IdealWare Online Users Manual

IY5-06 I/Y LISTINGS, REPORTS AND FORMS
31091 Price List Report

 

PURPOSE

 

The price list program prints a list of product prices.

 

The Price List Report is accessed from the:

  • Inventory Maintenance menu.

 

PROCEDURE

 

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

 

PRODUCT LISTING REPORTS MENU

┌────────────────────────────────────────────────────────────────────────────────┐
│01/23/08              ***** 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”‚
└────────────────────────────────────────────────────────────────────────────────┘
ENTER REPORT NUMBER OR F4 TO RETURN TO MENU:

 

[F4] to exit to menu.

 

"4" to access price list 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.

 

** PRICE LEVEL (R/1/2/3,CR=ALL)?:

 

[Enter] to include all pricing levels.

 

"R" to include retail pricing level only.

 

"1" to include pricing level 1 only.

 

"2" to include pricing level 2 only.

 

"3" to include pricing level 3 only.

 

** PRINT ALTERNATE UNITS OF MEASURE? (Y/N):

 

[Enter] to accept default value "Y".

 

"Y" to include alternate units of measure.

 

"N" to not include alternate units of measure.

 

Select this option if you do not want to include prices for each product's alternate units of measure. Only prices for base units will print.

 

 

** LUMBER RANGE PRODUCTS ONLY? (Y/N):

 

[Enter] to accept default value "N".

 

"Y" to include lumber range products only.

 

"N" to not include lumber range products only.

 

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:

┌────────────────────────────────────────────────────────────────────────────────┐
│01/23/08                 ***** PRICE LIST 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”‚
│** CUSTOMER CODE:                                   NOT APPLICABLE              â”‚
│** CONTRACT NUMBER:                                 NOT APPLICABLE              â”‚
│** PRICE LEVEL (R/1/2/3,CR=ALL)?:                 ALL                           â”‚
│** PRINT ALTERNATE UNITS OF MEASURE? (Y/N):       Y                             â”‚
│** LUMBER RANGE PRODUCTS ONLY? (Y/N):             N                             â”‚
│** PST OPTION:                                    ALL PRODUCTS                  â”‚
│** NUMBER OF COPIES (CR=1):                       1_                            â”‚
│** PRESS CR TO CONTINUE OR F1 TO CONTINUE AND PRINT THE OPTIONS:                │
└────────────────────────────────────────────────────────────────────────────────┘
** 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 printer 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 Inventory Price List Report printout follows.

  



                                 IDEAL BUILDING SUPPLIES LTD.
09/16/07  10:07:16                                                                  PAGE: 1
                      PRICE LIST REPORT - 01 'IDEAL BUILDING SUPPLY LTD'
      ALL STATUS - NO DELETED PRODUCTS - NO PACKAGES - CURRENT PRICES - ALL PRICE LEVELS
----------------------------------------------------------------------------------------------
QUICK     LOGICAL      PRODUCT <----RETAIL---> <----LEVEL1---> <----LEVEL2---> <----LEVEL3--->
----------------------------------------------------------------------------------------------

ST-HT-HA     HAMMERS

16 OZ CLAW HAMMER                  28.59/EA        26.59/EA        24.99/EA        22.99/EA
HAMMER    16CLAWH      320570

16 OZ CLAW TEST                     0.95/EA         0.90/EA         0.86/EA         0.81/EA
HAMMER                 320574

2-1/2LB CLUB HAMMER                 6.29/EA
5420525                331760

3LB CLUB HAMMER                    12.09/EA
                       323320

4LB CLUB HAMMER                    14.65/EA
542054                 323310

4LB SLEDGE HAMMER 306-04           18.39/EA
30604                  311550

51-110 WORKMASTER HAMMER 22oz      36.95/EA
6251110                334190

51-361 HAMMER CH/FACE AXE 25oz     49.95/EA
6251361                605130

51-441 GRAPHITE HAMMER 16oz        39.95/EA
6251441                603700

51-605 NAIL HAMMER 52-605          24.95/EA
6251605                404440

8 X 8 WEST PAML DUNES TILE          0.75/PIECE
TILE      2NDTILE      320591       1.66/SQFT
                                   18.50/CTN

RECORDS PRINTED:   11



FILEDS                                    

QUICK      Quick code.
LOGICAL   Logical code.