Description of the Menu Prices
From Metis Documentation
(→Customer Prices) |
(→Currencies) |
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Price factors are used when either the Sales or Cost price needs to be augmented by a certain factor. Meaning that if the Sales price needs to be increased by a certain percentage, the user can define the appropriate price factor by creating a new price factor using the add button. | Price factors are used when either the Sales or Cost price needs to be augmented by a certain factor. Meaning that if the Sales price needs to be increased by a certain percentage, the user can define the appropriate price factor by creating a new price factor using the add button. | ||
| - | + | Price Factors can be seen as default discounts (- or +) to be applied on an offer. Ideally, this function would be used without any additional discounting possibilities. | |
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== Price Types == | == Price Types == | ||
| - | Price | + | Price Types are defined as the different possible variations of prices that can be encountered when creating an offer or placing an order; for example: the '''Sales Price''' and '''Cost Price'''. The three main price types '''Sales Price''', '''Cost Price''' and '''Transfer Price''' found in the Price Types sub-menu are all default price types and cannot be modified or deleted. But from this sub-menu, the User has the possibility to define additional ones based on the business' needs and requirements. |
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=== Creating a Price Type === | === Creating a Price Type === | ||
| - | + | In the '''Price Types''' sub-menu, the "Add" button [[File:MetisSmartModelingAddButton.PNG|link=]] located above the main list allows the user/administrator to create a new Price Type. When it is clicked, the '''Price Type''' creation window opens, it allows to define all related information. The user must enter a name for the price type in the '''Price Type Name''' field having 50 or less characters. | |
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| - | + | {{Note | |
| + | | Mandatory fields are displayed in '''bold''' or with a red triangle in front of the field. | ||
| + | }} | ||
| + | |||
| + | Once all related mandatory and optional information have been set, the new Price Type can be saved by validating the '''Price Type''' window using the [[File:MetisSmartModelingOKButton.PNG|link=]] button at the bottom of the window. | ||
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=== Modifying a Price Type === | === Modifying a Price Type === | ||
| - | + | In the '''Price Types''' sub-menu, the "Edit" button [[File:MetisSmartModelingEditButton.PNG|link=]] located above the main list allows the user/administrator to apply modifications to all properties related to the selected Price Type. Selecting a Price Type and clicking on it opens the '''Price Type''' edition window where all related properties and information can be edited. | |
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| - | + | For detailed descriptions of all information available in this window please refer to the section dedicated to the creation of a new Price Type. Modifications applied to the selected Price Type will only be saved once the Price Type edition window is validated using the [[File:MetisSmartModelingOKButton.PNG|link=]] button at the bottom of the window. This will update the list displayed on the main screen. Using the "Cancel" [[File:MetisSmartModelingCancelButton.PNG|link=]] button discards all changes and closes the window. | |
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[[File:MSM-Prices--Price-Types-Edit.png|center]] | [[File:MSM-Prices--Price-Types-Edit.png|center]] | ||
}} | }} | ||
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=== Deleting a Price Type === | === Deleting a Price Type === | ||
| - | + | In the '''Price Types''' sub-menu, the "Delete" button [[File:MetisSmartModelingDeleteButton.PNG|link=]] located above the main list allows the user/administrator to delete the selected Price Type. Selecting one or more Price Type and clicking on it displays the following confirmation window. | |
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| - | + | Once the warning is confirmed, the selected Price Type is removed from Metis Smart Suite and deleted from the Metis Database. | |
== Currencies == | == Currencies == | ||
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| - | Defining cascading exchange rates will not enable Metis to calculate the exchange rate between the first and the last currency. For example, if users specify the CHF/EUR and the EUR/RUB exchange rates, Metis Smart Modeling will not automatically calculate the CHF/RUB rate based on the first two rates alone. Therefore, if users wish to have the CHF/RUB, it has to be entered separately in the list of exchange rates. | + | {{Warning |
| + | | Defining cascading exchange rates will not enable Metis to calculate the exchange rate between the first and the last currency. For example, if users specify the CHF/EUR and the EUR/RUB exchange rates, Metis Smart Modeling will not automatically calculate the CHF/RUB rate based on the first two rates alone. Therefore, if users wish to have the CHF/RUB, it has to be entered separately in the list of exchange rates. | ||
| + | }} | ||
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{{Note | {{Note | ||
| - | | Currencies are | + | | Currencies and the exchange rates defined within a Version are specific to that version. |
}} | }} | ||
| + | |||
| + | {{Note | ||
| + | | Exchange rate displayed in grey indicate automatic conversion of a defined exchange rate (the opposite rate). They can be modified! | ||
| + | }} | ||
{{Note | {{Note | ||
| - | | It is | + | | It is to have at least one currency is defined in Metis Smart Modeling. In cases where there is only one existing currency, it should be entered in the following format 1 EUR is 1 EUR. |
}} | }} | ||
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=== Creating a Currency === | === Creating a Currency === | ||
| - | The "Add" button [[File:MetisSmartModelingAddButton.PNG|link=]] to | + | Before creating a new Currency, the user/administrator should first check the version selected in the filter area. The new Currency will be created in the select version. |
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| + | In the '''Currency''' sub-menu, the "Add" button [[File:MetisSmartModelingAddButton.PNG|link=]] located above the main table allows the user/administrator to create a new Currency. When it is clicked, the '''Currency''' creation window opens, it allows to define all related information. | ||
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| - | + | {{Note | |
| + | | Mandatory fields are displayed in '''bold''' or with a red triangle in front of the field. | ||
| + | }} | ||
| + | |||
| + | Once all related mandatory and optional information have been set, the new Currency can be saved by validating the '''Currency''' window using the [[File:MetisSmartModelingOKButton.PNG|link=]] button at the bottom of the window. | ||
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| - | + | In the '''Currencies''' sub-menu, the "Edit" button [[File:MetisSmartModelingEditButton.PNG|link=]] located above the main table allows the user/administrator to apply modifications to all properties related to the selected Currency. Selecting an exchange rate and clicking on the '''Edit''' button opens the '''Price Currency''' window, which is an editable version of the main currency window. The only information which can be changed are the exchange rates previously defined . | |
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[[File:MSM-Prices-Currencies-Edit.png|center|600x400px]] | [[File:MSM-Prices-Currencies-Edit.png|center|600x400px]] | ||
| - | + | For detailed descriptions of all information available in this window please refer to the section dedicated to the creation of a new Currency. Modifications applied to the selected Currency will only be saved once the Currency edition window is validated using the [[File:MetisSmartModelingOKButton.PNG|link=]] button at the bottom of the window. This will update the table/list displayed on the main screen. Using the "Cancel" [[File:MetisSmartModelingCancelButton.PNG|link=]] button discards all changes and closes the window. | |
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=== Deleting a Currency === | === Deleting a Currency === | ||
| - | + | In the '''Currencies''' sub-menu, the "Delete" button [[File:MetisSmartModelingDeleteButton.PNG|link=]] located above the main table allows the user/administrator to delete the selected Currency. Selecting a Currency and clicking on it displays the following confirmation window. | |
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| - | + | Once the warning is confirmed, the selected Currency is removed from Metis Smart Suite and deleted from the Metis Database along with all the exchange rates defined for it. | |