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Batch Price Update
This screen enables you to update the Buy and/or Sell Price of all, or selected Items and Descriptors. The Batch Price Update process comprises the following Steps
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Create a Price Update Batch enter the selection and update criteria |
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Generate the Lines from the selection criteria |
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Review the lines for the new prices |
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Select, amend, confirm Lines |
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Go back to the Batch Header |
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Update the prices against lines that have been flagged |
List Tab
Display fields
The displayed fields are taken from the Pricing Batch information entered into the ‘Detail’ tab. The selection of which fields to display is at the user’s discretion. To select the fields to display simply ‘right mouse’ in the main panel and select ‘Customize List Fields’. On the displayed panel you can:
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Click on the ‘Show field’ checkbox to display the field |
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Amend the column heading by changing the content of ‘Display Label’ |
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Define the sort sequence of the records by going to the lower panel and dragging the field from ‘Available Fields’ to ‘Sort By’. |
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Click the ‘Save’ Button when done. |
Data Display Options
Field Position - On the List screen you can move the field position by dragging the column heading left or right to the position where you want it to appear.
Filtering and Sorting - If you ‘check’ the checkbox then the displayed data is available for filtering and sorting:
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To sort the data in a selected column simply click on the column heading. Clicking against will sort in descending order. |
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Click on the black ‘down arrow’ to the right of your selected column heading and you can either select a specific entry to display all records containing that entry, or you can select (Custom ) to enter detailed selection criteria. |
Include Updated Status - By default the display will only show Batches that have not been updated. If you wish to see all batches including those that have been updated then ‘check’ this checkbox.
Searching - If you enter some text into the ‘Search’ field and click on the ‘binoculars’ Icon then all records will be interrogated and those records that contain the entered text will be displayed. To revert back to displaying all records click on the ‘Eraser’ Icon
Buttons
Close: This will close the Price Update screen. If you have any unsaved data then you will be asked if you wish to save it before the screen is closed.
Add: This will bring up the ‘Detail’ tab for entry of a new Price Update Batch.
Save: Not applicable to the List panel
Cancel: Not applicable to the List panel
Delete: This only becomes ‘active’ when linked to a Price Update Batch with status ‘In Progress’. In this instance it enables you to delete the selected Batch.
Related: This will bring up a list of functions that are related to Price Update. You may open and maintain information in those screens whilst still remaining in the Price Update screen.
Reports: This will bring up a list of Reports that are related to Price Update. You can immediately run the report whilst still remaining in the Price Update screen.
Detail Tab
This tab enables you to create and maintain a Price Update Batch Header.
Entry and Display fields
Pricing Batch No: This is a unique number automatically allocated by the program. It cannot be amended.
Status: This is the status of the Pricing Batch and is maintained by the program. The displayed variants are:
In Progress - The Pricing Batch is still being worked on
Updated - The Pricing Batch has been ‘Posted’ and the records updated against the included Items
Reference: Enter a brief description of the Pricing Batch. No validation checks will be carried out on this field.
Pricing Date: This is prefilled with the system date. It can be amended at any time up to Posting the Batch by entering the date or by clicking on the drop-down menu and selecting the date.
Selection Criteria
In this section you define what you want to update
Items or Descriptors: Click on the appropriate ‘Radio’ button to select whether this Update batch covers Items or Descriptors.
Update Record Selection: The following selection criteria can be entered to restrict the Items or Descriptors that will appear in the Pricing Update Batch.
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Category: From the drop-down list select the ‘From’ and ‘To’ Category Range. If nothing is selected then all Categories will be assumed. |
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Sub-Category: From the drop-down list select the ‘From’ and ‘To’ Sub-Category Range. If nothing is selected then all Sub-Categories will be assumed. |
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Pricing Group: From the drop-down list select the ‘From’ and ‘To’ Pricing Group Range. If nothing is selected then all Groups will be assumed. |
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Code: This will display a list of Items or Descriptors dependent upon the Radio Button selected above. From the drop-down list select the ‘From’ and ‘To’ Range. If nothing is selected then all will be assumed. |
Update Settings
In this section you define what Prices you want to update
Update Area: Any one of three price areas can be selected for update. These are:
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Update Standard Sell Price |
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Update Standard Buy Price |
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Update Specific Price Level |
Click on the appropriate ‘Radio’ button to select which you are updating. This will define which of the following fields become activated for entry of parameters
Update Standard Buy Price: These parameters are required if the ‘Update Standard Buy Price’ Radio button has been selected
% Change: Specify the required percentage change relative to the price defined in the next field. This can be positive or negative.
Based On: From the drop-down List select the basis against which the Price Update will be applied. The options are:
- Std Sell Price (For Items and Descriptors)
- Std Buy Price (For Items and Descriptors)
- Last Cost (For Items and Descriptors)
- Average Cost (For Items Only)
- Standard Cost (For Items Only)
Round to the Nearest: From the drop-down List select the rounding factor that will be applied to the recalculated Price. The allowable rounding factors are 0.000001, 0.00001, 0.0001, 0.001, 0.01, 0.05, 0.10, 0.25, 0.50, 1.00, 5.00, 10.00, 25.00, 50.00, 100.00
Update Standard Sell Price: These parameters are required if the ‘Update Standard Sell Price’ Radio button has been selected.
