Ibrahim: Creation of contents

2015-03-27T15:48:31Z

Creation of contents

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The Smart Quotes user can configure further his/her offer based upon the results of the automatic calculation.

Clicking on the ''Pricing'' button of the '''Price''' menu opens the the '''Price Editor''' window. The '''Price Editor''' window contains the basic pieces of information displayed in the [[Description of the Menu Price|Price menu]], as well as additional buttons, rows and columns, as shown in the following example:

[[File:MetisSmartQuotesPriceEditorMainWindow.png|center|850x750px]]

The availability of some buttons, columns or features depends upon the rights granted by the administrator.

Above the table, the following buttons can be found:

* Reset Prices: to set the cost and sales prices back to their default values (i.e. the official prices). Depending upon the selected row, it is possible to reset the prices of several positions at the same time. If a position is selected, the prices of the position are set back to its default values. If the "Sub Total MAT" row is selected, all the material positions are set back to their default values. If a section is selected, all the positions are set back to their default values, etc. Please note that the discounts in [%] remain applicable, no matter what at which level the discount has been defined.
* Add a Discount: to add a discount at the offer, system or sub-system levels. This button is visible only when the offer row or a system/sub-system row is selected. This feature is described in details below.
* Cost View / Customer View / Section view: a drop-down list to display the positions either by the section to which they belong to (the Section view), by the cost group to which they belong to (the Cost view) or by another structure that has been defined by the Smart Quotes user (the Customer view). The default view is the section view.
* Factor: to select a price factor to be applied on all the positions.

The main table may consist of the following columns:

* Admin Lock: it indicates the positions that cannot be edited. The prices of such positions are locked. A discount is not applied to a locked position. This column is not editable by the Smart Quotes user.
* User Lock: this feature is similar to the "Admin Lock" functionality. The difference is that the Smart Quotes user can select / unselect the positions to be locked.
* Description: it shows the designation of the items (offer, system, subsystem, section, level, etc.).
* Order No: it shows the order number (i.e. the main reference) of each position.
* Second ID: it shows the second reference of each position.
* Qty: it shows the quantity of each position or system / subsystem. The position's quantity may be edited if the system is in Export mode or if the position has not been added to the material list via the automatic calculation.
* Cost Price: it shows the unit cost price of each position or the sum of the cost prices.
* Sales Price: it shows the unit sales price of each position or the sum of the sales prices.
* Gross margin: it shows the gross margin of each position if the position has a unit cost and a unit sales price.
* Discount [%]: it shows the discount that has been defined at the offer and system / sub-system levels.
* Discount Level [%]: it shows the discount that has been defined at the Sub Total MAT, Sub Total SRV or section level (if in section view - otherwise the section is a cost group if in Cost view or a hierarchical level if in Customer view).
* Discount Item [%]: it shows the discount that has been defined at the position level.
* Total: in this column are shown net total amounts at various levels (offer, system, subsystem, section, etc.).
* Margin: in this column are shown the margin at various levels (offer, system, subsystem, section, etc.) if the cost price piece of information is not empty.
* Markup: in this column are shown the markup at various levels (offer, system, subsystem, section, etc.)

Below the main table, a ''Collapse All'' and an ''Expand All'' button is available to reduce or expand to contents of the main table.

== Edition of the Prices ==

A cell with a green background means that the cell is editable. The editable cells depend upon the rights granted by the administrator.

An edited value appears with a blue font.

The cells of the ''Price Editor'' window have a limit of characters. The smart Quotes user can type in values in each of the editable cells but within the following limits. If a value is too large to be entirely displayed in a cell, "+++++" is shown instead, as shown in the following example:

[[File:MetisSmartQuotesPriceMenuValueTooLarge.png|center|850x86px]]

If necessary, hover the mouse over the cell to see the full value.

When a value is defined at a topmost level (i.e. offer, system / subsystem, section or hierarchical level), Smart Quotes performs a calculation to distribute the discount amongst the material and services positions of the material list. Smart Quotes may round up the value to the nearest higher or lower value due the price recalculation result. The same logic applies if a total net sales price, a margin or a markup is edited.

