The price update disk must be loaded at the SERVER.

The program to load the update is called Load Perfection Price Update, located in the Markup Prices Menu (5.6.2.2). Follow the on screen instructions. We strongly suggest loading this disk upon receipt, as prices will not be affected until you activate them. This will help eliminate any possible last minute problems with the disk itself.

Once you get to the field where it asks for the MFR Code BE SURE to remove the disk. If you do not remove the disk and have to reboot the system, the system will not restart.

1. Mfr. Code: Shows Mfr. Code that will be loaded.

2. User Mfr. Code: Enter your Mfr. Code for the Manufacturer being loaded

3. Effective Date: Be sure to pick an effective date that is not already in use for price updates, or preloaded prices.

*If doing additional markups off of the new costs or prices... be sure to use a different effective date. Do not modify or add to preload prices entries created by this disk.  The data being loaded may not be in the proper Unit of Measure order, any manual changes or additions may result in data problems.

4. Cost Code (98): Enter your Replacement Cost Code, usually 98.

5. List Price: Enter your Price Code for the Selling price, usually Price Code 5 (Refinisher).

6. Fleet Price: Enter your Fleet Price Code, if it applies to the mfr. being loaded. Usually 7.

7. Add parts Not on file: If you want to add those parts on the disk that are not in your database file, enter a <Y> and press <ENTER>.

NOTE:  This program will not modify existing part numbers setup. It will only update the pricing information. If you do not want to add the new part numbers, enter a <N> and press <ENTER>.

8. Add units Not on file: If you want to add those units of measure that are on the disk for part numbers that exist in your database,  enter <Y> and press <ENTER>.

NOTE ALL units will be added to NEW part numbers,

regardless of whether you answer <Y> or <N> to this question.  This option applies only to those parts that are already in your database, but missing one or more units of measure. If there are already 4 units of measure on file, the new unit will not be added.

                

*** WARNING ***     When Adding Units Of Measure     *** WARNING ***

If you have a part number set up with EACH and SLEEVE for example, and the disk has the item as ROLL and SLEEVE, you will end up with a part number with EACH, ROLL, and SLEEVE.  Otherwise, this is a helpful option to add new sizes introduced by the MFR.

9. Vendor Code – new parts:  The code that you use for the source/vendor where the parts are purchased.

10. Mfr. Unit: The Manufacturer Code on the left is what the manufacturer uses.  The "Your Unit of Measure" on the right is what you use.  Make corrections to the preset Unit of Measure on the right to match what is in your system.  (For example, if you use GAL for a gallon, change GALLON to GAL.)  Continue down the list by pressing <ENTER>.

At Enter Selection, enter a <C> to convert the update information, and press <ENTER>.

If you want a report of parts or units that are not on file (in the update but not in your inventory file), enter a <Y> at the prompt, and press <ENTER>.

If you want a report of items in your inventory that did NOT get updated, enter a <Y> at the prompt, and press <ENTER>.

NOTE:  The reports will be long.  It is highly recommended that both reports be run.

NOTE:  $0.00 costs/prices will NOT be updated.

NOTE:  A Report containing errors and additions will automatically be generated.

The update will take between 10 minutes and 1 hour, depending on the size of the update.

This update loads the information into the Preload file in "Markup Prices" in Inventory.  At this point the update acts as if you have manually typed in the new prices in Preload Price Entry.  To review the list, you may print a "Preload Prices Report" (5.6.2.4) by the effective date.  Or you can view individual part #s in Preload Price Entry (5.6.2.1), if you only want to check a few part numbers to see if the update is doing what you want.

You MUST Activate Preload Prices (5.6.2.5) to have the new prices take effect.   Do NOT answer the Maintain GP Structures <Y> unless you completely understand this function.

If you have other price levels that you build off of any of the updated levels, be sure to recalculate and activate them. If you will be doing any additional markups/markdowns off of the prices, DO NOT use the same effective date that you used to load the price update disk. It is recommended to purge price updates or markups that are more than a year old.

November 27, 2006

Dear Customer,

Although we strive to assure the accuracy and timeliness of the data provided on price updates, there are situations beyond our control that may prevent on time accurate delivery of the data.  Please be advised and check the prices.  You can run a price list report showing the gross profit percent to help you check the data.

WARRANTY:  Perfection Software, Inc. does not warrant price updates.  It is provided "as is" without warranty of any kind, either expressed or implied, including but not limited to the fitness for a particular purpose.  The entire risk as to the quality and performance of this data is the customer's.  In no event, will Perfection Software, Inc. be liable for any damages, including lost profits, or any other incidental or consequential damages arising out of the use or inability to use our supplied data.

If you have any questions contact Eric Sternfield at (800)766-7530 or (954)704-0253.