This module offers several features for programming Special Pricing on products and/or labor for particular Customers, such as builders or property management companies, or for specific Customer Types, or even All Customers. You can also program default A-J Level pricing by Customer, among several other features. If you are using the Property Management / Builders Template module, youcan set up Special Pricing in this module for all of your Templates that will make price changes mucheasier to manage. At the end of this section, we have included a Pricing Hierarchy Reference List to illustrate the lowest priority pricing level to the highest.

Any Special Pricing entered in this module will default in the Price column of the Quotation and Order Entry modules for the duration of the sale date programmed in this module. At the end of the promotion, the system will default back to regular system pricing. When you enter this module, a Special Price Mtc. screen will appear as follows:

There are many features andoptions within the screenabove that will be explained inthis next section. This first topic will cover how to add Special Pricing.

ADDING SPECIAL PRICING:

When you click the Addbutton, located at thebottom right of the main Special Price Mtc. screen, the system will prompt an Add Special Price box as follows:

At the Branch (1) field, the system will default to ** All-Restricted **, forcing you to select a Branch, using the down arrow button. The next box (2) presents a few different options for programming Customer pricing. The default is by Property Manager. This option requires setup in both the Company Control 3 level screen of the System Control Maintenance module, and in the Customer Maintenance module prior to use. The CC3 control appears as follows: Special Pricing for Property Mgr. This control must be set to “Y” to access the Property Manager option in this module. In the Customer Maintenance module, Property Managers must first be identified via the PropertyManagement/ Parent Company fields for all applicable Customers. With setup complete, changes for multiple locations can occur instantly. Please Note: Customer ID pricing for Property Managers should not be programmed if you will be using Property Manager pricing. This selection field willdefault to ** Please Select **. To program pricing for a specific Property Manager, click the Property Mgr. button to prompt a Customer Property Manager Selection box to display a list of Property Managers.

The next option is to program by Customer ID. If this option is selected, the system will change the button option to a customer lookup function as follows:

Click the Customer ID button to perform a lookup to select a specific Customer. If the default of ** All ** is used, the Special Pricing programmed will apply to all Customers within the system. The final option in the selection box (2) is by CustomerType. To use this option, Customer Types must first be setup and then assigned to applicable Customers from within the A/R Customer Maintenance module. This option will then allow you to enter Special Pricing for all Customers grouped together within a Customer Type, rather than programming for an individual or all Customers. When you click the Customer Type option, the system will prompt a Customer Type drop-down menu as follows:

Use the drop-down menu to make a Customer Type selection. Once you have completed the Customer selection portion, you will need to program the Product (3) fields by clicking the Product button to prompt the Product Selection screen. Make a Product and Color or All Colors selection from the catalog to continue. At the Beg. and End Date (4) fields, enter a date range for the Special Pricing. The next series of fields are for programming pricing levels. For Property Manager pricing, only program the Price 1 field under the Exact Pricing (5) column—the other fields will not be available. For Customer ID and Customer Type pricing, you can program up to four levels by clicking the Multi Level checkbox that appears to the right of the Margin (6) display fields, but these are primarily used for quantity breaks. You can also enter a brief description for each level. Once a price isentered in the Price 1 field, based on costs programmed for Unit, Roll, and Qty, these fields will display the calculated Margin %. It the User can see costs, each cost level will display along the very bottom, provided these fields are all populated in the Catalog.

Rather than program an Exact Price or Pricing you can also click on the Pricing Level (7) column to default to the A-J pricing levels in the system and a Pricing Table button will prompt for you to access that information while you are making your selection. These pricing levels will appear in the Order Entry and Quote Entry modules when entering applicable Line Items. Be sure to click the Save button once all applicable fields have been programmed in this screen.

The Level (8) and Sub Type (9) fields work together to provide an additional feature for creating special pricing groupings or levels of products for individual Customers so that you can quickly update the pricing for all those items grouped together. These fields are used exclusively in the non-custom home builder business. This is also an optional feature, meaning these fields can be left blank. To use thesefields, please read this section for setup instructions and examples. Please Note: this feature will only work with a specific Customer ID selected. Initial setup is completed in this screen, and then any pricing updates will be handled from the Update Pricing by Level/Sub Type option accessed via the Other Pricing menu in the main screen of this module. The Level field is a numeric field and the Sub Type field is an alphanumeric field. The Level field determines levels of pricing for multiple products, such as 1-5; while the Sub Type defines the type of product, such as “CA” for carpet, “WO” for wood, etc. Using a builder client as an example, you can select a few different carpet styles (Sub Type = CA) and set them all at the same price for all colors (Level = 1). You can then enter a different series of carpet styles (Sub Type still = CA) at a lower price (Level = 2), and so on. If you sell hard surface to a builder and have standard products and pricing you offer, you can create different Sub Types for those products and different Levels for pricing.

