Not applicable.

Group Name Set A

• Name of a group (IE: AR Coat) that can be used to assign percents or overrides.
• Blank – Not applicable.

Group Name Set B

• Name of a group (IE: AR Coat) that can be used to assign percents or overrides.
• Blank – Not applicable.

Group Name Set C

• Name of a group (IE: AR Coat) that can be used to assign percents or overrides.
• Blank – Not applicable.

Sort Order on Faktura (Statement)

• Lowest #’s show first. 9000+ reserved for misc, disc, etc.
• Blank – Not applicable.

Tax Material Code

• Tax Material Code for calculating tax amount. Only if taxes are unique by line item.
• Blank – Not applicable.

Discountable on Faktura (Statement)

• D – Discountable.
• N – Non-Discountable or Net.

Production Cost

• Production is Per Lens of a pair. Per Job of a job.
• Blank – Not applicable.

Yield Cost

• Yield Cost is Per Lens of a pair. Per Job of a job.
• Blank – Not applicable.

Notes

• Free format text field.

Diagnosis Code

• Blank – Not applicable.

Overview and Examples

This section will explain the flexibility and various levels of this feature. It will also provide examples and explanations.

The following describes the various uses for the Commercial Pricing Editor. In general, this editor allows you to set up the following conditions:

• A simple dollar discount (e.g. where every AR coating order is reduced by $2.00).
• A simple dollar addition (e.g. where every AR coating order is increased by $2.00).
• A percentage discount where, for example, you might allow a 10% discount on AR coating or a 15% discount on POLISHED EDGES for all Polycarbonate materials.
• A percentage discount on an itemization category, so 10% off of any charges that fall into LENS or COAT in the invoice summary box on the lower right corner of the invoice.
• A maximum fee where AR might be limited to $15.00 per lens. In this case, if the list price is below $15.00 per lens, then the list price would apply.  If the list price is higher, then the maximum of $15.00 would be applied.
• A price override for a coating where the AR lite-up price is replaced by a fee of $18.00.
• A price override on an itemization category where the LENS category might be simply set to be $75.00 on all non progressive multifocal.

Controls (Rules)

First, the following describes the rules section of this screen.   The Controls (or rules) section is used to define the conditions under which the given price, discount or override is applied.   The rules work very much like the rules in the routing system although there is no priority field at this time. 

The following is an example where the Controls or Rules are listed in blue or red:

In the example above, there is only one rule that applies and that’s the num/bit combination of 2 and 11 which tie back to the AR or other types of service lite-ups.   So, if the AR lite-up is turned on a for a job that has the TEST PLAN Commercial Agreement enabled, then the AR charge would be reduced by $2.00 if a pair and $1.00 if a one-eye only job.

Actions

Next, in this section in green controls the Actions to be taken.

First of all you see a Commercial Code field.   This will be important in Managed Care situations and will typically hold the HCPC code for a transaction.   For Commercial Agreements, you can simply put the same description here that you’d use further down.   This is not a required field, but is important and required if a Managed Care agreement is in effect.

Full Description is a nice spot to put notes for future reference. Full Description and Diagnosis code (one the second screen) are only necessary for Managed Care. 

The Invoice Description will print in the left side of the invoice.   Detail Description will be used to supply the text description in the AR DETAIL record of the trallar or Data Warehouse file.  Usually this will be the same as the lite-up name if the discount or override applies to a lite-up although this is not a requirement.

Next, you have your choice.  You can either fill in the “Detail Add/Pt/Max/Ov” field or the “Itemize Add/Pt/Max/Ov” field.  If you put an entry into the Detail Add/Pt/Max/Ov field, then the dollar adjustment will apply at the detail level which is the most granular level of detail.   This would be the same detail as the AR DETAIL record of the trallar file or the detail records within the anal_dtl table that’s used for sales analysis reporting.

If you choose instead to fill in the Itemize Add/Pt/Max/Ov field, then the dollar adjustment will apply at the “invoice itemization category” level.   The invoice itemization categories (e.g. LENS, COAT, FRAME, etc.) typically have several AR DETAIL records added together in each.   For example, the dollar amount in the COAT category might be $15.00 for SRC COATING lite-up and $11.00 for an AR COATING lite-up.

