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Activant Prophet 21Understanding Purchase Pricing
Purchase Pricing suite Course 1 of 2
This class is designed for…
Prophet 21 users who are responsible for setting up the purchase pricing for suppliers
Objectives
Identify and assign purchase pricing methods Create a purchase pricing library
This course will NOT cover…
How sales orders are pricedCreating a purchase orderGenerating purchase order requirementsFast Edits
Purchase Pricing
Determines the price of an item on a purchase orderBased on Supplier List Price or Supplier Cost
Item Maintenance
Purchase Order Pricing
Supplier Pricing Maintenance
Supplier Pricing Maintenance
There is NO default pricing for suppliers, you MUST set up pricing or all items will be priced ZERO.
Supplier Pricing Maintenance
Multiplier Pricing
Used when price is fixed multiplier of list or cost
Multiplier Pricing
Paper
5% off List
Boxes
Folders
Multiplier Pricing
Purchase Pricing Example
Purchase Pricing Example
United Suppliers
Item Product Category Code OFF List Discount
GroupCalendars 5 40% 5Desk Accessories 10 35% 10
Filing Supplies 15 45% 15Binders 20 30% 20Writing Instruments 25 25% 25
Discount Groups
Organization of supplier linesUsed for Pricing libraries
Purchase Pricing
Computer & Printer Supplies 25% 1
Paper Products 25% 1
Record Storage supplies
30% 2
Presentation Supplies 30% 2
Items OFF List Discount Group
Easton Corporation
Purchase Pricing
Orbit Inc.Items Price Field Qty
DiscountDiscount Percent
Discount Group
Mailroom Supplies
Supplier Cost
>20 Items 10% Mail
Lunchroom Supplies
Supplier Cost
>10 Items 15% Lunch
Janitorial Supplies
Supplier Cost
>50 Items 20% Janitor
Discount Group Maintenance
Discount Group Maintenance
Assigning Discount Groups
Assigning Discount Groups
Definitions
Pricing Library Contains pricing books that are searched when a purchase price is needed
Pricing Book Stores multiple methods/calculations to be used for purchase pricing
Pricing Page Stores the specifics of a pricing schedule
Pricing Libraries
Franklin Supplies
Discount Group Polish
Discount Group Sponge
Steam Vacuums
Library Franklin Supplies
Book Discount Group Pricing Steam Vacuums
Page 20% Off 25% Off 30% Off
Pricing Pages
POLISH
20% OFF
LIST
PRICE
SPON
25%LIPR
GE
OFF
ST ICE
Pricing Books and Pages
POLISH
20% OFF
LIST
PRICE
SPONGE
25% OFF
LIST
PRICE
Discount
Group
Pricing
Pricing Books and Pages
Steam
Vacuums
30% OFF
LIST
PRICE
Steam
Vacuums
Pricing Libraries
Franklin Supplies Library
Discount Group Pricing
Steam Vacuums
Future Discount
Books
Creating Pricing Libraries
Create Books first
Pricing Book Maintenance
Pricing Pages
Pricing PageSupplier/Discount Group
Pricing PageSupplier/Discount Group
Pricing PageSupplier/Discount Group
Pricing PageSupplier/Discount Group
Discounts
Discounts
DifferenceMultiplierMark-upPercentageFixed Price
Discounts - Difference
Calculation value is subtracted from or added to the price
Calculation Method - DifferenceValue Result
10.00 $10.00 is subtracted from the price
-2.00 $2.00 is added to the price
Discounts - Multiplier
Calculation Value is multiplied by the price
Calculation Method - MultiplierValue Result0.90 The price is multiplied by .90, which is a 10% discount
Discounts – Mark-up
Calculation Value is entered as the mark-up percentage to be applied to the price100/(100-Mark-up)
Calculation Method – Mark-upValue Result
20 Price is multiplied by 1.25100/(100-20)=100/80= 1.25
Discounts - Percentage
Calculation Value is entered as a percentage of the price
Calculation Method - PercentageValue Result0.90 The price is multiplied by .90
Discounts – Fixed Price
