How to Enter a Special Pricing Request

This article will walk you through the steps of submitting a Pricing Request which includes: Special Pricing, Promo Pricing and the Move With Us Grant Application.

Submitting a Request for Approval:

Step 1: On the Requests tab, choose the "Pricing" button

Step 2: Choose the pricing type

Step 2A: SPECIAL PRICING 

NOTE: Special Pricing applies to structure items only.

• Select a Project from the drop down by typing the proposal number, project number, or project name. 
  

• Populate Reason for the Request.

• Add your completed 2D Proposal using the “Add Proposal” button or add a catalog structure using the “Add Other Items” button.
  

• Once the Proposal or catalog structure is chosen, a pricing table will appear.

• Adjust the Customer Structure Discount fieldand the Rep Structure Margin fieldaccordingly.

Customer Structure Discount: 

• This field represents the discount that you will extend to your customer on the structure items only. 
• The default is 24.7%, but you can adjust it using the edit icon.
• By choosing the edit icon , you can toggle between dollars or percentage.
  

Option 1 - Percentage: Enter the discount percent off the list price that you would like to extend to your customer for the structure items only. Use the chart on the right hand side of the screen as your guide. 

Option 2 - Dollars: Enter the total dollar amount that you will charge your customer for the structure items only. 

• Choose “Update” after each adjustment to reflect the changes.

Rep Structure Margin: 

• This field represents the desired rep margin for the structure items only.
• The default is 15%, but you can adjust it using the edit iconas needed.
• Choose “Update” after each adjustment to reflect the changes.
• The system will recalculate your firms’ structure discount in the Rep Price column of the table based on the Customer Structure Discount and the Rep Structure Margin requested. Your Basics and Fitness discount will remain unchanged.

  

  
  

  NOTE: When reviewing the Total row at the bottom of the table, please be aware that the totals are calculated with the assumption that you are charging your customer full list price on any "non structure" items (Basics, Fitness, etc.). 

• When the desired discount is reached, choose Yes or No to indicate whether the project is being sold using one of Burke's Cooperative Purchasing Contracts. 

• If Yes; Select the contract from the drop down menu.

• Choose the Submit Button! 

• Your Regional Sales Manager will review the request. Once approved, you will receive an email notification.

Error Messages:

• If the Rep Structure discount falls below your firms’ standard Structure discount based on the Customer Structure Discount and the Rep Structure Margin requested, you will receive an error message.  Adjust the Total Customer Price or Total Rep Margin to proceed.

• If the proposal or catalog structure selected does not contain any Structure items, you will receive an error message and will be unable to submit the request. Special Pricing is granted on structure items only.
  

Step 2B: PROMOTIONAL  PRICING

• Select a Project from the drop down by typing the proposal number, project number, or project name.

• Populate Reason for the Request.

• Select the Promotion type from the drop down.
  

• The Grant Letter Information will auto populate based on the Project Information.
  

• Add your completed 2D Proposal using the “Add Proposal” button or add a catalog structure using the “Add Other Items” button.
  

NOTE: The below fields will appear. There is no need to adjust these fields. They will be adjusted by Burke when the request is reviewed. 

• Choose Yes or No to indicate whether the project is being sold using one of Burke's Cooperative Purchasing Contracts. 

• If Yes; Select the contract from the drop down menu.
  

• Choose the Submit Button!

  

  
  

• Your request will be reviewed by Burke. Once approved, you will receive an email notification.