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Table of Contents (on this page)
Introduction
This document provides instructions for setting up Commercial Pricing in Optifacts and assigning Commercial Price Lists to customer accounts.
The examples in this document use various combinations of Price List Assignments to outline just how flexible the commercial pricing program can be.
Procedure
Commercial Price List Name (Plan Identifier) Setup
The Insurance Master Editor within the Commercial Pricing Editor is used to set up the Price List Name and Description. (Plan Identifier). The Plan Identifier (price list name) must exist before proceeding to set up the price list.
From the Optifacts main menu:
Select Option 3 – Editor Utilities and press Enter.
Select Option 15 – Commercial Pricing Editor and press Enter.
Select Option 2 – Insurance Master Editor and press Enter..
The Master Control Editor table displays.
- Press “A” to add a new record.
- Enter the Plan Identifier name.
- Enter the Plan Description (optional).
- Enter the beginning and end dates (if applicable).
- If the price list is NET (no further discount off statement), enter “Y.” If the price list is NOT NET, enter “N.”
Using the Net Price List flag is the only way to make an invoice net with Commercial pricing. You have to make the entire price list Net. You cannot mark part of it Net and part discountable. You must create two price lists if you want to identify some products as net and others not.
To set up Stock (Bulk) pricing, type a dash (-), and BK after the name.
Press Escape,, to save the data.
RX Price List Example: Base
Press "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. It defines the fields within the table used to identify a price list.
The Price List Name or Plan Identifier must exist before proceeding. (Menu 3-15-2 as described in the previous section). After creating the Plan Identifier, setup the price lists for each Plan Identifier.
Controls (or rules) - This table defines the conditions for applying the given price, discount, or override.
From the Optifacts main menu:
Select Option 3 – Editor Utilities and press enter.
Select Option 15 – Commercial Pricing Editor and press enter.
Select Option 4 - Commercial Codes Editor and press enter.
The hpa_hcpc table is displayed. This table is where you set up Commercial pricing.
Screen Page 1 and 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 – The description that prints on the invoice.
Invoice Box - Where to Print on invoice
- I = Special Instructions
- E = Edging
- T = Tints/Coats
Report Desc - The description 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. Place the entry in this field, and the dollar adjustment applies 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 the list price is higher than the maximum, then the maximum would apply.
- O - Override other values in the category which ignores any prior accumulated category amounts and overrides with the fixed dollar amount.
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. An entry placed in this field, the dollar adjustment, applies 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 combine, and the entered value would apply to both.
- A - Add (plus or minus) to any other charges for that itemization, which are generally in use 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 the list price is higher than the maximum, then the maximum would apply.
- O - Override other values in the category which ignores any prior accumulated category amounts and overrides with the fixed dollar amount.
Example of Detail Versus Item
DETAIL Level is the most simplistic in regards to a line item. For example, you can have a Backside Coat and Front-side Coat, both categorized as COAT. Both added together when using Detail, results in the Itemization under COAT to be the total of the two coatings.
- Backside SRC = $5.00 Detail level as Add
- Front-side SRC = $5.00 Detail level as Add
- Crizal AR = $25.00 as Add
- Total of $35.00
For ITEM Level, any line item overrides that whole pricing level within the COAT Itemization and makes that level that price.
- Backside SRC = $5.00 Detail level as Add
- Front-side SRC = $5.00 Detail level as Add
- Crizal AR Coat = $25.00 Item level as Max
- Total = $25.00
There is a custom configuration to set the order in which the system reads the price Percent/Max/Override. Refer to the Commercial Pricing Custom Configurations document for details. In our examples on this document, the setting reads Add-on price lists first, then Override, Percentage, and Max Fee in that order.
Left/Right/Pr/Job - How to Price the Job.
L = Left only
R = Right only
P = Pair
J = Job (If a percentage is 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 – Applies to all types of SV lenses.
BIFOCAL – Applies to all types of Bifocal lenses.
TRIFOCAL – Applies to all types of Trifocal lenses.
