In this task you will import or enter Base Prices for your stock items that you sell.
Links:
Data Import Guide - Base Prices
Data Import Guide - Qty Breaks by Price
Data Import Guide - Qty Breaks by Percentage
DBA Key Concepts
Base Prices and Qty Breaks
The Base Price is the price you charge customers for your products. You can optionally define Quantity Break Prices against your Base Prices.
Price Levels
Price Levels enable you to establish different price lists for different types of customers based on a fixed multiplier applied to Base Prices. Price Levels will be applied to Base Prices/Qty Break Prices to come up with a Reference Price in Sales Orders Details.
Discount Codes
Discount Codes enable you to establish sets of discounts that can be assigned to different groups of customers. The Discount percentage is applied to the Reference Price (Base Price/Qty Break Price adjusted by Price Level) in a Sales Order to come up with the Price. You can also manually apply a discount in a sales order by either typing in a Discount % or modifying the Price field. Discounts do not apply to Contract Prices.
Contract Pricing
Contract Prices are exceptions to Base Prices, Price Level prices, and Discounts. These are special prices given to specific customers or groups of customers, often with an expiration date
Sales Order Pricing Hierarchy
During sales order line item entry, pricing is determined by the following hierarchy:
| 1. | First, the program looks for a Contract Price. If one is found, it will be used. A Discount will not be applied. |
| 2. | If a Contract Price is not found, the program then looks for a Price Level price. If one is found, the Price Level rule is applied to the Base Price/Qty Break Price to establish a Reference Price and applies a Discount, if applicable. |
| 3. | Finally, if a Price Level price is not found, the program uses the Base Price/Qty Break Price and applies a Discount, if applicable. |
Base Prices Import
Make a manual backup prior to data import
Prior to any data import process, always use the Backup Manager utility to make a manual backup. Should you encounter any anomalies in the data after they are imported, you can immediately restore from backup, make changes to your spreadsheet, and then run the import once again.
Make the backup to your restore points folder
In task 3-7 you created a restore points folder for the purpose of storing manual backups made at the end of each implementation phase and prior to each data import. Make this backup to your restore points folder to preserve your progress prior to this data import process.
If you do not have a restore points folder, refer back to task 3-7 in the Installation phase of implementation for guidance.
Making a manual backup
Use the Backup Manager to make a manual backup, which is accessed from the server by clicking Windows Start - DBA Manufacturing - Utilities - Backup Manager.
Select the Manual Backup option. Select your company database in the From registered databases option. Select the Use Custom Backup path. Click Find and navigate to your restore points folder.
When you are prompted to save the file, give it a file name such as Backup_Pre-Base_Prices_Import to clearly identify the contents of this backup.
Click Create Backup to initiate the backup process.
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