Pricing and sales information is commercial data that is typically used in conjunction with Publisher (Adobe InDesign Integration) and Tables. Commercial data consists of terms, which are complied in terms lists. A term is typically related to a product object and is often a combination of a value and a set of conditions such as Minimum Quantity, Maximum Quantity, Start Date, and End Date.
Commercial data can provide access to information about past sales, current inventory levels, and previous placement of a product in a publication. As a result, products can be assigned to publications based on commercial facts such as sales performance, sales forecast, and margins.
Using commercial data lists to store this type of information has the following advantages over using normal attributes:
- Editing commercial terms for a product does not cause a product to become unapproved.
- Since terms list configurations are tied to individual publications, the same object can have different pricing in different publications simultaneously, reducing the need for numerous pricing attributes.
The most common locations where commercial data values are used are:
- Flatplanner Sticker Book, Basket, Financial Summary, and Financial Report
- Tables that include pricing or other version-specific data
- InDesign pages, when mounting pricing information directly as part of product presentations
Prerequisites
The guide assumes the following:
- Users have a working knowledge of STEP
- Publications have already been created in STEP and have at least one version defined
For more information about publications and versions, refer to the Publisher (Adobe InDesign Integration) documentation here.
Commercial Data Privileges and Actions
The setup and maintenance of commercial data terms lists are controlled by privileges. The following User Actions are available for controlling users' access to commercial data. For more information on user actions and granting privileges, refer to the Privilege Rules section of the System Setup documentation here.
|
Action |
Description |
|---|---|
|
View Commercial Data |
Users can only view commercial data. They cannot make changes. |
|
Delete Commercial List |
Users are able to delete commercial lists. |
|
Create Commercial List |
Users are able to create commercial lists, but they cannot modify data in commercial lists. |
|
Freeze/Thaw commercial list |
This action prevents commercial lists from being updated. |
|
Modify Commercial Data |
Users can modify the individual terms in commercial terms lists Note: This action does not grant access to import data. In order to import commercial terms values, the 'Create Commercial List' action is needed. |
|
Modify Commercial List Name |
Users can provide names for commercial terms lists. |
|
Modify Metadata Value Commercial List |
User can modify metadata attribute values on commercial terms lists. |
|
View Metadata Value for Commercial List |
User can view metadata attribute values on commercial terms lists. |