M. David Matney
07-03-2010, 12:52 PM
Added ASI, PPAI, AIA Discount Codes to order line and a new entry table to modify these discount values should they ever change. The discount code will set the Unit Cost using the discount code percentage based upon the unit price.
Moved the Unit Costing Information to a sub-screen that is accessable from the maintain order line screen by clicking on the Line Item Analysis Button that is now at the top of the screen. This will allow you to enter product line items while a customer is viewing the screen and they will not see the costing values unless you explicitly show it to them. As Part of making the Order Line Entry Screen capable to be shown to your customers, the "Unit Price Overidden" text that appears if the unit price is overidden is gone. Instead a Red Asterisk (i.e. *) will appears to the right of the Unit Price. This lets you know the price is overidden. When you click on the Line Item Analysis Screen, you will see all costing and pricing information available for that product. If you do not see the "Specialty Pricing Codes" pull-down, this is because that product was setup in the Maintain Product screen to disallow Specialty Costing Calculations for the Unit Cost Simply maintain the product and checkmark the box that says "Allow Specialty Costing" Also, to reset the Unit Price back to the calculated value, or reset the Unit Cost back to the calculated value, on te Line Item Analysis Screen, if the value has been overidden, you can double click the caption text which will appear in Highlighted yellow to reset the price or cost
Personalization Text now prints on the Order Acknowledgment
A New Field has been added to Maintain Order Line Called "Internal Line Notations" - This will allow you to make notations on this order line as it relates to this line only and it will print only on the Internal Work Order. The Customer never sees this on their order acknowledgment.
Product Pricing Matrix has arrived. There is a new pull-down list named "Pricing Method" on the maintain product screen. The two methods are "Base Pricing" which is the pricing method the POS/CIS used up until now and a new option named "Matrix Pricing" which will allow you to enter an XY matrix of values and prices accordingly. For Example. You can setup a product named "Plaque" that has an X matrix value of "Plaque Size" and a Y Matrix Value of "Plaque Style" - For the X matrix, you may provide 4X6, 5X7, 7X9, 8X0, etc. and the Y Matrix value may be Veneer Wood, Solid Walnut, Piano Finish Veneer, Piano Finish Solid. You then define the price in the matrix for each of these value combinations. At order Entry time, if a product is sold that is matrix pricing, you will be presented with the X and Y pull-downs to select the two values and the pricing will calculate based upon the matrix. The Base Price is ignored in the case of matrix pricing, and the matrix pricing is ignored in the case of Base Pricing
Volume Pricing Discounts Schedules have been added. You can manage the volume pricing discount schedules from the "System Setup Management" Menu - Volume Pricing Discount Schedules are the final portion of calculations for unit pricing that occur. So if you have matrix pricing or base pricing, the volume discount schedule will be applied after those calculations have been done. Volume Discount Pricing schedules have been setup so that you can create schedules and for any number of products identify which schedule should be use (if any). Then if you change the volume pricing discount schedule in the future, it will automatically be applied to all current products using that schedule. The order line item quantity defines which discount percentage in the schedule is used to apply the volume discount
As Part of the Specialty Costing, a new field has been added to system setup to turn on/off the inclusion of the PITA Charge as part of the calculations used to attain the Unit Cost. So if the Inclusion is check marked, then Costing is determined based upon "Unit Price" + "PITA Price" - if it is unchecked, then only "Unit Price" is used to determine the costing.
As a result of the new order line item fields and features added, the following e-mail templates are updated with this release. If you have modified any of these e-mail templates, you will need to modify them again after this release is installed:
Order Acknowledgement
You can now delete Volume Discounts, Payment Methods, Payment Terms, Marketing codes, Coupons/Discounts, Shipping Methods, Product Classifications, Incoming Bins and Outgoing Bins so long as they are not used on any orders, invoices, check batches, purchase orders, etc.
Customers now have external file management as well as orders. From the Maintain Customer or Maintain Order Screen, you can create new CorelDraw documents, Word Documents, Excel Spreadsheets and much more. You can also create new documents by copying them from previous documents. Let's assume CustomerA has a layout and you want to create a new coreldraw layout based upon the old layout - you can create a new layout using the old layout as a template. In addition, you can create new layouts using Vendor templates. You can setup Vendor Templates when maintaining the Vendor. Also, it is advised that you allow the POS system to manage all documents in the system. Deleteing, renaming or modifying documents outside of POS can cause serious errors. Specificaly, once an order is completed, all documents attache to that order are locked down and are read only. If you modify a read only document outside of POS, this can cause problems. Let POS manage all documents for you. this means when you need to open a document in POS, you open from the maintain customer or maintain order screens and not using windows explorer or by pulling up a document that is in the last used file list of the application the document was created for. When duplicating an order, you have an option to duplicate the external documents as well When cancelling an order, all documents associated with that order are permantly deleted as well.
Fixed a bug on the maintain supplier screen when looking at the purchase orders. If the shipping instructions indicated "See Instructions Below" - "3-Day Service" was showing up. this has been corrected.
Added Sales Representatives Name to the Internal Work Order
When you create a new custom purchase order for a vendor, all order line items will automatically be transferred to the new custom purchase order. you will then want to review the individual custom purchase order line items to ensure the information is correct before sending the purchase order to the vendor as you may need to modify some of the descriptions and/or remove line items that do not apply.
