Activant Prophet 21 Understanding Purchase Pricing suite Course

Activant Prophet 21 Understanding Purchase Pricing suite Course 1 of 2

This class is designed for… n Prophet 21 users who are responsible for setting up the purchase pricing for suppliers

Objectives n Identify and assign purchase pricing methods n Create a purchase pricing library

This course will NOT cover… n How sales orders are priced n Creating a purchase order n Generating purchase order requirements n Fast Edits

Purchase Pricing n Determines the price of an item on a purchase order n Based on Supplier List Price or Supplier Cost

Item Maintenance

Purchase Order Pricing

Supplier Pricing Maintenance

Supplier Pricing Maintenance There is NO default pricing for suppliers, you MUST set up pricing or all items will be priced at ZERO.

Supplier Pricing Maintenance

Multiplier Pricing

Multiplier Pricing Paper Boxes Folders 5% off List

Multiplier Pricing Source Price Choices Multiplier of. 95

Purchase Pricing Example

Purchase Pricing Example United Suppliers Item Calendars Desk Accessories Filing Supplies Binders Writing Instruments Product Group 5 10 15 20 25 OFF List Discount Group

Purchase Pricing Example United Suppliers Item Calendars Desk Accessories Filing Supplies Binders Writing Instruments Product Group OFF List 5 40% 10 35% 15 20 45% 30% 25 25% Discount Group

Purchase Pricing Example United Suppliers Item Calendars Desk Accessories Filing Supplies Binders Writing Instruments Product Category Code 5 40% Discount Group 5 10 35% 10 15 20 45% 30% 15 20 25 25% 25 OFF List

Discount Groups n Organization of supplier lines n Used for Pricing libraries

Purchase Pricing Easton Corporation Items OFF List Computer & Printer Supplies 25% Paper Products 25% Record Storage supplies 30% Presentation Supplies 30%

Purchase Pricing Easton Corporation Items OFF List Computer & Printer Supplies 25% Paper Products 25% Record Storage supplies 30% Presentation Supplies 30%

Purchase Pricing Easton Corporation Items OFF List Discount Group Computer & Printer Supplies 25% 1 Paper Products 25% 1 Record Storage supplies 30% 2 Presentation Supplies 30% 2

Purchase Pricing Orbit Inc. Items Price Field Mailroom Supplies Supplier Cost Lunchroom Supplies Supplier Cost Janitorial Supplies Supplier Cost

Purchase Pricing Orbit Inc. Items Price Field Qty Discount Percent Discount Group Mailroom Supplies Supplier Cost >20 Items 10% Mail Lunchroom Supplies Supplier Cost >10 Items 15% Lunch Janitorial Supplies Supplier Cost >50 Items 20% Janitor

Discount Group Maintenance

Discount Group Maintenance

Assigning Discount Groups

Assigning Discount Groups

Definitions Pricing Library Contains pricing books that are searched when a purchase price is needed

Definitions Pricing Library Contains pricing books that are searched when a purchase price is needed Pricing Book Stores multiple methods/calculations to be used for purchase pricing

Definitions Pricing Library Contains pricing books that are searched when a purchase price is needed Pricing Book Stores multiple methods/calculations to be used for purchase pricing Page Stores the specifics of a pricing schedule

Pricing Libraries Franklin Supplies Discount Group Polish Library Discount Group Sponge Steam Vacuums Franklin Supplies Book Discount Group Pricing Steam Vacuums Page 20% Off 30% Off 25% Off

Pricing Pages SH I L O P FF O % 20 LIST E PRIC GE N O P S FF O % 25 LIST E PRIC

Pricing Books and Pages nt u o c Dis p u o r G g n i c i r P SH I L O P FF O % 20 LIST E PRIC GE N O P S FF O % 25 LIST E PRIC

Pricing Books and Pages m Stea s m u u c Va Steam s um u c a V F F O 30% LIST E C I R P

Pricing Libraries Franklin Supplies Library Discount Group Pricing Steam Vacuums

Creating Pricing Libraries

Pricing Book Maintenance

Pricing Pages

Pricing Pages Supplier/Item Supplier/Discount Group

Pricing Page Supplier/Discount Group

Pricing Page Supplier/Discount Group

Pricing Page Supplier/Discount Group

Pricing Page Supplier/Discount Group

Discounts

Discounts n Difference n Multiplier n Mark-up n Percentage n Fixed Price

Discounts - Difference n Calculation value is subtracted from or added to the price Calculation Method - Difference Value Result 10. 00 $10. 00 is subtracted from the price -2. 00 $2. 00 is added to the price

Discounts - Multiplier n Calculation Value is multiplied by the price Calculation Method - Multiplier Value 0. 90 Result The price is multiplied by. 90, which is a 10% discount

Discounts – Mark-up n Calculation Value is entered as the mark-up percentage to be applied to the price 100/(100 -Mark-up) Calculation Method – Mark-up Value 20 Result Price is multiplied by 1. 25 100/(100 -20)= 100/80= 1. 25

