IdealWare Online Users Manual

IY4-18 I/Y MAINTENANCE
31026 Supplier/Product Costing Maintenance

 

PURPOSE

 

The supplier/product costing maintenance program enables you add, delete and modify product costs. With appropriate system configuration you have the ability to define replacement costs for each product which can be used as default costs for margin analysis in relevant programs (ie auto-price generation, pricing maintenance, comprehensive pricing report).

 

Supplier/Product Costing Maintenance is accessed from:

  • Inventory Product Maintenance menu.
  • Product and Inventory Maintenance, Cost Maintenance option.

 

PROCEDURE - ADD COSTS FOR A NEW PRODUCT

 

Select Supplier/Product Costing Maintenance from the Inventory Product menu or select "CM" during Product and Inventory Maintenance. The Supplier Cost Maintenance screen displays. When you select costing maintenance from within the product and inventory maintenance program, the costing maintenance program defaults to the supplier #1 of the displayed product.

 

SUPPLIER COST FILE MAINTENANCE DISPLAY

┌────────────────────────────────────────────────────────────────────────────────┐
│01/17/08                    D E M O   C O M P A N Y                             â”‚
│                         SUPPLIER COST FILE MAINTENANCE                         â”‚
│────────────────────────────────────────────────────────────<---OTHER COSTS--->─│
│STORE/REG     00            IDEALWARE STORE# 1                                  â”‚
│SUPPLIER CODE ________                                                          â”‚
│PRODUCT CODE                                                                    â”‚
│────────────────────────────────────────────────────────────────────────────────│
│01 PRICING REGION           HIS PRODUCT                  CURRENT FLYER?         â”‚
│02 PRICING LEVEL            STATUS                       FUTURE FLYER?          â”‚
│03 RESERVED                                                                     â”‚
│               <---------CURRENT--------->      <------------FUTURE------------>│
│         LAST  04 QUOTE UNIT                    05 QUOTE UNIT                   â”‚
│UNIT     COST     COST      PRICE   MARG%  UNIT       COST        PRICE   MARG% â”‚
│                                                06                              â”‚
│                                                07                              â”‚
│                                                08                              â”‚
│                                                09                              â”‚
│────────────────────────────────────────────────────────────────────────────────│
│DESCRIPTION                    UNITS  SALES-MTD  SALES-L4W  SALES-YTD  LST COST â”‚
│                                                                                â”‚
│────────────────────────────────────────────────────────────────────────────────│
│PRESS F2 TO SCAN BY 'SUPP & HIS CODE', F5 FOR SUPPLIER INQUIRY,                 â”‚
│F12 FOR OTHER OPTIONS.                                                          â”‚
│                                                                                â”‚
└────────────────────────────────────────────────────────────────────────────────┘
PRESS F2 TO SCAN BY 'SUPP & HIS CODE', F5 FOR SUPPLIER INQUIRY,
F12 FOR OTHER OPTIONS.

 

[F2] to displays next supplier/code for selection.

 

[F5] to access supplier inquiry.

 

[F12] to display product maintenance options menu.

 

See PROCEDURE - PRODUCT MAINTENANCE OPTIONS.

 


Example Cost Maintenance Screen display:

┌────────────────────────────────────────────────────────────────────────────────┐
│01/17/08                    D E M O   C O M P A N Y                             â”‚
│                         SUPPLIER COST FILE MAINTENANCE                         â”‚
│────────────────────────────────────────────────────────────<---OTHER COSTS--->─│
│STORE/REG     00            IDEALWARE STORE# 1              01                  â”‚
│SUPPLIER CODE METRO         METRO SUPPLY COMPANY            01                  â”‚
│PRODUCT CODE  100108        2 1/2 IN CHAIN LINK                                 â”‚
│────────────────────────────────────────────────────────────────────────────────│
│01 PRICING REGION  00       HIS PRODUCT 212INCHAINLINK   CURRENT FLYER?         â”‚
│02 PRICING LEVEL   RETAIL   STATUS      SUPPLIER #1      FUTURE FLYER?          â”‚
│03 RESERVED                                                                     â”‚
│               <---------CURRENT--------->      <------------FUTURE------------>│
│         LAST  04 QUOTE UNIT         US         05 QUOTE UNIT              US   â”‚
│UNIT     COST     COST      PRICE   MARG%  UNIT       COST        PRICE   MARG% â”‚
│      00000000            00000000              06  00000000    00000000        â”‚
│FOOT      .00                              FOOT 07                              â”‚
│REEL      .00                              REEL 08                              â”‚
│CASE      .00                              CASE 09                              â”‚
│                                                                                â”‚
│────────────────────────────────────────────────────────────────────────────────│
│DESCRIPTION                    UNITS  SALES-MTD  SALES-L4W  SALES-YTD  LST COST â”‚
│2 1/2 IN CHAIN LINK            FOOT           0          0          0       .00 â”‚
│────────────────────────────────────────────────────────────────────────────────│
│** 'A'=ADD COSTS; 'M'=MODIFY; 'D'=DELETE; CR=CONTINUE: _                        â”‚
│                                                                                â”‚
└────────────────────────────────────────────────────────────────────────────────┘
** 'A'=ADD COSTS; 'M'=MODIFY; 'D'=DELETE; CR=CONTINUE:

