Trading simulator - Price tables
In this tab we will find the different options that we will have to configure the installation in the commercial simulator, from the types of electrical connections available, types of structures or roof materials, as well as how these configurations will affect the price of the offer. All of these settings will be available for each type of opportunity.
Previous concepts:
Where can I find this option? → Settings → Trading simulator → price tables
1) Pre-configure price tables
As a first step, we must upload to the platform the price table that we want to use in each type of opportunity and for each type of electrical connection (single-phase/three-phase). To this price table we must previously add the products referring to the type of structure (coplanar and inclined) and type of roof material (Sandwich, metal, fiber cement, others) in the products section of the price table, these products we must create them in the products section of the platform with their corresponding prices, whether by fixed price or price by power, so that we can later add them to the price table and when the salesperson selects each type of structure and material, they are added to the price total corresponding prices.
Remember that products of structure type and roof material type must be added and kept "off" in the price table.
2) Price settings in the trading simulator
The price tables may be different for each type of opportunity if we wish, and within a specific type of opportunity (residential, commercial), we can choose a different price table for the different types of electrical connection, single-phase or three-phase.
To start configuring our price tables, we first select the type of opportunity for which we are going to make this configuration
Next we will select the type of electrical connection and finally the price table that we have previously uploaded and adapted. Once we have selected the above, the structure type section appears below on the left and the type of roof material on the right so we can configure them.
In both sections we must add the products that we have created previously, in type of coplanar and inclined structure and in type of material we choose the corresponding one for each one as shown below:
In these selectors, only those products that we previously added to the price table in the products section will appear. If you do not see the product you want to add in the selector, you must change the configuration of the price table that you are using to this case.
Finally, all those elements that we do not leave configured, for example, not entering a price table for a type of electrical connection, or a type of structure or material without a product, this option will not appear in the commercial simulator.
In case we want to add the option to select the type of structure or material, but without affecting the price , we must enter a product with 0 cost so that this option can appear.
The changes we have made are saved automatically, we can go to the simulator, refresh the page and we will see the new configuration we have made reflected. Following these steps we will have configured the prices of our commercial simulator.
Related Posts
Related Articles
Commercial Simulator - General Settings
In this article we will explain the first tab found within the configuration section of the commercial simulator "General Configuration", its functionalities and the configuration possibilities that we have from here. The commercial simulator must be ...Commercial simulator - Taxes
In this article we will see how to configure different types of taxes in the commercial simulator than those that we have configured in the price table. In some cases, depending on the client or installation parameters, it may be that our end client ...Trading Simulator - Dynamic Fields
In this article we will explain how to configure the dynamic fields for the commercial simulator and, once configured, as can be seen on the platform and more specifically within the opportunity, the data that we have filled in said fields. Through ...Commercial Simulator - Custom Sections
In this article we will explain the custom sections tab that we have on the platform in the configuration of the commercial simulator, what it is for, how it is configured and what its display would be like once it is already configured. Where can I ...What is the commercial simulator?
The commercial simulator is a tool designed and aimed at the sales team to capture leads quickly and easily in just a few steps. With this tool, your agents will be able to go door to door generating on-site offers with the potential client, so they ...