I got through #1. Found the MaterialMarkUp field so that my cost line
now shows as a marked up price instead of the material cost.
I tried setting up the options as seperate lines but since each line is
marked up seperately using the worksheet I was asked to find a better
way. Our sales guys would prefer to not show the prices of each item
since it may give the customer the idea to buy it themselves but often
they are required by the customer to do it.
I don't have a full BOM behind the configurator but instead have a
shopping list of components with the appropriate material and labor cost
set. I am using custom checkboxes to determine if the price of each
shopping list item should either:
Be part of the "Base Price"
Show as its own line item (but not actually a seperate line)
Print at the bottom of the quote as an optional item - not part of the
"Total Price"
For example if the the converyor total price is $10,000 and the customer
wants the $500 motor to be line itemed, we would have a base price at
the top of the quote of $9500, the motor row showing $500 and the total
price at the bottom of $10,000.
________________________________
From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf
Of Bill Jackson
Sent: Thursday, July 02, 2009 10:05 AM
To: vantage@yahoogroups.com
Subject: Re: [Vantage] 8.03.305k Calculating Base Price on Quote Form
Mark:
We are on ver 6.10.541 - each 'run'-thru' of the Configurator is
for (1) Quote Line, so that 'optional equipment' would need additional
quote lines.
I display all Options Prices in the configurator , but the 'quote
price' is the total.
You could display all option prices in the 'part description', new
line for each option/price-spacing could be an issue- I usually add, to
the last config. screen, an 'editor box' containing description, that
way I can tweak spacing/new-lines , based on the Crystal report output.
Not sure what you mean by 'mark-up' percentages, I'm familiar with
'discounts'.
--- On Thu, 7/2/09, rapat_mark <mtellefson@...
<mailto:mtellefson%40rapat.com> > wrote:
From: rapat_mark <mtellefson@... <mailto:mtellefson%40rapat.com> >
Subject: [Vantage] 8.03.305k Calculating Base Price on Quote Form
To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
Date: Thursday, July 2, 2009, 10:38 AM
I am trying to revise the quote form to match what we are creating using
the configurator. We manufacture conveyors so our quotes are usually for
a quantity of 1 so I have removed all the price break parts of the
layout. Our quote is layed out as follows:
Base Line: Main conveyor description and price of base unit
Paragraph Descrition: Build by information from configurator
Break Out Lines: Material lines that the customer wants the individual
prices shown (this is where the problem begins)
Total Price
Optional Equipment: Material lines not added into the total price
The 1st thing I am trying to figure out is how to increase the break out
lines by the markup percentages. Where is the markup information stored?
The 2nd is how to decrease the Base Price by the amount in the break out
lines so that as you read from top to bottom it will add up to the Total
Price.
Hope this isn't as confusing as it sounds when I reread it.
Mark
[Non-text portions of this message have been removed]
[Non-text portions of this message have been removed]
now shows as a marked up price instead of the material cost.
I tried setting up the options as seperate lines but since each line is
marked up seperately using the worksheet I was asked to find a better
way. Our sales guys would prefer to not show the prices of each item
since it may give the customer the idea to buy it themselves but often
they are required by the customer to do it.
I don't have a full BOM behind the configurator but instead have a
shopping list of components with the appropriate material and labor cost
set. I am using custom checkboxes to determine if the price of each
shopping list item should either:
Be part of the "Base Price"
Show as its own line item (but not actually a seperate line)
Print at the bottom of the quote as an optional item - not part of the
"Total Price"
For example if the the converyor total price is $10,000 and the customer
wants the $500 motor to be line itemed, we would have a base price at
the top of the quote of $9500, the motor row showing $500 and the total
price at the bottom of $10,000.
________________________________
From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf
Of Bill Jackson
Sent: Thursday, July 02, 2009 10:05 AM
To: vantage@yahoogroups.com
Subject: Re: [Vantage] 8.03.305k Calculating Base Price on Quote Form
Mark:
We are on ver 6.10.541 - each 'run'-thru' of the Configurator is
for (1) Quote Line, so that 'optional equipment' would need additional
quote lines.
I display all Options Prices in the configurator , but the 'quote
price' is the total.
You could display all option prices in the 'part description', new
line for each option/price-spacing could be an issue- I usually add, to
the last config. screen, an 'editor box' containing description, that
way I can tweak spacing/new-lines , based on the Crystal report output.
Not sure what you mean by 'mark-up' percentages, I'm familiar with
'discounts'.
--- On Thu, 7/2/09, rapat_mark <mtellefson@...
<mailto:mtellefson%40rapat.com> > wrote:
From: rapat_mark <mtellefson@... <mailto:mtellefson%40rapat.com> >
Subject: [Vantage] 8.03.305k Calculating Base Price on Quote Form
To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
Date: Thursday, July 2, 2009, 10:38 AM
I am trying to revise the quote form to match what we are creating using
the configurator. We manufacture conveyors so our quotes are usually for
a quantity of 1 so I have removed all the price break parts of the
layout. Our quote is layed out as follows:
Base Line: Main conveyor description and price of base unit
Paragraph Descrition: Build by information from configurator
Break Out Lines: Material lines that the customer wants the individual
prices shown (this is where the problem begins)
Total Price
Optional Equipment: Material lines not added into the total price
The 1st thing I am trying to figure out is how to increase the break out
lines by the markup percentages. Where is the markup information stored?
The 2nd is how to decrease the Base Price by the amount in the break out
lines so that as you read from top to bottom it will add up to the Total
Price.
Hope this isn't as confusing as it sounds when I reread it.
Mark
[Non-text portions of this message have been removed]
[Non-text portions of this message have been removed]