PROGRESSIVE – Applies 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 – This is the range from lowest to highest Sphere Power.
Blank – No specific Sphere Power range applies.
Cylinder Power – This is the range from lowest to highest Cylinder Power.
Blank – No specific Cylinder Power range applies.
Segment Width – This is the range from the lowest to highest Segment Width.
Blank – No specific Segment Width applies.
RX Prism – This is the range from the lowest to highest RX Prism range.
Blank – No specific RX Prism range applies.
Lens Index of Ref. – This is the range from and to 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.
– 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), used to assign percentages or overrides.
Blank – Not Applicable.
Group Name Set B - Name of a group (IE: AR Coat), used to assign percentages or overrides.
Blank – Not Applicable.
Group Name Set C - Name of a group (IE: AR Coat), used to assign percentages or overrides.
Blank – Not Applicable.
Sort Order on Faktura (Statement) - Lowest #’s show first. 9000+ reserved for a Misc. and Disc.
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 explains the flexibility and various levels of this feature. It also provides 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:
- Simple dollar discount. (e.g., where every AR coating order is reduced by $2.00).
- Simple dollar addition. (e.g., where every AR coating order is increased by $2.00).
- Percentage discount. For example, you might allow a 10% discount on AR coating or a 15% discount on POLISHED EDGES for all Polycarbonate materials.
- 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.
- Maximum fee. For example, AR might be a maximum of $15.00 per lens. In this case, if the list price is lower than $15.00, then the list price would apply. If the list price is higher than $15.00, then the maximum of $15.00 would apply.
- Price override for a coating, a fee of $18.00, replaces the regular AR lite-up price.
- Price override, for a LENS Itemization category. A fee of $75.00 replaces the list price on all non-progressive multifocal lenses.
Controls (Rules)
First, the following describes the rules section of this screen. The Controls (or rules) section defines the conditions under which the given price, discount, or override applies. 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 in blue or red font of the Controls or Rules.
In the case 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 turns 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.
The Style/Style Grp field allows the typical Optifacts style code (e.g., SV, D, 7X, and other styles.), or you can choose among the following predefined group names: SINGLE VISION, BIFOCAL, or TRIFOCAL. This way, the SINGLE VISION group name applies to spherical SV lenses or aspheric FFSV lenses. Bifocal applies to D, FFD, C, E, or other types of bifocal lenses. Then, the Lens Material field allows the current Optifacts lens material codes or one of the following three categories:
GLASS - Refers to all glass-types of materials
PLASTIC - Refers to all plastic-types of materials.
POLYCARBONATE - Refers only to material PC at this time.
Actions
The following is an example shown in green font of the Actions to take.
Commercial Code field - Important in Managed Care situations and typically holds the HCPC code for a transaction. For Commercial Agreements, put the same description here that you’d use further down. Not usually a required field, but is essential and required if a Managed Care agreement is in effect.
Full Description is a useful spot to put notes for future reference. Full Description and Diagnosis code (on the second screen) are only necessary for Managed Care.
The Invoice Description prints on the left side of the invoice. Report Description supplies the text description in the AR DETAIL record of the trallar or Data Warehouse file. Usually, this is the same as the lite-up name if the discount or override applies to a lite-up, although this is not a requirement. Whenever using a lite-up for a discount, it should match the description. If not, the discount may apply to all lite-ups in the Itemization category
Next, there is a choice. Use either 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 applies at the detail level, which is the most granular level of detail. It would be the same detail as the AR DETAIL record of the trallar file or the detail records within the anal_dtl table used for sales analysis reporting.
If you choose instead to fill in the Itemize Add/Pt/Max/Ov field, then the dollar adjustment applies at the “invoice itemization category” level. The invoice itemization categories (e.g., LENS, COAT, FRAME, and other categories) 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.
Adjustments must be made either at the Detail level or the Itemize level, not both.
After deciding to use either Detail or Itemization, then another decision is required as to whether to adjust by:
- A Fixed Amount (A), which would add (plus or minus) to any other charges for that itemization.