Note: You must choose to adjust either at the Detail level or the Itemize level.  You cannot choose both of these.

Once the decision has been made to use either Detail or Itemization, you need to decide whether you want to adjust by a fixed amount (A) which would simply add (plus or minus) to any other charges for that itemization.  Or, you can apply a discount percent (P) which applies a percentage (plus or minus) to the prior amounts accumulated in the category.

Or, you can set a Maximum amount for a category.   This maximum amount will allow a lower list price to apply, but if list price is higher than the maximum, then the maximum would apply.   Note that list price here refers to all other amounts totaled into the matching itemization or detail category.  Or, you can override (O) other dollar amounts in the category which ignores any prior amounts that have been accumulated for the category and overrides with the fixed dollar amount. 

Discount Price Lists as Percentage

Example 1

Let’s look at a percentage discount to be applied at the detail level first.   We’ll apply a 10% discount to the AR coating for a customer.  This rule will do that:

Note that we are applying at the detail level by putting a P in the Detail Add/Pt/Max/Ov field.   We are required to put a J in the Left/Right/Pr/Job field if applying a percentage, so we do that.   Then we put a negative 10 in the Price or Pct Amount field.   Finally, we put the num/bit of 3 and 20 in the CONTROLS TO TRIGGER section, so we know when the discount should kick in.

So, if the customer is set up on a traditional pricing structure and AR would charge $75.00  per pair, we would find the $75.00 in the traditional pricing first, then we would apply a 10% discount to that to reduce the AR amount by 7.50.   We will put two records in the anal_dtl table for each eye (37.50 for the initial price and then –3.75 for the discount calculated from this Commercial Agreement).

Example 2

Now, let’s get a little more complicated.  

The above example is nice for lite-ups, but some Commercial Agreements might apply to colors like Transitions or Powers over 5D etc.  

You can apply to detail records as they show up in the anal_dtl table to apply to colors or lens powers etc.  

The entry above would apply a 10% discount specifically to the charge for color TGU on any bifocal prescription run for against this test plan.   Note that this can be tricky.   This applies only to the fee that’s been put in the price list for color code TGU.   It does NOT apply to the lens charge, so be careful that you’re applying the adjustment amount to the appropriate categories.

In the example above, we chose not to print anything on the invoice if this is applied, so we left the Invoice Box set to N.

Example 3

So, let’s assume that the price for TGU color has been factored into the lens price and it’s not stored in the price list associated with TGU color alone.   In this case, we could set up a rule that would apply the 10% discount to the entire LENS category when we use the TGU color with this rule:

You see that we’ve changed a few things:

The P has been moved from Detail Add/Pt/Max/Ov to Itemize Add/Pt/Max/Ov.

We added TGU to the color section of the CONTROLS TO TRIGGER so that the rule will only apply if the job is a bifocal and the color TGU was keyed.

We changed one other thing as an example for you.   We changed the REPORT Description to TRN DISCOUNT. This will ensure that the AR DETAIL record of the trallar file shows the discount percentage with TRN DISCOUNT as the detail description with the dollar amount that was calculated for the discount on the job.  We’re very excited about this discount, so we added two exclamation points after TRN DISCOUNT!! to print on the invoice. This can be a very valuable tool to help you track the various discounts and adjustments that you apply to itemization categories.

Debugging the Process:

When you enable pricing debug, we will list the debug lines with a prefix of CA: to make them easy to distinguish from other debugging lines.  

Here’s an example of a very detailed price debug report:

The first section in red will show what the system is thinking about some of the TRIGGER CONTROLS.   It will show you which material or style groups it’s applied to this job.

The second section in blue shows all of the discounts or overrides that it’s found for this plan that it “may” apply if applicable.   The application of the discount or override has not yet happened at this point, so these debug lines are purely informational at this point.

The next section in green shows some actual prices which have been applied.   We’ve added two records totaling $27.00 to the COAT itemization category and then subtracted one record totaling $4.00 to the COAT itemization category for a net change of $23.00.  Then we added $50.00 to the TINT itemization category.

A pair job will show these categories repeat again for the left eye.  Note that these additions to this point will be caused by doing an “Add” as per pair, or as left or right eye only for either the Itemization or Detail levels. 