{{Note
| It is possible to type in negative values.
}}

When a value is typed into the "Discount Level [%]" cell, the value is not kept in that cell. It is automatically applied and displayed on the corresponding and underneath positions, as shown in the following example:

[[File:MetisSmartQuotesPriceMenuDiscountOnSectionStep1.png|center|850x238px]]

[[File:MetisSmartQuotesPriceMenuDiscountOnSectionStep2.png|center|850x238px]]

It is possible to lock the prices of one or several positions. In the main table, the Smart Quotes user can click on a green cell in the ''User Lock'' column. This prevents any modification to be applied to the position(s).

The Smart Quotes user can also choose to lock the prices at any level (position, sub Total MAT, sub Total SRV, section, system etc.).

Examples:
* a section has been locked: all the material and services positions part of the section are no longer editable and their prices are not recalculated (e.g. if a discount is defined at a higher level such as the system level - the discount is applied on the other unlocked positions).
* the sum of the material positions (Sub Total MAT) of the system: all the material positions part of the system are no longer editable and their prices are not recalculated (e.g. if a discount is defined at a higher level such as the offer level - the discount is applied on the other unlocked positions).

When a system / sub-system or an offer is selected, the ''Add a Discount'' button appears. Clicking on this button opens the '''Discount''' window, as shown in the following examples:

[[File:MetisSmartQuotesPriceMenuDiscountWindow.png|center]]

A discount can be given in figure (in the currency of the offer) or in percent for:
* material positions only
* services positions only
* material and services positions

If the discount is applied at the offer level, it is dispatched on all the positions within the offer. If the discount is applied at the system / sub-system level, it is dispatched on all the positions of the corresponding system / sub-system.

{{Note
| If the offer or system contains no service positions and that the Smart Quotes user adds a discount on services positions only, the calculation result may be inconsistent.
}}

Several discounts can be defined as shown in the following example:

[[File:MetisSmartQuotesPriceMenuWithDiscounts.png|center|850x750px]]

The discounts appear between two "Sub Total MAT" / "Sub Total SRV" blocks. The "Sub Total MAT" / "Sub Total SRV" block below the discounts contains the totals before the application of the discounts. The "Sub Total MAT" / "Sub Total SRV" block above the discounts contains the totals after the application of the discounts.

Discounts appear with a default text. Double-clicking on the description cell of a discount opens a window as shown in the following example:

[[File:MetisSmartQuotesPriceMenuDiscountDescription.png|center]]

The Smart Quotes user can type in his/her own text for the discount, in all available languages.

When a discount is selected, the ''Delete a Discount'' button appears instead of the ''Add a Discount'' button, as shown in the following example:

[[File:MetisSmartQuotesPriceMenuDeleteDiscount.png|center|850x331px]]

If the ''Delete a Discount'' button is pressed, the discount is automatically deleted without any confirmation message.

When more than one discount have been created, an up and down arrows appear next to the ''Delete a Discount'' button, as shown in the following example:

[[File:MetisSmartQuotesPriceMenuDeleteDiscount.png|center|850x331px]]

Discounts are cumulative and their creation order is important for the calculation. By default,the order in which the discounts have been created is taken into account for the calculation. However, the Smart Quotes user can change the order in which the discount must be applied using the arrows. The offer prices are automatically updated as shown in the following example:

[[File:MetisSmartQuotesPriceMenuDiscountOrderChanged.png|center|850x331px]]

At anytime, the Smart Quotes user can change the view. Editions made in one view are carried over to the other view(s). This means that, for example, if a 12% discount is given to a position while in customer view then, an 15% discount is given to the same position while in section view, the position shows an 15% discount in both views.

For example, a 12% discount has been defined while in Customer view, for the position under the hierarchical level named "010 First Floor", as shown in the following example:

[[File:MetisSmartQuotesPriceMenuDiscountCustomerView.png|center|850x750px]]

When switching to the section view, the discounts remain applicable although the positions are in various sections, as shown in the following example:

[[File:MetisSmartQuotesPriceMenuDiscountSectionView.png|center|850x750px]]

However, if a discount is defined while in section view, this discount supersedes the discount defined while in the customer view.

