PRICING PARTS - PRICE SALES GRID

Pear Tree
2016-11-10 15:47

PRICING PARTS

 

Special Pricing:  Dealership puts Parts on Sale, giving a special price for a limited period of time.

 

Price Grid:  Allows the Dealership to set up a certain pricing for a group of customers.

 

Sales – Parts – Administration – Sales Prices – Sales Prices Adj.

 

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Only one checkbox can be enabled at a time or an Error message will appear.

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Sale Start Date/Sale End Date:

-        Date range of the Sale.  How long it will last.

-        Manually enter the Dates or use the Calendar icon to choose from the Calendar.

 

The next three Titles allows the Dealership to let the system know what is on sale.

 

By Single Part #:

-        Can only do one Part at a time.

-        Better to do by Vendor or Product Class than doing each part separately.

-        Enabling the checkbox opens the Product Number and the New Sale Price fields.

-        Product Number:

o   What Part is on Sale for that time period.

o   Enter the Part number manually or click the Underlined link to choose from the Table.

-        New Sale Price:

o   Manually enter the new Sale Price for that Date range.

o   Numeric only.

 

By Vendor:

-        All Parts for one particular Vendor are on Sale.

-        Enabling the checkbox opens the Vendor Code and the Vendor – Percentage Off List Price fields.

-        Vendor Code:

o   What Vendor has all its Parts on Sale for that time period.

o   Enter the Vendor code manually or click the Underlined link to choose from the Table.

-        Vendor – Percentage Off List Price:

o   Manually enter the new Percentage amount discount for all parts for that Vendor for that Date range.

o   Numeric only.

 

By Product Class:

-        All parts in a certain Product Class.

-        Could possibly set up different Product Classes for what the Dealership wants to put on sale.

-        Enabling the checkbox opens the Product Class and the Class – Percentage Off List Price fields.

-        Product Class:

o   What Class has all its listed Parts on Sale for that time period.

o   Enter the Product Class code  manually or click the Underlined link to choose from the Table.

-        Class – Percentage Off List Price:

o   Manually enter the new Percentage amount discount for all parts for that Class for that Date range.

o   Numeric only.

 

 

Sales – Parts – Administration – Sales Prices – Sales Prices

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Sales Date:

-        Manually enter a known Sales Date or click the Underlined link to choose one from a list.

 

Print:

-        Shows a Sales Report of Sales Prices for a given day.

 

PTS – Table Mtc. – Sales – Price Levels

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-        Labels for the different Price Levels on the Price Grid (see notes below).

-        Manually enter the title in each Price Level field.

-        Alphanumeric.

-        Freeform.

-        Can create a minimum of one and a maximum of five different Price Levels.

-        Example of Price Levels:

o   Internal:  Some Dealerships are big enough that when Service does work for a Sale, Dealership charges Service for the parts used, either at cist or above cost.

o   Warranty:  The manufacturer for whom the Dealership is doing work.  The manufacturer sets the price for the warranty work.  They will tell the Dealership it is for Cost or Cost plus a certain percentage (Cost + 5, Cost + 10, etc.).  

 

Sales – Parts – Administration – Price Grid

(Also Inventory – Parts – Administration – Price Grid – Price Grid Updates)

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Price Level Titles:

-        From PTS – Table Mtc. – Sales – Price Levels.

-        Shown in Customer Profile in the Price Code dropdown.

-        Can do different Prices for Parts that cost different amounts.

-        Can create Cost Ranges and apply different percentages for each Cost Range.

First Dropdown:

-        Choose from dropdown:  Cost or List.

-        First column is always set to Cost, cannot be changed.  This defines the Dealership’s List price.

-        The other four can choose between Cost or List.

 

Second Dropdown:

-        Choose between Up and Down.

-        If not adding anything to the Cost, can be Up or Down.

-        If above Cost, choose Up.

-        If below Cost, choose Down.

 

Cost Range ($):

-        Different prices levels may have different discounts/premiums.

-        Set the price range per row.

-        If you have one set of prices for amounts between 0 and $100, the range would be 0 – 100.

-        Maximum amount is $999,999.99.

 

Price Level 1 Price field:

-        The percentage the Cost/List is up/down if Overwrite Retail Price From Grid is set to Yes in the Prices pop up on the Parts Update window (see notes below).

 

Price Level 2 Price field:

-        The percentage the Cost/List is up/down.

-        If selling a Price at 5% above Cost, the top dropdown would show Cost, the second dropdown would show Up and the numeric field would show 5.

 

ROUND TO NEAREST ($):

-        Can round to the nearest cent, five cent, ten cent or dollar.

-        Entering 1 will round to the nearest dollar, 0.01 to the nearest cent, etc.

-        Uses the standard rules of rounding.

 

PLUS/MINUS ($):

-        Can round and then add/subtract a certain amount from the rounding.

-        Example: The system rounds to the nearest dollar and then drops a cent.   The Cost is 7.86.  The system rounds to 8.00 and then subtracts a cent so the Cost is 7.99.

 

Inventory – Parts – Update – Parts Update

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Grid Price Override:

-        Defaults to No.

-        Can change to Yes by using the dropdown.

-        If set to No, the Price on the Part will not be overridden.

-        If set to Yes, clicking the Prices Button next to the Price, will show the different Costs.

 

Prices:

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-        First line (in this case called Retail) shows the Price of the Part.

-        Second line (in this case called Cost) shows the Cost the Primary Vender charges for the Part.

-        Third line (fourth line, etc.) will calculate the Cost  + the percentage Up/Down as dictated from the Price Grid.

-        For example, Cost is 298.52.  The Price Grid Dictates Cost + 5 is the Cost plus 5 percent.  298.52 + 5% of the Cost = 313.45, as showing in the Price List.

-        The majority of Customers will most likely be set to the first field, the Price of the Part.

 

-        Overwrite Retail Price From Grid:

o   Defaults to No.

o   If set to Yes will use the Price Grid to recalculate the Price.

o   Example:  The Price is $463.74.  The Cost is $298.52.  If the Overwrite is set to Yes, the system will recalculate the Price as 298.52 + 30% (as set on the Grid – Cost Up 30) = 388.076.  The Rounding will also be determined by the Price Grid.

o   Once calculated, the Price, on the Parts window will change to 388.08 when the Price window is closed.

 

-        From Grid:

o   Recalculates the Price and/or Costs if the Overwrite dropdown has been changed.

 

-        Submit:

o   Saves any changes made.

 

Inventory – Parts – Administration – Price Grid – Update From Grid

 

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-        Global Change Setting.

-        Allows all Parts priced in the Price Grid to be updated by Product Class.

-        If Grid Price Override is set to No on the Parts Update window, the Price will not be overridden.

 

Product Class:

-        Either manually enter the Class Code or use the Underlined link to choose from the Table.

-        Only Product Classes with Class Type Parts will show in the Table.

 

Update:

-        Updates the applicable Prices, as set by the Price Grid.

-        Will show that the Update was completed.

 

Product Changed:

-        Once Updated, shows how many Product Prices were changed.

-        If Grid Price Override is set to Yes on the Parts Update window, the Price will be overridden.

 

Retail Prices Not Updated:

-        Once Updated, shows how many Product Prices were not changed.

-        If Grid Price Override is set to No on the Parts Update window, the Price will not be overridden.

 

 

 

 

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