Using Price Sheet Setup
Adding base or special items
1. When you first enter the Price Sheet Setup function a Select An Option window will appear with the following options:
- EXIT – Select EXIT to exit and return to the Sales menu.
- BASE ITEMS – Select BASE ITEMS to assign the for a price sheet.
- SPECIAL ITEMS – Select SPECIAL ITEMS to assign for a price sheet.
- CUSTOMER ITEMS – Select CUSTOMER ITEMS to set up a price sheet for a specific customer.
Select BASE ITEMS or SPECIAL ITEMS.
3. An Items table will appear. An indicator column will display an asterisk (*) to indicate whether the item is included as a base price or special item. The items already designated as being on the list (if any) will have an asterisk (*) in the left column. The following information is displayed for each saleable item:
- Item – The item ID
- Item name – The item name
To include or remove an item as a base or special item:
- Scroll down the list and press Enter to include the item on the price sheet. An asterisk (*) will appear to the left of the item and the item will be included as a base or special item. Press Enter on an item with an asterisk to remove it from the list.
- Select all items by pressing the F9 key. An asterisk (*) will appear beside all items.
Press F10 when you are finished selecting items.
4. Command options will appear:
- Change – Select Change to select/remove items from the price sheet by pressing Enter in the column to the left.
- Filter – Select Filter to display just the items that have been selected to be included on the list (those with an asterisk).
- Delete List – Select Delete List to delete the currently saved list. The next time items are selected to be included on the list the entire item list will appear as non-designated.
- Update – Select Update to save the selections and changes that have made. Selecting Update saves the list in its current state.
- Print(X) – Select Print(X) to print the items on the list.
- Exit – Select Exit to exit and return to the Select An Option window.
To create a customer price sheet
1. When you first enter the Price Sheet Setup function a Select An Option window will appear with the following options:
- EXIT – Select EXIT to exit and return to the Sales menu.
- BASE ITEMS – Select BASE ITEMS to assign the for a price sheet.
- SPECIAL ITEMS – Select SPECIAL ITEMS to assign for a price sheet.
- CUSTOMER ITEMS – Select CUSTOMER ITEMS to set up a price sheet for a specific customer.
Select CUSTOMER ITEMS.
2. A Select An Option window will display with the following options:
- EXIT – Select EXIT to exit and return to the first Select An Option window.
- ADD CUSTOMER – Select ADD CUSTOMER to create a customer price sheet.
- At the Customer field, enter the customer ID code or that you want to add.
If you are uncertain of the customer code, see Navigating Net Yield - Selecting a Customer ID Code.
- A list of customers that have a price sheet.
Scroll to the customer to modify a customer price sheet and press Enter or select ADD CUSTOMER to add a new customer price list.
If a customer ID is entered for a customer that already has a price sheet the following message will appear: "List already exists for this customer!!! Space bar to continue." Press the space bar and scroll to the customer for the list and press Enter or enter a different customer ID.
4. An Items window will appear displaying the following information for all salable items:
- Item – Item ID
- Item name – The item name
The items already designated as being a customer item will have an asterisk (*) in the left column. A “B” will display if the item was added as a base item or an “S” if the item was added as a special item.
At this point the list can be modified:
- Select BASE ITEMS to include the list of base items on the customer's price sheet. Scroll to the BASE ITEMS line and press Enter. An asterisk(*) will appear to the left of the BASE ITEMS line. Note that the designation "B" will now appear on any item that is included on the base list.
- Select SPECIAL ITEMS to include the list of special items on the customer's price sheet. Scroll to the SPECIAL ITEMS line and press Enter. An asterisk (*) will appear to the left of the SPECIAL ITEMS line. Note that the designation "S" will now appear on any item that is included on the special items list.
- To include any other items on this customer's price sheet, scroll to the item and press Enter. (Pressing Enter again will remove the item from the price sheet.)
An asterisk (*) will appear, confirming your selection.
When finished press F10 to continue.
- Change – Select Change to select/remove items by pressing Enter in the column left.
- Filter – Select Filter to display just the items that have been selected to be included on the price sheet list.
- Delete List – Select Delete List to delete the currently saved list. The next time items are selected to be included on the list the entire item list will appear as non-designated.
- Update – Select Update to save the selections and changes you have made. Selecting Update saves the list in its current state.
- Print(X) – Select Print(X) to print the items on the list.
See Printing a Price Sheet for more information.
- Exit – Select Exit to exit and return to the Select An Option window.
Note: A quick way to build a customer item list is to use the Rebuild Ordering History as a model for the customer item list. Additionally, the Remove from Ordering History can be used to remove items that do not need to be included on the customer price list prior to using the Rebuild Ordering History function.
Note: Items with a 'fixed price" price exception will print on the price sheet regardless of it being selected as a base, special or customer item.
Use the Available Actions links below for further information.
Security Required : Sales - Price Sheets
for a price sheet.