For example, a 15% discount has been defined for the position under the section named "Software", as shown in the following example:

[[File:MetisSmartQuotesPriceMenuDiscountSectionViewEdited.png|center|850x750px]]

When switching back to the customer view, some positions have a 12% discount and others have a 15% discount due to the last change made while in section view, as shown in the following example:

[[File:MetisSmartQuotesPriceMenuDiscountCustomerViewEdited.png|center|850x750px]]

{{Tip
| If several positions are selected (and only positions), an edit icon appears near the drop-down list as shown in the following example:

[[File:MetisSmartQuotesPriceMenuEditIcon.png|center|850x528px]]

Clicking on this icon opens the '''Edit Items''' window as shown in the following example:

[[File:MetisSmartQuotesPriceMenuEditItems.png|center]]

The Smart Quotes user can edit the sales price, the margin, the discount and the cost price of several positions at a time.
}}

{{Tip
| Upon right-clicking on the header cells, two or three additional options may be available as shown in the following example:

[[File:MetisSmartQuotesPriceMenuRightClickOptions.png|center]]

The available options vary depending upon the cell. The Smart Quotes user can, for example, copy a column to the clipboard or expand the contents of the cells over several lines.
}}

== Important Notes about the Pricing ==

The prices displayed to the Smart Quotes user depend mainly on the [[Description of the Menu Project#Creating an Offer | offer price category]] that has been selected. However, several other settings may have an impact on the displayed prices. Some settings depend upon the administrator and others depend upon the Smart Quotes user.

An administrator may define a discount at the version level and use this value to automatically determine the cost price of the positions. If enabled by the administrator, the original cost price of the position is calculated based upon the current sales price of the position to which, the discount at the version level is applied.

Example:

* Sales Price = 100 EUR
* Version discount = 5%
* Cost Price = 95 EUR

An administrator may enable the Smart Quotes users to define to discount and a margin to be automatically applied on some positions, as shown in the following example:

[[File:MetisSmartQuotesPriceSegmentPriceTab.png|center|650x400px]]

In the ''Segment Price'' tab, a list of segments appears. Positions are linked to segments by the administrator. When a discount and a margin are defined for a segment, they are applied to positions belonging to the segment.

The official sales and cost prices are calculated as it follows:

* New Cost Price = Official Sales Price*(1-discount[%])
* New Sales Price = New Cost Price/(1-Margin[%])

Therefore, it is important to define a discount and a margin to obtain consistent prices. The following table provides some results depending upon the Smart Quotes user inputs:

[[File:MetisSmartQuotesPriceSegmentPriceCalculationExamples.png|center]]

{{Note
| The settings that Smart Quotes users define are strictly applicable to themselves only. Therefore, when two or more different users are working on the same offer, they may have different prices and totals due to differing definitions of discount and margin percentages.
}}

An administrator may define a minimal margin threshold. If the Smart Quotes user types in a value below this threshold in the margin column, the value appears in red font.

An administrator may define a maximal discount that the Smart Quotes user can give to the total amount of the material positions or to the total amount of the service positions.

An administrator may define some discounts applicable per customer (or address). If in the offer the corresponding customer (or) address as been selected as well as the corresponding offer price category, the discounts are automatically applied.

An administrator may define that, if the price of a position is edited or if a discount is given to that position, the changes are reflected automatically on all the instances of that position within the material list (i.e. positions with the same order number).

An administrator may define some price factor and made them available to the Smart Quotes user, as shown in the following example:

[[File:MetisSmartQuotesPriceFactor.png|center|850x211px]]

Upon selection of a factor, the gross sales price of the positions is automatically recalculated according to the factor defined by the administrator.

An administrator may define that the price of a position depends upon its quantity or a certain monetary amount. Examples:
* If the quantity of a position is < 5, the price per unit is 200 EUR. If the quantity is < 10, the price per unit is 195 EUR, and so on.
* Or, if the offer total amount reaches a total price of 2 000 EUR, a 1% discount is automatically applied. If the offer total amount reaches 20 000 EUR, a 5% discount is automatically applied, and so on.

An administrator may enable the Smart Quotes user to define a price factor for the [[Description of the Edit Material List Features#Attributes | attributes]] of a position. The price factor has an influence on the sales price and/or the cost price of the position.

An administrator may enable the Smart Quotes user to define their [[Description of the Menu Setup#Exchange Rate | own exchange rates]]. The exchange rates that Smart Quotes users define are strictly applicable to themselves only. Hence, another user opening the same offer may see different prices.

An administrator may give different rights on the available price categories to the Smart Quotes users. If a user opens an offer with a price category that he/she is not authorised to use, the prices are not visible.

Editing the Prices - Revision history

Ibrahim: Creation of contents