This option is used to set up, view, amend, print or delete product prices in
specific catalogues or mailers. These are usually loaded for you as part of
your supplier price updates but can also be used to create your own mini-catalogues
or promotions. You can copy existing catalogues to create a new
one with the same products, which can then be amended if required. You can
also export and import catalogues.
When you enter a product, onto a sales order, that appears in multiple
catalogues, you are given the choice of catalogue prices to select from.
Alternatively you can assign catalogues to customers so that their highest
priority catalogue price is automatically applied to their order, without allowing
the operator the choice of prices. This can be done individually in Customer
Details or you can use this program to assign the catalogue to multiple
customers. Refer to the price and discount hierarchy to view where catalogue
pricing fits into a customer's price and discount structure.
To Create a New Catalogue
1. Select Gx SOP from the toolbar.
2. Hold the cursor over Prices and Discounts on the menu.
3. Select Catalogue Pricing from the second menu.
4. To create a new catalogue or collection of products at special prices, type
in an unused three-digit number as the Catalogue Code. You can use the
drop-down menu to show the catalogue codes already in use. You will be
warned that this catalogue code does not exist and asked if you want to
create a new catalogue. Choose Yes.
5. Enter a title or description for this catalogue or collection of products.
6. Enter the Start Date that these catalogue prices are valid from.
7. Enter the End Date for when these catalogue prices expire.
8. Enter the first Product Code. You can right-click the line and choose Search for Product Code from the popup menu to search for products.
9. Enter the Price of this product in this catalogue.
10. Click the icon in the Quantity column to set up quantity breaks.
In
the popup window enter the quantity required to be purchased and the
price for buying that quantity. Enter each quantity break, in ascending
order, and the price for ordering this quantity. Save the quantity breaks
window.
11. Enter
any Discount if applicable, you may enter a negative discount
to represent Cost Plus Discounts. Enter subsequent products for this catalogue in the same way.
12. On saving the catalogue you will be asked whether any new additions
should be nett priced or not.
2. Hold the cursor over Prices and Discounts on the menu.
3. Select Catalogue Pricing from the second menu.
4. Start by creating the new catalogue, type in an unused three-digit number
as the Catalogue Code. You can use the drop-down menu to show the
catalogue codes already in use. You will be warned that this catalogue
code does not exist and asked if you want to create a new catalogue.
Choose Yes.
5. Enter a title or description for this catalogue or collection of products.
6. Enter the Start Date that these catalogue prices are valid from.
7. Enter the End Date for when these catalogue prices expire.
8. Click the Copy button.
9. Use the Catalogue Code drop-down menu to select the catalogue you
wish to copy.
10. Click the Ok button. This opulates your new catalogue with the
products and prices from the copied one.
To View, Amend, Print or Delete Existing Catalogue Details
1. Select Gx SOP from the toolbar.
2. Hold the cursor over Prices and Discounts on the menu.
3. Select Catalogue Pricing from the second menu.
4. Use the drop-down menu to select the catalogue.
5. You may wish to use the Find option to locate a particular product code in
the catalogue. Enter the product code and click the Find button.
6. Click the Price column, Quantity column or Discount column to amend these details.
7. Right-click a product code and select Delete a Row to remove a product
from a catalogue.
8. To add an item, find the next available line at the end of the product list, or
right-click a stock code and select Insert a Row from the context menu to
add the new product to a specific place in the list.
9. To locate a specific stock code to amend, use the Find option on the
bottom right of the screen. Type the code in the white box then click the Find button. The line it is on will be highlighted.
10. If
you wish to increase all the prices by the same percentage then use the
Percentage Uplift prompt. Simply enter a percentage value to
increase the prices by and press return, all the prices will automatically
increase, use the Undo button if you wish to reverse this.
11. To produce a print out of the products and prices in this catalogue, click
the Print button.
12. To delete a catalogue, click the Delete button. Note: you can only
delete catalogues that are not allocated to customers.
2. Hold the cursor over Prices and Discounts on the menu.
3. Select Catalogue Pricing from the second menu.
4. Use the drop-down menu to select the catalogue.
5. Click the Assign Customers button.
6. You can assign this catalogue to All Customers or Select Customers.
The second option opens up the account search window so you can apply
search criteria to choose the customers who will receive this catalogue
prices. Click here for more details on using the search facility to
select
accounts.
7. Choose whether you want to add this catalogue as a Priority Catalogue
or Normal Catalogue. Priority will place this catalogue above any existing
catalogues this customer has already been assigned so these prices will
over-rule any other catalogue pricing they have. Normal will add it to the
bottom of their existing catalogue list so the price in this catalogue will only
be applied if they do not have a higher priority catalogue containing this
product.
2. Hold the cursor over Prices and Discounts on the menu.
3. Select Catalogue Pricing from the second menu.
4. Use the drop-down menu to select the catalogue.
5. Click the Export button.
6. Use the file browser window to select a location to save the exported data
and give the file a name. Data can be exported in CSV (comma delimited)
or TXT (tab delimited) format.
7. Click the Save button on the browser window.
8. Navigate to the chosen location on your computer to open up the exported
file. For
Power Gx on the Cloud you will receive further instructions regarding copying
the file to your desktop.
2. Hold the cursor over Prices and Discounts on the menu.
3. Select Catalogue Pricing from the second menu.
4. Use the drop-down menu to select the catalogue.
5. Click the Import button.
6. If you are using Power Gx in the Cloud view additional instructions here. Use the file browser window to select a location of your saved data file and
click the Open button on the browser window. Note: the format must be
the same as the exported catalogue data layout to match up with the
correct columns in Gx, and must be a CSV (comma delimited) or TXT (tab
delimited) file. It is a good idea to export a catalogue first to use this file
as a template for creating your own file to import. The following fields are
mandatory: Product, Alias, Price and Quantity. Description is optional.
7. Answer the popup question Does the first row contain column
headers? Yes indicates that your data file has a row of column titles and
No indicates the file contains data only.
8. The data to be imported is displayed, click the Ok button on this window.
icon in the Quantity column to set up
quantity breaks.
In
the popup window enter the quantity required to be purchased and the
price for buying that quantity. Enter each quantity break, in ascending
order, and the price for ordering this quantity. Save the quantity breaks
window.