- Or, 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 (M) amount for a category. This maximum amount allows a lower list price to apply, but if the list price is higher than the maximum, then the maximum would apply. Notice that the 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
In the following example, a percentage discount applies at the detail level first. A 10% discount applies to the AR coating for a customer. The following rule accomplishes that:
By putting a P in the Detail Add/Pt/Max/Ov field, it applies at the detail level. The requirement is to put a J in the Left/Right/Pr/Job field if applying a percentage. Put a negative 10 into the Price or Pct Amount field to indicate a 10% discount. In the example, the num/bit of 3 and 20 are in the CONTROLS TO TRIGGER section, to indicate when the discount should kick in.
If the customer is using a traditional pricing structure and AR would charge $75.00 per pair, the system would find the $75.00 in the traditional pricing first, and then apply a 10% discount to that to reduce the AR amount by 7.50. Two records get put into 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
The following example is a little more complicated.
The previous example is suitable for lite-ups, but some Commercial Agreements might apply to colors like Transitions or Powers over 5D or other such variables.
Detail records show up in the anal_dtl table to apply to colors or lens powers or other lens details.
The entry above would apply a 10% discount specifically to the charge for color T8G on any bifocal prescription run against this test plan. That this can be tricky. It applies only to the fee in the price list for color code T8G. It does NOT apply to the lens charge, so be careful to apply the adjustment amount to the appropriate categories.
In the example above, the Invoice Box is "N," so nothing prints on the invoice. Setting this to "Y" allows printing on the invoice.
Example 3
If the price of the lens includes the charge for T8G color, and not stored in the price list associated with T8G color alone, a rule that would apply the 10% discount to the entire LENS category when using the T8G color is needed. The following example would accomplish what is required.
A few things have changed:
The P has been moved from Detail Add/Pt/Max/Ov to Itemize Add/Pt/Max/Ov.
T8G is added to the color section of the CONTROLS TO TRIGGER so that the rule applies only if the job is bifocal with the color T8G.
One other thing changed as an example. The REPORT Description changed to TRN DISCOUNT. It ensures that the AR DETAIL record of the trallar file shows the discount percentage with TRN DISCOUNT as the detail description with the dollar amount calculated for the discount on the job. The Report Description can be a valuable tool to help track the various discounts and adjustments that apply to itemization categories.
Debugging the Process:
When you enable a Pricing Debug, the debug lines list with a prefix of CA: (Commercial Agreement) to make them easy to distinguish from other debugging lines.
The following is an example of a very detailed price debug report:
The first section in red font shows what the system is thinking about some of the TRIGGER CONTROLS. It shows which material or style groups it’s applied to this job.
The second section in blue font shows all of the discounts or overrides found for this plan that it "may" apply if applicable. The application of the discount or override has not yet happened, so these debug lines are purely informational at this point.
The next section in green font shows some actual prices that apply. It shows two records totaling $27.00 added to the COAT itemization category. Then subtracted one record totaling $4.00 to the COAT itemization category for a net change of $23.00. Then it shows $50.00 added to the TINT itemization category.
A job for a pair of lenses shows these categories repeat for the left eye. These additions to this point are caused by doing an "Add" 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, look at additions on a per-Job level. These are shown in the yellow font in the pricing debug example above. These 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. The detail overrides apply first, as shown in the purple font in the pricing debug example above. Then we apply any Overrides that would apply to the itemization category after that.
The example below shows an override for an itemization category, such as TINT or COAT per-pair — the amount divided by two for a half-pair job.
Itemize Add/Pt/Max/Ov [O]
Left/Right/Pr/Job [P]
Notice that these many controls apply in a particular order. The prompt in the editor 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. A 10% discount on Transitions color for one rule and a 2% discount on Transitions Color if CRIZAL applies, results in a 12% discount to the Transitions Color. However, overrides are not additive. The debug shows you cases where a conflict occurs, and the override gets ignored. The job does not fail if there is a conflict between overrides.
