IdealWare Online Users Manual

IY5-01 I/Y LISTINGS, REPORTS AND FORMS
31086 Comprehensive Pricing Report

 

PURPOSE

 

The comprehensive pricing report program is used to print product pricing, costs and profit margin information.

 

The Comprehensive Pricing Report is accessed from:

  • Inventory Maintenance Menu

 

PROCEDURE

 

Select Product Listing Reports from the Inventory Maintenance menu. The product listing reports menu displays.

 

 PRODUCT LISTING REPORTS MENU

┌────────────────────────────────────────────────────────────────────────────────┐
│01/18/08              ***** PRODUCT LISTING REPORTS *****                3YIYR1 â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│            â”Œâ”€â”€â”€â”€â”€â”€â”€â”€â”€â”€â”€â”€â”€â”€â”€â”€â”€â”€â”€â”€â”€â”€â”€â”€â”€â”€â”€â”€â”€â”€â”€â”€â”€â”€â”€â”€â”€â”€â”€â”€â”€â”€â”€â”€â”€â”€â”€â”€â”€â”€â”€â”€â”€â”             â”‚
│            â”‚PRODUCT LISTING OPTIONS:                             â”‚             â”‚
│            â”‚( 1)  FOLIO NUMBER/NAME LISTING                      â”‚             â”‚
│            â”‚( 2)  PRODUCT MASTER LISTING                         â”‚             â”‚
│            â”‚( 3)  INVENTORY MASTER LISTING                       â”‚             â”‚
│            â”‚( 4)  PRICE LIST REPORT                              â”‚             â”‚
│            â”‚( 5)  COMPREHENSIVE PRICING REPORT                   â”‚             â”‚
│            â”‚ENTER REPORT NUMBER OR F4 TO RETURN TO MENU:      __ â”‚             â”‚
│            â””─────────────────────────────────────────────────────┘             â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
└────────────────────────────────────────────────────────────────────────────────┘
ENTER REPORT NUMBER OR F4 TO RETURN TO MENU:

 

[F4] to exit to menu.

 

"5" to select comprehensive pricing report.

 

The following prompts enable you to select the desired report options.

 

 

** STORE OPTIONS:
( 1)  ALL STORES
( 2)  SPECIFY STORE(S)
** ENTER OPTION DESIRED (CR=1):

 

"1" to select all stores.

 

In a single store environment this defaults to the normal store code.

 

 

"2" to list specific stores.

 

** STORE CODE (CR TO END LIST):

 

Enter store code.

 

Press [Enter] a second time to end list. To remove stores from list, re-enter store code.

 

 

[Enter] to indicate selection complete.

 

** SEPARATE REPORT PER STORE? (Y/N):

 

Applicable in multistore environments only.

 

"Y" to print a separate report for each store.

 

"N" to, print a single report.

 

Information for each store will be grouped together by product.

 

 

** SORTING OPTIONS
( 1)  BY GROUP
( 2)  BY SUPPLIER
( 3)  BY SUPPLIER AND GROUP
( 4)  BY LOCATION (AISLE)
( 5)  BY FOLIO NUMBER
( 6)  BY ITEM CODE

 

"1" to sort report by product groups.

 

** RANGE OF GROUPS OR SELECTED GROUPS? (R/S):

 

"R" to select range of product groups.

 

** STARTING GROUP (CR=FIRST):

 

Enter product group code to begin range.

 

[Enter] to begin at first product group code.

 

[F5] to display list of product group codes for selection.

 

** ENDING GROUP (CR=LAST):

 

Enter product group code to end range.

 

[Enter] to end at last product group code.

 

[F5] to display list of product group codes for selection.

 

"S" to select specific product groups.

 

** SELECTED GROUPS:

 

Enter product groups to include.

 

[Enter] for all.

 

[F5] to display list of product group codes for selection.