Calculation Value is entered as a fixed price
Calculation Method – Fixed PriceValue Result1.50 The price is $1.50
Supplier/Discount Group Page
Totaling Basis
Totaling Basis
Supplier List PriceSupplier Cost
Totaling Basis – List PriceDollars Spent Discount off of List Price<=20.00 10%
>=20.01 20%
Totaling Basis
Totaling Basis - Piece
Totaling Basis - Piece
Totaling Basis – Purchase Unit
Totaling Basis – Purchase Unit
Totaling Basis - Weight
Item - Weight
Totaling Basis - UOM
Totaling Basis - UOM
Totaling Method
Identify which items on an order can be added together to determine discount
Totaling Method
10% OFF
List Price
if 10 or
more
items are
purchased
Pricing for
All
American
Supply
Totaling Method
All American Supplies
Item Qty Discount Group Product Group
10
4
5
3
Screwdrivers 10 15
Hammers 10 20
Hard Hats 5 20
Safety Goggles 5 15
Totaling Method - Item
All American Supplies
Item Qty Discount Group Product Group
10
4
5
3
Screwdrivers 10 15
Hammers 10 20
Hard Hats 5 20
Safety Goggles 5 15
Totaling Method – Discount Group
All American Supplies
Item Qty Discount Group Product Group
10
4
5
3
Screwdrivers 10 15
Hammers 10 20
Hard Hats 5 20
Safety Goggles 5 15
Totaling Method – Discount Group
All American Supplies
Item Qty Discount Group Product Group
10
4
5
3
Screwdrivers 10 15
Hammers 10 20
Hard Hats 5 20
Safety Goggles 5 15
Totaling Method – Product Group
All American Supplies
Item Qty Discount Group Product Group
10
4
5
3
Screwdrivers 10 15
Hammers 10 20
Hard Hats 5 20
Safety Goggles 5 15
Totaling Method – Product Group
All American Supplies
Item Qty Discount Group Product Group
10
4
5
3
Screwdrivers 10 15
Hammers 10 20
Hard Hats 5 20
Safety Goggles 5 15
Totaling Method – Supplier
All American Supplies
Item Qty Discount Group Product Group
10
4
5
3
Screwdrivers 10 15
Hammers 10 20
Hard Hats 5 20
Safety Goggles 5 15
Totaling Method – Order
All American Supplies
Item Qty Discount Group Product Group
10
4
5
3
Screwdrivers 10 15
Hammers 10 20
Hard Hats 5 20
Safety Goggles 5 15
Totaling Method – Major Group
Code used to associate multiple Pricing Pages for discount purposesItems priced by Pricing Pages assigned to the same major group are combinable on the same order
Totaling Method – Major Group
Discount Group 300 = SilverwareDiscount Group 400 = Cooking Utensils
When items from both discount groups are on one order, you receive a discount!
100+ items10% off Discount Group 30015% off Discount Group 400
Totaling Method – Major Group
Totaling Method – Major Group
Totaling Method – Major Group
Totaling Method – Major Group
Totaling Method – Major Group
Supplier List = $5.88Supplier List = $3.86
????
Totaling Method – Major Group
Libraries
Libraries
Libraries
Library Types
Library Type Pricing PageFirst Of Special ($15.00)Lowest Of Special ($15.00)Highest Of Johnson ($20.00)Newest Of Special ($15.00)Oldest Of DG ($18.00)
Library
Supplier Library Maintenance
Multiple libraries are acceptableUses library listed first
Review
Create pricing books
Create purchase pricing pages
Assign books to a library
Assign library to supplier
Summary
Identify and assign purchase pricing methodsCreate a purchase pricing library
For More Information…
Prophet 21 Help FilesVisit Activant on the web: www.activant.com
View Educational Services course offeringsBrowse DocumentationSearch the Solutions databaseSubmit a web case
Email Professional Services [email protected]
Purchase Pricing suite
Putting It All Together with Purchase Pricing Libraries
Use purchase pricing libraries to accommodate a variety of pricing plans offered by suppliersDetermine when a purchase pricing library is needed