Finally, the program doesn’t 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 Discount
Add-on price lists can either reduce the price of a product or increase the price by using percentage or dollar values. In the example below, a discount dollar value applies.
Remember these 2 field rules when creating Add-on price lists.
Detl Add/Pt/Max/Ov – Make an entry either in this field or in the Itemization field, but not both. If an entry exists in this field, the dollar adjustment applies at the detail level, which is the most granular level of detail.
Item Add/Pt/Max/Ovr - How to itemize the job. Make an entry either in this field or in the Detl Add/Pt/Max/Ov field, but not both. If an entry exists in this field, the dollar adjustment applies 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 combine, and the entered value would apply to both.
Special Price List $10.00 Off
This price list is much like the price lists described previously, but we are simply giving the customer $10.00 off per pair on Single Vision semi-finished lenses for January. Notice this list is 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:
In the price debug shown below, the customers" price is a base lens price of $50.00 per lens, and the discount of $10.00 was applied.
Override Price List
Use Override price lists to override the base price.
Remember these 2 field rules when creating Add-on price lists.
Detl Add/Pt/Max/Ov – Make an entry either in this field or in the Itemization field, but not both. If an entry exists in this field, the dollar adjustment applies at the detail level, which is the most granular level of detail.
Item Add/Pt/Max/Ovr - How to itemize the job. Make an entry either in this field or in the Detl Add/Pt/Max/Ov field, but not both. If an entry exists in this field, the dollar adjustment applies 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 combine, 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 now the base price of $50.00 per lens is overridden at $40.00 per lens on Single Vision semi-finished lenses for January. Notice this list is 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:
In the price debug shown below, the customer base lens price of $50.00 per lens and taking into consideration the JAN SPC, it calculates at $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 the 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 applies. If the list price is higher than $15.00, then a maximum of $15.00 applies. The example below uses a lens-style SV with a Crizal Coating.
Lab Base List
The SV lens is on the base list at $50.00 per lens. Then the Crizal is $30.00 per lens on the base list.
Base Disc List
Next, both the SV and Crizal are on the Base Disc. list.
SV has a 25% discount, and the Crizal has an override of $20.00 per lens.
Max Fee List
Next, is a Max Fee price list that sets the Crizal at $15.00 per lens.
Price Debug
The price debug indicates the following:
SV lens Base List $50.00 per lens less the 5% discount off the Main price list = $47.50 per lens. Then the Base Disc list 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 the Base Disc overrides 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.
A Base Price List.
A Discount (secondary) Price List, for a specific customer that overrides the Base Price.
A Special Price List, that is either be cumulative with the secondary price list discount or is a discount over and above the secondary discount, depending on the process used. For the examples that follow, we’ll use the price list name "JANUARY SPECIAL."
Remember, the Price List Names (Plan Identifiers) must exist before proceeding with the set up the price list details. (Refer to Menu 3-15-2 as described in the 1st section of this document).
Once the Plan Identifier exists, the next step is to set up the price lists for each Plan Identifier. The controls (or rules) in this table allows the definition of the conditions under which the given price, discount, or override applies. (Menu 3-15-4)
Set up the many price/discount rows for each applicable Plan Identifier (price list name).
The following examples are using Group Name Sets associated with products. Group Name Sets assist in remembering the pricing item so it can be distinguished from other items when the discount is applied later.
Base List
The Base List in the following example has only one name set but allows up to three. Group Name Set A is flagging the product as part of the group name SINGLE VISION. The Base List price is $50.00 per lens.
When defining Bulk Price Lists, the word BULK must put in Group Name Set C on Bulk Base Price Lists as well as any Bulk Discount Price Lists.
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 applies. Also, 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, the Group Name SINGLE VISION is associated with the item on the base price list. So, this entry reflects a 25% discount off of the base price.
The following example allows for a discount of 25%.
Specials Price Lists - January Special
Set up a third price list that applies an additional percentage off within a specific date range. This price list is much like the secondary price list previously set up, but a 10% percentage within a specific date range applies.