** SORT WITHIN GROUP:
( 1)  DESCRIPTION
( 2)  QUICK CODE
( 3)  PRODUCT CODE
( 4)  EXTRA DESCRIPTION 1
( 5)  EXTRA DESCRIPTION 2
( 6)  EXTRA DESCRIPTION 3
** ENTER OPTION DESIRED (CR=1):

 

[Enter] to accept default value "1".

 

"1" to sort within product groups by product description.

 

"2" to sort within product groups by product quick code.

 

"3" to sort within product groups by product code.

 

"4" to sort within product groups by product extra desc. 1.

 

"5" to sort within product groups by product extra desc. 2.

 

"6" to sort within product groups by product extra desc. 3.

 

** PAGE BREAK BY GROUP LEVEL? (0=NONE,1,2,3,4):

 

[Enter] to accept default value "0".

 

"0" to not add a page break after group levels.

 

"2", "3" or "4" to insert page break after specified group level.

 

"2" to sort report by suppliers.

 

** ENTER BEGINNING SUPPLIER CODE (CR FOR FIRST):

 

Enter supplier code to begin range.

 

[Enter] to begin at first supplier code.

 

[F5] to access supplier inquiry for selection.

 

** ENTER ENDING SUPPLIER CODE (CR FOR LAST):

 

Enter supplier code to end range.

 

[Enter] to end at last supplier code.

 

[F5] to access supplier inquiry for selection.

 

** SUPPLIER#1 PRODUCTS ONLY? (Y/N):

 

"Y" to display supplier#1 products only.

 

"N" to not display supplier#1 products only.

 

"3" to sort report by suppliers and product groups.

 

** ENTER BEGINNING SUPPLIER CODE (CR FOR FIRST):

 

Enter supplier code to begin range.

 

[Enter] to begin at first supplier code.

 

[F5] to access supplier inquiry for selection.

 

** ENTER ENDING SUPPLIER CODE (CR FOR LAST):

 

Enter supplier code to end range.

 

[Enter] to end at last supplier code.

 

[F5] to access supplier inquiry for selection.

 

** SUPPLIER#1 PRODUCTS ONLY? (Y/N):

 

"Y" to display supplier#1 products only.

 

"N" to not display supplier#1 products only.

 

** STARTING GROUP (CR=FIRST):

 

Enter product group code to begin range.

 

[Enter] to begin at first product group code.

 

[F5] to display list of product group codes for selection.

 

** ENDING GROUP (CR=LAST):

 

Enter product group code to end range.

 

[Enter] to end at last product group code.

 

[F5] to display list of product group codes for selection.

 

** SORT WITHIN GROUP:
( 1)  DESCRIPTION
( 2)  QUICK CODE
( 3)  PRODUCT CODE
( 4)  EXTRA DESCRIPTION 1
( 5)  EXTRA DESCRIPTION 2
( 6)  EXTRA DESCRIPTION 3
** ENTER OPTION DESIRED (CR=1):

 

[Enter] to accept default value "1".

 

"1" to sort within product groups by product description.

 

"2" to sort within product groups by product quick code.

 

"3" to sort within product groups by product code.

 

"4" to sort within product groups by product extra desc. 1.

 

"5" to sort within product groups by product extra desc. 2.

 

"6" to sort within product groups by product extra desc. 3.

 

** PAGE BREAK BY GROUP LEVEL? (0=NONE,1,2,3,4):

 

[Enter] to accept default value "0".

 

"0" to not add a page break after group levels.

 

"2", "3" or "4" to insert page break after specified group level.


"4" to sort report by location.

 

>> TO SORT BY LOCATION, YOU MUST SELECT STORE OPTION 4
AND SPECIFY ONLY ONE YARD. CR TO CONTINUE:

 

You can print a report sorted by location for a single store only. Press [Enter] to clear the alert and reselect the store code.

 

SORT WITHIN LOCATION BY:
( 1)  DESCRIPTION
( 2)  ITEM CODE
( 3)  FOLIO NUMBER
( 4)  EXTRA DESCRIPTION 1
( 5)  EXTRA DESCRIPTION 2
( 6)  EXTRA DESCRIPTION 3

 

[Enter] to accept default value "1".

