District and Regional Product Settings
(Product Subsidiary Regional)
Access
Tabs: District, Regional
Use this routine to specify regular or sale prices for products by region or by district.
ProductEnter the code of the product for which you want to specify district or regional pricing. If you click on the Search button, you access the Search for a Product window from which you can choose a product.
District Settings
Use this tab to apply sales-oriented information to products by district.
District Enter the code for the district for which you want to specify district pricing for the selected product. To choose from a list of districts to which you have access, click on the Search button. To populate the District column in the grid below with all districts to which you have access, click on the Actions button. Pricing information (if any)defaults in from the Product file.
Spiff AmountUsing this field, you can create a “spiff table” by district. Click the Action button to create the table, which must be built in descending order. At Spiff Amount, enter the dollar amount that the salesperson earns if the product is sold for the corresponding selling price (Price Level). In the Price Level field, enter the selling price at which the product must be sold in order for the salesperson to earn the specified spiff amount. Optionally, the Price Level field can be left blank to indicate that the salesperson earns the Spiff Amount whenever the product is sold, regardless of selling price. Once all spiff amounts and corresponding price levels are entered, click OK to save the spiff table and exit the window.
Markdown Price
Regular Selling PriceEnter the regular selling price for the selected product and district.
Reward FactorUse this field, along with the Issue Customer Rewards (Customer Rewards Entry) feature, to accumulate customer reward points on purchases and redeem those points for gift certificates. If the entry in the Reward Indicator field is A (Amount), enter the absolute number of reward points to be awarded per items sold. If the entry in the Reward Indicator field is P (Percentage), enter the percentage to be applied to the selling price to determine the number of reward points to be awarded.
Reward IndicatorUse this field with the Customer Rewards feature to accumulate customer reward points on purchases and redeem those points for gift certificates. Indicate whether the factor is a flat point Amount or a Percent to be applied to the item’s selling price when determining the number of reward points. To award no reward points for the purchase of this product, select No reward.
Promotional Pricing
Promotion CodeEnter the price adjustment code to be applied to the specified product. If a code appears in the field, it may have been loaded from the Price Adjustment Settings routine.
Starting DateEnter the starting date (if any) of the sale for this product for which you want to specifying an overriding sale price. If you click on the calendar icon next to the field, you can click on a date from the calendar that appears.
Ending DateEnter the ending date (if any) of the sale for this product for which you want to specifying an overriding sale price. If you click on the calendar icon next to the field, you can click on a date from the calendar that appears. If you enter a starting sale date, you must enter an ending date.
Promotional PriceEnter the sale price you want to apply to the selected product for the period specified at the date prompts above. If you enter a sale price here, you must enter starting and ending dates for the sale.
Commission PercentEnter the commission percentage (if any) you want to award to salespersons who sell this product within the district at the promotional price during a promotional sale. For more detail, see the Commission Settings (Commission Matrix).
Spiff AmountEnter the dollar amount (if any) you want to award to salespersons who sell this product within the district at the promotional price during a promotional sale.
Regional Settings
Use this tab to apply inventory and purchasing-related information to products by region.
RegionEnter the code for the region for which you want to specify district pricing for the selected product. To access a list of regions to which you have access, click on the Search button. To populate the Region column in the grid below with all regions to which you have access, click on the Action button. Pricing information (if any) defaults in from the Product file.
Merchandising
Stock Level Quantity
MinimumEnter the minimum quantity of this product you want to maintain in stock.
MaximumEnter the maximum quantity of this product you want to maintain in stock.
SafetyEnter the stock amount for this product at which the inventory level becomes critically low and action must be taken to bring about prompt delivery of this product.
Purchase Status
DateThis field displays the date (if any) on which the purchase status of the selected product was changed to a status other than A. If you change the status back to A, the field clears.
Purchase Lead Days
Reservation
Use these fields to determine the reservation method to be used. The Reservation Priority and Reservation Date fields work in conjunction with each other and together they offer the following reservation methods:
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Prioritize by Product Setting & reserve by Product Setting (If you select Use Product Setting at Reservation Priority you must also select Use Product Setting at Reservation Date.)
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Prioritize by Order Date & reserve by Delivery Date within Auto Fill Days (fill period)
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Prioritize by Delivery Date & reserve by Delivery Date within Auto Fill Days (fill period)
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Prioritize by Order Date & reserve Immediately
Important Click here for more detail on these reservation settings. You can also establish these settings at the product level via Advanced Product Settings and/or globally via Inventory Control Settings.
Reservation Priority
Reservation Date
Costing
Use the following fields to specify add-on landed costs such as
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duties,
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tariffs,
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additional freight,
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broker’s fees, and
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overhead costs.
These fields, including the add-on labels (DUTY, UPCHARGE, etc.) for each row, are defined in the Costing Control Settings.
Freight Cost $
Freight Factor is
Add-on Costs 1, 2, 3, 4
Type
Amount
Distribution
The following three fields can be used only with products whose Inventory Type is set to Retail Inventory, Retail Part, or Retail Labor. These settings can also be established in Warehouse Inventory Settings and/or Advanced Product Settings. The system uses the standard product hierarchy to determine a product’s distribution status, checking for these settings in the following order: Warehouse Inventory Settings, District/Regional Product Settings, and then Advanced Product Settings.
Current Status is
On this Date, Change Status to
