Goodyear G3 Xpress Sales History

Transcription

1 Goodyear G3 Xpress Sales History MaddenCo Inc. January 2002 Copyright 2002 by MaddenCo, Inc All rights reserved.

2 Table of Contents G3 Xpress Reporting... 3 Wholesale or Retail... 3 Identifying Customers... 4 Product Selections... 5 Transfer File... 6 Create G3 Xpress File... 7 Control File

3 G3 Xpress Reporting The G3 Xpress reporting option allows you to gather sales information for Goodyear into a format specified by Goodyear for the G3 Xpress program. The sales reported to Goodyear for wholesale will be reported in detail listing the invoices and products sold for your G3 Xpress dealers and Associate dealers. The retail sales will be reported in a summary record by store. The data exchange module is required for this function. Wholesale or Retail To begin you must first identify whether your stores are wholesale or retail. The control record G3XRTLYN must be added by store and should contain a value of Y for that store if the store is considered retail. The control record G3XWHLYN must be added by store and should contain a value of Y for that store if that store is considered wholesale. The retail location s nonsig number is taken from the NSIG#999 (where 999 is the store number). It may be possible that your stores are reporting to Goodyear as both retail and wholesale, if so, set up both control records with a value of Y for that store. When reporting the retail sales or Hybrid sales information, the sales will need to be reported under one overall nonsig. This nonsig will be setup in the control record G3XHYBNS. The retail sales will still be summarized by store and reported under that store s dealer nonsig, but this nonsig will be used as the overall nonsig. 3

4 Identifying Customers Next you will need to identify which customers are considered G3 Xpress program customers. To do this we will use one of the customer user flags in the customer master record. The value of the control record G3XCSTUF should be a number from 1-5. This tells us which customer user flag will be used to identify the customer as a G3 Xpress program customer. If you are reporting your sales information under selected Warehouse Distributor nonsig numbers, then this user flag will contain either an A or a G. If this user flag contains a value of A, then this customer will be considered a G3 Associate Dealer Customer. If this user flag contains a value of G, this customer will be considered a G3 Xpress Dealer Customer. If you are NOT reporting your sales information under selected Warehouse Distributor nonsig numbers, then this user flag needs to only contain a value of Y. You may not want to send sales information for all customer classes to Goodyear when reporting retail sales; for example, you might not want to send your inter-co sales. The control record G3XRCCLS contains 10 Y s or N s representing customer classes 0-9 indicating whether or not the retail sales for this customer class will be sent to Goodyear. The default is all Y s. The next step is to identify the customers as associate dealer or as G3 Xpress dealer customers. For associate dealer customers there is an associate dealer contract number that must be sent to Goodyear. Currently we do not have a field for this contract number but it can be stored in one of the following three fields: officer name, employer or contact. The control record G3XCSTCT should contain a value of O if the contract number will be stored in the officer name field, or a value of E if stored in the employer field or a value of C if stored in the contact field. The other type of customer for Goodyear is the G3 Xpress Dealer. For this type of customer a dealer nonsig must be sent to Goodyear. If the G3 Xpress customer has a nonsig number this number can be stored in the customer nonsig field in the customer master. Goodyear may require that you report your G3 sales information under selected WD (Warehouse Distributor) nonsigs, if this is the case, they may require you to assign each customer to a specific WD nonsig regardless of which retail location made the sell to the customer. In this situation, the nonsig number setup in the customer file must be the WD nonsig this customer is assigned to. Then the G3 Xpress Dealer nonsig number will need to be stored in one of the fields mentioned above, officer name, employer or contact. If you are assigning your customers to a specific WD nonsig, then the control record G3XCSTNS must be answered with a value of Y. In the G3 Xpress file Goodyear requests a current program price be sent. This is not necessarily the price of the line item. The control record G3XPGMPR should contain a price level 1-6 indicating the price you want to send to Goodyear as the program price. The cost sent to Goodyear for the retail sales information will be the actual cost from the product file. 4

5 Product Selections Only selected products are sent to Goodyear in the G3 Xpress file. The control record GX3VN999 (where 999 is product vendor) should contain a value of Y for any vendor s products that you wish to send to Goodyear. The control record GX3PCL99 (where 99 is the product class) should contain a value of Y for any product classes that should be sent to Goodyear. Only the vendors and product classes set up in these control records will be sent to Goodyear. 5

6 Transfer File Once the file is created, it will be transferred to a PC to be imported into Goodyear s XPLOR system. We use the PC FTP (File Transfer Protocol) Software called Serv-U to accomplish this. Serv-U can be downloaded from the Internet site FTP Maintenance will need to be created to transfer the file from the 400 to the PC. The maintenance will need to be created for transaction type of G3XPR specifying the local directory as your file library and local file name as G3XPR. The remote directory and file name will be specified by you. 6

7 Create G3 Xpress File To create the G3 Xpress file take the option off the Goodyear interface menu. 7

8 The G3 Xpress file is created from invoice history. You must input a date range, typically this information will be created on a monthly basis. During this program, the file will be created and FTP d to the PC specified. This file can then be imported into Goodyear s XPLOR program for processing. 8

9 Control File G3XCSTCT Indicates where Associate Dealer Contract or G3 Xpress Dealer Nonsig number will be stored in the customer master. When O, it is stored in the officer name field, when E, it is stored in the employer field or when C, it will be stored in the customer contact field. Default is O for officer name. G3XCSTNS When Y, indicates that the Warehouse Distributor nonsig to report sales for this customer to will be stored in the nonsig field in the customer master for this customer. This overrides the NSIG#999 control record. This feature would be used when your customers will be assigned to a specific Warehouse Distributor nonsig that is not the same as your store s dealer nonsig number. G3XCSTUF Contains number 1-5 indicating which user flag in the customer master will be used to identify the customers as Goodyear G3 Xpress customers or as Associate Dealer customers. G3XHYBNS Contains Hybrid Nonsig number to report retail sales for, the sales will be broken down by individual store nonsig s but this is the overall nonsig to report this information under. G3XPCL99 (where 99 is product class) When Y, sales for this product class will be reported to Goodyear for both retail and wholesale. This control record must be setup for each product class that you will be reporting sales to Goodyear for. G3XPGMPR Contains number 1-6 representing the price level to send to Goodyear for the unit program price for wholesale sales information. G3XRCCLS Contains 10 Y s or N s representing customer classes 0-9 indicating whether sales for this customer class are reported as retail sales to Goodyear. G3XRTLYN Setup by store to indicate whether this store is reporting retail sales information. Answer Y for retail stores. G3XVN999 (where 999 is product vendor) When Y, sales for this vendor will be reported to Goodyear for both retail and wholesale. This control record must be setup for each vendor that you will be reporting sales to Goodyear for. G3XWHLYN Setup by store to indicate whether this store is reporting wholesale sales information. Answer Y for wholesale stores. NSIG#999 (where 999 is store number) Contains this store Dealer Nonsig number assigned from Goodyear. 9