Basis Code Formula Guidelines

Use the basis code calculation to calculate a manually updated product price using multipliers or dollar amounts directly from the product record. The basis code is the variable "B" used with a formula on the Price Sheet Entry window. You can use multiple basis codes in a formula.

The following rules apply to using the basis code (B) in a formula:

For example, the diagram below shows the expression !*B7+B3 for #1:LIST. The formula multiplies basis name number 7 by REP-COST and adds basis name number 3.

The amount or multiplier for the numbered basis in Price Sheet Entry is defined in Product Price Sheet Maintenance.

The following example sets up a multiplier in Product Price Sheet Maintenance and a basis code in Price Sheet Entry to price a 40-gallon water heater, so the profit margin is always 30 percent plus $2.00 each time the product sells, regardless of what the vendor charges.

The price sheet, below, dated 07/01/02 for the 40G Gas Water Heater shows the following:

To price this water heater for future updates, the goal is to add two dollars to the cost, and add an additional 30 percent, or 1.3 x [REP-COST +$2]

On the Price Sheet Entry window dated 07/01/02, set up the formulas and basis codes as shown, and described below.

This is FIN-COST = PRICE-3 + $2.00, or $233.50 = $231.50 + $2

This is LIST = PRICE-2 x [PRICE-3 + $2], or 303.55 = 1.3 x 233.50

This allows you to select File > Enter Prices to manually enter your cost for the water heater on the Price Sheet Entry/Update window.

The result each time you receive a price update on this water heater, you can enter the cost on the Price Sheet Entry/Update window, and ensure the final price is equal to your cost more 30 percent plus $2.

See Also:

Pricing Basis Fundamentals

Pricing Basis and Formula Guidelines