The Price List report allows you to view the pricing of your entire inventory by Manufacturer, Part Number, Price Code and selected Units of Measure. You may select a particular Customer or All Customers.

Preloaded Prices - If a part, price code, and price are entered into preloaded pricing (5.6.2.x) and it matches a price code being used in the report, then it can be used to create price lists based on prices that are not activated yet.

Press <Up Arrow> in "Status" to access this new option: Preload Effective Date:

Enter Preload Prices Effective Date to use for pricing on the report. If a part is not found in Preload, then the regular price will be used.

Enter <?> for List of Effective Dates

When you enter a Customer Number, you may enter multiple Price Codes to print on this report. If multiple Price Codes are entered, only the first Price Code is used when calculating the Customer’s Special Pricing. If the <F>ile option is used, the Price Codes that were selected are printed in the header. Enter the Price Codes separated by a space. A maximum of five Price Codes will print.

You may <P>rint this report, view it on the <S>creen or capture to a File.

The view screen function requires an AccuTerm© station or terminal capable of viewing 132 columns. Update fields 13, 14, and 16 in “Port Entry” in POINT OF SALE (1.10) to enable this function.

       

After the report is displayed to the screen you also have the option of entering a <D> to download the report to your local hard drive. When downloading the file, the path defaults to C:\TEMP but will use the setup in “Port Entry” (1.10 field 16) for the download path. This directory must exist on the PC executing the download. The Windows© file name will be the report name concatenated to the port number, then .TXT. For example: ORDER.RPT10.TXT, where 10 is the port number or ORDER.RPT10TAB.TXT for the TAB Delimited file name.

The <F>ile option will generate a screen listing, as well as write the contents to a file in a fixed field record layout, with the port number as the Item ID. The File name is DISP.RPT.RAW. The content can then be downloaded to a DOS file using AccuTerm’s transfer utility FT. You may then use this data in certain Windows programs for manipulation in a spreadsheet or display on a Web page.

There are four additional file options <F2>, <F3>, <F4> and <F5>. The <F2> option is a variation of the <F>ile option, with no limit on the number of price codes allowed (or at least as many as will fit in the Price Codes Prompt). The <F3> option will work hand-in-hand with, “Load External Price File” (5.6.2.3). This will create the output file in the format that another Perfection Software user (or yourself) would use to load as a price update. All file types will contain header information for the Flat File that is generated. The <F3> version of the TAB-delimited file will not have column headings in order to facilitate a smoother price load. The <F4> and <F5> options are designed to interface with Cliplizard Systems file format.

If you generate a file for yourself, then you could load the file into Excel to manipulate the data before reloading back into your system through the “Load External Price File” program (5.6.2.3).

If you enter specific Periods with Sales History, only those parts that had sales in the specified periods will be printed on the report.

If a specific Customer and Periods with Sales History are chosen, you have the option of having the Sales History to be Customer or Part Number specific.

You have the following Print Price options:

Z = Only Print parts with Prices equal to Zero.

G = Only Print parts with Prices greater than Zero.

<Enter> = Print All parts.

You may manually select the print size of the Inventory Price List. The choices of print size are 10, 12, or 17 Characters per Inch (CPI). You must have the proper printer codes setup in “Printer Setup” in SYSTEM MANAGEMENT (10.2.8 field 2). NOTE: 10 will print the largest size, and 17 is the smallest. To not use this setting, just press <ENTER>.

To print an even more precise Inventory Price List report, you may exclude or include one or multiple Manufacturers. This makes a very useful report to send Customers.

You will be prompted with "Do you want to Show Gross Profit Percent for Each Price Level?" If you choose to show the Gross Profit on the Price List Report, you will be prompted to "Enter Price Code from which to calculate Gross Profit". The default is Price Code 99 but may be changed to any valid price code. The gross profit will show as a negative number if the cost is greater than the price.

If the response to the Gross Profit prompt is <Y>es, then the following prompt will appear after the Price Code Prompt:  “Do you want to show Summary Gross Profit Percent Only?”. If <Y>es is selected, this option will show Average Gross Profit, Low Gross Profit, and High Gross Profit by Manufacturer, Group Code and Totals. The summary will not print individual part numbers.