This topic describes how to maintain price sheets for products in different branches.
Maintain multiple price sheets for the following reasons:
Your branches obtain the same products from different vendors.
Products cost more to ship or store at one branch than at another branch.
The promotions you run at one branch differ from those at your other branches.
A price line can have any number of price sheets associated with it. Carefully check the following if a product has multiple price sheets in use at the same branch:
The costing and pricing are correct.
You are using the correct price sheet for the vendor's product.
This topic includes the following procedures:
To create a branch-specific product price sheet:
From the Maintenance menu, select Product to display the Product Maintenance window, and enter a product in the Product field.
Select Pricing > Product Price Maintenance to display the Product Price Maintenance dialog box.
Select File > Toggle Hierarchy, enter a branch, and click OK to view the settings for a specific branch and where those settings came from. All territories that contain that branch display in the Branch /Territory column below the branch, in the order of the territory priority. For more information, see Branch Hierarchy Details.
In the Price Sheet column, do the following:
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If... |
Then... |
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for the same price sheet, all branches use the same costs and/or prices for the products in the price line |
leave the field blank. The system uses the price line name as the price sheet name, followed by a tilde (~). This sheet is called the null price sheet. For example, the null price sheet for the SYL price line is named SYL~. |
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any branch uses costs or prices that are different from those at the other branches |
enter a name for the price sheet, such as Branch1, to create a separate price sheet for that branch. The system attaches the price line name and tilde (~) as a suffix. For this example, the new price sheet name for the SYL price line is SYL~Branch1. Repeat step 3 above, and this part of step 4 to create price sheets for as many branches as necessary. |
Exit the dialog box to return to the Product Maintenance window.
If the Price Sheet Days dialog box displays, do one of the following in the Purge Age (days) field:
Click OK to accept the entry of 365 and click OK.
Enter the number of days you want this price sheet to remain on record after the expiration date, and click OK.
In the Effective field, select an existing effective date, or enter a new effective date for this price sheet.
Note: The Price Sheet Days dialog box displays for each branch-specific price sheet you entered in the Price Sheet field on the Product Price Maintenance dialog box.
Click OK to save your changes and exit the dialog box.
To enter prices for a branch-specific product price sheet:
From the Maintenance menu, select Product to display the Product Maintenance window, and enter a product in the Product field.
Select Pricing > Product Price Maintenance to display the Product Price Maintenance dialog box.
Select Pricing > Price Sheet to display the Price Sheet Maintenance dialog box.
Scroll to an effective date, or create an effective date by selecting Edit> Effective Dates.
In the price sheet effective date row, enter the prices for each basis name, as needed.
Do one of the following:
Select another price sheet for editing.
See Also: