Discounting Orders Based on Inventory Monitoring

  • Browser
  • CRM Desktop (Windows)
  • iPad

Order discounts can be granted on products placed in high-visibility areas of the store. This encourages pharmacies to respect product visibility recommendations by displaying products accordingly. If designated products are correctly placed in the store, users can include discounts on the next order placed.

For example, Sarah Jones creates an order. The most recent store check is already captured as an Inventory Monitoring record. As she negotiates the order, she initiates additional discounts based on the last good store check criteria.

Configuring Order Discounts Based on Inventory Monitoring

Prerequisites

To configure this feature:

  1. Grant admins the following permissions:

    Object OLS Record Types Fields FLS
    Pricing_Subrule_vod

     

    		 n/a

     

     

    		 n/a

     

     

    Inventory_Monitoring_Line_Field_vod

    		 Edit

    Inventory_Monitoring_Field_Value_vod

    Edit

  2. Grant end users the following permissions:

    Object OLS Record Types Fields FLS
    Inventory_Monitoring_Line_vod n/a n/a Line_Rank_vod Edit

    Inventory_Monitoring_vod

    n/a

    n/a

    Override_Lock_vod

    Read
    Related_Order_vod Edit

    Pricing_Subrule_vod

    n/a

    n/a

    Inventory_Monitoring_Line_Field_vod

    Edit

    Inventory_Monitoring_Field_Value_vod

    Edit

    Order

    n/a

    n/a

    Last_Inventory_Monitoring_vod

    Edit

In addition, administrators must perform the following steps:

  1. Ensure the Disable_Rebate_Mixing_vod Veeva Setting is disabled.
  2. Place the Inventory_Monitoring_Line_Field_vod and Inventory_Monitoring_Field_Value_vod fields on the Pricing_Subrule_vod object on the appropriate page layout.
  3. Place the Last_Inventory_Monitoring_vod field on the Order object on the appropriate page layout.
  4. Enter the IM Types to be read by the pricing engine in the Last Inventory Monitoring Type Veeva Setting. If multiple IM Types are entered, they must be separated by a semi-colon. The IM Type must match the IM Record Type name. Only the types listed in the Veeva Setting are parsed by the pricing engine.

Using Order Discounts Based on Inventory Monitoring

To use this feature:

  1. Create Chain Pricing Rules of type Discount, Brand, or Product Group.
  2. Select the appropriate AND or OR operator to define how the sub rules should be used to satisfy the conditions.
  3. Populate the rule description to show an indication to the user the rule was triggered.
  4. Create the appropriate sub rules used to define the Inventory Monitoring product and related validity criteria. All the sub rules must contain the same Comparison Type Inventory Monitoring.

    Only products with type Order_vod and with the IM flag enabled are supported.

    For example, if Cholecap 10mg or Cholecap 20mg are identified as visible in a primary display during Inventory Monitoring, all products in the Cholecap category purchased in the next order earn a discount of 10%. This example is configured as follows:

    Parent RuleSubrule 1Subrule 2
    • Product = Cholecap Category
    • Pricing Rule Type = Product Group Level Discount
    • Comparison Type = Quantity
    • Discount Override = 10%
    • Quantity Min = 1
    • Quantity Max = null
    • Chain = TRUE
    • Operator = OR
    • Comparison Type = Inventory Monitoring
    • Inventory Monitoring Line Field = Primary Display
    • Inventory Monitoring Line Field Value = TRUE
    • Product = Cholecap 10mg
    • Product = Cholecap 20mg
    • Comparison Type = Inventory Monitoring
    • Inventory Monitoring Line Field = Primary Display
    • Inventory Monitoring Line Field Value = TRUE

Pricing logic is re-run if users change a quantity on an Order Line or edit the order after submitting it. If discounts driven by store check results are included in the order, the ID of the last Inventory Monitoring record used to trigger pricing rules for the order is stamped on it and cannot be changed.

Users can submit or sign an Order with related IM discounts only if the related IM record has been submitted.

Admins can define a report to review orders that have related Inventory Monitoring records stamped.

Considerations