 

[Enter] to clear display and return to PRODUCT CODE field.

 

"A" to add new costs.

 

"M" to modify field information.

 

See PROCEDURE - MODIFY COSTS.

 

 

"D" to delete costs.

 

See PROCEDURE - DELETE COSTS.

 

 

ENTER COST QUOTING UNIT.

 

Enter cost quoting unit.

 

The cost quoting unit is the unit of measure used to base cost for the product from the supplier. The program lists the available units for the specific product at the bottom of the screen for selection. The selections are based on the units of measure established for the product at product maintenance master screen 1.

 

 

[Enter] to accept default unit.

 

This is the base unit of measure defined for the product.

 

 

ENTER DATE FOR COSTS TO TAKE EFFECT (CR='MM/DD/YY').

 

Enter date you for new cost to become active in format MM/DD/YY.

 

[Enter] to accept current system date.

 

ENTER COST PER 'XXX' (CR=.000).

 

Enter cost per unit of measure.

 

[Enter] to set to 0.00.


>> CONVERT OTHER UNIT'S COSTS? (Y/N):

 

The program will automatically perform a conversion of any other units of measure set up for the product based on the COST PER UNIT.

 

"Y" to convert other units of measure.

 

"N" to not convert other units of measure.

 

Select this option if you want to set discounts for the other costing units.

 

 

Example Cost Maintenance Screen display:

┌────────────────────────────────────────────────────────────────────────────────┐
│01/17/08                  IDEAL BUILDING SUPPLIES LTD.                          â”‚
│                         SUPPLIER COST FILE MAINTENANCE                         â”‚
│────────────────────────────────────────────────────────────────────────────────│
│STORE/REG     01            IDEAL BUILDING SUPPLY LTD       <--OTHER REGIONS--> â”‚
│SUPPLIER CODE METRO         METRO SUPPLY COMPANY                                â”‚
│PRODUCT CODE  100108        2 1/2 IN CHAIN LINK                                 â”‚
│────────────────────────────────────────────────────────────────────────────────│
│01 PRICING REGION  01       HIS PRODUCT 212INCHAINLINK   CURRENT FLYER?         â”‚
│02 PRICING LEVEL   RETAIL   STATUS      SUPPLIER #1      FUTURE FLYER?          â”‚
│03 PRICE MIN. QTY                                                               â”‚
│               <---------CURRENT--------->      <------------FUTURE------------>│
│               04 QUOTE UNIT         CN         05 QUOTE UNIT FOOT         CN   â”‚
│UNIT  LST CST     COST      PRICE   MARG%  UNIT       COST        PRICE   MARG% â”‚
│                00/00/00  00/00/00              06  01/17/08    00/00/00        â”‚
│FOOT      .00                              FOOT 07     1.450                    â”‚
│REEL      .00                              REEL 08   362.500                    â”‚
│CASE      .00                              CASE 09 1,450.000                    â”‚
│                                                                                â”‚
│────────────────────────────────────────────────────────────────────────────────│
│DESCRIPTION                    UNITS  SALES-MTD  SALES-L4W  SALES-YTD  LST COST â”‚
│2 1/2 IN CHAIN LINK            FOOT           0          0          0       .00 â”‚
│────────────────────────────────────────────────────────────────────────────────│
│** OK TO UPDATE? (CR=UPDATE; F2=MODIFY; F4=BYPASS):_                            â”‚
│                                                                                â”‚
└────────────────────────────────────────────────────────────────────────────────┘
** OK TO UPDATE? (CR=UPDATE; F2=MODIFY; F4=BYPASS):

 

[Enter] to update cost file.

