Description of the Menu Prices

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 say 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.

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.

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.

 

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.

*'''Version''': Here the user must define which version they would like to search in.

*'''Price Category Type''': The price category type is selected

*'''Price Type''': The price type is selected

*'''Price Group''': The price group is selected

*'''Description''': Here the user enters characters of the description for the price group they would like to find.

*'''Language''': The language is selected

Clicking on the "Add" button [[File:MetisSmartModelingAddButton.PNG|link=]] opens the '''Price Category''' window. 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:

*'''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.

 

 

| The GSP Discount value is set by the administrator is Smart Modeling. To set the GSP Discount value, the administrator must go to the Versions menu, then the Versions sub-menu and edit the version to be modified.

In the first table, where languages are listed to the left. The user must enter a description for at least one of the languages listed, describing the newly created Price Category.

The second table contains price types on one side and price groups on the other. The price types listed on the left represent all of the existing price types and can be modified in the price types sub-menu. The '''Sales Price''' and '''Cost Price''' price types are the two default price types and will always appear. For each of the price types listed on the left, a corresponding price group needs to be defined for the new Price Category. When no price group has been defined yet, the price groups listed on the right are all defaulted to '''<None>'''. To choose a price group, the user must select a row and choose the price group they would like to associate with the corresponding price type listed on the left by searching through drop-down list by clicking on the button located in each price group row.

 

[[File:MSM-Profiles-Prices-Categories-Add.png|center|600x400px]]

 

 

The "Edit" button [[File:MetisSmartModelingEditButton.PNG|link=]] allows the user to see and modify the properties of the price category. Selecting a price category and clicking on the '''Edit''' button opens the '''Price Category''' window. The user may then edit the price category name, type, description as well as the price groups associated with each price type.

[[File:MSM_Attributes_Attributes_Sum_Edit.png|center|600x400px]]

 

 

Validating the window saves all changes applied to the Price Category in the Metis Database.

The "Delete" button [[File:MetisSmartModelingDeleteButton.PNG|link=]] allows the user to delete an existing price category. Multiple price categories may be selected and deleted together. When deleting a price category, the following pop-up window appears :

[[File:MSM-Profiles-Prices-Categories-Delete.png|center]]

The "Preview" button [[File:MetisSmartModelingPreviewButton.PNG|link=]] allows the user to see the properties of the selected price category. Selecting a price category and clicking on the '''Preview''' button opens the '''Price Category''' window with the properties of the price category being presented to the user

 

 

[[File:MSM_Prices_Price_Categories_Preview.png|center|600x400px]]