 

"1" to sort within location by product description.

 

"2" to sort within location by product code.

 

"3" to sort within location by product folio number.

 

"4" to sort within location by product extra desc. 1.

 

"5" to sort within location by product extra desc. 2.

 

"6" to sort within location by product extra desc. 3.

 

** BASED ON PRODUCTS FIRST LOCATION ONLY? (Y/N):

 

If not based on 1st location only a product may print on the report multiple times.

 

 

[Enter] to accept default value "N".

 

"Y" base report of first location of products only.

 

"N" to not base report of first location of products only.

 

"5" to sort report by product folio number.

 

** ENTER BEGINNING FOLIO NUMBER (CR FOR FIRST):

 

Enter product folio number to begin range.

 

[Enter] to begin at first product folio number.

 

[F5] to display list of products by folio number for selection.

 

** ENTER ENDING FOLIO NUMBER (F2 FOR LAST):

 

Enter product folio number to end range.

 

[Enter] or [F2] to end at last product folio number.

 

[F5] to display list of products by folio number for selection.


"6" to sort report by item code.

 

** ENTER BEGINNING ITEM CODE (CR FOR FIRST):

 

Enter product item code to begin range.

 

[Enter] to begin at first product code.

 

** ENTER ENDING ITEM CODE (F2 FOR LAST):

 

Enter product item code to end range.

 

[Enter] or [F2] to end at last product code.

 

** PRINT SET/KITS? (1=NO/2=YES/3=ONLY; CR=NO):

 

[Enter] to accept default value "1".

 

"1" to not include package type products.

 

"2" to include package type products.

 

"3" to include only package type products.

 

** PRODUCT STATUS (RE/SC/DI/SO/SP/DL; CR=ALL):
ENTER 'XX' FOR PRODUCTS WITH INVALID STATUS.

 

Multiple status parameters are allowed, eg RESCDI (include REgular, Seasonal Clearance and DIscontinued).

 

[Enter] to include products of all status types.

 

"R""E" to include only REgular products.

 

"S""C" to include only Seasonal Clearance products.

 

"D""I" to include only DIscontinued products.

 

"S""O" to include only Special Order products.

 

"S""P" to include only Special Purchase products.

 

"D""L" to include only DeLeted products.

 

"X""X" to include only products with an invalid status code.

 

** SELECTED BUYER CODES (CR=FINISH, F6=ALL):

 

Enter buyer codes.

 

Press [Enter] a second time to end list.

 

 

[Enter] to indicate selection complete.

 

[F6] for all buyers.

 

** PRODUCT TYPE: SA/SM/SE/G/I/L/P; CR=ALL):

 

[Enter] for to include all product types.

 

"S""A" to include only Store Average type products.

 

"S""M" to include only Store Markup type products.

 

"S""E" to include only SErvice type products.

 

"G" to include only Gyprock type products.

 

"I" to include only Insulation type products.

 

"L" to include only Lumber type products.

 

"P" to include only Plywood type products.

 

DELETED PRODUCT OPTIONS:
( 1)  ONLY NON-DELETED PRODUCTS
( 2)  ONLY DELETED PRODUCTS
( 3)  BOTH NON-DELETED AND DELETED PRODUCTS
** ENTER OPTION DESIRED (CR=1)

 

[Enter] to accept default value "1".

 

"1" to include only non-deleted products.

 

"2" to include only deleted products.

 

"3" to include both non-deleted and deleted products.

 

** PRICING OPTIONS (C=CURRENT, F=FUTURE, B=BOTH):

 

[Enter] to accept default value "C".

 

"C" to include only current product prices.

 

"F" to include only future product prices.

 

"B" to include both current and future product prices.

 

** COSTING OPTIONS (C=CURRENT, F=FUTURE, A=AVE):

 

[Enter] to accept default value "C".

 

"C" to include only current supplier product costs.

 

"F" to include only future supplier product costs.

 

"A" to include only average product costs.

 

** CUSTOMER CODE:

 

Enter customer code for pricing specific to customer.