 

[F2] to modify field information.

 

** FIELD NUMBER TO MODIFY (CR TO CONTINUE):

 

Enter number of field to modify.

 

[Enter] to accept costs as displayed.

 

[F4] to clear all fields and return to PRODUCT CODE field.

 

The cursor returnes to the PRODUCT CODE field, where you can enter a different product code or press [Enter] to edit data for the same product.

 

 

 

FIELDS

 

STORE/REG

 

Displays store and/or region code. In a single store environment this field defaults to the usual store code.


SUPPLIER CODE

 

Displays supplier code and description. Press [F1] to toggle between multiple suppliers.

 

PRODUCT CODE

 

When accessing costing maintenance from product and inventory maintenance master screen 1, the product code of the product from which you accessed the program is automatically displayed. When accessing costing maintenance from the inventory product maintenance menu, you must enter the code of the desired product to process.

 

OTHER REGIONS

 

Displays other stores or regions for which there is a supplier cost defined. This field applies to multiple store environments only.

 

01 PRICING REGION

 

Displays the store/region of the displayed prices.

 

02 PRICING LEVEL

 

Displays the pricing level of the displayed prices. IdealWare currently recognizes four pricing levels:

  1. RETAIL
  2. PRICING LEVEL 1
  3. PRICING LEVEL 2
  4. PRICING LEVEL 3
03 PRICE MIN. QTY

 

Displays the minimum sale quantities, if any are defined.

 

HIS PRODUCT

 

Displays the supplier's product code and description.

 

STATUS

 

Displays the supplier's status (ie SUPPLIER #1, #2, etc.).

 

CURRENT FLYER?

 

Indicates whether product is currently offered as a special promotion.

 

FUTURE FLYER?

 

Indicates whether the product will be offered as a special promotion at some future date.

 

CURRENT

 

When you enter costs for a new product and then update the file, the new costs become "current" on the date you specified for the "date for costs to take effect".

 

04 QUOTE UNIT

 

Displays the current quote unit and currency type. Currency type is defined by the supplier master maintenance program.

 

UNIT

 

Displays the current costing unit(s).

 

LST CST

 

Displays the last cost for the product.

 

COST

 

Displays the current cost for the product.

 

PRICE

 

Displays the current price for the product.

 

MARG%

 

Displays the current margin for the product.

 

FUTURE

 

When you enter costs for a new product, the new costs remain "future" until the date you specified for the "date for costs to take effect".

 

05 QUOTE UNIT

 

Displays the future quote unit and currency type. Currency type is defined by the supplier master maintenance program.

 

UNIT

 

Displays the future costing unit.

 

COST

 

Displays the future cost for the product.

 

PRICE

 

Displays the future price for the product.

 

MARG%

 

Displays the future margin for the product.

 

06 EFFECTIVE DATE

 

Displays the date new costing figures will take effect; when entering new costs enter the date here.

 

07 BASE UNIT COST

 

Displays the base unit cost; when entering new costs enter the new cost here.

 

08 ALT UNIT 1 COST
09 ALT UNIT 2 COST

 

Displays ALT1 and ALT2 costs; when entering new costs the program calculates the values of these fields based on the cost entered in field 07 BASE UNIT COST.


DESCRIPTION

 

Displays the product display description.

 

UNITS

 

Displays the costing unit for the product.

 

SALES-MTD

 

Displays product sales for the current month to date.

 

SALES-L4W

 

Displays product sales during last 4 weeks.

 

SALES-YTD

 

Displays product sales for the current year to date.

 

LST COST

 

Displays last average cost for the product.

 

 

PROCEDURE - MODIFY COSTS

 

There are two ways to change current costs. If the new costs must take effect immediately, delete the existing costing information and then add the new figures. If the new costs come into effect at some date in the future, add future costing information with the "date to take effect" set to the appropriate future date.

