The pricing process is controlled by its own module, the output of which can be the price or coefficient for a gradual purchase.
The pricing process is controlled by its own module, the output of which can be the price or coefficient for a gradual purchase. The pricing takes place through the so-called Request, which summarizes the input information, then goes through the individual steps leading to the creation of the pricing and subsequently also a bid. At the same time, this module covers the area of creation of documents for purchase, i.e. Envelopes and tranches for gradual purchase.
Input information is centralized in the Evaluated Subject module, which contains the subject's master data, the points of delivery for pricing, and subsequently also the load profile (consumption, invoicing) that the customer provided with the master data. During the registration of the evaluated subject, the preparation of the plan is conducted in the sense of creating predicted load profiles for the necessary period. Prediction is done by shifting the load profile over time, the application of holidays and weekends. The load profiles created this way are ready for pricing.
The Request arises during the pricing process, which ensures the passage and acceptance of the purchase price across different departments. This process is controlled by Workflow, which sorts and gradually delegates the responsible persons to, for example, approval of margins, coefficients, etc. The output of the request is the approval of the acceptance of the pricing.
The output of the Request for pricing are different pricing variants in accordance with input parameters, e.g. length of bid, product, etc. These outputs — different types of pricing — can then be used to create bids. The acceptance process of pricing takes the whole process to the stage of securing the pricing by purchasing.
Bids are documents that are generated directly from the system with the addition of basic customer data and the possibility of individual intervention of the business manager (e.g. creation of contractual terms). Each bid is supplemented by CI of the company. There are two types of bids, indicative and binding. After accepting the bid, it is then moved to the documents for purchase.
The Security module defines the options and products that will cover the bid. After acceptance of the bid, the "evaluated subject" will end up in the so-called Envelope. The Envelope has a basic function, where it contains all the documents for the purchase. Envelope types can be according to the type of offer (unit price, tranches, repurchases/redemptions).
Tranches are dividing the accepted bid into several purchases with the definition of the counterparty. Envelopes/tranches are therefore purchase plans, documents for traders.
Thanks to the wide range of pricing options, the possibility of configuring purchasing products or products for business partners is also available. This separate module allows you to specify different parameters and formulas/modeling of purchase and sales products.
