Activant Prophet 21 Customizing your Purchase Pricing Libraries

Transcription

1 Activant Prophet 21 Customizing your Purchase Pricing Libraries Purchasing Pricing suite Course 2 of 2

2 This class is designed for Prophet 21 users who are responsible for setting up the purchase pricing for suppliers Understanding Purchase Pricing Identify and assign purchase pricing methods Create a purchase pricing library

3 Objectives Use purchase pricing libraries to accommodate a variety of pricing plans offered by suppliers Determine when a purchase pricing library is needed

4 This course will NOT cover Supplier Maintenance Item Maintenance

5 Steps to Set Up Purchase Pricing Work on one supplier at a time

6 Steps to Set Up Purchase Pricing Work on one supplier at a time List the types of products that you purchase from the supplier

7 Steps to Set Up Purchase Pricing Work on one supplier at a time List the types of products that you purchase from the supplier Group together products that are priced the same way

8 Steps to Set Up Purchase Pricing Work on one supplier at a time List the types of products that you purchase from the supplier Group together products that are priced the same way Create Discount Groups

9 Steps to Set Up Purchase Pricing Work on one supplier at a time List the types of products that you purchase from the supplier Group together products that are priced the same way Create Discount Groups Enter Discount Group in the Item record

10 Steps to Set Up Purchase Pricing Work on one supplier at a time List the types of products that you purchase from the supplier Group together products that are priced the same way Create Discount Groups Enter Discount Group in the Item record Create Purchase Pricing Library

11 Tip! Work on one supplier at a time!

12 Determine Purchase Price Method Can you base the purchase price on the value for each item s Supplier List Price or Supplier Cost for every item in that supplier s line?

13 Determine Purchase Price Method Can you base the purchase price on the value for each item s Supplier List Price or Supplier Cost for every item in that supplier s line? Yes Are there any special discounts?

14 Determine Purchase Price Method Can you base the purchase price on the value for each item s Supplier List Price or Supplier Cost for every item in that supplier s line? Yes Are there any special discounts? No Set the supplier to the pricing method MULTIPLIER in Supplier Pricing Maintenance

15 Determine Purchase Price Method Can you base the purchase price on the value for each item s Supplier List Price or Supplier Cost for every item in that supplier s line? Yes Are there any special discounts? Yes No Use Purchase Pricing Libraries Set the supplier to the pricing method MULTIPLIER in Supplier Pricing Maintenance

16 Determine Purchase Price Method Can you base the purchase price on the value for each item s Supplier List Price or Supplier Cost for every item in that supplier s line? Yes No Are there any special discounts? Yes No Use Purchase Pricing Libraries Set the supplier to the pricing method MULTIPLIER in Supplier Pricing Maintenance

17 Tip List the types of products that you purchase from the supplier!

18 List Items General American Suppliers Group % off List Price Staplers 20% Staples 20% Lead Pencils 10% Colored Pencils 10% Notebook Paper 5% Construction Paper 5%

19 Group Items 20% OFF Staplers Staples 10% OFF Lead Pencils Colored Pencils 5% OFF Notebook Paper Construction Paper

20 Assign Discount Groups STAPLE 20% OFF Staplers Staples PENCIL 10% OFF Lead Pencils Colored Pencils PAPER 5% OFF Notebook Paper Construction Paper

21 Create Discount Groups

22 Assign Discount Group To Item

23 Create Books

24 Create Books STAPLE Book for Staples and Staplers PENCIL Book for Lead Pencils and Colored Pencils PAPER Book for Notebook Paper and Construction Paper

25 Purchase Pricing Pages Pages are created in the Inventory Band Purchasing Module Maintenance Menu Purchase Pricing Page Maintenance STAPLE Book for Staples and Staplers PENCIL Book for Lead Pencils and Colored Pencils PAPER Book for Notebook Paper and Construction Paper

26 Purchase Pricing Pages Are there any special discounts? What determines the discount? Do you have to buy a certain amount of product, or do you have to spend a certain amount of money?

27 Purchase Pricing Pages Are there any special discounts? What determines the discount? Do you have to buy a certain amount of product, or do you have to spend a certain amount of money? What can you combine to determine the discount?

28 Create Library

29 Assign library to supplier

30 General Office Supplies Paper and Writing Products 5% off list 10% off list when 50 items or more are purchase 15% off list when 100 items or more are purchased Printers $5,000 total gets $100 discount

31 General Office Supplies Paper and Writing Products 5% off list 10% off list when 50 items or more are purchase 15% off list when 100 items or more are purchased Discount Group 100 Printers $5,000 total gets $100 discount Discount Group 200

32 Pricing Books

33 Pricing Page

34 Pricing Page

35 Pricing Library

36 Supplier Pricing Maintenance

37 American Supplies OCP All items 5% off List Price >$500 then 10% off List Price

38 American Supplies OCP All items 5% off List Price >$500 then 10% off List Price December ONLY More than 10 units 40% off List Price

39 Pricing Book

40 Pricing Page

41 Pricing Page

42 Pricing Page

43 Pricing Page

44 Pricing Library

45 Supplier Pricing Maintenance

46 Based on List Price of $10.00 Qty Price

47 Based on List Price of $10.00 Qty Price 11 $

48 Based on List Price of $10.00 Qty Price 11 $ $

49 Based on List Price of $10.00 Qty Price 11 $ $ $

50 Based on List Price of $10.00 Qty Price 11 $ $ $ $0.00

51 Summary Use purchase pricing libraries to accommodate a variety of pricing plans offered by suppliers Determine when a purchase pricing library is needed

52 For More Information Prophet 21 Help Files Visit Activant on the web: distribution.activant.com View Educational Services course 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