For example: 

Itemize Add/Ovr/Pct [A]

Left/Right/Pr/Job   [P]                                   

Next, we look at additions on a per-Job level.  These are yellow above.   These would occur if you Add to either Itemize or Detail levels as per-Job. 

For example:

Itemize Add/Pt/Max/Ov [A]

Left/Right/Pr/Job   [J]                                   

The next process is to apply Overrides to either Detail or Itemization categories.  You’ll see that we apply the detail overrides first as shown in purple above.  Then we apply any Overrides that would apply at the itemization category after that.

In the example below, we set an override for an itemization category such as TINT or COAT on a per-pair basis, so the amount will be divided by two if we are running a half-pair job.

Itemize Add/Pt/Max/Ov [O]

Left/Right/Pr/Job   [P]

You will notice that these many controls are to be applied in a very specific order.   We made the prompt in the editor so it reflects this order (Add/Pt/Max/Ov):

First additions/subtractions at the per-pair or per eye level.

Then Additions/Subtractions at the per-Job level

Then Percentages (e.g. percent discount) at the detail level

Then Maximum at the detail level

Then Overrides at the detail level

Then Percentages (e.g. percent discount) at the itemization level

Then Maximum at the itemization level

Then Overrides at the itemization level

Discounts and Additions are cumulative.  So, if you have a 10% discount on Transitions color for one rule and a 2% discount on Transitions Color if CRIZAL is turned on, we’ll apply 12% discount to the Transitions Color.   However, overrides are not additive.   The debug will show you cases where we ignore an override if it conflicts with another.   We will not fail the job if we have an override conflict.  

Finally, we have set up the program so that it will not print Invoice Descriptions for rows or rules that do not adjust a dollar value on the invoice.   This way, rules within a program that might apply to a progressive lens would not show up for a Single Vision Job.

Add-on Price List with Dollar Value Discount 

Add-on price lists can be setup to either reduce the price of a product or to increase the price. You can use percentage or dollar values. In our example below, we are applying a discount dollar value. 

Remember these 2 field rules when creating Add-on price lists.

• Detl Add/Pt/Max/Ov - An entry would be made either in this field or in the Itemization field but not both. If an entry is made in this field, the dollar adjustment will apply at the detail level which is the most granular level of detail.
• Item Add/Pt/Max/Ovr - How to itemize the job. Any entry would be made either in this field or in the Detl Add/Pt/Max/Ov field but not both. If an entry is made in this field, the dollar adjustment will apply at the invoice itemization category level. The invoice itemization categories (IE: LENS, COAT, FRAME) typically have several AR DETAIL records added together in each. For example, the dollar amount in the COAT category for SRC and the dollar amount for AR COAT would be combined and the entered value would apply to both.

Special Price List $10.00 Off

This price list is much like the price lists previously setup but we are simply giving the customer $10.00 off per pair on Single Vision semi-finished lenses for the month of January.  Notice how we created this list as an Add-on in the Detail field, P in the Left/Right/Pr/Job field and -10.00 in the Price or Pct Amount.

Price Debug:

We can see in the price debug shown below, the customer has been charged a base lens price of $50.00 per lens and the discount of $10.00 was applied.

Override Price List

Override price lists are used to override the base price.

Remember these 2 field rules when creating Add-on price lists.

• Detl Add/Pt/Max/Ov - An entry would be made either in this field or in the Itemization field but not both. If an entry is made in this field, the dollar adjustment will apply at the detail level which is the most granular level of detail.
• Item Add/Pt/Max/Ovr - How to itemize the job. Any entry would be made either in this field or in the Detl Add/Pt/Max/Ov field but not both. If an entry is made in this field, the dollar adjustment will apply at the invoice itemization category level. The invoice itemization categories (IE: LENS, COAT, FRAME) typically have several AR DETAIL records added together in each. For example, the dollar amount in the COAT category for SRC and the dollar amount for AR COAT would be combined and the entered value would apply to both.

Override SV Lens to $40.00 per Lens

This price list is much like the price lists previously setup but we are now overriding the base price of $50.00 per lens to $40.00 per lens on Single Vision semi-finished lenses for the month of January.  Notice how we created this list as an Override in the Item field, P in the Left/Right/Pr/Job field and 40.00 in the Price or Pct Amount.

Price Debug:

We can see in the price debug shown below, the customers base lens price of $50.00 per lens is now reduced to $40.00 per lens.