UPDATE PRICING BY LEVEL/SUB TYPE:

Once the above Level/Sub Type programming is complete, the best part of the feature is being able to update pricing on all of these Levels quickly via the Update Pricing by Level/Sub Type option. Thisoption can be accessed via the Other Pricing menu at the top left of the main screen. When you select this option, the box will appear similar to the Add Special Price box. Complete the top five fields as they are currently programmed, using the available lookup options as needed. The Edit Pricing by Level screen will then appear much like the following:

At the Price field, type in the new price you would like to apply to the selected Level and Sub Type. Click the Save button and all products/colors within that Product Code/Level/Sub Type will instantly be changed to reflect the new Price. Use the Cost field only where a Labor item pricing is being edited. Once the records are changed, the system will prompt a “[XX} Records have been updated” message.

LABOR ITEMS:

You can also program Special Pricing on any Labor Catalog Item as well as enter a special Cost for Labor items. When a Labor Catalog Item is selected, the system will prompt the same Add SpecialPrice box explained above. When a Labor Catalog Item is selected in the Product field, the system will then prompt a Cost field at the bottom of the screen as follows:

The Cost field does not have to be utilized, andif you leave the Cost field set to “0.00,” thefollowing box will pop up:

If you truly wish to use zero cost on a Labor Catalog Item you will need to click “Yes” in this box; otherwise you can click “No” to prompt the Catalog cost.

LOOK UP SPECIAL PRICING:

From the main Special Price Mtc. (Date Range Pricing) screen, the fields in the top portion of the screen will allow you to lookup existing Special Pricing and view in the screen below. Those fields appear as follows:

If you leave all the defaults as they are and click the Build button, the system will load all existing/current Special Pricing in the display screen below. Once items appear in that display screen, you can sort them by clicking on any of the column headings, such as Br, Customer, Prod Type, etc. The Origin column at the far right displays the customer level at which the pricing is programmed, such as All Customers, Customer Type, Property Manager, etc. To further sort the data in the display screen, you can make specific selections in the fields at the top. Please Note: Once you make selections in any of these fields, besure to click the Build button to update the data in the display screen below. At the Branch (1) field, to see pricing for a specific Branch, use the drop-down arrow to make a Branch selection. You can do the same at the Product Type (2), Product Code (4), and Customer Type (7) fields. Use the Customer (5) button to select a specific Customer ID. You can make one selection or multiple field selections in this section. At the Show All Customer Specials (3) box, when checked, all pricing that is not programmed for “All Customers” will not appear in the display screen below when the Build button is clicked. Use the Product (6) button to make a specific Catalog Item selection. The Use Private Label Name (8) defaults to checked and applies to items that have been Private Labelled. In order to see the Vendor Name, you will need to uncheck this box. The Active Pricing Only (9) checkbox also defaults to checked, meaning no expired pricing will display while this box is checked. To include expired pricing, uncheck this box and click the Build button. The Reset (10) button will restore the default settings in all the fields explained above.

One additional feature in this screen appears at the bottom right as follows:

The Add Using Existing Selections feature works in conjunction with the search selection fields at the top of the screen. If you need to add additional pricing based on the search criteria currently selected, you can click the box in this feature and then click the Add button to prompt the Add Special Price box with those fields pre-selected.

EDIT/DELETE/VIEW AUDIT SPECIAL PRICING:

Once there are Special Pricing items listed in the display screen, you can highlight and right-click on an item to display the following three options: Edit, Delete, and View Audit. An example is as follows:

The Delete option, when clicked, will prompt a Deletebox with the following question: Are You Sure? If you click Yes in this box, the system will immediatelyremove the Special Pricing line that is highlighted. The Edit option will prompt the Add Special Pricebox with the details of the selected line as follows:

You can make any needed changes in this box and then click the Save button to save the changes. The View Audit feature can also be accessed by clicking the View menu option at the top left of the main screen as follows:

When you click on this feature, the system will prompt anAudit Review screen as follows:

The default view willinclude all changes to aspecial pricing item since itwas added. You can sortthe view by the Date an item was changed, or you can display by Audit Type, which includes Added, Edited, and Deleted. The Filter button should be clicked if you make a Date or Audit Type selection to update the display screen.

