PRICING By: Steve Moeller & Ron Stogsdill, Sr.. Menu 5.3 (Old) Menu 5.3 Customer Discounts Column A is for Product Class and Category - allows only one.

Slides:



Advertisements
Similar presentations
ProgressBook User Start-Up
Advertisements

Auto Quick-Buy. Overview: Based upon the use of system flags, a complete ordering process will be automated as follows: sales order lines automatically.
Database Basics. What is Access? Database management system Computer-based equivalent of a manual database Makes it easy to organize and update information.
Introduction to Microsoft Access
What is New in Inventory & Purchasing? Presented by: Derek Kratz.
Created 09/01/2006 Revised SPS Technology Department 1 Introduction to Microsoft Excel 2010.
Microsoft Office XP Microsoft Excel
Tools & Processes for Managing Price Updates in Global Edge Presented by: Derek Kratz.
Introduction to Microsoft Excel 2010 Chapter Extension 3.
Polycom Quotes on Demand Tool Partner User Guide Version 1.1
Time and Expense Entry.  Weekly Timesheet ◦ Time Entry  Expense Report ◦ Types of Expense ◦ Expense Report Screen ◦ Expense Entry  Team Leader Approval.
 Copyright I/O International, 2013 Visit us at: A Feature Within from Vendor Payment Terms User Friendly Maintenance 
MICROSOFT OFFICE ACCESS 2007.
McGraw-Hill/Irwin © The McGraw-Hill Companies, All Rights Reserved Creating Gantt Charts With Microsoft Project Technology Plug-In T12.
6 th Annual Focus Users’ Conference 6 th Annual Focus Users’ Conference Accounts Receivable Presented by: Robert Myers Presented by: Robert Myers.
10 March Setup Users. 10 March Setup Users Window Allows you to perform several user tasks –Enroll users –Enable/disable users –Set user access.
Entering Sales Information Lesson 6. 2 Lesson objectives  To learn about the different formats available for sales forms  To save sales and purchase.
BSC Food Distribution 8181 NW 36 Street, Suite 14-D Doral, FL Phone: Fax:
Advanced Tables Lesson 9. Objectives Creating a Custom Table When a table template doesn’t suit your needs, you can create a custom table in Design view.
A detailed guide on how to set or change the prices of your storefront. Please Note: Storefronts are compatible with all browsers, however, for optimal.
© 2002 Railinc. All rights reserved. 1 Copyright © 2005 All rights reserved. Customized Parameter Trace.
Google Training By: Amy Shannon and Dave Auwerda.
Entering Sales Information Lesson 6. 2 Lesson objectives  To learn about the different formats available for sales forms  To save sales and purchase.
Gadgets & More…. “Date Range” Gadgets Allows you to choose a specific date, before or after a date or a range of dates using the Workflows calendar.
Chapter 10: Working with Large Data Spreadsheet-Based Decision Support Systems Prof. Name Position (123) University Name.
User Group Meeting Dashboard Features Products Customers Vendors Quick Find Menu/Search Shortcuts Popups Key Performance Indicators Tasks.
MENU 5 PRICING By: Steve Moeller & Ron Stogsdill, Sr.
Key Applications Module Lesson 16 — Excel Essentials Computer Literacy BASICS.
eOrders inventory ordering software! Introduction Use easy functions, letting you order products that you need automatically. Use easy functions, letting.
 Starting Excel 2003  Using Help  Workbook Management  Cursor Management  Manipulating Data  Using Formulae and Functions  Formatting Spreadsheet.
XP New Perspectives on Microsoft Excel 2002 Tutorial 1 1 Microsoft Excel 2002 Tutorial 1 – Using Excel To Manage Financial Data.
IC 3 BASICS, Internet and Computing Core Certification Key Applications Lesson 10 Creating and Formatting an Excel Worksheet.
Using Office Backstage Using Office Backstage Lesson 3 © 2014, John Wiley & Sons, Inc.Microsoft Official Academic Course, Microsoft Word Microsoft.
