Paper Price - How to Receive

When setting up a new database for a client in the print industry, it is important to import the latest paper prices and lists from the national supplier database.

QuickEasy checks, collates and updates paper prices from all the major paper suppliers across the country on a monthly basis and makes it available for clients to import, so that they always have the latest prices, and the competitive advantage.

Note

Before you start

Be sure to have setup the Class and Category with User Fields for Paper. Here's how:

  1. Navigate to Main Menu > Setup > Classes and create the Class for Paper Prices.

  2. Navigate to Main Menu > Setup > User Defined Fields and create the User Fields for this Class, as shown below:

3. Navigate to Items > Menu > Edit Categories and link the Item Categories to the Paper Class by selecting Paper from the drop down list, as shown below:

How to Receive Paper Prices

  1. Login as user

  2. Open System Messages: System Messages normally open when starting QuickEasy, else navigate to Main Menu > Help > System Messages.

3. Receive: Click the Receive button to receive the latest System Message.

4. Once the message is downloaded, click the ellipsis (button with the three dots, #2 on the screenshot below) and select Execute.

5. Select Local Category and Local Supplier to match the Server Category and Supplier.

6. Click on the Options drop down list and select Add new prices and update existing prices.

7. Click the Import button

8. The screenshot below shows how the System Messages window will appear once the import has successfully completed.

10. To delete the message in the System Messages window, click the ellipsis button (three dots) and select Delete.

Note

Imported price lists show the standard prices for which each supplier sells their products. Agreed prices and discounts between the business and a supplier are not in these updates. However, whatever adjustment % have been set per Supplier for that Material Item will be applied by BOS automatically.

More on Paper Prices

QuickEasy allows you to choose where the prices for paper which is added to an Estimate is derived from. There are two options:

  • Navigate to Main Menu > Setup > Materials & Inventory > Supplier tab

  • Navigate to Main Menu > Setup > Materials & Inventory > Units & Prices tab. This is controlled using a global setting Quotations & Estimating > Estimating: Select Material Prices from....

When paper prices are added from Units & Prices, the Supplier field is not populated, which allows the buyer to decide which paper supplier to use when the job has been accepted. The Supplier and Note field can, however, be populated if a special supplier price needs to be recorded.

By default these imports will populate the Supplier Prices linked to your Materials. This is available only in South Africa.

Prices that have not been updated in the last 30 days will display in red when selected in an estimate.