Sage BusinessVision v2011 User Manual volume 2 of 2
Contents
1. 0 00000 Page 7 3 Sage BusinessVision v2011 User Manual I CUSTOMPACK volume 2 of 2 Selling Prices displays all 20 current selling prices for the item Previous selling prices displays a history of prices for this item that have been given to this customer in the past to save all Customer Specific Price settings click on Save 3 Utilities gt Customer Specific Pricing i Add modify or delete Customer Specific Prices here and toggle view tg by Customer or by Inventory Item and follow procedure as outlined in 1 or 2 above Customer Specific Prices joj x gt agx Gd 2 a Ship to ID z Ace Electronics _CD 204 Compact Disk a with Aut EA 300 00000 Ace Electronics FX 280 Alhin one Printer Scanner Co EA 295 00000 Selling Price Downtown Stereo Mart Ltd EN BATD Energizer ACCU Rechargeab PK 9 49000 E Customer Specifte Reiee lol x e gt B gx atolo Staka CD 204 f _ Partnumber N Description uom _CustomerNo _ Name ShiptoID Seling Price iCD Compact Disk Player with Aut EA ACE Ace Electronics 300 00000 Energizer ACCU Rechargeab PK DOWNTN Downtown Stereo Mart Ltd 9 49000 All in one Printer Scanner Co EA ACE Ace Electronics 295 00000 2 E Customer Mini Browser loj x a Document Linkin Link any type of document Microsoft Word Excel images audio files website links etc to any record or transaction in all modules where the Notepad or Notes2. quantity discounts or special prices they may result in a price that s lower than the customer specific price you re setting up If you want the customer to always get the lower price check this box otherwise they will always get the Customer Specific price no matter what Start End date this function allows to time this specific price Automatically delete price after expiry once the price expires based on the End date the system stops using it but it stays in the Customer Specific Pricing file as a previous selling price unless this box is checked in which case the price will be deleted from the system Quantity Breaks set lower pricing for higher quantities click on Add enter the Quantity and the Price or enter the Margin to populate the Price click on OK Copy existing this will copy the existing quantity break prices from the Inventory details for this item when all quantity breaks are established click on OK July 2011 CPolyzotis amp Associates amp Customer Specific Pricing ACE x a o a Customer No ACE Name Ace Electronics Ship to ID Part number CD 204 la Description Compact Disk Player with Autoskip Unit of measure EA a Details Quantity Breaks Selling Prices Previous Selling Prices Price 295 00000 0 00000 0 00000 0 00000 0 00000 0 00000 Quantity Margin 32 18 0 00 0 00 0 00 0 00 0 00 0 00 0 00 0 00 0 00000
3. Sage BusinessVision v2011 User Manual volume 2 of 2 I CUSTOMPACK This dynamic BusinessVision add on consists of 5 powerful elements Customer Specific Pricing WorkBook Mail Merge Document Linking and SuperTicker Together with BusinessVision32 these packets create an environment for unlimited reporting pricing and referencing capabilities Activation 15 System Setup xl BE System Setup gt Company gt some n Te Sani CustomPack oa sa 4 Click on the Active check box to turn on inserer dN pRa Customer Specific Pricing rege oraaa Document Linking Foran Dvn al Additional optional components Loon 2 erie M SuperTicker pean p oiei Mail Merge b Sales rde D reas Cot WorkBook TON Bisons al Workbook required check which module s owen require mandatory completion of one or all of T ha nay any workbook fields created explained later Fy sno va in this chapter For example If the me Customer module is checked no person can toe save a new customer record without first filling in one of the workbook field s in that module 3 Customer Details ACE O x Customer Specific Pricing aa Customer No ACE AJE onbold Customer Specific Pricing canbe a viewed and maintained in 3 Address Deta Stip to Taxes and shipping Info Sales information Accounts B areas Masia 1 Customer Details module Patania ___De Ei Customer Specific Pricing ACE xl s
4. d up to 50 fields within those sections OPOP The WorkBook can be found in all modules beside the estoma Ue record browse buttons and on the top icon menu Shipto ID Same as bilo July 2011 CPolyzotis amp Associates Page 7 5
5. elect your customer click on penn AE the Specific Pricing tab and Name Ace Elections enter pricing in one of two ne Ways Description Compact Disk Player with Autoskip a New price _ Fs a type in or browse for the r gt Details Quantity Breaks Selling Prices Previous Selling Prices Part number po Poe overwrite the Selling price or enter the Regular price 37370000 Startdate 00 00 00 E Margin to populate the new Selling price 77 GOR auontcah sine rics ee July 2011 CPolyzotis amp Associates Page 7 1 CUSTOMPACK Lae CUSTOMPACK Sage BusinessVision v2011 User Manual volume 2 of 2 Do not apply product specific discount this relates to the Product Code Discounts explained in Inventory chapter 5 of the Section 1 Training Manual Use lowest selling price if there are any discounts for this customer or for this inventory item in the form of product specific discounts quantity discounts or special prices they may result in a price that s lower than the customer specific price you re setting up If you want the customer to always get the lower price check this box otherwise they will always get the Customer Specific price no matter what Start End date this function allows to time this specific price Automatically delete price after expiry once the price expires based on the End date the system stops using it but it stays in the Customer Specific Pricing file as a previous se
