Ship To Pricing

Field or button

Description

Costing Methods

Stock Products

Method

This field is used in Costing for Pricing calculations. The system refers to the option you select to determine the cost basis used in calculating the customer's sell price. Select one of the following options:

• Highest Vendor Cost (H): use the highest PO cost available for the item, regardless of vendor.

• Primary Vendor Cost (P): use Primary Vendor's PO cost.

• Vendor Entered (V): use the vendor specified in the Vendor field.

Vendor

If you selected Vendor Entered in above Method field, select a vendor from this drop-down list.

Non Stock Products

Method

This field is used in Costing for Pricing calculations. The system refers to the option you select to determine the cost basis used in calculating the customer's sell price. Select one of the following options:

• Highest Vendor Cost (H): use the highest PO cost available for the item, regardless of vendor.

• Primary Vendor Cost (P): use Primary Vendor's PO cost.

• Vendor Entered (V): use the vendor specified in the Vendor field.

Vendor

If you selected Vendor Entered in above Method field, select a vendor from this drop-down list.

Price Hold and Price Override Settings

Minimum Allowable Gross Profit %

Enter the lowest Gross Profit Percentage at which you want to sell an item without reviewing the invoices. If a line item does not meet the minimum gross profit amount entered here, it is placed on price hold and appears on the Price Hold Report.

Maximum Allowable Gross Profit %

Enter the highest Gross Profit Percentage at which you want to sell an item without reviewing the invoice. If a line item exceeds the maximum gross profit amount entered here, it is placed on the Price Hold Report.

Minimum Allowable Discount %

Enter the lowest discount percentage at which you want to sell an item without reviewing the invoices. If a line item does not meet the minimum gross profit amount entered here, it is placed on price hold and appears on the Price Hold Report.

Substitutions

Allow Subs

This drop-down list allows you set whether product substitutions should be allowed for this ship to location. Valid options are:

• Always: If this ship to location accepts product substitutions, select this option.

• Default to Customer: If the system should use substitution information set up on the customer level instead of on the ship to level, select this option. The system will refer to the substitution information set up for this customer on the Pricing screen on the Customer Maintenance tab. This is the default option.

• Never: If this ship to location does not accept product substitutions, select this option.

Exclusions

This field contains a list of products for which the customer does not accept substitutes. The products in this list are Sub From products, not Sub Tos.

Add

If a customer does not want to accept substitutions for one or more products, enter the product number of each item in the Exclusions field and click Add.

Remove

To remove a product from the list of excluded products for this customer, select the product and then click Remove.

Discount Pricing

Discount Type

The Discount Type field is used in Customer Discounting to allow for three different types of pricing calculations. Each type represents a specific calculation formula. Valid entries are:

• Cost Plus (P): to add a set percentage to the cost.

• Disc off List (D): for a discount off the list price.

• Gross Profit Equals (G): to ensure a specific gross profit percentage.

%

This is the discount percentage allowed for this customer's discount type.

Lower Sale Price Wins

If a product is on both a Sale contract and a Regular contract, this field determines whether the sale price can be offered for the product. Valid entries are:

Price Class Override

Add

If you wish to add a pricing class, enter the pricing class, discount type, and percentage, and click Add.

Remove

If you wish to remove a pricing class, select it and click Remove.

Pricing Class

Select a valid pricing class from the drop-down list.

Discount Type

The Discount Type field is used in Customer Discounting to allow for three different types of pricing calculations based on the pricing class. Each type represents a specific calculation formula. Valid entries are:

• Cost Plus (P): to add a set percentage to the cost.

• Disc off List (D): for a discount off the list price.

• Gross Profit Equals (G): to ensure a specific gross profit percentage.

%

This is the discount percentage allowed for this customer's discount type.

Contracts

Default from Customer

If you wish all contract information to default from the Customer maintenance, select this option.

Regular

Click this button to view or change the list of regular contracts for this customer.

Sale

Click this button to view or change the list of sale contracts for this customer.

Contract Number

Select a contract number from the list.

Type

This field indicates the pricing type for this contract.

Name

This column contains the name of the contract.

Add

If you would like to add a contract for this customer, select the contract number from the drop-down list and click Add.

Remove

If you would like to remove a contract, select the contract number and then click Remove.

Contract No.

This column shows the contract number.

Type

This column shows the pricing type for this contract.

Contract Name

This column shows the name of the contract.

Expire Date

This column shows the expiration date of the contract.

Allow Universal (Flyer) Contracts

If you would like this customer to be eligible for universal (flyer) contracts, select this option. Then, if the customer orders a product on a universal contract, and if, and only if, the customer includes the special prefix with the product number, the system will consider the pricing from the universal contract.

If this customer should not be eligible for universal contracts, do not select this option.

This check box overrides the default for this customer set up in the Allow Universal (Flyer) Contracts check box on the Pricing screen of the Customer Maintenance tab.

Accept

Click Accept to save any changes that you have made.

Cancel

Click Cancel if you do not wish to save the changes that you made, and you wish to revert to your previous information.