Description of the Menu Prices
From Metis Documentation
(→Price Groups) |
(→Price Categories) |
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== Price Categories == | == Price Categories == | ||
| - | + | Prices for certain products or services may vary depending on the client. Price categories make sure that this is carried out 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 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. | ||
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| + | Price categories can be set in several different places in both Metis Smart Modeling and Smart Quotes. | ||
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| + | In Smart Quotes, in the Project menu, when either adding or editing an exisiting 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 specfic offer. | ||
| + | To do so, the user must click on the dropdown list icon for the Price Category field. The dropdown 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 dropdown with all the existing price categories. | ||
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| + | In Smart Modeling the administator may set the Price Category for several different cases. | ||
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| + | In the Profiles menu, then in the Price Categories sub-menu, when adding a new or editing an existing profile the administator 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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| + | 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 administator 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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| + | In the Versions menu, then in the Versions sub-menu, when adding or editing a new version the version window will be open. On the Profiles tab the user can select the price category to be associated with that particular version. | ||
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| + | {{Note | ||
| + | | If a user sets a default price category in Smart Quotes themselves, it will take priority over the default price category set by the administrator in Smart Modeling. | ||
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| + | On the left-hand side of the window, a '''Search''' feature is found. The '''Search''' feature for price categories contains the following search criteria which the user may use: | ||
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| + | *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 | ||
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| + | When the user has entered in the desired search criteria, the '''Search''' can be launched with the results appearing in the section below. | ||
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=== Creating a Price Categories === | === Creating a Price Categories === | ||
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| + | Clicking on the '''Add''' button 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: | ||
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| + | *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. | ||
| + | Under the conditions section, the administrator enters a value in the GSP Discount field by clicking on the edit icon. | ||
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| + | In the first table, the languages are listed to the left. The user must enter a description for at least one of the languages listed. | ||
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| + | 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 [blue link to the price types page]. | ||
| + | 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. | ||
| + | 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. | ||
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| + | [screenshot of the add price category window] | ||
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| + | [screenshot adding a price group to a particular price type] | ||
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=== Modifying a Price Categories === | === Modifying a Price Categories === | ||
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| + | The '''Edit''' button allows the user to see and modify the properties of the price category. | ||
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| + | 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. | ||
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| + | [screenshot of the edit price category window] | ||
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=== Deleting a Price Categories === | === Deleting a Price Categories === | ||
| + | The '''Delete''' button 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 | ||
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| + | [Screen shot of the delete price category window] | ||
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| + | The user must confirm the message before the price category can be deleted. | ||
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| + | === Previewing a Price Category === | ||
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| + | The '''Preview''' button allows the user to see the properties of the selected price category. | ||
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| + | 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 | ||
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| + | {{Note | ||
| + | | It is not possible to edit the properties of a price category in the '''Preview''' section window. This must be done with the '''Edit''' button | ||
| + | }} | ||
== Price Factors== | == Price Factors== | ||