The terms “pricing plan” and “contract” are interchangeable in DDMSPLUS

EvoX reads live pricing from DDMSPLUS, so only certain price plans need to be added

There are only five reasons to add price plans into EvoX:

1. If any user needs/wants to see contract products in a list on the storefront

2. If any user can only order items that are listed on the price plan (restrict to)

3. If any user is restricted from seeing the items listed on the price plan

4. If any user needs approval for items, except for what’s on the price plan

5. If items are only available for specific accounts (private items in EvoX)

If a customer wants their users to see a list of their contract items when logged in, then that price plan needs to be added to EvoX

This type of price plan is integrated between DDMSPLUS and EvoX

On the left menu, click on Pricing, then click on +New Pricing from the top tabs

From the dropdown menu, choose New DDMS Contract Pricing

On the new page, type in the DDMSPLUS Price Plan (2-digits, case-sensitive)

Choose a Start and End date, and choose Account(s) from Who Is This For?

Click on Assign a new account (from image above) and add the accounts

Each account & department (child account) needing visibility must be added

Search and click on the wanted accounts, then choose Assign Accounts

A list of wanted accounts will be shown -- click Save at the top-right of page

Click back into the saved price plan to see the items and prices associated to it

***It may take up to 3 minutes for the price plan to populate live items and pricing***

***Theses plans are only for seeing a list of items -- pricing is still coming from DDMSPLUS live pricing***

Click on + (plus sign) to the right of Item to view the products in the price plan

The products and prices come through from DDMSPLUS

Currently, accounts and dates must be updated in EvoX – they are NOT integrated

This info comes over from 2 possible places, with 2 different results:

(a) Specialty plan * – can only order contract items but see everything (account level)

Not integrated -- must be updated in DDMSPLUS and EvoX

This is a setting in DDMSPLUS

(b) Locked – can only order AND see contract items (user level)

Set like DDMSPLUS contract pricing (#1 above), so items and prices are integrated

This is a setting in EC+

On Pricing page, click on +New Pricing and choose New EvolutionX Pricing

***This means the rule must be completely maintained within EvoX***

Name it the DDMSPLUS price plan (2-digits, case-sensitive)

Click on Assign a new account (from image above) and add the accounts

On the new page, type in the DDMSPLUS price plan Name (2-digits, case-sensitive)

Choose a Start and End date, and choose Account(s) from Who Is This For?

Click on Assign a new account (from image above) and add the accounts

Each account and department (child account) must be added that needs visibility

Search and click on the wanted accounts, then choose Done Selecting Accounts

A list of wanted accounts will be shown -- click on Save at the top-right of the page

Notice the difference between an integrated and non-integrated price plan below

Integrated price plans automatically begins with “DDMS: Number”

Now items can be added to this price plan – click back into the wanted price plan

Scroll down to the Pricing By section and click on the + (plus sign) to the right of Item

Items can be added manually (+ New Item button) or imported (Import Items link)

If more than a few items are needed, the import option is recommended

Click on Import Items, in the new pop-up window, click Download template

Open the downloaded .csv file and remove the data from row 2

Copy the wanted SKUs in column A (add 3-digit MFG code to front of DDMSPLUS SKU)

Type in your Own Supplier ID in column B (1000) and copy it all the way down the column

Click on Suppliers from the left menu to see the different suppliers (and IDs) available

Copy all the wanted SKUs and paste again in column A, under the first group of SKUs

Type in the 2nd Supplier ID in column B (1001) and copy it down for the 2nd batch of SKUs

Repeat this process for all the suppliers displayed on the Suppliers page

***This ensures all instances of an item are included in the rule***

For the example, column A will have all wanted SKUs copied 3 times

And column B will have 1000, 1001 and 1003 for each copy of SKUs

For columns C-F enter these values in row 2 and copy all the way to bottom of the sheet:

Method (column C): 1 Value (column D): 99.99

Quantity (column E): 1 Delete Record (column F): N

Save the spreadsheet and re-name it something simple for you to find/document

Below is a partial example of what a finished spreadsheet would look like

The price doesn’t matter in the price plan, as EvoX is checking DDMSPLUS live pricing

***If editing an existing price plan to mass-delete SKUs, type Y in column F***

Go back to the price rule and click Import Items again

Choose the file that was just saved and click Import

Scroll to the bottom of the Importing Pricing Items page and click the Import button

Click OK on the Import Received! pop-up to return to the pricing page

After 1-2 minutes the products should appear – refresh the page to see the results

Not all rows will appear as items, since many won’t exist from specific suppliers

For example, the 12 SKUs imported above will exist in at least 12 spots, but maybe only 4 of them are duplicated from other suppliers, meaning 15 items from 36 imported rows

Since items in the contract list are only there to be blocked from purchasing, it’s important to ensure these items do not appear on the storefront like regular contract items

For example, items on these contracts should not have a “Contract” badge or appear if the Display contract items only toggle is enabled

To do this, simply enable the Hide Items From Contract List toggle

Now all items not available for these accounts need to be made un-purchasable

If any price plans are set up like this, then only one New EvolutionX Pricing rule is needed

Set this up for ALL accounts with any restrict-to plan (option (2)(a) – asterisk type)

Set a lower priority than DDMSPLUS price plans, and make it Call for Price

It must cover all items, so Bands will be the easiest route, like example below:

All SP Richards and Essendant products have an “A1” band, so those need band “A1”

Own catalog products need a specialized band to work this way (“A” in example)

This will show all items not in the assigned accounts’ contracts as Call for Price

Any price plans used for this purpose need to be added to EvoX

[As +New Pricing < New DDMS Contract Pricing]

***Be sure to add all child accounts to the price plans as well***

Edit a user with this setting, and enable Restrict view to contract items only toggle

***Users from the original import should already have this toggle enabled***

This info comes over from 2 possible places – one for customers and one for users:

(a) Specialty plan + – can see but cannot buy contract items (account level)

Not integrated -- must be updated in DDMSPLUS and EvoX

This is a setting in DDMSPLUS

(b) Restricted – cannot see contract items (user level)

This type must be created as a new catalog container, not a new price plan

This is a setting in EC+

***This is not currently integrated, so must be updated in DDMSPLUS and EvoX***

Set up a New EvolutionX Pricing the same way done in (2)(a) above

With one very important difference in the item import document:

The Method needs to be “5” -- which is Call for Price

This means listed products will show up on the storefront, but can’t be purchased

Price plans used for this purpose need to be added to EvoX as a catalog container

Go to Catalogs < Catalog Containers and click on + New Catalog Container

Name the catalog “RESTRICT:” with the 2-digit contract code at the end

Assign catalogs the same as the global catalog

Add only the accounts and departments that are restricting the contract

In Exclusion Rules, click Import Items to import the items in the contract

On Pricing page, click on +New Pricing and choose New EvolutionX Pricing

***This means the rule must be completely maintained within EvoX***

Name it the DDMSPLUS price plan (2-digits, case-sensitive)

Click on Assign a new account (from image above) and add the accounts

Each account and department (child account) must be added that needs visibility

Go to Customers < All Users on the left menu and click on a user needing this setup

On the next page, click on Edit, then scroll down to the Approving [User’s] Orders section

Click the Preapprove Contract toggle to enable (green) – click Save

***Users from the original import should already have this toggle enabled***

Note: If any item in a cart is not in the contract, the whole order will need to be approved -- Unlike in DDMSPLUS, EvoX does NOT split the order

Items with this functionality need to be set as Globally Visible: Private Item

This means only accounts with this product in their contracts can view it

Add the contract from DDMS with the item(s) set this way, and add only the accounts that should be able to see the items on the storefront