Max Fee

Remember this rule when using Max Fee in the Detl Add/Pt/Max/Ov or Item Add/Pt/Max/Ovr fields.

• M = Will allow a lower list price to apply, but if list price is higher than the maximum, then the maximum would apply.

Example: A maximum fee where AR might be limited to $15.00 per lens. In this case, if the list price is below $15.00 per lens, then the list price would apply. If the list price is higher, then the maximum of $15.00 would be applied.In our example below we are using a SV lens with a Crizal Coating. 

Lab Base List

The SV lens is priced on the base list at $50.00 per lens. Then we have Crizal priced at 30.00 per lens on the base list.

Base Disc List

Next, we have both the SV and Crizal on the Base Disc. list.

SV is priced as a 25% discount and the Crizal is priced as an override of $20.00 per lens.

Max Fee List

Then, we have a Max Fee price list setting the Crizal at $15.00 per lens.

Price Debug

When we look at the debug we see the following:

SV lens Base List $50.00 per lens less the 5% discount off the Main price list = $47.50 per lens. Then it look at the Base Disc list and reduces the price by the 25% discount = $35.63 per lens

Crizal Base List $40.00 per lens less the 5% discount off the Main price list = $28.50. Then, it looks at the Base Disc override and prices it at $20.00 per lens. However there is also the Max Fee price list to consider. The Max Fee for Crizal  is $15 per lens so it reduces the price even further to bring the Crizal price down to $15.00 per lens.

Using Group Name Sets in Pricing

This section is a general overview of using Group Name Sets in Pricing. Pricing is very flexible so the overview below provides a few approaches.

Set up three separate price lists.

1. A Base Price List.
2. A Discount (secondary) Price List for a specific customer that would override the Base Price List.
3. A Special Price List that would be either be cumulative with the secondary price list discount or will be in discounted over and above the secondary price list discount depending on the process used. For the examples that follow, we’ll use the price list name “JANUARY SPECIAL”.

Once the Plan Identifier has been created, the price lists can be setup for each Plan Identifier. The controls (or rules) in this table allow you to define the conditions under which the given price, discount or override will be applied. (Menu 3-15-4)

Set up the many price/discount rows for each applicable Plan Identifier (price list name).

In the following examples, we are associating a Group Name Sets to the product. Group Name Sets are used to remember the pricing item so it can be distinguished from other items when the discount is applied later.

Base List

On the base list we are defining only one name set but up to three can be used. Group Name Set A is flagging the product as part of the group name SINGLE VISION.

Note: When defining Bulk Price Lists, the word BULK must be defined in Group Name Set C on Bulk Base Price Lists as well as any Bulk Discount Price Lists.

In this example we have a base list price of 50.00 per lens.

Secondary Price List

On the Secondary Price List, the pricing entry is different from that of the base price list.

This Left/Right/Pr/Job entry is set as J for per-job because a percentage is being applied. Also, we omitting the field entries in the Detl Add/Pt/Max/Ov and Item Add/Pt/Max/Ovr on the first screen and using the fields on the second screen to flag the P (percentage) and matching the price to Group Name Set SINGLE VISION. Remember, we associated the Group Name SINGLE VISION to the item on the base price list. So, this entry reflects a 25% discount off of the base price.

In this example, we are allowing a discount of 25%.

Specials Price Lists - January Special

Setup a third price list that will apply an additional percentage off within a specific time period. This price list is much like the secondary price list previously setup but a 10% percentage within a specific date range is being applied.

In this example, we are giving a 10% discount for the month of January.

Specials Price List - Jan Spc

Now we will add a 4th discount list called Jan Spc, to to further reduce the lens by another $10.00 per lens. We want the net price of the lens to be $20.88 per lens. 

This time, we will setup this price list to NOT use the group name Single Vision in the Group to Match on the second page. It is setup as an Add-on to use the style SV and Semi-finished flag and reduce $10 per lens for the month of January. 

Now, the are 4 price lists built and must somehow be associated to each other so the system will know when to use these price lists. We will show you this in the Assigning Commercial Price Lists section below.

