After specifying the products in the project, go to the Calculate page in the lower section (next to the Browse and Specify). Here you can set or modify prices, costs, discounts, and/or margins.

Calculating customer discounts and prices

Some pricing fields in the Calculate page are interdependent, meaning that if you update one, the other will be recalculated and vice versa.

Calculate the discount based on the price

Customer discount can be calculated from the list price and the customer price. If you have set the customer price to a certain value, the customer discount is automatically calculated from the list price and the customer price using the formula:

((List price - Customer price) / List price) * 100 = Customer discount

Calculate the price based on the discount

In a similar way, when updating the customer discount, the customer price will be recalculated using the formula:

List price * (1 - Customer discount / 100) = Customer price

Customer price is a value derived from the cells List price and Customer discount.

Customer discount is a value derived from the cells List price and Customer price.

Choose the discount table to apply on your project

1. Go to Project settings on the lower center section.

   

   Project settings button.

2. Select which Discount table revision to apply to the product listed, if any.

   a. You can choose the option Always latest revision and the updates if any will apply automatically.

   

   Project settings pop-up dialog.

   b. You can also select to run the project without the use of Discount table (None) and add all discounts manually in the Calculate page.

    

Positive and Negative Discounts

In Aline positive discounts are considered as reducing the price (unlike some other apps like Spec), while entering a negative discount will increase the price.

Rounded vs. Exact Values

Amounts and prices are displayed rounded to two decimals to improve readability. Rounded values display the ≈ symbol to indicate it is not an exact value.

When clicking on a cell the exact value will be displayed.

Values are rounded to whole numbers for improved readability.

Users can choose to display a rounded value of 2 places past the decimal point or display the exact value of 5 places past the decimal point.

At the top of the Calculate page, next to the New line + button, click the checkbox to activate or deactivate rounding.

Updating Catalog Information

Manufacturers can update Catalog data at any time. If there is updated Catalog data available for line items already part of a Customer Project, a user can update the Catalog and the associated data directly from the Calculate page.

If new Catalog data is available, it will be listed on the left panel of the Calculate page, under Catalog information. The Catalog Version will also be listed as "Outdated" in the column.

To update to the most recent Catalog version, click the Upgrade to latest catalogs button. Prior to publishing the project or sending it to the client for review, the user may want to verify the latest Catalog version is used.

Details Panel

Tabs & New line

In the Calculate page, the Details panel provides pricing and discount information at a glance. Pricing and Discounting is available for viewing on the Project level by selecting the Project tab. Pricing and Discounting is available for viewing and editing on the Line Item level by selecting the Line tab.

To add a New line to the Calculate area, click the New line button.

Project tab

This tab displays the overall pricing for the Project, including whether a Discount Table is applied to the project. A link to the discount table is available if it is applied.

 Just below the General discounts area is the Pricing area. This lists the Extended prices for List, Dealer, Customer, and Margin. It includes any discounting applied in the Calculate view and/or the Discount Table.

Line tab

Click on the Line tab to see the details of a line item in the Calculate view. If a line is not selected when clicking the tab, a User will be prompted to select a line.

With a line item selected, a list of collapsible menus appear. Click the arrow to Expand the section. Within each section there is an Edit Toggle button to permit manual edits to Product descriptions, part numbers, etc. in the case of custom line items.

• Product details - lists the item Manufacturer, Catalog and Catalog Code, the Part Number and Part Description.
• Product image - an image with selected materials applied (if the Manufacturer has provided enhanced data). A custom image of the product can be uploaded by the User with the Upload button.
• Options - lists the currently selected options. Each option includes: the option swatch (when available), Option prompt, Option description, and Option code.
• Tags - add or edit any of the 5 main Tagging categories.
• Pricing - displays pricing information which includes: the catalog List price, List price Lock, Dealer price, Customer price, margin dollars, and any applied discounting. A user can manually edit each of the price and discount fields per line item.
• Extended pricing - displays all Extended prices and margin dollars. These are automatically calculated and cannot be edited.