Manufacturer / Vendor Surcharge

In the instance where you will be charged a Surcharge by the Vendor or Manufacturer you can create an Auto-Part Template that will auto-calculate the cost based on what has been added to the BOM and even auto-calculate the margin for you if necessary! Follow the instructions below to add the Surcharge part to your Master Parts List, setup the Auto-Part Template & how-to use the template.

Instructions to Setup Auto-Part Template (By Admin Only)

1. Create a “Surcharge” Part in the Master Parts List. To do so:

   1. Go to View -> Master Parts List

      Open

      

   2. Click “New Part”

      Open

      

   3. In the pop-up window, enter in all required fields (example shown below). Be sure to set the Part # to Vendor suggestion if Web Services are going to be involved. Set the List/Cost to the percentage that the surcharge is for (so for 1%, set it as 0.01). Enter the margin to calculate the sell price. Check the box for “Use Customer Price When Adding to BOM” and save the part.

2. Assign the MFG Code and Vendor Ref Code to the newly created part (if Manufacturer provides Web Services for Price Checks and/or Order Processing. If your Vendor does not provide Web Services you can skip this step and proceed to Step #3)

   1. Search for the Vendor Surcharge part you just created and hit “Search”.

   2. In the bottom-right corner of the grid, click the “Red Dot”  -> “Grid Functions” -> “Grid Level Options” -> “Configure Editable Fields”

   3. In the pop-up window, select the Editable Field “MFG Code”, and set the Table to “Parts”. This will automatically fill in the Identity Column. Click “Save” once it looks like the screenshot below, and repeat for Vendor Ref.

   4. Verify you have both the lines in the screenshot below in the top grid as shown below:

   5. Close the window and find the “MFG Code” and “Vendor Ref” columns for the part # “1-0273”. Add “HAW” to both fields in the grid. You can use the Field Chooser to find the fields and drag them into the grid easily.

3. Setup the Auto-Part Template

   1. Go to Tools -> Configure -> BOM Auto Parts

   2. In the pop-up window, create a new Auto Part Template by filling in the fields on top and select Save.

   3. Click on the Auto Part Template you’ve created in the middle grid then select the “Part Search” tab. Search for the part created in step 1, then click “Search”. Locate the correct part, and double click on it.

       

   4. In the pop-up window, select the box for “Automatically Create a New Phase….”, then hit the “New” button in the drop down below.

   5. In the new pop-up window, Enter in the Phase Name and Description that you would like to appear on your quotes.

   6. If you would like the parts to be rolled up into a phase rather than showing each part, enter a Phase Qty of 1, and a Phase UOM of EA on the bottom-left, then hit Save (typically recommended).

   7. Hit “Save” in the “Configure Auto Part” window

   8. On the Auto-Calculation Options, select “Calculate Qty On the Sum of The List Price”.

   9. Expand the bottom-right portion of the window (Calculate Values Based on Selected MFG Codes” by hovering your mouse between the two sections on the bottom and dragging to the left. This will expose more Columns.

   10. Filter the “Vendor” Category to the Vendor that this part is for.

   11. Highlight all the filtered lines (Click on the first row, scroll to bottom, shift + click on last row), then hit “Check Selected”.

   12. Click “Save” under the Auto-Calculation Options then close the window.

   13. If you are adding other vendor surcharges, repeat the steps, otherwise close the Configure Auto Parts window. You’re done!

** Please note if you add any new MFG codes for Haworth you will need to edit your Auto-Part template to include those newly created codes!

Instructions for Usage (**Per User)

1. Go into any Project BOM, and click the “Choose Auto Part Template(s)” button on the bottom-left

2. Check the box next to the newly created Auto Part Template

3. e-manage will remember you have turned this Auto-Part template on for every Import of SIF/XML Files or when manually adding a new Option to create a Bill of Materials (Quote). If the BOM contains Haworth MFG Codes it will auto-add and calculate the Surcharge. 

** Please note this needs to be done for each individual user. This will also only come in on NEW options or imports. This will not automatically be added to existing options.