From the Home tab: under links, select Processes.
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Quantum VS Help: File Maintenance |
The Add Quantity Break Forward Price process enables you to enter or update, in advance of a specified date, Quantity Break discounts for selected products.
Note: This process adds the new product prices/discounts to the Forward Price file - see Understanding Price Changes And Unapplied Prices. The Apply Forward Prices process must then be run to apply the new prices/discounts to the product records.
To run the Add Quantity Break Forward Price process:
1. Either:
From the Home tab: under links, select Processes.
Or: From the Toolbar - Main Menu: select Tools > Show Processes.
OR: Click the appropriate module on the Mega Menu then - under processes - select the required Process.
The Processes record opens in a new tab, listing all Processes by Name and Category.
2. Use your mouse or [Tab] key to select the Add Quantity Break Forward Price process:
3. In the area to the right you must enter the criteria for the process.
Note: You may use your [Tab] key to move from one field to the next.
First, select one of the following Sequence options:
Product: to run the process on a range of products based on their Product Code; or
Section Order: to run the process on a range of products based on their Section Order code; or
Product Group: to run the process on a range of products based on their Product Group.
4. In the From and To fields below, enter/select the first and last Product code/Section Order code/Product Group in the sequence of products you wish to apply the changes to.
If you enter nothing in the From / To fields, the process will be run on your whole Product list.
Note: A Product Code is a unique code comprising up to eleven characters. For example: 0502GRA0005. Product Codes are entered on the Product Code field of the Product record (Main tab). For further details see Defining Product Codes And Descriptions.
Note: The Section Order code represents a sequence of up to ten alphanumeric characters or spaces, sometimes shown divided by a '/' (e.g. PAINT/00001). The first five characters represent the Section Name, which is entered on the Section Name field of the Product record (Main tab). The following five characters represent the Section Order Code which is entered on the Section Order Code field of the Product record (Main tab). If either is fewer than five characters in length, enter a space for each missing character.
If you don't know the Product Code you may enter it automatically using the Finder. To do this:
place your cursor in the From/To field;
click [F3] to make Products active in the Finder;
in the Finder, locate the product you wish to add (see Finding Products); then
double-click on the product line in the Finder to add the Product Code.
5. The Product Group From / Up To fields enable you to run the process on a selected range of Product Groups by selecting Product Group options in the menus to the right.
6. The Price Group From / Up To fields enable you to run the process on a selected range of Price Groups by selecting Price Group options in the menus to the right.
7. The Main Supplier, Alt Supplier 1 and Alt Supplier 2 fields give you the option of specifying that the Supplier movements will only occur for a Main Supplier and/or Alternative Supplier 1 and/or Alternative Supplier 2 you have specified.
To do this, check one or more of the fields as appropriate, then enter the Supplier's Account Code (e.g. AB/0000125) in the field to the right.
If you don't know the Supplier's Account Number or Short Name, use the Finder to locate and select it. To do this:
For further details on using the Finder to locate and select a Supplier record see Finding Suppliers.
Use the Quantity Breaks section to set up Quantity Break Forward Prices for the selected products as follows:
Use the Quantity Break Type field to select the Break Type. For example, you may discount according to the quantity, value or weight of the product being sold, or reprice according to the margin you wish to earn.
Use the Price Band Linked field to define whether discounts will be based on the quantity of the product being sold (if unchecked), or whether the quantity of the product being sold will define which price band will apply (if checked), based on the breaks table settings.
Construct your breaks table using the 12 available Break Discount % and Break Quantity fields.
In the Effective Date field, enter the date on which the new Quantity Break prices/discounts will be effective.
For further details and examples see Creating Quantity Breaks.
8. Click Start on the Toolbar - Sub Menu to begin running the process.
9. When the process has finished running, a Status message will be shown. Click OK to close this message. You may now close the Processes tab if you wish.
At this point the new prices/discounts have been added to the Forward Price file but have not yet been applied to the product records.
To apply the price/cost updates you will need to run the Apply Forward Prices Process. The Forward Prices will then be applied to each product record on the appropriate Effective Date.
Note: To view unapplied prices - i.e. prices/costs which have been added to the Forward Price Record but not yet applied to the product record - see Viewing Unapplied Prices For A Product.
