Cheatography
https://cheatography.com
Please review all steps to make sure the Price Lists for your Products are correct and up to date.
This is a draft cheat sheet. It is a work in progress and is not finished yet.
OVERVIEW
Use this support to review Price Lists (price) for your products and make sure prices are up to date. |
1 - Price List Tabs in Excel File
|
Price for the product should be created in 'Price List' tab in the same Excel file used for Configuration. You should not create new files. |
|
1 product = 1 Excel file = 1 production/sample/ship from location |
|
If a product has defined prices only in one currency, it should only have one price list tab, for example 'Pricelist EU' or 'Pricelist US'. If a product has defined prices in both EUR and US currencies, 2 separate tabs are required: 'Pricelist EU' and 'Pricelist US'. |
|
If the price is the same for EUR and USD, and the only difference is the currency, we still need 2 separate tabs. |
|
Every option in DRAFT tab |
|
|
GROUND RULES
1 |
For each product, indicate both Direct Customer Price and Distribution Price. If Direct and Distribution prices are the same, duplicate the same lines. For US, 2 types of distribution prices should be indicated - Gold and Diamond. |
2 |
Every option in DRAFT tab should have its corresponding line in 'Price List'. |
3 |
If the option does not have a price upcharge, it should still have a line in 'Price List' indicating '0'. |
4 |
If there is no predifined price for an option, and PLM should be alerted every time this option is quoted, this option line in 'Price List' should indicate 'N/A' and not '0'; |
REMINDER:
- 'N/A' will trigger a notification to PLM to ask for the price for this option every time it's quoted
- '0' does not trigger any notification to PLM
REVIEW PRICES FOR 2024
|
Every option in DRAFT tab should have the corresponding line in the 'Price list' tab. |
|
For each product, indicate both Direct Customer Price and Distribution Price. If Direct and Distribution prices are the same, duplicate the same lines. For US, 2 types of distribution prices should be indicated - Gold and Diamond. |
|
|
|