% Change: Specify the required percentage change relative to the price defined in the next field. This can be positive or negative.
Based On: From the drop-down List select the basis against which the Price Update will be applied. The options are:
- Std Buy Price (For Items and Descriptors)
- Last Cost (For Items and Descriptors)
- Average Cost (For Items Only)
- Standard Cost (For Items Only)
Round to the Nearest: From the drop-down List select the rounding factor that will be applied to the recalculated Price. The allowable rounding factors are 0.000001, 0.00001, 0.0001, 0.001, 0.01, 0.05, 0.10, 0.25, 0.50, 1.00, 5.00, 10.00, 25.00, 50.00, 100.00
Update Specific Price Level: These parameters are required if the ‘Update Specific Price Level’ Radio button has been selected
Price Level: From the drop-down list select the Pricing Level. Pricing Levels are user-defined in Pricing>Settings>Price Levels and represent the level of pricing offered to (say) Retail, Trade, Wholesale, etc
Based On: From the drop-down list select the basis for the revised pricing. The options are:
Std Sell Price
Std Sell Price + $ Value
Std Sell Price - $ Value
Std Sell Price + % Value
Std Sell Price - % Value
Std Buy Price + $ Value
Std Buy Price - $ Value
Std Buy Price + % Value
Std Buy Price - % Value
Fixed Price $ Value
Last Cost + $ Value
Last Cost - $ Value
Last Cost + % Value
Last Cost - % Value
Std Cost + $ Value
Std Cost - $ Value
Std Cost + % Value
Std Cost - % Value
New Value: Dependant upon what ‘Based On’ Method was selected the value entered here represents the ‘% Value’ or ‘$ Value’ to be applied in the Pricing Update.
Round to the Nearest: From the drop-down List select the rounding factor that will be applied to the recalculated Price. The allowable rounding factors are 0.000001, 0.00001, 0.0001, 0.001, 0.01, 0.05, 0.10, 0.25, 0.50, 1.00, 5.00, 10.00, 25.00, 50.00, 100.00
Insert Price Level if not current in selection: When this checkbox is ‘checked’ then any Items or Descriptors in the Selection Range that do not have a Price level will be given the price Level that is currently being addressed
Update Prices with Changes: Clicking this button will update the relevant price against those records whose ‘Select’ field in the ‘Lines’ tab have been ‘checked’. This will not only update the price but will also update the price history against each record
Notes: Extended Notes for your own information can be attached to this Price Update Batch. Whenever you click on this field an icon will appear in the top-right. By clicking on this Icon you can bring up the Frequently Used Text table. Select the text to be copied and either press the OK Button in that screen or double-click the selected record.
Buttons
Close: This will close the Pricing Update screen. If you have any unsaved data then you will be asked if you wish to save it before the screen is closed.
Add: This will show a blank screen for entry of a new Price Update Batch.
Save: This will save the current data without exiting the screen
Cancel: Any changes made to the current Pricing Update Batch Header record or the last time the ‘Save’ Button was pressed will be lost.
Delete: If the Pricing Update Batch status is ‘Planned’ then it can be deleted at any time. ‘Updated’ batched cannot be deleted.
Related: This will bring up a list of functions that are related to Pricing Update. You may open and maintain information in those screens whilst still remaining in the Pricing Update screen.
Reports: This will bring up a list of Reports that are related to Pricing Update. You can immediately run the report whilst still remaining in the Pricing Update screen.
Lines Tab
This tab enables you to add and maintain Pricing Update lines. The Pricing Update Batch Number and status will be displayed at the top of the panel.
If the Batch Update relates to a Pricing Level then the following two fields are displayed for your information:
Price Level: Display only field showing the Price Level selected in the ‘Detail’ tab
Price Calculation Method: Display only field showing the Method selected in the ‘Detail’ tab
On this screen you can move the field position by dragging the column heading left or right to the position where you want it to appear.
Entry and Display fields
Select: ‘Check’ the checkbox where you want the Price Update to be made. You have the option to click on the ‘Select All Codes’ Button at the bottom of this panel to select all the records. You may also click on the ‘De-select All Codes’ Button at the bottom of this panel to ‘un-select’ all the records
Code: Display only field showing the Item Number or Descriptor reference
Description: Display only field showing the description of the Item or Descriptor. The Last Cost Date will also be appended to this description.
Unit: Display only field showing the Unit of Measure of the Item or Descriptor
Last Cost: Display only field showing the last cost price of the Item or Descriptor
Old Buy Price: Display only field showing the previous Buy Price of the Item or Descriptor
New Buy Price: Field showing the current Buy Price of the Item or Descriptor - can be amended
Value Difference: Display only field showing the difference between the Old Price and the New Price - can be amended prior to update.
% Change: the difference expressed as a percentage.
Buttons
Close: This will close the Price Update screen. If you have any unsaved data then you will be asked if you wish to save it before the screen is closed.
Related: This will bring up a list of functions that are related to Price Updates. You may open and maintain information in those screens whilst still remaining in the Price Update screen.
Reports: This will bring up a list of Reports that are related to Price Updates. You can immediately run the report whilst still remaining in the Price Update screen.