How to: use Overrides

Price overrides allow you to alter the price of line items, and their related parts. There are 2 ways a user can create a price override in Elmo Anywhere; a Global Override through part maintenance, or a Customer Specific Override in the overrides manager.

Global Overrides

  1. On the left menu, navigate to the Lists -> Pricing -> Part Maintenance
  2. Using the Nags Glass or Nags Hardware Grids find the part you would like to override.
  3. Click Edit or double click the part you would like to create a global override for.
  4. On the Part Window for a NAGS Part you can override the Net Price, forcing the part to always have a specific net price each time it is added to the cart.
  5. For Glass parts the kit price can be overridden; and for Hardware parts a labor price can be added/overridden.
  6. The taxable flag & prompt for description also function like global overrides; allowing the user to force a part to not be taxed, or forcing them to enter a new description for the part at the time of adding it to the cart.

Customer Specific Overrides

  1. On the left menu, navigate to the Lists -> Pricing -> Price Overrides
  2. On this lookup grid you can filter by shops (or leave the filter blank to see all shops)
  3. The Overrides are grouped by customer; allowing the user to click add at the customer level and have that information prefilled in for them.
  4. You can also select all overrides for a customer by clicking the checkbox at the grouping level; or select individual checkboxes on each override. This makes deleting large numbers of overrides much quicker and easier.
  5. Clicking Add Price Override will bring up the editor for an override  
    1. Select a Customer for the override to apply to
    2. The part number lookup is an autocomplete for NAGS Glass Parts (currently only glass parts are supported for overrides)
    3. Start & End Date fields allow you to set the time frame that and override is valid for; an end date is not required meaning an override can go on forever; and override dates can overlap giving the user multiple options to pick from when it comes time to apply.
    4. Close out Existing Overrides will automatically find all overrides that apply to same customer, part, and shop(s) and add a close date 1 day before the new overrides start date. This allows you to end all existing overrides on the date a new one will begin to apply.
    5. The price fields allow the user to set the override values.
    6. The shops field lets you pick the shops the override will apply to; checking the Apply to All Shops box will make the override apply to all shops without the need to update individual overrides if new shops are added later.
    7. Note allows you to leave a notes on how, why, or when to use the override and are displayed on the override popup when adding parts to the cart.

Applying Overrides

  1. When adding a part to the line items list it will be checked for overrides before pricing logic is ran.
  2. A window will popup showing the user all available overrides. Customer Specific & Global in the same window. The notes for customer specific overrides will be displayed in the notes field; while global overrides note will just say “Global Override"
  3. Selecting an override will immediately apply it and lock the corresponding price fields.
  4. Selecting Skip Overrides dismisses the window without applying an override.
  5. To remove an applied override the user can click the lock on the corresponding field to unlock it; the next time the user changes the discount and pricing logic is ran the price will be recomputed. (Hint: to force pricing logic run toggle to another discount and then back to the intended one)
  6. Many parts can be added the cart at once; for example a glass part adds a glass, kit, labor, and needed hardware parts to an order. When this happen a chain of multiple overrides can occur for each part added each in their own popup window.