SBW For Windows TM. Version Advanced Quoter Guide Module 7.2: Pricing

Transcription

1 SBW For Windows TM Version 12.0 Advanced Quoter Guide Module 7.2: Pricing Updated June 2005

2 SBW for Windows 12.0 Page 2 of 7 June 2005 Copyright 2004 Hewlett-Packard Development Company, L.P. The information contained herein is subject to change without notice. The only warranties for HP products and services are set forth in the express warranty statements accompanying such products and services. Nothing herein should be construed as constituting an additional warranty. HP shall not be liable for technical or editorial errors or omissions contained herein. This is an HP copyrighted work that may not be reproduced without the written permission of HP. You may not use these materials to deliver training to any person outside of your organization without the written permission of HP. Acrobat and PostScript are trademarks of Adobe Systems Incorporated. Microsoft is a U.S. registered trademarks of Microsoft Corporation. Printed in the U.S.A HP SBW For Windows TM Advanced Quoter Guide Module 7.2: Pricing June 2005

3 SBW for Windows 12.0 Page 3 of 7 June 2005 Table of Contents Table of Contents...3 Pricing...4 Module Objectives...4 Pricing a Quote...4 Entering Pricing Specifics...4 Calculating Taxes...5 Adding Price Adjustments to Entire Quote...5 Making Price Adjustments to Line Items...6 Summary...7

4 SBW for Windows 12.0 Page 4 of 7 June 2005 Pricing Module Objectives Upon completion of this module, you will be able to: 1. Price a quote and enter pricing specifics 2. Calculate global tax rate 3. Make price adjustments to the whole quote 4. Make price adjustments to line items Pricing a Quote Pricing a quote with recent (Price Book) prices is necessary to complete a quote. The Price Book you download contains the prices for the products valid for the date of the Price Book download. The information contained in a quote is subject to change without advance notice from Hewlett-Packard. Additionally you will also see the date the quote is valid for, along with the currency and the country. From the Tools menu click Price Quote OR you may go to the main menu bar and select Tools Price Document. The quote spreadsheet displays prices that have been priced from Price Book in black. Prices displayed in blue indicate overrides. Pricing Date is automatically entered when you price the quote. In addition, the Notes field on the lower left corner or the quoter workspace shows the date on which the quote was priced as shown in Figure 1 below. Figure 1: Note field Entering Pricing Specifics To enter pricing specifics in the Pricing window: Step 1: Click View Document Info Pricing. The Pricing dialog box appears.

5 SBW for Windows 12.0 Page 5 of 7 June 2005 Step 2: In the Pricing Parameters section, click Modify. The Price Book Manager dialog box appears. Step 3: Select the price book you want to use, and then click OK. The pricing specifics are updated based on the price book you selected. To add a Purchase Agreement, use the additional buttons in the lower left hand corner of the window as described below: New and Remove: Selecting New will allow you to Select Channel Purchase Agreements if you have not already done so. After selecting a new purchase agreement, you will see the information in the fields shown above these two buttons populated. Selecting Remove will delete the Channel Purchase Agreement. Likewise, when you remove a purchase agreement, you should see the fields show as blank. Add a price adjustment to the whole quote by clicking the New button under the Selected Price Adjustment List. Likewise, you can delete the price adjustment added by clicking Remove, or change the amounts or price adjustment by selecting Modify. Calculating Taxes A tax amount will appear if you have set the default tax rate in the Tools Quoter Preferences Pricing Option tab. You can set the amount by entering a tax percentage directly into the tax field. To set the tax percentage for an individual quote: Step 1: Type the numerical amount for the tax percentage into the Tax field. The new tax rate appears in the Tax field caption. Step 2: The taxes are then calculated for you based on this new tax percentage, and the resulting tax amount appears in the tax field. Note: Entering a tax percentage directly into the tax field on a quote changes the taxes for that quote only. The default tax rate is not changed. To change the default tax rate, you must explicitly change it in the Pricing Options command under the Tools menu. Adding Price Adjustments to Entire Quote To apply a Miscellaneous Charge to all items within the quote: Step 1: On the View menu, click Document Info, then Pricing. Step 2: From the Pricing window, click New under the Selected Price Adjustment List. Step 3: Click the Price Adjustment Description down arrow to display the drop-down list containing all M-charge variables.

6 SBW for Windows 12.0 Page 6 of 7 June 2005 Step 4: Select the M-charge of choice from the drop-down list Step 5: Choose one from each of the following pairs of options. Price Adjustment Method: Amount ($) or Percentage (%) Price Adjustment Type: Charge (+) or Discount (-) Step 6: According to the M-charge selected, select or clear the Discountable option button. Step 7: Type the percentage or amount of the M-charge in the text box, according to the option selected (Amount ($) or Percentage (%)). Step 8: When complete, click OK to return to the Pricing window. Your changes are visible in the Selected Price Adjustment List. Step 9: Click OK in the Pricing window to apply the new adjustment to the quote. The price adjustment is reflected in the price of the quote. The adjustment description does not appear on the screen unless you unhide the column Ext. Price Adjustment Amt., but it does appear when printed. TIP: To remove a price adjustment, select the charge from the Selected Price Adjustment List in the pricing window, and press the Del key. Making Price Adjustments to Line Items You can add, delete, or modify a Miscellaneous Charge on an individual line item or set of line items within the quote using the steps below. Step 1: Select a line with a product. Step 2: From the main menu bar, click View, and then select Line Item Price Adjustment. Step 3: From the window that appears: Click New if you are adding a new MCC. Click Delete if you wish to delete an MCC already added Click Modify if you wish to change the amount or M-charge. Step 4: If you selected New, a window will appear. Under Price Adjustment Description, select an M-charge from the drop-down window. Step 5: Then, choose one from each of the following pairs of options. Price Adjustment Method: Amount ($) or Percentage (%) Price Adjustment Type: Charge (+) or Discount (-) Step 6: According to the M-charge selected, select or clear the Discountable option button, if it applies. Step 7: Type the percentage or amount of the M-charge in the text box, according to the option selected (Amount ($) or Percentage (%)).

7 SBW for Windows 12.0 Page 7 of 7 June 2005 Step 8: When complete, click OK to return to the Pricing window. Your changes are visible in the Selected Price Adjustment List. Step 9: Click OK in the Line-Item Pricing Adjustments window to apply the new adjustment to the selected line item(s). Summary The price adjustment is reflected in the price of the quote. After adding a price adjustment, the Selected Price Adjustment List in the Line Item Pricing Adjustments window reflects the M-Charge. In this module, you have learned the following tasks: 1. How to price a quote and enter pricing specifics 2. How to calculate taxes 3. How to make price adjustments to the whole quote 4. How to make price adjustments to line items