Understanding Customer Pricing

Transcription

1 Activant Prophet 21 Understanding Customer Pricing Sales Pricing suite: course 1 of 2

2 This class is designed for Prophet 21 users who are responsible for setting up the sales pricing for customers

3 Objectives Set up the system to use sales pricing Identify and assign sales pricing methods Create a Sales Pricing Library

4 This course will NOT cover Purchase Pricing Order Entry Customer Maintenance

5 What Is Sales Pricing? Sales Pricing is the price you charge your customers for an item

6 Editing Sales Pricing Edit Unit Price or Extended Price on Items tab

7 Editing Sales Pricing Edit Profit on Costs tab

8 Editing Sales Pricing Edit Calculation Value, Net List Price or Extended Price on Prices Tab

9 Editing Sales Pricing Edit profit percent or change order cost basis

10 Sales Pricing Let s Get Started!

11 Company Options Company Maintenance Sales Pricing tab Sales Pricing Page Type Search Order

12 Default Pricing

13 Available for Pricing

14 Zero Pricing

15 Available Pricing Types Setup Band > System Setup > System Menu > Company Maintenance > Sales Pricing Page Type Search Order The system looks at this order precedence when the Library Type is set to First Of.

16 Basic Pricing Uses same multiplier and source for all items Added in Customer Maintenance No variables

17 Customer Setup

18 Pricing Method Our choices are Manual, Multiplier or Pricing Libraries

19 Source Price

20 Source Price Price 1 to 10 Supplier List Price Primary Supplier Cost Standard Cost Average Cost Last Received PO Cost Next Due In PO Cost Other Cost

21 Price 1-10

22 Column Pricing Amount of business that is done with you Price 1- Over $100,000 in sales Price 2- Under $100,000 in sales Type of Customer Price 1-Industrial Price 2- Commercial Price 3- Retail

23 Item Record Supplier Detail Tab

24 Item Record Location Cost Tab

25 Multiplier Multiplier against the Source Price chosen

26 Basic Pricing is used when: 1. The same source and multiplier is used for all items purchased 2. Customer uses Contracts 3. Libraries are required

27 Sales Pricing Libraries Used if items for a customer are NOT priced alike Used if you offer discounts based on scenarios such as how many pieces you sell, or the dollar value you sell of an item

28 Customer Uses Libraries

29 Sales Pricing Libraries Created in the Orders Band > Order Entry Module > Maintenance > Sales Pricing Maintenance

30 Sales Pricing Libraries Holds the Books and Pages Assigned to customers Industrial Commercial Retail

31 Sales Pricing Libraries

32 Sales Pricing Book Holds the Pages Used as an Organizer within Libraries Assigned to Libraries Bolts Wire

33 Sales Pricing Page Holds the instructions for how to price an item Assigned to Books No Discount if under 100 pieces are bought 20% discount if over 100 pieces are bought

34 Library Status Active Inactive Deleted

35 Library Types First Of System will search for the first page it finds Search order is based on the order of the books within the library and on the Sales Pricing Page Type Search Order tab in Company Maintenance Lowest Of System will search for the lowest price

36 Library Types Highest Of System will search for the highest price Newest Of System will search for the newest price by Effective Date Oldest Of System will search for the oldest price

37 Library Types Multiplier No pages are used The system will use the price and multiplier defined in Price Library Maintenance

38 Sales Pricing Libraries When using pricing types other than First Of, the system returns only one page per price type The system only reviews the page with the most recent effective date, regardless of the type set on the library It is important not to have duplicate pages that use the same price type

39 Libraries, Books and Pages Create the Library Create the Book Create the pages Add the Library to the Customer Record Test in Sales Pricing Inquiry

40 Lets get Started!

41 Sales Pricing Books

42 Sales Pricing Books

43 Pricing Page

44 Sales Pricing Page

45 Costs Tab

46 PO Cost Multiplier Tab

47 Values Tab Breaks are Exclusive

48 Sales Pricing Page

49 Price Types Item Supplier / Discount Group Supplier / Product Group Supplier / Manufacturing Class Supplier Discount Group Product Group Customer Part Number Price Family Supplier / Price Family

50 Discount Groups & Product Groups

51 Sales Discount Groups

52 Discount & Product Groups - Used to group items that are priced alike - Used in Sales Pricing Libraries

53 Sales Pricing Pages

54 Sales Pricing Pages You can create pricing pages for items that are a special price for a specified period of time.

55 Pricing Methods 1. Source 2. Price 3. None

56 Pricing Methods Source When Source is the pricing method you need to select a source from the drop down.

57 Pricing Methods Indicate actual Price NOTE! If there are any price changes, you will have to manually go through each pricing page and change the price or use Sales Pricing Page Fast Edit.

58 Pricing Methods None Price is manually entered at the time of sale Use if you have group of items you want order takers to price

59 Totaling Method & Totaling Basis

60 Totaling Methods Item Totaled independently from all other items on the order Supplier Combined with all other items on the order that share the same primary supplier Discount Group Combined with all other items on the order that are in the same discount group Product Group Combined with items in the same product group Order Combined with all other items on the order

61 Totaling Methods Major Group Combined with all other items on the order that are in the same Major Group Used to combine Pricing Pages

62 Totaling Basis What is accumulated to achieve a discount?

63 Totaling Basis Determines the basis for totaling amounts on customer orders Can be set to any of the enabled source prices

64 Totaling Basis Price 1 10 Average Cost Last Received PO Cost Next Due in PO Cost Primary Supplier Cost Standard Cost Can also be set to Sales Unit, Weight, Piece or UOM

65 Values Tab - Breaks Breaks are exclusive!

66 Sales Pricing Page

67 Values Tab

68 Putting it All Together Click and drag! Books into the Library Pages into the Books

69 Libraries/Books/Pages Customers can be assigned to multiple libraries Library is assigned in Customer Maintenance Libraries can be assigned multiple books Libraries can share books Pages can be assigned to multiple Books Books can share pages

70 Book -> Library Click and drag a Book into the Library.

71 Pages -> Books Click and drag Pages into Books.

72 Deleting Associations This does not delete the Book or Page. It only deletes the association. RMB on the Book or Page.

73 Assign Library to Customer

74 Assigning Multiple Libraries Click RMB to Insert. Add or Delete a Library. NOTE! Order is important!

75 Check the Setup Orders Band Order Entry Inquire Sales Pricing Inquiry

76 Sales Pricing Inquiry

77 Plan of Action Organize and group customers by the way they are priced Organize and group items according to their pricing structure How can they be linked together? Sales discount groups Product groups Supplier

78 Plan of Action Create Sales Pricing Libraries if necessary Assign Pricing Methods in Customer Maintenance

79 Summary Set up the system to use sales pricing Identify and assign sales pricing to customers Create a Sales Pricing Library

80 For More Information Prophet 21 Help Files Visit Activant on the web: View other Educational Services training offerings Browse Documentation Search the Solutions database Submit a Support case Contact pss@activant.com Schedule some one-on-one time with an application consultant to work directly with you on your own system

81 Sales Pricing Suite Customizing your Sales Pricing Libraries Use Sales Pricing Libraries to accommodate a variety of Sales Pricing scenarios Determine when a Sales Pricing Library is needed