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Old 11-20-2008, 04:22 PM   #11 (permalink)
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multiple prices are good to see if possible. if the same product is available from multiple vendors it is good to know who its coming from so you can order for the job accordingly
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Old 02-27-2009, 09:23 PM   #12 (permalink)
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No, a single cost is enough. It would nice if EZ Match would would use the pricing scheme you define in MMPD rather than assuming that margin is a calculated field.

Maybe the resi guys price that way, but if a product increases in price we do not by default cut our margins. We want to keep the margin the same and have EZ Match update the Cost and the appropriate Selling Price.
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Old 06-03-2009, 07:17 PM   #13 (permalink)
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I can see reasons for multiple costs (i.e. multiple vendors) but I have not used this feature that way as of yet. What I have done is this: Set up three different selling levels all using the same cost (for my purposes these are 'Retail', 'Preferred' and 'Open Tender'). Each price has a separate markup/margin. If I wish to change the overall markup for a job (product only, we don't adjust our labour costs), I open the product in Text Mode and show the "Price Type" column. I then select all product and change the Price Type to the one I want. This adjusts the product markup project-wide. The downside is that currently I don't see a way to automate the entries in MMPD, which means that I have to make sure to add the cost in all three lines when I add a product; if I don't it's a pain to go back and make the change after the fact.
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Old 06-23-2009, 05:27 PM   #14 (permalink)
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Sounds like a great way to use the 3 price types aberry. As far as a way to maintain your cost values across all 3 price levels in an easier way - try filtering your Product Grid in MMPD for a selection of database items, then clicking on the Excel button. This will prompt you to export data to a CSV file (will export whatever is filtered for in the grid).

Once exported - remove any data columns from the sheet you will not be updating (makes your life easier and reduces chances for errors). Take the cost from UnitCostA and paste the value into UnitCostB and UnitCostC. Thsi way you can easily make sure all cost values are the same without editing each item one at a time.

Once finished editing the CSV sheet save and import it back into D-Tools from the Import tab in MMPD.
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Old 12-31-2009, 07:21 PM   #15 (permalink)
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Angry Default Pricing or price selection (A,B or C) must be switchable in project!

Originally Posted by Jack Frost View Post
A little off topic but: When changing price levels in a project (i.e. start a proj as default Price Level A then change to B) it would be nice if it updated all the products in said project. This is a pain to handle manually as it requires changing the price level for each item as opposed to just 'update from master table'
J.
This is exactly the problem I am having. I design for two companies and use the different price levels to maintain costs and margins of shared products separately between both firms.

Therefore I need the default price to have a switchable function. This MUST be possible! Presumably through the Column Grouping header, though I can see non in the options.

Otherwise there is absolutely no point in having three price options, as one can never switch between levels or reassign defaults for different products.

Please Advise!
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Old 01-04-2010, 09:53 AM   #16 (permalink)
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RJBM,

Check this post -
Applying price levels to an existing project
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Old 04-07-2010, 02:13 AM   #17 (permalink)
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The ability to place a margin directly on top of our project would be very well received.
We do most of our work with builders, most of these builders require a margin to be built into the project for themselves. In the two following situations we would like to be dealing directly with the client with the actual price that they are going to pay after this builders margin has been included.

1. We sell the installation to the builder who in turn raises a VO on the clients contract, thereby adding a margin.
2. We sell directly to the client and pay back a rebate to the builder.

In both cases we would like to know our real sale price so as to accurately measure but simply produce a proposal with the 15% margin increase on it so that the end customer knows exactly what they are up for. This obviously needs to include labour rather than simply placing a margin ontop of products.
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Old 04-08-2010, 07:01 AM   #18 (permalink)
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Jack,

You could change price type for all items in a project. Check this post --
Applying price levels to an existing project
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Old 04-08-2010, 07:53 AM   #19 (permalink)
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I think I understand this as an option to adjust the equipment but I can not see how it actually places the margin increase on to labour.

Am I missing something?

It also requires us to now maintain two levels of pricing which seems problematic to me and, it would seem by reading many posts, very unpopular with many users.
The point I am looking for is to be able to place an overall margin on all items including the labour by placing a number in an overall project margin adjustment field.
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Old 04-09-2010, 05:47 PM   #20 (permalink)
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What would be useful for us, would be the capability to specify multiple vendors for a single product when exporting to QB. Often we can get better pricing through different distributors, Televisions for example. One week I may get better pricing from one distributor than another, it would be nice to be able to specify the preferred vendor at time of export even if the product has already been linked in the past so the ordering department doesn't get confused.
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