Exporting Data for Strategic Pricing Associates

Strategic Pricing Associates analyzes your product, customer, sales, and pricing data for the past 12 months to determine the best pricing strategy and multipliers for your pricing formulas.

Exporting data creates a sales history export. This file is required to gather sales transactions for each customer and the products they have purchased in the past 12 months. This information is used to rank customers and products. This file includes the customer category information. Sales history includes only stock and non-stock items, and does not included lot billed items. The export includes sales data from all your branches.

Prior to exporting data, complete the following setup and training:

• Assign customers to categories.

• Assign vendors to sell groups.

• Complete your introduction training with Strategic Pricing Associates.

To export data for Strategic Pricing Associates:

1. From the Files > Price Maintenance > Strategic Pricing menu, select File Exports to display the Strategic Pricing File Exports screen.

2. Enter the criteria to select the data included in the export files.

   Field	Description
   Start Date and End Date	Enter the date range for which you want to export pricing data. Strategic Pricing Associates requires that you export data for a 12 month period. Do not export more than 12 months worth of data.
   Br/Tr/All	Enter the branch, branches, or territories to include in the export files.
   Report Delimiter	Select Tab to separate the columns in each export file with tabs. Tab-delimited is the format that Strategic Pricing Associates requires for the export files.

3. Use the Hold hot key to create the four export files and save them to your Hold file.

4. From the System > Printers menu, select Your Hold Entries to display the Spooler Control screen.

5. Select the first export file you want to download, and use the Download hot key.

6. Enter the directory path where you want to save the file and click Open.

7. Select ASCII, LF=CR/LF, Tab col and press Esc.

8. At the prompt, enter Y to include the heading row that identifies each column in the downloaded file and press Esc to download the file.

9. Repeat this procedure for each download file.

10. Send the files to your Strategic Pricing Associates representative using e-mail or CD, depending on the file size.

See Also:

Enabling Branches for Strategic Pricing

Assigning Customers to Categories for Strategic Pricing

Assigning Vendors to Sell Groups for Strategic Pricing