Purchase Orders now have a "Ship by Date" in addition to the "Date Needed" - Many vendors in the ASI world want to know what date they need to ship the order by vs. having to figure it out for themselves by the date needed. This change is to facilitate those vendors.
Moved the Unit Costing Information to a sub-screen that is accessable from the maintain order line screen by clicking on the Line Item Analysis Button that is now at the top of the screen. This will allow you to enter product line items while a customer is viewing the screen and they will not see the costing values unless you explicitly show it to them. As Part of making the Order Line Entry Screen capable to be shown to your customers, the "Unit Price Overidden" text that appears if the unit price is overidden is gone. Instead a Red Asterisk (i.e. *) will appears to the right of the Unit Price. This lets you know the price is overidden. When you click on the Line Item Analysis Screen, you will see all costing and pricing information available for that product. If you do not see the "Specialty Pricing Codes" pull-down, this is because that product was setup in the Maintain Product screen to disallow Specialty Costing Calculations for the Unit Cost Simply maintain the product and checkmark the box that says "Allow Specialty Costing" Also, to reset the Unit Price back to the calculated value, or reset the Unit Cost back to the calculated value, on te Line Item Analysis Screen, if the value has been overidden, you can double click the caption text which will appear in Highlighted yellow to reset the price or cost
Personalization Text now prints on the Order Acknowledgment
A New Field has been added to Maintain Order Line Called "Internal Line Notations" - This will allow you to make notations on this order line as it relates to this line only and it will print only on the Internal Work Order. The Customer never sees this on their order acknowledgment.
Product Pricing Matrix has arrived. There is a new pull-down list named "Pricing Method" on the maintain product screen. The two methods are "Base Pricing" which is the pricing method the POS/CIS used up until now and a new option named "Matrix Pricing" which will allow you to enter an XY matrix of values and prices accordingly. For Example. You can setup a product named "Plaque" that has an X matrix value of "Plaque Size" and a Y Matrix Value of "Plaque Style" - For the X matrix, you may provide 4X6, 5X7, 7X9, 8X0, etc. and the Y Matrix value may be Veneer Wood, Solid Walnut, Piano Finish Veneer, Piano Finish Solid. You then define the price in the matrix for each of these value combinations. At order Entry time, if a product is sold that is matrix pricing, you will be presented with the X and Y pull-downs to select the two values and the pricing will calculate based upon the matrix. The Base Price is ignored in the case of matrix pricing, and the matrix pricing is ignored in the case of Base Pricing
Volume Pricing Discounts Schedules have been added. You can manage the volume pricing discount schedules from the "System Setup Management" Menu - Volume Pricing Discount Schedules are the final portion of calculations for unit pricing that occur. So if you have matrix pricing or base pricing, the volume discount schedule will be applied after those calculations have been done. Volume Discount Pricing schedules have been setup so that you can create schedules and for any number of products identify which schedule should be use (if any). Then if you change the volume pricing discount schedule in the future, it will automatically be applied to all current products using that schedule. The order line item quantity defines which discount percentage in the schedule is used to apply the volume discount
As Part of the Specialty Costing, a new field has been added to system setup to turn on/off the inclusion of the PITA Charge as part of the calculations used to attain the Unit Cost. So if the Inclusion is check marked, then Costing is determined based upon "Unit Price" + "PITA Price" - if it is unchecked, then only "Unit Price" is used to determine the costing.
As a result of the new order line item fields and features added, the following e-mail templates are updated with this release. If you have modified any of these e-mail templates, you will need to modify them again after this release is installed:
Order Acknowledgement
You can now delete Volume Discounts, Payment Methods, Payment Terms, Marketing codes, Coupons/Discounts, Shipping Methods, Product Classifications, Incoming Bins and Outgoing Bins so long as they are not used on any orders, invoices, check batches, purchase orders, etc.
Customers now have external file management as well as orders. From the Maintain Customer or Maintain Order Screen, you can create new CorelDraw documents, Word Documents, Excel Spreadsheets and much more. You can also create new documents by copying them from previous documents. Let's assume CustomerA has a layout and you want to create a new coreldraw layout based upon the old layout - you can create a new layout using the old layout as a template. In addition, you can create new layouts using Vendor templates. You can setup Vendor Templates when maintaining the Vendor. Also, it is advised that you allow the POS system to manage all documents in the system. Deleteing, renaming or modifying documents outside of POS can cause serious errors. Specificaly, once an order is completed, all documents attache to that order are locked down and are read only. If you modify a read only document outside of POS, this can cause problems. Let POS manage all documents for you. this means when you need to open a document in POS, you open from the maintain customer or maintain order screens and not using windows explorer or by pulling up a document that is in the last used file list of the application the document was created for. When duplicating an order, you have an option to duplicate the external documents as well When cancelling an order, all documents associated with that order are permantly deleted as well.
Fixed a bug on the maintain supplier screen when looking at the purchase orders. If the shipping instructions indicated "See Instructions Below" - "3-Day Service" was showing up. this has been corrected.
Added Sales Representatives Name to the Internal Work Order
When you create a new custom purchase order for a vendor, all order line items will automatically be transferred to the new custom purchase order. you will then want to review the individual custom purchase order line items to ensure the information is correct before sending the purchase order to the vendor as you may need to modify some of the descriptions and/or remove line items that do not apply.
Purchase Orders now have a "Ship by Date" in addition to the "Date Needed" - Many vendors in the ASI world want to know what date they need to ship the order by vs. having to figure it out for themselves by the date needed. This change is to facilitate those vendors.