CREATING TEMPLATES CREATING CUSTOM CHARACTERS IMPORTING BATCH DATA SAVING DATA & TEMPLATES CREATING SERIES DATA PRINTING THE DATA.
Pieces of the Puzzle: Costing, Pricing and Contracts Presented by: Rachel Johnsen The Systems House 06/13/11.
Computer Literacy BASICS: A Comprehensive Guide to IC 3, 5 th Edition Lesson 23 Getting Started with Access Essentials 1 Morrison / Wells / Ruffolo.
IC 3 BASICS, Internet and Computing Core Certification Key Applications Lesson 11 Organizing the Worksheet.
Page 1 Non-Payroll Cost Transfer Enhancements Last update January 24, 2008 What are the some of the new enhancements of the Non-Payroll Cost Transfer?
Microsoft Access 2000 Presentation 1 The Basics of Access.
GISMO/GEBndPlan Overview Geographic Information System Mapping Object.
V Slide 1V 1.0Slide 1 FMP/Sales & Stock FMP – Sales & Stock Account Clerk School Principal 1. Set Up 2. Maintenance 3. Pre-Year End 4. Year End.
Online Catalog Tutorial. Introduction Welcome to the Online Catalog Tutorial. This is the place to find answers to all of your online shopping questions.
To Do List Pricing Manager & lockdowns Eliminate price pointers (5.22) Eliminate discounts (5.27) Eliminate fixed customer contracts Establish EDLP programs.
Chapter 3 Automating Your Work. It is frustrating when you have to type the same passage of text repeatedly. For example your name and address. Word includes.
PRESENTATION SUPPLY CHAIN MANAGEMENT - SUPPLY CHAIN MANAGEMENT - June 2015.
Inventory Management The goal of effective inventory management is to “meet or exceed your customers’ expectations of product availability with the amount.
PestPac Software. Leads The Leads Module allows you to track all of your pending sales for your company from the first contact to the close. By the end.
Microsoft Office 2013 Try It! Chapter 4 Storing Data in Access.
Warranty – Online Tag This great new feature allows Warranty Tags to be created in Order Entry accessing JEN. This is the first phase in a 3-part project.
Chapter 10: Working with Large Data Spreadsheet-Based Decision Support Systems Prof. Name Position (123) University Name.
1 Week # 4 Introduction to PDM PDM is a workbench environment that lets programmers and system operators navigate the three levels of the AS/400’s object-based.
1 Receiving Inventory from Purchase Orders. 2 RentalMan: Purchasing Operations Menu There are two ways to enter into the Receipts Menu to received items.
Purchase Orders Notes:.
Access Queries and Forms. Adding a New Field  To insert a field after you have saved your table, open Access, and open the table  It is easier to add.
1 Equipment Search. 2 Equipment Inquiry There are multiple ways to search the equipment rental file. Searches can be done on: Serialized Equipment And/Or.
For Datatel and other applications Presented by Cheryl Sullivan.
1 Logging into the new PCard (PaymentNet) System: PAYMENTNET * Introduction * May use IE 8.0 or greater or Firefox * Do not.
Login Screen The login screen provides you with a dashboard view of activities that need attention. Let’s start by creating a product by clicking the ‘Products’
PCard Training Logging into the new PCard (PaymentNet) System: * Introduction * May use IE 8.0 or greater or Firefox * Do not.
NEWCNT Import/load option
Microsoft Excel This class is “HANDS-ON” you will need to open up an excel spreadsheet and do examples as you go along. Students will be able to follow.
Standard Operating Procedure
SUBMITTING A PAYMENT REQUEST FORM
Multi-host Internet Access Portal (MIAP) Enhancement Guide
Zortec Accounts Payable Beginner Basics.
Word offers a number of features to help you streamline the formatting of documents. In this chapter, you will learn how to use predesigned building blocks.
Click on Order Tab..
By: Steve Moeller & Ron Stogsdill, Sr.
Key Applications Module Lesson 16 — Excel Essentials
Presentation transcript:

PRICING By: Steve Moeller & Ron Stogsdill, Sr.