6. is accessible Access through the Notes tab in most modules and through the Notepad icon in their list browses a New Note if you want to create a simple note in the Notepad click on the New icon and then type Into the lower section of the window New Attachment click a P A m E 2 Stata ACE CustomerNo g Customer nara TelephoneNo Ace Electronics 416 498 2381 Ext 225 Acme Electronics Corp 905 595 3343 Ext Access Technologies 514 364 8080 Ext British Columbia Audio 604 685 1212 Ext 556 Canadian Speakers Limited 416 656 3300 Ext B Notes for Customer No ACE 5 x D Bx i S amp i x a 9 Subject Date Time User Attachment type Note Exceip ce 31 Jan 2002 12 08 23 00pm BY the downward arrow beside the New icon and select New Attachment Operation using the down arrow select from the following options July 2011 CPolyzotis amp Associates Page 7 4 Sage BusinessVision v2011 User Manual volume 2 of 2 I CUSTOMPACK Create amp Attach opens up the program associated with the Attachment type selected so you can create a new document spreadsheet image etc and it will automatically attach when you save it Attachment D Attach lets you browse your computer Dperaion Beast or network for the file you wish to attach Attachment ype Microsoft Word Document C
7. lling price unless this box is checked in which case the price will be deleted from the system Quantity Breaks set lower pricing for higher p amp Customer Specific Pricing ACE x quantities aloa ce click on Add Customer No ACE 7 i Name Ace Electronics enter the Quantity and the Price or enter Goan the Margin to populate the Price Part number E a a Description Compact Disk Player with Autoskip 9 click on OK Unit of measure EA a z Copy existing fe this will copy the Details Quantity Breaks Selling Prices Previous Selling Prices existing quantity break prices from the Inventory details for this item a when all quantity breaks are established 0 00000 0 00000 click on OK Selling Prices displays all 20 current selling 0 00000 i 0 00000 prices for the item Previous selling prices displays a history of aver 0 00000 prices for this item that have been given to this customer in the past to save all Customer Specific Price settings click on Save b Copy Price fe in the Customer Pricing tab click on the Poeme xl Copy icon ee 8 select the Customer you wish to copy the ccs ma prices from V Copy quantity breaks select from the copy options ___ f vsbnssinse a a m click on Copy V Copy start end dates V Copy automatically delete price alter expiry checkbox July 2011 CPolyzotis amp Associates Page 7 2 Sage BusinessVision v2011 User Manual
8. reate only opens up the program Subject ACE Folder c businessvision D ocuments associated with the Attachment type selected so you can create a new document spreadsheet image etc but CUS TACE 2002061 7175214 W Use template Template T File name Select template it will not attach Attachment type for any of the Create options above choose from the following EE file types a a Microsoft Word Document Microsoft Excel Worksheet Text Document uses Microsoft WordPad or Notepad Bitmap Image Subject this field brings in the code for the record you are creating the attachment for which may be edited Folder the default folder is c ousinessvision Documents but this can be changed File name the system gives each new attachment a name number which may be edited Use template when selected template options become available where you can create and use a New template or Select template to use with the option of editing it first once all options are selected click on OK WorkBook The WorkBook is used to create additional information fields throughout the BusinessVision modules used for reference and or for setting into customized reports and forms Each module s amp Customer Details Untitled B E ai ie 91 0 Customer No Name Order Details 0000700547 WorkBook consists of up to 5 WorkSheets tab pages D H an
9. volume 2 of 2 I CUSTOMPACK 2 Inventory Details module click on the Customer Pricing tab click on New Inventory Details CD 204 5 x type in or browse for D a xla gg I the Customer Part number wox S A M ove rwrite th e Sel l i ng Description Compact Disk Player with Autoskip price or enter the Details Unit of Measure Pricing Extended Info Summary Image 0 s S 0 sHistory P O s P O History Receipts Customer Pricing al gt Margin to populate mu the new Selling price Do not apply product specific discount this relates to the Product Code Discounts explained in Inventory chapter 5 of the Section 1 Training Manual Use lowest selling price if there are any discounts for this customer or for this inventory item in the form of product Name Customer No Part number amp Customer Specific Pricing CD 204 Customer No ACE Q Name Ace Electronics Ship to ID a Part number CD 204 Description Compact Disk Player with Autoskip Unit of measure EA la Details Quantity Breaks Seling Pnces Previous Selling Pnces Selling price 313 70000 F Do not apply product specific discount Margin 36 22 V Use lowest selling price Regular price 313 70000 Start date 00 00 00 Margin 36 22 End date 00 00 00 l Cost price 200 07000 Automatically delete price after expiry specific discounts
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