Introduction
Price code rules refer to a set of predefined guidelines or conditions that dictate how prices are determined for products or services within a business or organization. These rules are typically established to ensure consistency, accuracy, and fairness in pricing practices.
BizGaze’s “Price Code Rule” app enables you to define and manage rules for pricing based on conditions such as customer category and the associated price code. By setting these criteria, the app automatically applies the appropriate price code to ensure accurate and consistent pricing for customers based on their category or assigned price code.
Stage Workflow
| Active | The Price Code rule created is in active stage |
| Inactive | The Price Code rule is awaiting approval |
| Deleted | The Price Code rule is either deleted or no longer available |
Portlets & Widgets
In the layout view, a Portlet accurately represents each functionality, and its corresponding data is precisely viewed as a Widget. The following section includes the default portlets and widgets of the Price Code Rules App.
Details
This widget contains Price Code Rule details like Price Code rule name, Line of Business segment, Company name, Branch name and Rule Tag details
| Field name | Description |
| Rule Name | Name of the Price Code rule will be displayed. Rule name refers to the specific name or label given to a Price Code rule. It represents the name assigned to the rule for identification and categorization purposes |
| Price Code | The price code name will be displayed. The price Code name is the descriptive label or title given to a particular price code. Identifying code pricing categories can help businesses and employees understand pricing rules. |
| Advance Price Code | An advance price code is a specific type of price code that allows for more complex and dynamic pricing strategies |
| LoB | LoB name will be reflected like to which Line of Business segment the price code rule applies |
| Priority | Priority of the Price Code rule is displayed like Low, Medium or High. Priority represents the order or ranking assigned to Price Code rules when multiple rules are applicable to a transaction |
| Company | Name of the company to which the Price Code rule applies |
| Branch | Branch name to which the Price Code rule applies |
Rule Tag Details
Price Code rules can also be implemented for customers based on their Line of Business tags.
Included Tags
Included tag details will be displayed like for which tag customer will be included in the Price Code Rule
Excluded Tags
Excluded tag details will be displayed like for which tag customer will be excluded in the Price Code Rule
Included Contacts
This widget contains the contacts that are included based on the customer Tags. Particular tags can be selected to apply the Price Code rule so that the customers will get included with respect to the tag included.
| Field name | Description |
| Contact Name | The system displays the contact name included based on their tags. |
| CIN | CIN number of the Included contact of the Price Code rule is displayed. CIN is the Corporate Identification number allotted to all registered companies under ROC. |
Excluded Contacts
Particular tags can be selected to revoke the Price Code rule so that the customers will not get included with respect to the tag excluded
| Field name | Description |
| Contact Name | The system displays the contact name that is excluded from the Price Code Rule |
| CIN | CIN number of the excluded contact is displayed. CIN is the Corporate Identification number allotted to all registered companies under ROC. |
Activity Log provide users with essential information, notifications, and real-time updates to keep them engaged and informed about key activities in apps related to updates, notifications, and stage changes.
| Field name | Description |
| Comments | User can write short notes or comments about the Price Code Rules |
| Audit | |
| Created Date | Date when the Price Code Rules is created |
| Created By | Name of the person who created the Price Code Rules |
| Last updated date | Last stage changed of the Price Code Rules |
| Last Updated By | Name of the person who last updated the stage |
| Status | Displays the current status of the Price Code Rules |
| Time-Line | This widget tracks all the activities within the app. |
Reports
A report is a document that presents information in an organized format for a specific audience and purpose. Although summaries of reports may be delivered orally, complete reports are almost always in the form of written documents.
- Price Code Rules Masters