 

Example Cost Maintenance Screen display:

┌────────────────────────────────────────────────────────────────────────────────┐
│01/17/08                  IDEAL BUILDING SUPPLIES LTD.                          â”‚
│                         SUPPLIER COST FILE MAINTENANCE                         â”‚
│────────────────────────────────────────────────────────────────────────────────│
│STORE/REG     01            IDEAL BUILDING SUPPLY LTD       <--OTHER REGIONS--> â”‚
│SUPPLIER CODE METRO         METRO SUPPLY COMPANY                                â”‚
│PRODUCT CODE  100105        2 IN CHAIN LINK                                     â”‚
│────────────────────────────────────────────────────────────────────────────────│
│01 PRICING REGION  01       HIS PRODUCT 2INCHAINLINK     CURRENT FLYER?         â”‚
│02 PRICING LEVEL   RETAIL   STATUS      SUPPLIER #1      FUTURE FLYER?          â”‚
│03 PRICE MIN. QTY                                                               â”‚
│               <---------CURRENT--------->      <------------FUTURE------------>│
│               04 QUOTE UNIT FOOT    CN         05 QUOTE UNIT FOOT         CN   â”‚
│UNIT  LST CST     COST      PRICE   MARG%  UNIT       COST        PRICE   MARG% â”‚
│                01/17/08  00/00/00              06  00/00/00    00/00/00        â”‚
│FOOT      .00      1.750                   FOOT 07                              â”‚
│REEL      .00    437.500                   REEL 08                              â”‚
│CASE      .00  1,750.000                   CASE 09                              â”‚
│                                                                                â”‚
│────────────────────────────────────────────────────────────────────────────────│
│DESCRIPTION                    UNITS  SALES-MTD  SALES-L4W  SALES-YTD  LST COST â”‚
│2 IN CHAIN LINK                FOOT           0          0          0       .00 â”‚
│────────────────────────────────────────────────────────────────────────────────│
│** 'A'=ADD COSTS; 'M'=MODIFY; 'D'=DELETE; CR=CONTINUE: _                        â”‚
│                                                                                â”‚
└────────────────────────────────────────────────────────────────────────────────┘
** 'A'=ADD COSTS; 'M'=MODIFY; 'D'=DELETE; CR=CONTINUE:

 

[Enter] to clear display and return to PRODUCT CODE field.

 

"A" to add new costs.

 

See PROCEDURE - ADD COSTS FOR A NEW PRODUCT.

 


"M" to change displayed costing information.

 

** FIELD NUMBER TO MODIFY (CR TO CONTINUE):

 

Enter number of field to modify.

 

The cursor moves to the field specified where you can make the modifications.

 

 

[Enter] to accept information as displayed.

 

** OK TO UPDATE? (CR=UPDATE; F2=MODIFY; F4=BYPASS):

 

[Enter] to accept changes and update file.

 

[F2] to make additional changes to displayed information.

 

[F4] to cancel changes and clear display.

 

You are returned to the PRODUCT CODE field where you can press [Enter] to redisplay the information for this product, press [F2] to display the information for the next product for the same supplier, or press [F3] to back up and change the supplier code to access the products of a different supplier.

 

"D" to delete costing information.

 

See PROCEDURE - DELETE COSTS.

 

 

 

PROCEDURE - DELETE COSTS

 

If pricing has not yet been set for a product you can only delete costs.

 

** 'A'=ADD COSTS; 'M'=MODIFY; 'D'=DELETE; CR=CONTINUE:

 

[Enter] to clear display and return to PRODUCT CODE field.

 

"A" to add new costs.

 

See PROCEDURE - ADD COSTS FOR A NEW PRODUCT.

 

 

"M" to modify field information.

 

See PROCEDURE - MODIFY COSTS.

 

 

"D" to delete costs.

 

'CC'=CURR CST;

 

[Enter] to bypass.

 

"C""C" to delete current costs.

 

** OK TO UPDATE? (CR=UPDATE; F2=MODIFY; F4=BYPASS):

 

[Enter] to delete costs and update costing file.

 

[F2] to modify displayed costing information.


[F4] to cancel deletion and clear all fields.

 

The cursor returns to the PRODUCT CODE field.

 

 

If pricing has been set for a product you can delete both costs and prices.