Discounts - Percentage n Calculation Value is entered as a percentage of the price Calculation Method - Percentage Value 0. 90 Result The price is multiplied by. 90

Discounts – Fixed Price n Calculation Value is entered as a fixed price Calculation Method – Fixed Price Value 1. 50 Result The price is $1. 50

Supplier/Discount Group Page

Totaling Basis

Totaling Basis

Totaling Basis n Supplier List Price n Supplier Cost Totaling Basis – List Price Dollars Spent Discount off of List Price <=20. 00 10% >=20. 01 20%

Totaling Basis

Totaling Basis - Piece

Totaling Basis - Piece

Totaling Basis – Purchase Unit

Totaling Basis – Purchase Unit

Totaling Basis - Weight

Item - Weight

Totaling Basis - UOM

Totaling Basis - UOM

Totaling Method n Identify which items on an order can be added together to determine discount

Totaling Method or f g n Prici rican me A l l A ly p p u S FF O % 10 if e c i r List P ore m 10 or are items ed as h c r u p

Totaling Method All American Supply Item Qty Discount Group Product Group Screwdrivers 10 10 15 Hammers 4 10 20 Hard Hats 5 5 20 Safety Goggles 3 5 15

Totaling Method - Item All American Supply Item Qty Discount Group Product Group Screwdrivers 10 10 15 Hammers 4 10 20 Hard Hats 5 5 20 Safety Goggles 3 5 15

Totaling Method – Discount Group All American Supply Item Qty Discount Group Product Group Screwdrivers 10 10 15 Hammers 4 10 20 Hard Hats 5 5 20 Safety Goggles 3 5 15

Totaling Method – Discount Group All American Supply Item Qty Discount Group Product Group Screwdrivers 10 10 15 Hammers 4 10 20 Hard Hats 5 5 20 Safety Goggles 3 5 15

Totaling Method – Product Group All American Supply Item Qty Discount Group Product Group Screwdrivers 10 10 15 Hammers 4 10 20 Hard Hats 5 5 20 Safety Goggles 3 5 15

Totaling Method – Product Group All American Supply Item Qty Discount Group Product Group Screwdrivers 10 10 15 Hammers 4 10 20 Hard Hats 5 5 20 Safety Goggles 3 5 15

Totaling Method – Supplier All American Supply Item Qty Discount Group Product Group Screwdrivers 10 10 15 Hammers 4 10 20 Hard Hats 5 5 20 Safety Goggles 3 5 15

Totaling Method – Order All American Supply Item Qty Discount Group Product Group Screwdrivers 10 10 15 Hammers 4 10 20 Hard Hats 5 5 20 Safety Goggles 3 5 15

Totaling Method – Major Group n Code used to associate multiple Pricing Pages for discount purposes n Items priced by Pricing Pages assigned to the same major group are combinable on the same order

Totaling Method – Major Group Discount Group 300 = Silverware Discount Group 400 = Cooking Utensils

Totaling Method – Major Group Discount Group 300 = Silverware Discount Group 400 = Cooking Utensils When items from both discount groups are on one order, you receive a discount! n 100+ items 10% off Discount Group 300 u 15% off Discount Group 400 u

Totaling Method – Major Group

Totaling Method – Major Group

Totaling Method – Major Group

Totaling Method – Major Group

Totaling Method – Major Group ? ? Supplier List = $3. 86 Supplier List = $5. 88

Totaling Method – Major Group

Libraries

Libraries

Libraries

Library Types Library Type First Of Pricing Page Special ($15. 00)

Library Types Library Type First Of Lowest Of Pricing Page Special ($15. 00)

Library Types Library Type First Of Lowest Of Highest Of Pricing Page Special ($15. 00) Johnson ($20. 00)

Library Types Library Type First Of Lowest Of Highest Of Newest Of Pricing Page Special ($15. 00) Johnson ($20. 00) Special ($15. 00)

Library Types Library Type First Of Lowest Of Highest Of Newest Of Oldest Of Pricing Page Special ($15. 00) Johnson ($20. 00) Special ($15. 00) DG ($18. 00)

Library

Supplier Library Maintenance n Multiple libraries are acceptable n Uses library listed first

Review Create pricing books

Review Create pricing books Create purchase pricing pages

Review Create pricing books Create purchase pricing pages Assign books to a library

Review Create pricing books Create purchase pricing pages Assign books to a library Assign library to supplier

Summary n Identify and assign purchase pricing methods n Create a purchase pricing library

For More Information… n Prophet 21 Help Files n Visit Activant on the web: http: //distribution. activant. com/ View Educational Services course offerings u Browse Documentation u Search the Solutions database u Submit a Support case u n Contact pss@activant. com u Schedule some one-on-one time with an application consultant to work directly with you on your own system

Purchase Pricing suite n Customizing your Purchase Pricing Libraries Use purchase pricing libraries to accommodate a variety of pricing plans offered by suppliers u Determine when a purchase pricing library is needed u