PRINT SPECIAL PRICING:

Once Special Pricing has been programmed, you can print customized pricing reports via the Print Existing option available from the Print menu located at the top left of the Special Price Mtc. screen as follows:

When you click on the Print Existing option, the system will prompt a Print Options box as follows:

At the Beg & End Branch (1) fields, the default is Print Only All Branch Specials. This default should be used only to print Special Pricing programmed for All Branches. To print for a specific Branch orrange of Branches, use the drop-down arrows to make your selections. At the Beg & End Customer(2) fields, if you wish to print for a specific Customer or range of Customers, use the look up buttons to make your selections. Otherwise, leave the default setting of **All** Customers. The Beg & End Customer Type (3) and Beg & End Sales Rep (4) fields work the same, aside from employing a drop-down menu. Leave the default of **All** or program specific options for the report. At the Product Code (5) field, use the drop-down arrow to select a specific Product Code. At the Product (6) fields, use the Product button to make a specific style and color selection, or leave the default **All** Products.

In the next section (7), there are a few additional options for the printed report. Click the Page for Each Customer option to start each customer’s Special Pricing on a separate page of the report. The Print Expired Only option will include only expired pricing, whereas the Print Unexpired Only option willinclude only current, or “unexpired” pricing. The Print Private Label Info option will include any programmed Private Label names on the printed report. When you have made all print option selections, you can either click the Excel icon to export the data or click the Print button to print out the report. If graphical printers are enabled, this step will create a PDF file.

UPDATE ENDING DATE:

Once Special Pricing has been programmed, you can mass update a new ending date for Special Pricing by all customer options. Please Note: you can also update the Ending Date column in the main display screen on any displayed item, but if you need to do this for several items, this option will be more efficient. The Update Ending Date option is available from the Functions menu located at the top left of the Special Price Mtc. screen as follows:

When you click on the Update Ending Date option, the system willprompt an Edit Special Pricing Ending Date box as follows:

At the Initial Start Date & End Date (1)fields, use the drop-down arrows to enter the Old Date Range you wish to update. At the New End Date (2) field, use the drop-down arrow to select a new ending date. You will then use the Selection Optionsbox to program the applicable Branch(es) (3), Customer(s) (4), Customer Type(s) (5), and/or Property Manager(s) (6). Once all applicable fields are programmed, click the Continue button to complete the update. The system will prompt a messagewith the number of records updated. You willthen need to click the Build button to seeany changes reflected in the display screen.

CHANGE/DELETE FUNCTIONS:

The Change/Delete Functions option should be used to mass Change or Delete programmed Special Pricing vs. deleting or changing items one at a time in the display screen. The Change/Delete Functions option is available from the Functions menu located at the top left of the Special Price Mtc. screen as follows:

When you click on the Change/Delete Functions option, the systemwill prompt a Change or Delete by Product & Customer box as follows:

At the first (1) field, select the method of change or deletion, i.e., by Product, Customer ID, or Customer Type. If you select Customer ID or Customer Type, the system will prompt a drop-down selection box for you to apply to ** ALL **or make a specific ID or Type selection.At the Product (2) field, regardless of themethod selected in the field above, youwill need to make a Product selection to continue. If you are using the Delete Option, you can click the Delete button after making a Product selection. Whereapplicable, the system will prompt overlapping Dates for the Delete option for you to approve each one. For the Change Option, continue on to any applicable fields at the bottom of the screen. At the New End Date (3) field, the system will default to the current date. Click inthis box and use the drop-down calendar to select a new end date, if applicable. At the New Price (4) field, type a new price for this change, if applicable. The New Price (Inst) (5) field is not a working field and will be removed in a future update.

MANAGE CUSTOMER ID/TYPE PRICING LEVEL:

This option will allow you to tie an A-J Margin or Special Pricing Level to an existing Customer ID or Customer Type in the system. When complete, the system will prompt that level of pricing whenever a Quote or Order for the Customer or Customer Type is entered. When you selectin this option, the screen will appear as follows:

At the first (1) field, the system defaults to Customer ID and a Customer ID lookup button and field will prompt in the next (2) field. If youselect Customer Type in the first (1)field, the system will then prompt a Customer Type drop-down menu in the (2) field below. At the Product Type (3) field, to program a Default Pricing Level by a specific Product Type, use the drop-down arrow to make a selection; otherwise leave thedefault setting for *All* Product Types. At the Product Code (4) field, use the drop-down menu to select a specific Product Code, or leave the default setting for **All** Product Codes. At the Default Pricing Level (5) field, use the drop-down menu to select Levels B through J or “S” for Special Pricing. Click the Save button to keep your programmed data. Please Note: It is not necessary to program this for every Customer ID or Customer Type in the system. If no Default Pricing Level is programmed for a customer, the system will continue to prompt the Default Pricing Level that has been set up in the System Control 1 screen of the System Control Maintenance module. Also, Customer ID Level Pricing will override any **All** Customer and/or Customer Type Level Pricing.