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

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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