Assigning Commercial Price Lists

Assign the base price list, discount from main list, any discounts and/or special price lists to a customer, so the system will know which price lists to apply to which customers. (Menu 3-1-13)

Example:

The assignments above will allow the price lists (BASE LIST, Discount from Main List, BASE DISC and JANUARY SPECIAL) to be processed during calculations. The Main Pricing List Name is the base price list which will accumulate prices first.

• The discount shown in the Discount from Main List on the 1st screenshot above, allows a discount from the Main Pricing List Name for all Rx orders.
• The discounts that are in Secondary Pricing Lists would apply to the prices that are in the Main Pricing List.
• Percentages in the Secondary Price Lists will be cumulative and be applied to the Main Price List less any Discount from Main List, for any items where a percentage or dollar discount is found in the Secondary Price Lists. 

Now we will provide you with examples using various combinations of assignments to show you just how flexible our commercial pricing program can be.

1. Base List price, 5% Discount from base list and 25% Base Discount.
   • The 5% discount from main and 25% secondary are not cumulative. The system will take the base list price and reduce it by 5 % and then take off any secondary discounts, in this case 25%. (The secondary price lists are cumulative.)
2. Base List price, 5%  Discount from base list, 25% Base Discount List and 10% January Special. (Only the secondary price lists are cumulative.)
   • The 5% discount from main and secondary discounts are not cumulative. The system will take the base list price and reduce it by 5 % and then take off any secondary discounts, in this case 25% and 10% = 35%. (The secondary price lists are cumulative.)
3. Base List price, 5%  Discount from base list, 25% Base Discount List and 10% January Special and for this example we are going to add another secondary price list called JAN SPC. to further reduce the price by another $10.00 per lens.
   • The 5% discount from main and secondary discounts are not cumulative. The system will take the base list price and reduce it by 5 % and then take off any secondary discounts, in this case 25% and 10% = 35% and another reduction of $10.00 per lens. (The secondary price lists are cumulative.)

Example 1

Base List price less 5% Discount from base list and an additional 25% from the secondary Base Discount. (The 5% discount from main and 25% secondary are not cumulative.)

The following shows the Price Debug for our 1st example:

In the Start setting Hipaa codes section, we can see a 5% discount from the Base List price of $50.00 per lens, then an additional 25% discount from the Base Disc.secondary price list. 

In the adjustment section we see that the Base $50.00 has been reduced by 5% ($2.50) discount off main, to arrive at a price of $47.50 per lens. Then it considers the secondary discount - 25% (11.87)  off of $47.50 =  $35.63 per lens or $71.26 per pair.

Example 2:

Base List price, 5%  Discount from base list, 25% Base Discount List and 10% January Special. 

Base List price less 5% Discount from base list and an additional 25% plus 10% from the secondary price lists. (The 5% discount from main and secondary discounts are not cumulative. Only the 25% and the 10% secondary discounts are cumulative.)

The following shows the Price Debug for our 2nd example:

In the Start setting Hipaa codes section, we can see a 5% discount from the Base List price of $50.00 per lens, a 25% discount and 10% discount from the secondary price lists. 

In the adjustment section we see that the Base $50.00 has been reduced by 5% ($2.50) discount off main, to arrive at a price of $47.50 per lens. Then it considers the secondary discounts and adds them together to arrive at a 35% discount ($16.62) off of $47.50 =  $30.88 per lens or $61.76 per pair.

Example 3

Base List price, 5%  Discount from base list, 25% Base Discount List and 10% January Special and an additional $10.00 off per lens.

Base List price less 5% Discount from base list and an additional 25% plus 10% and -$10.00 per lens from the secondary price lists. (The 5% discount from main and secondary discounts are not cumulative. Only the 25%, 10% and -$10.00 secondary discounts are cumulative.) 

The following shows the Price Debug for our  3rd example:

In the Start setting Hipaa codes section, we can see a 5% discount from the Base List price of $50.00 per lens, a 25% discount and 10% discount, and then we see a further $10.00 off per lens bringing the lens price down to $20.88 per lens. Remember, we did not use a group name in this price list.

In the adjustment section we see that the Base $50.00 has been reduced by 5% ($2.50) discount off main, to arrive at a price of $47.50 per lens. Then it considers the secondary price lists, the -10.00 per lens discount and the (25% + 10%) = 35% discount ($16.62). The net price of the lens calculates to $20.88 per lens just as we wanted it to.

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