 

** CONTRACT NUMBER:

 

If a customer code or customer code and contract number are specified, the report prints the prices that correspond to that customer or contract. These are the same prices that would be picked up in the sales order entry program for the customer and contract. When a customer and/or contract are specified, the customer's profit margin for each product is also printed.

 

Enter contract number.

 

[Enter] or [F2] for non-contract specific prices.

 

[F5] to display list of contracts for selection.


[Enter] or [F2] for non-customer specific prices.

 

[F5] to display list of customer codes for selection.

 

** FORCE SUPPLIER COST (ENTER SUPPLIER/CR=MAIN):

 

Enter supplier code for costs.

 

[Enter] for primary supplier#1 costs.

 

** SPECIFY LEVEL (OR 'A'=R+1+2+3, 'B'=R+1+2):

 

Enter to inlcude only a specific pricing level.

 

[Enter] to accept default value "R".

 

"A" to include all pricing levels.

 

"B" to include all pricing levels except level 3.

 

"R" to include only retail pricing.

 

"1", "2" or "3" to include only pricing levels selected.

 

PRICE/COST OPTION:

 

[Enter] to accept default value "1".

 

"1" to include all products.

 

"2" to include only products with zero price.

 

"3" to include only products with zero cost.

 

"4" to include all products with zero price OR zero cost.

 

"5" to include all products with zero price AND zero cost.

 

"6" to include only products with neither zero price nor zero cost.

 

"7" to include only products with below minimum or above maximum gp%.

 

If this option is selected, only products that are either below their minimum gross profit percentage or more than twice their minimum gross profit percentage are included. The report also prints each product's minimum gross profit percentage.

 

 

PST CODE OPTIONS:
( 1) ALL PRODUCTS
( 2) PST EXEMPT PRODUCTS
( 3) PST NON-EXEMPT PRODUCTS
** ENTER OPTION DESIRED (CR=1):

 

[Enter] to accept default value "1".

 

"1" to include all products.

 

"2" to include only PST exempt products.

 

"3" to include only PST non-exempt products.


** NUMBER OF COPIES (CR=1):

 

Enter number of copies to print.

 

[Enter] to print one copy.

 

Example Completed Parameters Entry display:

┌────────────────────────────────────────────────────────────────────────────────┐
│01/18/08            ***** COMPREHENSIVE PRICING REPORT *****             3YIYR1 â”‚
│                                                                                â”‚
│** STORE OPTION:                                  ALL STORES                    â”‚
│** SEPARATE REPORT PER STORE? (Y/N):              N                             â”‚
│** SORTING OPTIONS:                               BY GROUP                      â”‚
│** RANGE OF GROUPS OR SELECTED GROUPS? (R/S):     R                             â”‚
│** STARTING GROUP (CR=FIRST):                     FIRST GROUP                   â”‚
│** ENDING GROUP (CR=LAST):                        LAST GROUP                    â”‚
│** SORT WITHIN GROUP BY:                          DESCRIPTION                   â”‚
│** PAGE BREAK BY GROUP LEVEL? (0=NONE,1,2,3,4):   0                             â”‚
│** PRINT SET/KITS? (1=NO/2=YES/3=ONLY; CR=NO):    1                             â”‚
│** PRODUCT STATUS: RE/DI/SO/SP/BP; CR=ALL):       STATUS: ALL                   â”‚
│** SELECTED BUYER CODES (CR=ALL, F6=ALL):         ALL BUYERS                    â”‚
│** PRODUCT TYPE: SA/SM/SE/G/I/L/P; CR=ALL):       TYPE: ALL                     â”‚
│** DELETED OPTION:                                ONLY NON-DELETED PRODUCTS     â”‚
│** PRICING OPTIONS (C=CURRENT, F=FUTURE, B=BOTH): C                             â”‚
│** COSTING OPTIONS (C=CURRENT, F=FUTURE, A=AVE):  C                             â”‚
│** CUSTOMER CODE:                                   NOT APPLICABLE              â”‚
│** CONTRACT NUMBER:                                 NOT APPLICABLE              â”‚
│** FORCE SUPPLIER COST (ENTER SUPPLIER/CR=MAIN):            MAIN SUPPLIER COSTS â”‚
│** SPECIFY LEVEL (OR 'A'=R+1+2+3, 'B'=R+1+2):     R                             â”‚
│** PRICE/COST OPTIONS:                            ALL PRODUCTS                  â”‚
│** PST OPTION:                                    ALL PRODUCTS                  â”‚
│** NUMBER OF COPIES (CR=1):                       01                            â”‚
│** PRESS CR TO CONTINUE OR F1 TO CONTINUE AND PRINT THE OPTIONS: _              â”‚
└────────────────────────────────────────────────────────────────────────────────┘
** PRESS CR TO CONTINUE OR F1 TO CONTINUE AND PRINT THE OPTIONS:

