Materials Price Manager

Overview 

The Materials Price Manager allows price adjustments to be made across a Category, Supplier and Price Type. Price Types are defined as:

• Units & Prices

• Supplier Prices

• Materials without Prices

Multiple items can be selected and a Batch Update performed to cascade the changes across the database. This is useful when list prices are subject to price fluctuations or discounts.

An Info button explains why fields are highlighted in red.

Navigation: Main Menu > Materials > Materials Price Manager

Settings 

These settings are required to use the Materials Price Manager.

User Settings

Navigation: Main Menu > Office > My Organisation > Double-click to open a Staff File > Settings (tab).

• Materials & Inventory > Materials/Materials Price Manager - Access Allowed: Options are Yes or No. 

• Point of Sale (PoS) > Edit Price - Access Allowed: Options are Yes or No. 

• Setup > Price Manager - Access Allowed: Options are Yes or No. 

List View: Units & Prices 

Buttons Explained 

• Reset: Resets the selected data filters.

• View: Generates a report based on the selected data filters.

• Actions

  • Batch Update

    • Allows these fields to be changed for all the selected records. An Input Field changes based on the selection.

      • Use in Estimates (Est)

      • Qty (Fixed Qty / Price Range)

      • VAT

      • Cost Adj %

      • Cost Price (Exc)

      • Adjust Cost Price by %

      • Sell Price (Amount)

      • Adjust Sell Price by %

      • Adjust Cost Price (Set Cost)

      • Adjust Sell Price from Cost Price

  • Update Cost Price from Estimate: Updates all the selected records' Cost Prices to match those on the active Estimate.

  • Update Sell Price from Estimate: Updates all the selected records' Sell Prices to match those on the active Estimate.

  • Delete Selling Prices: Deletes the selling prices of all the selected records.

• Save: Saves any changes.

• Menu

  • Export

    • Email Excel

    • Export Grid

  • Layout 

    • Save Grid

    • Save Grid (All Users)

    • Restore Grid

    • Restore Default Grid (All Users)

• Info (i): Provides information on the selected record. 

• Update

  • Only appears if Batch Update is active.

  • Applies the Batch Update features.

Filters Explained 

• Category: A dropdown list with all the Categories. Allows All or a Specific Category.

• View

  • Toggle various view options:

    • Units & Prices

    • Supplier Prices

    • Materials without Prices

• Supplier: Unavailable in this view.

• Price Expired Checkbox: Unavailable in this view.

• Active Checkbox: If checked will only show Active Materials.

Fields Explained 

• Field Chooser (*): Allows users to add or remove columns.

• Status: The Status of the material item.

• Category: The material item's category.

• Subcategory: The material item's subcategory.

• Description: The material item's Description.

• Code: The material item's Code.

• Base Unit: The material item's Base Unit.

• Customer: The Customer linked to the material.

• Barcode: The material item's Barcode.

• Price Type: The Price Type selected for the material item.

• Set Cost: The Cost Setting selected for the material item.

• VAT Type: The default VAT Type selected for the material item.

• Price: Whether the price is entered Excluding (Exc) or Including VAT (Inc).

• Est: Checkbox indicates if the item is used for estimating.

• Qty: The Quantity of stock items used to determine the price.

• Qty From

  • Applicable to material items with a Price Range linked to Quantity.

  • The Minimum Quantity for which a price is applicable.

• Qty To

  • Applicable to material items with a Price Range linked to quantity.

  • The Maximum Quantity for which a price is applicable.

• Cost Adj %: The percentage Adjustment applied to the Cost Price.

• Cost (Exc): The Cost Price excluding VAT.

• Sell (Exc): The Selling Price excluding VAT.

• Sell (Inc): The Selling Price including VAT.

• /Qty: The Quantity applicable to the Unit.

• Unit: The Unit applicable to the price.

• MU%: The Mark-up Percentage included in the Selling Price. (Percentage the Cost Price is marked up by.)

• GP%: The Gross Profit Percentage included in the Selling Price.

• Updated: The Date of the last update.