Menu 5.3 (Old) Menu 5.3 Customer Discounts Column A is for Product Class and Category - allows only one entry per row in column A, B (product) or C (vendor), along with setting up column D (price pointer) & column E (discount/markup percentage) Example of ALL Customer option in Menu-5.3, showing a discount on all vendor 600 items of ????: CUSTOMER: ALL CO: ALL CATEG B. PRODUCT C. VEND DESCRIPTION D.POINT E. DISC% GOODMAN MFG Pricing hierarchy - a contract in 5.2 takes precedent over 5.3, individual customer pricing takes precedent over "all" customer pricing.

MENU 5.33 (New) This menu will eventually replace menu 5.3 and will allow many, many, more options. Because of the wide variety of options it is difficult to explain without running some tests in your stores. We will first explain how the system currently works for customer discounts and pricing, and then explain how the new system works. After that we will list all of the options available when entering your information and follow that up with Some examples. Current system Hierarchy: 1. Individual contracts entered in 5.2 – if finds something uses this price, if not moves on to … 2. Program contracts entered in 5.2 – if finds something uses this price, if not moves on to … 3. Searches 5.3 in order by row and finds the first occurrence of the item and then uses that scenario. This price is then compared to the buckets shown in stock status and the lower of the two is displayed. **Note – it is possible to rearrange rows in 5.3 to alter which price is selected.

New system - Hierarchy for customer pricing Menu 5.33 Individual contracts entered in 5.2 – if finds something uses this price, if not moves on to … Program contracts entered in 5.2 – if finds something uses this price, if not moves on to … Searches all of 5.33 to find the absolute lowest price and uses that scenario. If nothing is entered in 5.33 then it goes back to old menu 5.3 hierarchy (as explained above). **Note – Future plans include discontinuing menu 5.3. (It will be replaced by 5.33) MENU 5.33 (New)

Menu 5.33 (New) Product Master Maint. also has a new field (#21-Menu 5.33) If you enter a ‘Y’ in this field, it will use the pricing from Menu 5.33 (all customer) no matter what, even if it’s higher than the normal each price, for that item.

When in OE the buckets that are displayed are based on the above sequence of events. On the OE screen on the lower left hand side you may see a small bucket with a code in it such as C1, C2, P1, or P2. This code is for development use and tells the programmers where the bucket pricing came from. The following is for reference for the codes: C1 – Customer, ProductP1 – Program, Product C2 – Customer, Category P2 – Program, Category C3 – Customer, Class P3 – Program, Class C4 – Customer, Type P4 – Program, Type C5 – Customer, Vendor P5 – Program, Vendor Stock status will also display the menu 5.33 (all customer) price in the far left each bucket. MENU 5.33 (New)

To use menu 5.33: C/P – Enter a ‘C’ for customer or a ‘P’ for program. Option ‘C’ – After entering a ‘C’ you will be prompted for the customer code. Enter the customer code Option ‘P’ – After entering a ‘P’ you will be prompted to enter the program name. Enter a name you have selected for this program. Each program can have multiple products in it and will only be effective if the name of the program is listed in Customer Contract Number Maintenance found in menu screen 1 menu 7. (Similar to contracts in Menu 5.2)

PVCTG – Enter one of the following depending on what you are trying to do P – Enter ‘P’ if you are setting pricing or discounts for a specific product. Then enter the specific product number you are setting up. (Can use ‘L’ for lookup) V – Enter ‘V’ if you are setting pricing or discounts for a specific vendor. Then enter the specific vendor you are trying to set up. (Can use ‘V’ for lookup) C – Enter ‘C’ if you are setting pricing or discounts for a product class. Product classes can be found in Menu Then enter the product class you are setting up. T – Enter ‘T’ if you are setting pricing or discounts for a product type. A list of product types can be found in Menu Then enter the product type you are setting up. G – Enter ‘G’ if you are setting pricing or discounts for a product category. A list of product categories can be found in Menu Then enter the product category you are setting up

