***v.1.2.07 PRODUCT ENHANCEMENT ALERT***
Price Groups are now used as a mark up tool when creating an estimate or a job. With this new feature you do not have to set mark ups at the production process or material level. You apply at create estimate or create job stage.
In this document, we will cover how to Add New / Edit / Delete Price Groups There is no limit to how many Price Groups you can have.
Price Groups - Main Menu Overview (Main Menu > Settings (A) > Price Groups (B))
A. Settings
B. Price Groups
C. Edit, delete or copy Price Group
D. Add new Price Group
1. Enter Name
2. Enter Description
3. Enter Notes:
4. Save General entries
5. Assign Markups to Equipment, Labor, Materials, Other and Overall. You may have multiple quantity ranges.
Apply Price Groups - Create Estimate/Create Job
1. Answer Prompts in Product Engine
2. Calculate Price
3. Price Basis (No Markup)
4. Select Price Group (Mark up) from drop down
5. Sell Price - (Price Basis*Markup) + Shipping Charges + Tax
6. Save
IF YOU WISH TO SET MARK UPS AT THE PRODUCTION PROCESS AND MATERIAL LEVEL FOLLOW THE INSTRUCTIONS BELOW:
In this document, we will cover how to Add New / Edit / Delete Price Groups There is no limit to how many Price Groups you can have. Price Groups allow you to create unique pricing characteristics for Materials and Equipment that will be used to create the Product Engines used to create Estimates and Jobs in PrintJobManager. When setting up Organizations you can assign a Price Group to a specific Organization.
New
Examples of how Embedded Price Groups work:
Price Group Sample - Materials
Fig. 1
Materials: You may have a material such as paper using the "Default" Price Group in the Pricing Range of 1 to 5000 sheets at $96.50 per 1000 sheets. You can can create another Price Range and use the same From - To quantities, or a new set of from - To quantity and select another user defined Price group called "ABC Contract" with the price of $91.54 Per 1000 sheets (Fig.1 Above)
Price Group Sample - Equipment/Manual Labor
Fig. 2
Equipment / Manual Labor: You may have a Equipment or Manual Labor function such as a Digital Press using the "Default" Price Group in the Pricing Range 1 to 50 @ $0.16 per click, and from 51 to 100 @ $0.14 per click. By creating another Price Range and using the same From - To quantities, using the "ABC Contract" Price Group in the Pricing Range 1 to 50 is now $0.10 per click, and from 51 to 100 @ $0.09 per click (see Fig.2 Above).
Price Group Sample - Product Engine Test
Fig. 3
Product Engine Test: When you have set your Materials (Fig.3-1), Equipment (Fig.3-2/3), Manual Labor Price Fig.3-4/5) Ranges with Price Groups you can test the Product Engine. You can also rename the product engine as Banner - ABC Contract.
Important: If you create a Price Group ALL Materials, Equipment and Manual Labor must have a Price and Quantity Range using the selected Price Group, if one of the are not connected to a Price Group, you will receive an Error notification advising you as to which Material or Equipment/Labor function does not have that specific Price Group assigned.
Price Groups - Main Menu Overview (Main Menu > Settings (A) > Price Groups (B))