• Updated by: The User who last updated the transaction.

• Menu

  • Submenu to:

    • Open Linked Material Item

    • View Material Summary

• Cost (Est): The Cost Price to be used in Estimates.

• Sell (Est): The Selling Price to be used in Estimates.

List View: Supplier Prices 

Buttons Explained 

• Reset: Resets the selected data filters. (Will change the view back to Units & Prices.)

• View: Generates a report based on the selected data filters.

• Actions:

  • Batch Update

    • Allows these fields to be changed for all the selected records. An input field changes based on the selection.

      • Use in Estimates (Est)

      • Currency

      • Adj %

      • VAT

      • Supplier Price (Amount)

      • Adj Supplier Price by %

      • Supplier

      • Update (button):

• Only appears if Batch Update is active.

• Applies the Batch Update features

• • Confirm Supplier Prices

    • Confirms the Supplier Prices for the selected records.

    • Will change the last update to the User who confirmed the prices and the Date of the confirmation.

  • Delete Supplier Prices: Deletes the Supplier Prices from the selected records.

• Save: Saves any changes.

• Menu

  • Export

    • Email Excel

    • Export Grid

  • Layout 

    • Save Grid

    • Save Grid (All Users)

    • Restore Grid

    • Restore Default Grid (All Users)

• Info (i): Provides information on the selected record.

Filters Explained 

• Category: A dropdown list with all the categories to choose all or a specific category.

• View

  • Toggle various view options:

    • Units & Prices

    • Supplier Prices

    • Materials without Prices

• Supplier: Dropdown list with all Suppliers.

• Price Expired Checkbox: A checkbox to only view Expired Prices.

• Active Checkbox: If checked will only show Active Materials.

Fields Explained 

• Field Chooser (*): Allows users to add or remove columns.

• Status: The status of the material item.

• Category: The material item's category.

• Subcategory: The material item's subcategory.

• Description: The material item's description.

• Code: The material item's code.

• Base Unit: The material item's base unit.

• Customer: The customer linked to the material.

• Supplier: The Ssupplier linked to the material.

• Est: Checkbox indicates if the item is used for estimating.

• Currency: The supplier's currency.

• VAT Type: The material item's default VAT Type.

• Price: Whether the default price is VAT Exclusive (Exc VAT) or VAT Inclusive (Inc VAT).

• Price (Exc): The VAT Exclusive price charged by the supplier.

• Price (Inc): The VAT Inclusive price charged by the supplier.

• /Qty: The quantity applicable to the unit and price.

• Unit: The unit applicable to the price.

• Adj %: The percentage by which the supplier price is adjusted.

• Total: Cost Price including the adjustment.

• Updated by: The User who last updated the transaction.

• Reference: The Supplier's reference. This field is editable.

• Menu:

  • Submenu to:

    • Edit Discounts

    • Open Linked Material Item

    • View Material Summary

• Discounts: Any applicable Discounts.

• Updated: The Date and Time of the last update.

List View: Materials without Prices 

Buttons Explained 

• Reset: Resets the selected data filters (Will change the view back to Units & Prices).

• View: Generates a report based on the selected data filters.

• Actions

  • Delete Materials: Deletes the selected records.

• Save: Saves any changes.

• Menu

  • Export

    • Email Excel

    • Export Grid

  • Layout

    • Save Grid

    • Save Grid (All Users)

    • Restore Grid

    • Restore Default Grid (All Users)

• Info (i): Provides information on the selected record.

Filters Explained 

• Category: A dropdown list with all the Categories. Allows All or a specific category.

• View

  • Toggle various view options:

    • Units & Prices

    • Supplier Prices

    • Materials without Prices

• Active Checkbox: If checked only shows Active Materials.

Fields Explained 

• Field Chooser (*): Allows users to add or remove columns.

• Status: The Status of the material item.

• Category: The material item's category.

• Subcategory: The material item's subcategory.

• Description: The material item's description.

• Code: The material item's code.

• Base Unit: The material item's base unit.

• Customer: The customer linked to the material.