DPOINT - Points to a bucket: CPOINT - Points to a cost: 0 = Each Price 0 = Each Price 01 = First bucket -1 = Branch Cost 02 = Second bucket etc = Average Cost 06 = Last bucket -3 = Direct Cost ABC – This is for future development hit and it will default to all

Menu 5.33 (New) Scenario: You want a customer to get a bucket price for his each price and the product is already setup in 5.33 using the "all" customers feature. You cannot use the DPOINT to achieve this. Here is what you do:  Look at your "all" customers for that product.  Take the bucket 1 info from "ALL" and input into the each column for your specific customer  Take the bucket 2 info from "ALL" and input into the bucket 1 column for your specific customer  Take the bucket A info from "ALL" and input into the bucket 2 column for your specific customer  Take the bucket B info from "ALL“ and input into the bucket A column for your specific customer

New Pricing Listings   Menu 5.23 – Customer Discount Listing This new report will list customer number, customer name, Co#, class, product, vendor and customer discount; based on discounts entered in menu 5.3 –Customer discounts. To run, use menu 5.23, select the printer number to print to or ‘FT’ to file transfer, press to print or file transfer the report.   Menu 5.24 – New Pricing Matrix Listing Customer Price Matrix File Listing Column Options: – –1. Each Column – –2. Bucket 1 Column – –3. Bucket 2 Column – –4. Bucket A Column – –5. Bucket B Column – –6. All Columns – this requires File Transferring (FT) on a PC.

Auto Update Costs/Prices from a Spreadsheet Menu 5.9 This program allows you to change or create pricing from a spreadsheet (file or program pricing). This program is VERY specific from the way the spreadsheet is created to where it is saved on the computer.

Here are the specifics to use when creating this spreadsheet: Use Excel to create the file, taking care that the following information is in the specified columns. Do NOT include column headings or extra notes. Column A = Program name (or type 'NONE' (without quotes) in cell A1 if not updating a program) Column B = Product number (Johnstone Stock Number or vendor part number*) Column C = Program price (no $) (leave this column blank if not updating program price) Column D = Expiration date (Must be in the MM/DD/YY format. Leave this column blank if not updating a program.) Column E = Each price (no $) (Leave this column blank if not updating each price.) Column F = Retail (no $) (Leave this column blank if not updating retail price) Column G = Direct cost (no $) (Leave this column blank if not updating direct cost) Column H = Direct Quantity (If left blank it will not change any direct qtys already existing.) Column I = Branch Cost (Leave this column blank if not updating branch cost.) *Must match exactly what is in Product Master field #4, vendor description. Save the file in the C:/pick directory and name it "price.txt" which is a tab delimited file-not an excel file. Make sure you close the spreadsheet before running the program. This program MUST be run from the computer with the “price.txt” file saved on it or it will not work.

Example of the file in Excel, where it is created Example of the file as a text document, after it is saved Suggestion: You may want to begin blocking the Corp. updates for direct cost, each price etc... using Menu so your changes don’t get overwritten.

Menu 5 Enhancements Enhancements to the pricing programs will be discussed during the Upgrade Conference calls with the committee every 8-weeks. If you have any suggestions for an enhancement to this program, please submit a job at: specifying that it is a suggestion for the pricing conference call. During the conference calls, the committee will determine the enhancements to focus on for the coming weeks and everyone will be notified of those enhancements as they are implemented. Here are a couple of enhancements we are currently considering:

Menu 5 Enhancements   Menu ) 1) When using the “P” for product, turn on the “. ” & “.###” feature 2) 2) When using the “A” for all customers and “P” for products a) a)show branch (-1) & direct (-3) costs for that product b) b)after inputting info into columns, have another row below GP% called “sell” showing the selling price based on the info in columns   Enhancements to Menu 5 using 5.33 – –Have these menus use the info from ) 1) 5.2A a) a)Copy Contracts b) b)Delete Contracts c) c)Copy & Delete Contracts 2) 2) 5.17 Price Book For A Customer 3) 3) 5.18 Price Book For A Contract 4) 4) 5.19 Contract Price File Listing 5) 5) 5.21 Contract Prices Below Minimum GP% 6) 6) 5.22 Sales By Contract Number