 

[Enter] to continue to printer selection menu.

 

[F1] to print selected options with the report. 

 

[F3] to return to previous field.

 

You can press [F3] at any field to return to the previous field.

 

 

[F4] to exit to menu.

 

The print selection menu displays.

 

PRINTER SELECTION & CONFIGURATION

┌────────────────────────────────────────────────────────────────────────────────┐
│08/14/07                *****  PRINTER SELECTION  *****                         │
│                                                                                â”‚
│                                                                                â”‚
│** MAKE SURE PRINTER IS READY BEFORE PRESSING CR .....                          â”‚
│                                                                                â”‚
│1. PRINTER NAME ................................. P1  OKIDATA 390               â”‚
│                                                                                â”‚
│2. CHARACTERS PER INCH ? (10,12,17) ............. 10                            â”‚
│   SINGLE OR DOUBLE DENSITY ? (S,D) ............. S   SINGLE DENSITY            â”‚
│                                                                                â”‚
│** PRESS CR TO SET PRINTER, OPTION# TO CHANGE, F4 TO END (BYPASS): _            â”‚
│                                                                                â”‚
└────────────────────────────────────────────────────────────────────────────────┘
** PRESS CR TO SET PRINTER, OPTION# TO CHANGE, F4 TO END (BYPASS):

 

"1" to change printers.

 

"2" to change the CPI and/or print density.

 

[Enter] to print.

 

[F4] to not print and exit to the menu.

 

[F5] to display a list of printers for selection.

 

An Example Comprehensive Pricing Report printout follows.

  



06/04/07  15:03:10                                                                                                  PAGE: 1
                                COMPREHENSIVE PRICING REPORT - 01 'IDEAL BUILDING SUPPLY LTD'
                         ALL STATUS - NO DELETED PRODUCTS - NO SETS - CURRENT PRICES - RETAIL PRICES
------------------------------------------------------------------------------------------------------------------------------
PRODUCT                        CODE       QUICK      LOGICAL         UPC          REG  UNIT       PRICE        COST     MARGIN
------------------------------------------------------------------------------------------------------------------------------

ST-HT-CH     CHISELS
12LB CHISEL POINT BAR 48"      514122     54BAR12    CHISPOINT       1511412212    01  EA         24.55      16.990       30.8
16-204 HANDYMAN CHISEL 1/4"    515555     6216204    CHISEL          5124144444    01  EA          9.95       5.990       39.8
16-208 HANDYMAN CHISEL 1/2"    516123     6216208    CHISEL          1231515122    01  EA         10.49       5.990       42.9

ST-HT-HA     HAMMERS
16 OZ CLAW HAMMER              412223                                              01  EA         20.00      14.990       25.1
14 OZ CLAW HAMMER              412334                                              01  EA                    19.990         .0

RECORDS PRINTED:   1



FIELDS

PRODUCT    Product description.
CODE       Product code.
QUICK      Product quick code.
LOGICAL    Product logical code.
UPC        Product UPC code.
REG        Produc base quantity.
UNIT       Product base quantity unit.
PRICE      Product price.
COST       Product cost.
MARGIN     Product margin.