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Create and change price groups in OJ Setup → Product Setup → Price Groups. Open
How a price group works at the top of the screen for a short explanation, and hover any ⓘ for help on
one field. Full details and examples are in Cost groups and price groups.

What, where, who, when, why

What The create/edit screen for price groups: length and area
rounding, price rounding, and the markup ladder applied when a raw price becomes a sell
price.
Where OJ Setup → Product Setup → Price Groups.
Who Pricing — the markup ladder is a margin policy.
When At setup for each customer class you price differently
(retail vs dealer vs contractor); revisited when margin policy changes.
Why it matters Parts, options and opening-shapes all point at a
price group; the group’s rounding and markups then shape every computed sell price. The
full math with examples is in Cost groups and price
groups.

Working with the screen

  1. Click New to add a group, or select one and click Edit; then Save or Cancel.
  2. A group still used by parts, part families, option choices, glass types, series shapes, coupler/mullion types,
    GL codes or order lines cannot be deleted; the message lists the counts.
Section Field What it does
General Description Name in the Price Group combos. Required and unique.
Price category Selects which customer line discounts apply to items in this group
(see line discounts).
Discountable Ticked: shipping and service charges in this group take the customer discount.
Size rounding Length rounding (mm) Metric parts priced by length:
rounded up to the next multiple of this many mm. For parts priced by area the same value is read as a code:
1 = round each side up to a whole mm / inch, 2 = up to an even one.
Length rounding (in) Imperial parts priced by length, and each side of united-inch prices:
up to the next multiple of this many inches. Whole numbers only.
United-inch rounding (in) Imperial united-inch prices: width + height up to the next multiple
of this many inches. Whole numbers only.
Area rounding Parts priced by area: up to the next multiple (1 = whole, 0.5 = next half).
Min area (sq ft / m²) Parts priced by area: smallest area charged.
Price rounding Price rounding None, Up
($12.37 → $12.40), Down ($12.37 → $12.35) or Closest (half a step or more rounds up).
Runs only where the company preferences for rounding prices, discounted prices or totals are on.
Step The step prices are rounded to, e.g. 0.05. 0 = whole currency units.
Option markups Price markup %, Cost markup % Used by option choices in
this group; when 0, the choice’s own markup is used. Parts take markups from their part family.
Whole numbers for length roundingA fraction below 1 in a length
rounding can make the item calculation never finish, so the screen refuses it. Glass prices by area use no price-group
rounding (glass price matrices keyed by area do). Users already logged in see a change after they log out and back in.

Posted
Updated
Bywebmanager