When you enter this module, the system will prompt a Catalog Price List Maintenance screen as follows (the screenshot below displays existing Margin pricing):
The default view is the Margins (1) pricing screen. If you click on the Product (2) tab, you will be able to view/use the Product exact pricing option. The Product option will allow you to enter an exact range of pricing for one product at a time and is only recommended for items such as supplies or padding that you will generally sell at the same price all the time. Any pricing programmed through the Product pricing screen will override Margin pricing in the Quote and Order Entry modules. This is important to keep in mind because any mill increases will require you to return to this module and update all the pricing levels, whereas with the Margin option, the increase will automatically update when the new price is entered in the Catalog Maintenance module or imported via B2B. The view in both screens can be sorted by the first three column headings as follows: Br for Branch, PC for Product Code, and Vendor ID. This is because you can program pricing specific to a Branch, a Product Code, or a Vendor ID where applicable. The Product screen has an additional column sort option for Style.
To add new margin pricing, from the Margins tab screen, click the Add button at the bottom right. The system will prompt the following:
At the Branch (1) field, you can program for ALL Branches, or the current Branch, but you will need to change Branches to enter pricing data specific to another Branch. The Vendor (2), Product Type (3), and Product Code (4) fields can be used to create Margin pricing specific to each of those fields and will override any “ALL” pricing that exists. It is recommended to first program for All Vendors, All Product Types, and All Product Codes, and then selectively program for any Vendors, Product Types, or Product Codes that require different margins. At the Margin % for Prices (5) fields, start with the highest margin preferred and enter it in both the Roll and Cut columns for the Price A fields. Gradually reduce the margin and continue entering down through to the Price J level if applicable--you do not have to program margins for all levels. Be sure to click the Save button at the top right to save your changes.
There is an additional option to the right of the Product Code field that appears as follows: Standard / Scale (6). The default mode is Standard. However, the Scale option is available to program higher margins for lower cost items within a Product Code. To access Scale Margin pricing, click the radial button next to Scale (6) to display the following Scale Margins screen:
The cursor will be positioned in the Ending: 1 field. Enter the lowest cost that will apply for the Range 1 column below. For example, you may wish to enter a range of margins for items that cost between $0.00 and $5.00. Once you type a cost in the first field, hit enter and the system will calculate the Beginning: 2 field and place the cursor in the Ending: 2 field (you will not have access to the Beginning: 1 field, as that must stay .00). Program all the Ending fields up to the last range of 99999.99, and the system will automatically calculate all the Beginning fields. You can program up to six different price ranges. At whichever level you choose to end, the last Ending field must contain the following: 99999.99. Once the Beginning and Ending cost range fields are complete, you will then set up corresponding margins for each programmed cost range in the fields below. The following is an example of a programmed Scale Margin table:
When you have programmed the last column or if you exit before completing this screen, please be sure to Save your changes. Please Note: If you have previously set margins in the first screen, the Scale Margin screen, when saved, will override anything pre-set on that screen so you will not need to delete that data.
Once margins have been programmed, if you Double Click To Edit an existing Margin pricing line in the main screen, the system will prompt the Catalog Price List – Margins box as follows:
In the Edit mode, you will not be able to access the Branch, Vendor, or Product Code fields to make changes. However, you can make changes to the Margin % for Prices A-J column fields. The Standard / Scale box will default to Standard unless Scale Margins have been programmed. Be sure to click the Save button to save any changes prior to exiting this screen. You can also Delete the current data and re-enter if you need to make a change to any of the other fields.
The Product tab screen will appear as follows:
As with the Margins tab screen, you can sort the data on this screen by the first four column headings. To add exact product pricing data, click the Add/Search button at the bottom right of the Product tab screen. The system will prompt a Catalog Price List – Product box as follows:
The Branch (1) and Vendor (2) fields will default to **All**. You can select a specific Branch or Vendor or leave the default setting. Click the Product (3) button to select a Style and Style # to program. This button will prompt the Catalog Product Selection lookup screen. Once a Style is selected, at the Roll / Cut columns (4), you will type an exact price, Roll and Cut, for each applicable pricing level. You do not need to program all levels. Be sure to click the Save button prior to exiting. If you wish to Delete programmed pricing, you cannot simply zero out the pricing on all levels, you must use the Delete button to permanently remove the record.
From the main Product screen, the Add/Search button will also allow you to “search” for existing Product pricing. From a blank Catalog Price List – Product screen, you can enter twice to get to the Product button, or click on the Product button to call up the Catalog Product Selection. Locate and select the catalog item, and the system will display any existing pricing for that item if any exists. You can also double-click or right-click on an existing line in the Product screen to edit. The edit screen will appear as follows:
You can only change the Price A-J fields in the Roll and Cut columns. If the Branch or Vendor fields need to change, you will need to Delete the pricing and reenter.
From the top left of the main Catalog Price List Maintenance screen, you will see a couple of print options as follows:
The Print Price List button will prompt a Print Price List screen as follows:
The default settings will print all programmed pricing unless you make any applicable changes prior to clicking the Print button at the bottom right of the screen. Please note the Blue Star toward the bottom of the screenshot above--two additional options appear here that only apply to an Excel export. The Print Cost/Freight option defaults to “checked.” You can uncheck when applicable. The Only Print Items with a Price Change Since option, when checked, will allow you to customize the data by a Price Change date. If an item is set to Inactive in the Catalog Maintenance module, it will not print on a price list.
When you click the Print menu just above the Print Price List button, the system will prompt the following options:
The Print Margins option prints all the data that appears in the Margin screen. The Print Product option prints all the data that appears in the Product screen. The Print Price List works the same as the Print Price List button explained above. The Print File Contents option prints a list of all Product Codes or Styles that have been programmed under either the Product or Margins screens.
The Mass Delete option, located to the right of the Print option, allows you to mass delete any programmed pricing for a specific Vendor. When you click on Mass Delete, the system will prompt the following: Delete Margin Pricelist by Vendor. Select a Vendor and the program will clear all the prices for that Vendor. This relates to pricing setup by Vendor within this module, not pricing based on the Vendor in Catalog Maintenance.
The final option in this module is the Level Name Mtc button at the top left. This option allows for assigning custom names to some or all of the Pricing Levels. When you click this option, a Level Name Maintenance box will prompt as follows: