Advanced Price Matrix Options
There are numerous settings for the control of the price selection from the price matrix. These settings are found on the Advanced Price Matrix Options window
General tab
Priority of price list selection for products/customers.
This section enables you to set priorities for selecting price lists.
If more than one price list is found, the selection of the price list will follow the order defined here, from top to bottom.
For example: If you have two price lists that are applicable to the product your Customer wishes to order and you prioritise by Customer first:
If one price list is applicable because of the Customer's Sort Key (which, in this example is the Region in which they are located),
and one is applicable because the Customer's User Sort 1 key (which is their Sales Manager in this example),
and Sales Manager (User Sort 1) appears higher in the customer priority list than Region (Sort Key), then
the price list offered will be the one selected by Sales Manager (User Sort 1) value.
To change the order: select the item you wish to move and use the arrows to move it up or down in the list.
Having set the order of selection you must also select which order takes priority:
If you select to Prioritise by customer first, then by product, then the price lists would be searched for the Customer, then for the product.
If you select to Prioritise by product first, then by customer, then the price lists would be searched for the product, then for the Customer.
Use Transaction User Key 2 Instead of
You may be using the Sort Key and User Sorts on your Customer and Stock records for specific purposes, in which case using those values for Advanced Price Matrix may not be possible. This option enables you to use Transaction User Key 2 to set the price lists instead of one of the User Sorts.
Dimensions Only - This feature is not available in Dimensions Lite
Calculate Cost + from
When Cost + is selected as the Price Method, an uplift is always applied to the selected Cost Price. APM Method is set to Cost Price + for a Price List created via the APM, and the entered discount % or value is applied to the Cost Price. This Cost Price is dependent on the option selected here
Example Calculate Cost + from Cost Price 1: Always uses Cost Price 1 unless the Stock Record is flagged as Sub Analysis, in which case the Sub Analysis Cost Price is always used, unless 'Use Main Cost' option in System>>Stock options>>Sub Analysis is = ON - in which case, the Sub Analysis Main Cost Price is used.
From the list, select from where to perform the calculation:
Cost Price 1
This is the default unless the stock item is Sub Analysis, in which case Sub Analysis Cost Price is the default,
Standard Price
From stock record or Sub Analysis, as above,
Order Cost
From the order,
Price List Cost Price
From the price line.
Price lists are always active
Select as required.
Auto show customer/product search window
When you are building a price list using the wizard and you opt to select Customers by Account Code or to select Products by Stock Code, you can open the Search window by clicking on the Look-up icon above the list of options.
If you tick these options, the search window will open automatically when you select Account Code or Stock Code from the drop-down list.
After you have closed the search window, you can open it again by re-selecting Account Code or Stock Code.
Override Standard pricing
This option enables you to force the system to ignore all the pricing held within the accounts and apply discounts found in Advanced Price Matrix price lists to Price Line 1, ignoring standard pricing methods.
For Fixed prices from the matrix, the matrix price will be used regardless of this option.
For Discount prices from the matrix, when this option is NOT selected, the discounts will be applied to the appropriate price selected using the standard accounts pricing.
For Discount prices from the matrix, when this option is SELECTED: the discounts will be applied to the stock price from price line 1, the pricing method from the accounts will be ignored.
This option does not have to be set globally, it can be selected for specific price lists as part of the base information for the list.
SOP Options tab
Disable price field in sales order processing - Setting this option will stop all Users from editing the price field on the detail line of a sales order. This will mean that a selling price cannot be entered but must be selected either from the Selling Price Table or from a Price List.
Disable price selection popup in sales order processing - Users will not be able to open the Selling Price Table window on the detail line of a sales order. The Selling Price Table window holds the ten prices for the stock code you have entered. If the window cannot be opened the User will be unable to select a different price line.
Disable line discount percentage and value fields - Users will not be able to change the Line Discount shown for the detail line of a sales order. In addition, they will not be able to change the Customer's Line Discount in the Terms window opened from the Header pane of the order. If your price lists already take into account line discount, it will be important to select this option so that you do not inadvertently give additional discount.
Disable total discount percentage - Users will not be able to change the Customer's Total Discount in the Terms window opened from the Header pane of the order. If your price lists are already heavily discounted, it will be important to select this option so that you do not inadvertently give additional discount.
Include buy one get one free items in whole order discounts - If selected, the free and discounted items purchased from a Buy One Get One Free price list will be included when calculating if an order qualifies for a Whole Order Discount from another price list. If this option is not selected, the items in the order from a Buy One Get One Free price list that are at full price are included but the free and discounted items will not be included in the qualification calculation.
Apply standard price list prices to buy one get one free items - If selected, price list prices will be applied to Buy One Get One Free purchases.
Example: A Buy One Get One Free price list exists for the product. The offer is: buy one, get one for half price. The same product appears on a Standard Price List price at a fixed price of £15. If 4 items are ordered, 2 will be priced at £15 and 2 at £7.50. If this option is not selected, the normal selling price would be applied to both the full price items and the discounted items and the Standard Price List would be ignored.
Check Matrix against sales order user keys - Ticking this option will add an additional option to the Sales Order Header. The option Check user keys first on APM will be displayed on the Header window below the User Keys. Selecting the option means that the User Keys from the order Header will be checked before the User Keys from the Customer record.
Default to check sales order user keys - If this option is selected the option on the Sales Order Header will be selected by default whenever a Sales Order is opened.
Priority of sales order user keys - You can set the priorities for selecting price lists using the User Keys from the Sales Order Header. Because selecting the option means that the User Keys from the order Header will be checked before the User Keys from the Customer record, you should consider these priorities with the priorities selected below for the selection of Customers.
Crystal Reports tab
Default Crystal Reports
Select the Access Crystal Report that is to be used for your Standard Price List, Whole Order Discounts and Buy One Get One Free price lists.
Attribute Templates tab
This tab enables you to assign Attribute Templates to a Price List type.
Attribute Templates can be used to enter additional information against each price list. The Attribute Template Setup window enables you to create or edit your templates.
The attributes can also be used to categorise your price list.
For example, you may create an attribute template, Review, which holds the attributes such as Reviewer and Review Date.
To create an Attribute Template:
Click the Drill button
Click the Insert button on the toolbar
Enter the Template Name, e.g. Review
Define the attributes by tabbing off the Template Name field or clicking on an empty line in the Attribute Name column. Enter the Attribute Name, e.g. Reviewer
Attributes have to be defined as character, number, date or lookup value. Select the Attribute Type as Char, Num, Date or Lookup. If you select Lookup then you can define the Lookup values by clicking the more icon.
Set the attribute to be Read, Write or Compulsory.
Click on the next empty line to enter another attribute the same way e.g. Review Date.
Click OK to save the template.
To create a Price Selection:
There are three types of price selection, Standard, Buy One Get One Free, and Whole Order Discount. The Attribute Templates you create populate the drop-down lists. For example, the Review template created above is now available in the Standard Price List drop-down. These will be used as part of the Price Matrix Wizard, and are also available as part of the Price Matrix Panel.