 

Example Cost Maintenance (with pricing) Screen display:

┌────────────────────────────────────────────────────────────────────────────────┐
│01/17/08                  IDEAL BUILDING SUPPLIES LTD.                          â”‚
│                         SUPPLIER COST FILE MAINTENANCE                         â”‚
│────────────────────────────────────────────────────────────────────────────────│
│STORE/REG     01            IDEAL BUILDING SUPPLY LTD       <--OTHER REGIONS--> â”‚
│SUPPLIER CODE METRO         METRO SUPPLY COMPANY                                â”‚
│PRODUCT CODE  100105        2 IN CHAIN LINK                                     â”‚
│────────────────────────────────────────────────────────────────────────────────│
│01 PRICING REGION  01       HIS PRODUCT 2INCHAINLINK     CURRENT FLYER?         â”‚
│02 PRICING LEVEL   RETAIL   STATUS      SUPPLIER #1      FUTURE FLYER?          â”‚
│03 PRICE MIN. QTY                                                               â”‚
│               <---------CURRENT--------->      <------------FUTURE------------>│
│               04 QUOTE UNIT FOOT    CN         05 QUOTE UNIT FOOT         CN   â”‚
│UNIT  LST CST     COST      PRICE   MARG%  UNIT       COST        PRICE   MARG% â”‚
│                07/01/96  07/10/96              06  00/00/00    00/00/00        â”‚
│FOOT      .00      1.750      2.75  36.36  FOOT 07                              â”‚
│REEL      .00    437.500    675.00  35.19  REEL 08                              â”‚
│CASE      .00  1,750.000  2,650.00  33.96  CASE 09                              â”‚
│                                                                                â”‚
│────────────────────────────────────────────────────────────────────────────────│
│DESCRIPTION                    UNITS  SALES-MTD  SALES-L4W  SALES-YTD  LST COST â”‚
│2 IN CHAIN LINK                FOOT           0          0          0       .00 â”‚
│────────────────────────────────────────────────────────────────────────────────│
│** 'A'=ADD COSTS; 'M'=MODIFY; 'D'=DELETE; CR=CONTINUE: _                        │
│                                                                                â”‚
└────────────────────────────────────────────────────────────────────────────────┘
** 'A'=ADD COSTS; 'M'=MODIFY; 'D'=DELETE; CR=CONTINUE:

 

[Enter] to clear display and return to PRODUCT CODE field.

 

"A" to add new costs.

 

See PROCEDURE - ADD COSTS FOR A NEW PRODUCT.

 

 

"M" to modify field information.

 

See PROCEDURE - MODIFY COSTS.

 

 

"D" to delete costs.

 

'CC'=CURR CST; 'CP'=CURR PRC;

 

[Enter] to bypass.

 

"C""C" to delete current costs.

 

"C""P" to delete current prices.

 

** OK TO UPDATE? (CR=UPDATE; F2=MODIFY; F4=BYPASS):

 

[Enter] to update costing and/or pricing file.

 

[F2] to modify displayed costing and/or pricing information.

 

[F4] to cancel deletion and clear all fields.

 

The cursor returns to the PRODUCT CODE field. If you press [Enter] to redisplay the product information, the following prompt displays.

 


** 'A'=ADD COSTS/PRICES; 'C'=ADD COSTS; 'M'=MODIFY; 'D'=DELETE; CR=CONTINUE:

 

You can add costs and/or prices for the product. For a description of the information fields see PROCEDURE - ADDING COSTS FOR A NEW PRODUCT.

 

 

PROCEDURE - PRODUCT MAINTENANCE OPTIONS

 

When you select [F12] the product maintenance options menu displays.

 

 

PRODUCT MAINTENANCE OPTIONS

┌──────────────────────────────────────┐
│   Product Maintenance Options        â”‚
│      1 Product & Inventory           â”‚
│      2 Supplier/Product Costing      â”‚
│      3 Product Pricing               â”‚
│      4 Product Location Maint        â”‚
│      5 Security Tag Maint            â”‚
│                                      â”‚
│** Enter Selection (F4 To End): ____  â”‚
└──────────────────────────────────────┘
1 Product Maintenance

 

"1" to access product maintenance screen 1.

 

2 Supplier/Product Costing

 

"2" to access supplier cost file maintenance screen.

 

3 Product Pricing

 

"3" to access product price file maintenance screen.

 

4 Product Location Maint

 

"4" to access inventory location maintenance screen.

 

5 Security Tag Maint

 

"5" to access product security tag maintenance screen.

 

F4 To End

 

[F4] to return to data entry screen.