Description of the Menu Prices
From Metis Documentation
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(→Price Categories) |
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Prices for certain products or services may vary depending on the customer. Price categories make sure that this is carried out in Metis Smart Quotes by letting the user define specific price groups for each price category they would like to create. This means that price categories can be used to define a different price for each type of business such as subcontractors for example, who can be offered different prices than direct salespeople. | Prices for certain products or services may vary depending on the customer. Price categories make sure that this is carried out in Metis Smart Quotes by letting the user define specific price groups for each price category they would like to create. This means that price categories can be used to define a different price for each type of business such as subcontractors for example, who can be offered different prices than direct salespeople. | ||
| - | Moreover, price categories are used when importing price conditions from SAP systems or other third party data sources) to allow multiple prices for each product. In the Price Categories sub-menu are all the existing price categories listed and organized in the table below by their description and category type. | + | Moreover, price categories are used when importing price conditions from SAP systems or other third party data sources) to allow multiple prices for each product. In the Price Categories sub-menu are all the existing price categories listed and organized in the table below by their description and category type. Price categories can be used in several different places in both Metis Smart Modeling and Smart Quotes. |
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| - | Price categories can be used in several different places in both Metis Smart Modeling and Smart Quotes. | + | |
In Smart Quotes, in the Project menu, when either adding or editing an existing offer, a price category field is found on the right side of the window under the General section. This field allows the user to set the price category that will be used for that specific offer. To do so, the user must click on the drop-down list icon for the Price Category field. The drop-down list will open with all the existing price categories made visible to the user. | In Smart Quotes, in the Project menu, when either adding or editing an existing offer, a price category field is found on the right side of the window under the General section. This field allows the user to set the price category that will be used for that specific offer. To do so, the user must click on the drop-down list icon for the Price Category field. The drop-down list will open with all the existing price categories made visible to the user. | ||
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Also in Smart Quotes, the user may define a default Price Category for themselves. To do so, the user must click on the Setup top button, then User Data, and go to the Parameters tab. Then, clicking on the icon in the Price Category field opens a drop down with all the existing price categories. | Also in Smart Quotes, the user may define a default Price Category for themselves. To do so, the user must click on the Setup top button, then User Data, and go to the Parameters tab. Then, clicking on the icon in the Price Category field opens a drop down with all the existing price categories. | ||
| - | In Smart Modeling the administrator may set the Price Category in several different cases. | + | In Smart Modeling the administrator may set the Price Category in several different cases. In the Profiles menu, then in the '''[[Description_of_the_Sub-Menu_Price_categories|Price Categories]]''' sub-menu, when adding a new or editing an existing profile the administrator may choose from the list of all existing price categories which to authorize for that particular profile. Price categories with a lock icon before them indicate that they were created in the parent version. |
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| - | In the Profiles menu, then in the '''[[Description_of_the_Sub-Menu_Price_categories|Price Categories]]''' sub-menu, when adding a new or editing an existing profile the administrator may choose from the list of all existing price categories which to authorize for that particular profile. Price categories with a lock icon before them indicate that they were created in the parent version. | + | |
Also in the Profiles menu, then in the Functionalities sub-menu, the administrator may set the default price category for a certain profile. To do so, either create a new or edit an existing profile. On the rights tab go to the section titled Setup and expand it. The last field named Default Price Category allows the administrator to set the default price category for that profile. By double clicking in the value cell a list of price categories will appear. In the cell to the right of the value, the user has the option to make the right invisible or read only as well. | Also in the Profiles menu, then in the Functionalities sub-menu, the administrator may set the default price category for a certain profile. To do so, either create a new or edit an existing profile. On the rights tab go to the section titled Setup and expand it. The last field named Default Price Category allows the administrator to set the default price category for that profile. By double clicking in the value cell a list of price categories will appear. In the cell to the right of the value, the user has the option to make the right invisible or read only as well. | ||
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| - | On the left-hand side of the window, a '''Search''' feature is found. The | + | On the left-hand side of the main window, a '''Search''' feature is found. It allows the user/administrator to find Price Categories based on various criterion. The search is triggered by typing a keyword or only a letter in the fields above the "Search" button and then click on it. The results are then displayed below. Selecting a line from the result list will automatically select the corresponding entry in the main table. |
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| + | === Creating a Price Category === | ||
| - | + | Before creating a new Price Categories, the user/administrator should first check the version selected in the filter area. The new Price Category will be created in the select version. | |
| - | + | In the '''Price Category''' sub-menu, the "Add" button [[File:MetisSmartModelingAddButton.PNG|link=]] located above the main table/list allows the user/administrator to create a new Price Category. When it is clicked, the '''Price Category''' creation window opens, it allows to define all related information. The user must first enter a name into the '''Price Category Name''' field and then pick a '''Price Category Type''' from the drop-down list. From the '''Price Category Type''' drop-down list, the following two types can be selected: | |
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*'''Normal''': Nothing has been changed for this price category. | *'''Normal''': Nothing has been changed for this price category. | ||
*'''Global Sales Price''': The Cost price is calculated by the GSP Discount value. This means that the Sales price is multiplied by the percentage GSP discount to give the new cost price. | *'''Global Sales Price''': The Cost price is calculated by the GSP Discount value. This means that the Sales price is multiplied by the percentage GSP discount to give the new cost price. | ||
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| + | [[File:MSM-Profiles-Prices-Categories-Add.png|center|600x400px]] | ||
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| + | {{Note | ||
| + | | Mandatory fields are displayed in '''bold''' or with a red triangle in front of the field. | ||
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| - | [[File: | + | Once all related mandatory and optional information have been set, the new Price Category can be saved by validating the '''Price Category''' window using the [[File:MetisSmartModelingOKButton.PNG|link=]] button at the bottom of the window. |
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| + | === Modifying a Price Category === | ||
| - | + | In the '''Price Categories''' 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 Price Category. Selecting a Price Category and clicking on it opens the '''Price Category''' edition window where all related properties and information can be edited. The user may then edit the price category name, type, description as well as the price groups associated with each price type. | |
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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 Category. Modifications applied to the selected Price Category will only be saved once the Price Category 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 Price Category === | |
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| + | In the '''Price Categories''' sub-menu, the "Delete" button [[File:MetisSmartModelingDeleteButton.PNG|link=]] located above the main table/list allows the user/administrator to delete the selected Price Category. Selecting one or more Price Categories and clicking on it displays the following confirmation window. | ||
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| - | + | Once the warning is confirmed, the selected Price Category is removed from Metis Smart Suite and deleted from the Metis Database. | |
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=== Previewing a Price Category === | === Previewing a Price Category === | ||
| - | + | In the '''Price Categories''' sub-menu, the "Preview" button [[File:MetisSmartModelingPreviewButton.PNG|link=]] located above the main table allows the user/administrator to see all properties and information related to the selected Price Category. | |
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| + | Selecting a Price Category from the table and clicking on it opens the '''Price Category''' preview window. For detailed descriptions of all information available in this window please refer to the section dedicated to the creation of a new Price Category. | ||
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{{Note | {{Note | ||
| - | | | + | | Edition of the information and properties displayed herein is not possible. If modification are necessary, the edition function described above should be used. |
}} | }} | ||