Program Level: Beginner
This session provides a comprehensive overview of pricing management within BisTrack, focusing on the tools, configurations, and processes used to maintain accurate customer and product pricing. Participants will learn how pricing hierarchies work, how customer-specific and contract pricing are applied, and how to troubleshoot common pricing issues. The session will also cover price lists, discounts, markups, contract pricing, and strategies for ensuring pricing consistency across quotations, orders, and invoices. Attendees will leave with practical knowledge to confidently manage and maintain pricing within their BisTrack environment.
Cost: An additional $300 fee applies to attend this session.
Objectives:
♦ Understand the BisTrack pricing hierarchy and pricing sources
♦ Manage customer-specific pricing, contracts, and special pricing agreements
♦ Configure and maintain price lists, discounts, and markups
♦ Identify and troubleshoot unexpected pricing results
♦ Apply pricing best practices to improve accuracy and operational efficiency
♦ Review reporting and audit tools used to validate pricing changes and exceptions
Audience:
♦ Sales Managers
♦ Purchasing
♦ Buyers
Prerequisites:
♦ General product setup knowledge is helpful but not necessary