How to manage price list revisions

From Opera Wiki

Creation of a list review

N.B: To create a revision, it is necessary to go to the Revisions Archive by pressing List Revisions from the List Revisions menu.

• Press the button and enter Name, Description, Color of the new revision (which will appear in the list on the left) and Notes.
• We assign a color to our revision, and any notes (notes will be shown in the list print).
• In the field Price selection type we can decide how the grid column to be used should be chosen based on the size of the type in the quote. There are three possible choices:
• Arrotonda” – to select the nearest column
• Eccesso – to always select the largest column
• Difetto – to always select the minor column
• Esatto – To always select the exact size (available from version 3.8.4)

Suppose we have created a grid ranging from 600 mm to 1000 mm with a 100 mm pitch for both width and height. The type in the order has a width of 730 mm. Which reference column to use?

• By selecting the value "Excess," Opera will consider the width 800 mm
• By selecting the value "Defect," Opera will consider the width 700 mm
• By selecting the value "Round", Opera will consider the width 700 mm because it is the closest to the actual size of the type.
• If you select the value "Exact," Opera will consider the width 600 mm because it is the exact size given in the type

The Method field specifies the calculation method to be used for price generation: the available values "1", "2" and "3" are the same as those available within job management. However, by activating Always activate % rappr., it is also possible to use the representative percentage within the review by other methods than "3" .

In case you are using the Discount Classes being purchased within the program, you can assign one to the review by retrieving it from the archive.

If active, the Publish to Web field allows online export of the review to the Orchestra site. Integration of the list on Opera Job Management with the Orchestra product (watch the video via this link) is an advanced feature that can be activated separately.

The full XML Export field allows, if active, the entire price list to be exported in XML format to allow for advanced printouts or the creation of a customized paper price list.

• We save the changes by pressing the File:Keystroke.png

• After saving the changes, we select the revision we just created again and press the File:Sourcekey.png button.

N.B: More than one source can be entered in the price list revision archive: see the How to enter another revision section for the procedure to follow.

Source management

Within this framework are indicated the types that will be part of the list. Typologies can be selected individually or in groups, and can also belong to different series and systems. Each type (or set of types depending on the choice made) is placed in a source.

Press the button to create a new source: at this point the box on the right will show all the types present in the List Types archive. By acting on the fields System, Series, Group, List it will be possible to filter the types in the archive, and then select only those of interest. The list on the right will be updated from time to time showing only the selected types.

NOTE:
Since for each source it is permissible to specify list generation parameters separately, including, for example, colors and profit percentages, it is therefore advisable to group types with similar characteristics as much as possible.

The Group field allows you to make a more accurate selection of types according to your needs.

The values available for this field depend on the choices made by the user when creating the List Types archive: in fact, an arbitrary value can be assigned to each type by writing Group in its field. The value will be nothing more than a label assigned to the type, and usable later to be able to make filters and selections on the list archive.

Suppose we want to list all windows and patio doors in a series. These types will most likely have the same colors available, but will have different base glass. We can then think of assigning a group to the types so that they can be differentiated: all windows will have a "Window" group label and all doors the "French Doors" group.

The quickest way to list these types at this point is to create two sources, one for windows and one for French doors. Selecting the types will use the Group field to filter one or the other.

The fields Desc and Discount class allow you to specify a description for the source and a discount class to be associated with it. These fields can be left blank if not needed. The generation of list prices for a source can be done in basically two ways: the first involves developing list types by taking the material costs on file and specifying a set of profit percentages to be applied to the costs; the second, on the other hand, allows for the direct import of reference grids from file. The fields Table file and Data import filter are used for this purpose.

For price management by importing from file, please refer to the section "Importing from file."