The following example allows for a 10% discount for January.
Specials Price List - JAN SPC
Next, add a 4th discount list called JAN SPC, to further reduce the lens by another $10.00 per lens. The price is to be a net price of the lens to be $20.88 per lens.
This time, set up this price list to NOT use the group name Single Vision in the Group to Match of the second page. It is set up as an Add-on to use the style SV and Semi-finished flag and reduce $10 per lens for January.
Now, there are 4 price lists built and must somehow be associated with each other, so the system knows when to use these price lists. The association is described in the next section Assigning Commercial Price Lists.
Assigning Commercial Price Lists
Your lab must be using XML statements to use Commercial Pricing Assignments. (Menu 3-1-13)
Assign the base price list, discount from the main list, any discounts and, or special price lists to a customer, so the system knows which price lists to apply to which customers. (Menu 3-1-13)
There is a custom configuration to set the order in which the price Percent/Max/Override applies. Refer to the Commercial Pricing Custom Configurations document for details. Add-on price lists are always taken into consideration first and then the rest of the secondary price lists. In the examples shown below, the setting is to read Add-on price lists first, then Override, Percentage, and Max Fee in that order.
The assignments above allow the price lists (BASE LIST, Discount from Main List, BASE DISC, and JANUARY SPECIAL) consideration during calculations.
- The Main Pricing List Name is the base price list that accumulates 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 are cumulative and apply to the Main Price List, less any Discount from Main List, for any items where a percentage or dollar discount is in the Secondary Price Lists.
The following are examples using various combinations of assignments to show just how flexible the commercial pricing program can be.
Example 1
The following allows for a Base List price, 5% Discount from the base list, and a 25% Base Discount:
The 5% discount from the Main List and the 25% secondary are not cumulative. The system takes the base list price and reduces it by 5 % and then takes off any secondary discounts. In this case, 25%. (The secondary price lists are cumulative.)
The following shows the Price Debug for our 1st example:
In the Start setting HIPAA codes section, it shows 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, it shows that the Base $50.00 has been reduced by 5% ($2.50) discount off of the Main List, to arrive at $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
The following allows for a Base List price, a 5% Discount from the base list, a 25% Base Discount List, and a 10% January Special. (Only the secondary price lists are cumulative.)
The 5% discount from the Main List and secondary discounts are not cumulative. The system takes 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.)
The following shows the Price Debug for our 2nd example:
In the Start setting HIPAA codes section, it shows a 5% discount from the Base List price of $50.00 per lens, a 25% discount, and a 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 the Main List, to arrive at $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 for this example, add another secondary price list called JAN SPC to further reduce the price by another $10.00 per lens.
The 5% discount from the Main List and secondary discounts are not cumulative. The system takes the base list price and reduces it by 5 % and then takes 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.)
The following shows the Price Debug for the 3rd example:
In the Start setting HIPAA codes section, it shows a 5% discount from the Base List price of $50.00 per lens, a 25% discount, a 10% discount, and then a further $10.00 off per lens bringing the lens price down to $20.88 per lens. Remember, this price list is NOT using the group name Single Vision in the Group to Match of the second page. It is set up as an Add-on to use the style SV and Semi-finished flag and reduce $10 per lens for January.
In the adjustment section, it shows the Base price of $50.00 has been reduced by a 5% ($2.50) discount off the Main List, to arrive at $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 at $20.88 per lens, just as we wanted.
***There are endless possibilities when using the Commercial Pricing module. However, it is essential to take care when doing the price list setup and combining multiple discounts so as not to over or undercharge the customer. ***
To view and, or download these instructions as a PDF file, click on the following document image.
There is a custom configuration to set the order in which the price Percent/Max/Override applies. Refer to the Commercial Pricing Custom Configurations document for details. Add-on price lists are always taken into consideration first and then the rest of the secondary price lists. In the examples shown below, the setting is to read Add-on price lists first, then Override, Percentage, and Max Fee in that order.
