Inside of Within the e-manage|ONE BOM Window, you can easily change pricing such as your cost or sell price to your customer simply by changing values directly inside of either the option, phase and/or the have the flexibility to easily adjust pricing, including your costs and sell prices to customers. This can be accomplished either directly within the Option, Phase, and/or BOM grid or by using utilizing the "Price By" pop-out panel located in the upper toolbar of the BOM module.
Using the "Price By" Panel
The "Price By" panel allows enables you to make global changes to various parameters such as MFG Discount, Tax Rate, Margin, etc. by following the below steps:
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and more. Here are the steps to utilize this feature:
To use the "Price By" panel, you need to have at least one row in the Option/Phase/BOM grid highlighted
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. Note that you can highlight
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multiple options, phases, or BOMs
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, and the "Price By" function will
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apply changes to
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all parts
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within the selected items
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. In the example below
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, the entire option has been highlighted.
Once you have
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made your selection, click on the "Price By" button located in the upper toolbar of the BOM module.
You can now
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choose to "Price By Parts Category," "Product Type," "MFG Code," "Product Line," or "Manufacturer." "MFG Code
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" is commonly used when pricing furniture
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, while "Product Type
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" is often chosen for adjusting labor, design, project management, etc.
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, items
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that
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may not have an MFG Code assigned
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.
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You can adjust
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MFG Discount, Margin, Sales Tax Rate, etc., by placing your cursor
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in the
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relevant field and making the necessary
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changes. For most fields, you can simply type the new values and press the TAB key on your keyboard to
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apply the
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changes. In the MFG Discount field, you can even use slashes to
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separate different tiers of the discount
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(
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e.
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g., 50/20/10) and then press
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TAB
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to
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confirm the
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changes.
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Additional Tips
You can also right-click on one or more rows in the Price By Product grid
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to change the vendor
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. Find the new vendor in the "Set Vendor" drop-down list
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and
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click the "Set Vendor" button.
Changing Individual Line item(s) Cost and PriceItem Costs and Prices
When you click on select one or more Options, Phases, or BOMs in the BOM/Quoting module, all of the items that are attached to any of associated with the selected rows in the Options, Phases, and BOMs grid will show up will be displayed individually in the grid on at the bottom of the window individually so . Here, you can change the make adjustments to various attributes, including Cost, List Price, Price Each, MFG Discount, Customer Discount, Profit Margin, Markup, Vendor Commission %, Packaging Tag, Sales Tax Rate, Use Tax Rate, Description, etcand more.
You can use your arrow keys on your keyboard to move through the grid and the cells that you can edit will go into edit mode when you enter into themnavigate through the grid using your keyboard's arrow keys, and editable cells will enter edit mode when selected.
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You Additionally, you can change the priority (the order that in which items will appear on the quote) by clicking in the line # or sort cells and changing modifying the number. By default, when you import importing a BOM from an external source, this these values will be automatically be filled out in based on the order in which the parts appear in the .SIF file.
The error count cell contains indicates the number of options that were skipped when optioning out creating the item in Project Matrix or in your drawing program. You can manually change the error checkbox on any option mark an option as an error by clicking the "+" next to the item and checking the Error checkbox on any of the options. This will cause highlight the option to show up in " red " on the quote, drawing your customer's attention to it. Any errors left checked when orders are created will warn you that there are errors on the BOMunchecked errors during order creation will serve as a warning regarding BOM errors.