Catalog

Part Specifier

Since the catalog reader is now docked and always visible, to input a new part number you browse through in the docked Reader.  

Pricing

Price Line

Price Line will update the active record’s price and description along with any option description and up charges from the catalog.

1. Select the record you want to update.
2. Press the Price Line icon or (F7)

Note: The catalog containing the parts must be activated in the Catalog Manager to price.

 

Price From Catalog

Price from Catalog will update records based on selection criteria in the active file with prices and descriptions. This button will NOT prompt for missing information.

1. Select the Price from Catalog icon.
2. Fill in your selection requirements.
3. Press the “OK” button.

The price supplied from this command and others is the base price in the catalog if there are no options selected. There could be up charges or deductions when selecting options.

You will notice a dialog box to tell you that Price from Catalog is in progress

Note- The catalog containing the parts must be Activated in the catalog manager to price. There is a check box to add Part Descriptions when pricing. If you do not see Part Descriptions in your SIF file, please make sure this box is checked.

 

Price From File

Price from File will update records based on selection criteria in the active file with prices and descriptions from the chosen file.

1. Select the Price from File icon.
2. Fill in your selection requirements.
3. Press the “OK” button.
4. Select the file you want to use for pricing.
5. Press the “OK” button.

This command will take the selected record(s) and look for matching records in the chosen SIF. Then it will bring over the new information from that SIF. This is commonly used for old pricing or custom furniture.

 

 

Discounts

General

General Discounting allows the user to apply discounts of a certain amount to some or all of the records in a Project.

1. Click the General icon.
2. Fill in your selection requirements in the top half of the dialog box.
3. In the Dealer Discounts section choose Purchase discount (-) or (+).Minus will give you a lower Dealer price than List price. A positive will give you a Dealer price higher than List price.
4. Type in desired discount, this can be a formula based number (e.g. 50/10/5) or a percent (e.g. 50.55352%).
5. In the Customer Discounts section choose: Sell Percent (-) Minus will give you a lower Dealer price than List price Sell Percent (+) A positive will give you a Dealer price larger than List. Margin Percent Cost Plus Percent Deselect
6. Type in desired discount, can be a formula based number (e.g. 50/10/5) or a percent (e.g. 50.55352%).
7. Press the “OK” button.
8. Repeat the Specific Discounting function until all of your discounts have been applied.

 

Table

Using the Discount Table function allows the user to discount a file with multiple discounts using different criteria in one easy step.

1. Click the Table icon.
2. Fill in your selection requirements in the top half of the dialog box.
3. Fill in the Discount Table that builds your structure. Discounts can be added by Part Number, Mfg code, Catalog Code or Generic Code. Click the "Display Tag" box to make Tags 1 through 5 available for their own discounts.
4. Information can be entered manually, or the user can use the "Create from fields" button to generate criteria automatically.

Create New will clear the existing table and create a new table. This appends, or edits, the current table. The majority of manufacturers assign discounting based on the Catalog Code, some also use the generic code.

 

Tiered Discounts

A table can be saved to be used for a later date and/or shared with a co-workers. Enter a name for the table. Users can now enter a start and end date as well as notes.

Clear will clear all information in the table.

Import DIS will import a saved Discount file from Spec4.

Export will save the table.

Import XML will import a contract for Herman Miller Dealers.

There is the ability to add in Tiered pricing.

• In the Generic Pricing Tab, enter in discounting information and select the "Copy to next tier" box. This will automatically copy the table to make entering in new discounting information easier.
• Select the Tier 1 tab and enter the discounting information. Also the user can enter in the Minimum dollar amount and the maximum dollar amount allowed for that tiered pricing.
• Click the + tab to put information in for another tier.

In tier 2 the user can change the discounting to reflect the discounting. Then the user can change the minimum dollar amount and maximum dollar amount.

Once tiered information has been entered, click Apply. The user is responsible for selecting the correct tier based on the list price. List pricing can be seen at a glance in the bottom left corner of the project window.

 

Import XML

1. Click the Import XML button
2. Browse to find the contract pricing (must be in XML format)
3. Click open
4. This will enter in the Contract Table Name, Contract Start Date, Contract End Date, a Description of the Contract.
5. This will being in all the Generic codes in the contract as well as the contracted dealer % minus, and the Customer % Minus.
6. If a contract has multiple tiers, those will load as well with all the correct pricing. if there are multiple tiers those will come in automatically as well.
7. Press the “OK” button.
8. Repeat the Specific Discounting function until all of your discounts have been applied.

 

Apply Table

This applies the table to the entire project. If discounting is done in the general tab, discounting will automatically apply. ***If there is tiered pricing entered, the window to select the correct tier will appear. It is up to the user to select the correct tiered pricing. List pricing can be found in the bottom left corner of the Project Window.

Remove Discounts

This removes all discounting.

 

 

Adjustments

Subtotals

Subtotals can be filtered by select criteria. The project will collapse to show subtotals for the selected criteria. The user can expand each grouping by clicking on the plus sign, can re-collapse the group by clicking on the minus.

Another way of subtotaling is to L-Click and hold on any of the Extended pricing columns. Drag the mouse up or down and a dialog box will show the quick subtotal.

A subtotal can also be done quickly through the reporting tab. The user just needs to select the criteria to see the subtotal quickly and this can be printed or shared via PDF.

 

Adjust List Price

The user can chose which records the adjust list price will affect in the top half of the window.

In the bottom the user will pick a percentage. A negative percent will lower the list price A positive percent will raise the list price.

The user can also lock the price based on the latest catalog price and Lost the price after adjusting.

Rounding Normal: This will perform normal rounding on the percentage adjustment

Rounding Up: This will round the list price up

Rounding Down: This will round the list price down

The user can select to Round Up/Down to the nearest Penny or Dollar.

 

Lock/Unlock List Price

The user selects the criteria for the lines they want to lock against pricing changes. 

After Lock List Price the check boxes will all be checked. If the user clicks on the List price a pop up box will inform the user that the list price is locked against editing.

 

 

Record 

Picture

This will show a larger thumbnail of the Part Preview Picture.

 

Mark/Remove as Custom

This will mark a line item as a Custom Line item, preventing errors from pricing with Notify. Sometimes a custom, or free form line item is necessary. This can happen for line items not in a catalog, additional charges, or even a COM. The "Make Custom" will mark a line as custom is the Status Icon column. For line items that need to be entered manually, this will prevent them from producing an error when Pricing has been run.

 

Lock/Unlock Record Range

Lock Record Range will Lock the selected lines from ANY changes.

When a record is locked the Checkbox in the Record Locked Column will be checked. If a user wants to lock just 1 line, click the Checkbox.

If a user tries to make a change to a Locked Record, a pop-up window will appear, warning the user that the line item is locked from editing.