How to create a price list
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N.B: For more information about the contents, the function of the buttons, and the checkboxes, see the Price list items chapter.Contents |
Using price list items
Price list items can be used in two different ways:
- as an archive of typologies to be linked to Price list revisions;see also How to insert useful price list typologies for a price list revision.
- as a basis for creating tabular price lists or calculation files not linked to price list revisions.
For typologies linked to Price list revisions, it is sufficient to fill in the main data of the Price list items window and the dimensional parameters of the price grid, such as Width from/to, Height from/to, and step. These values allow the program to develop the price list according to the set dimensions.
For price list items not directly linked to price list revisions, the main data of the Price list items window must be filled in, while the calculation of the tabular price list or calculation file is performed by opening the management window using the 
button. From this window, it is possible to select the typology, set the required data, and generate the price development.
Main typology data
Press the 
button and enter the data of the typology for which the price list must be created.
The main fields to be filled in are:
- Name: name of the price list item.
- Master name
: allows you to indicate a master or reference typology.
- System
: system to which the typology belongs.
- Series : series to which the typology belongs.
- Category : category of the typology.
- Code: identification code of the typology.
- Standard: if enabled, indicates that the typology is to be considered standard.
- Typology : allows you to link the typology present in the archive.
- Custom.: allows you to indicate any reference or customization.
- Revision source group : group to which the typology belongs.
- Desc. : description of the typology.
- Date: insertion or update date of the price list item.
N.B: For designing price list typologies linked to price list revisions, see also How to insert useful price list typologies for a price list revision.
Price grid parameters
The fields relating to dimensions are required and must be filled in if the price list item must be used:
- within a Price list revision;
- to generate a tabular price list or calculation file.
These fields determine the dimensions that must appear in the price list grid.
- Do not calculate price grid: if enabled, excludes the typology from price grid calculation.
- Width from: indicates the starting width of the grid.
- to: indicates the final width of the grid.
- step: indicates the interval between one width and the next.
- Minimum width: indicates the minimum allowed width. The value auto indicates that the data is managed automatically by the program.
- max: indicates the maximum allowed width. The value auto indicates that the data is managed automatically by the program.
- Height from: indicates the starting height of the grid.
- to: indicates the final height of the grid.
- step: indicates the interval between one height and the next.
- Minimum height: indicates the minimum allowed height. The value auto indicates that the data is managed automatically by the program.
- max: indicates the maximum allowed height. The value auto indicates that the data is managed automatically by the program.
Additional calculations and publication
It is also possible to fill in additional fields required for creating Price list revisions and printing the price list items Window Chart.
- Calculate glass surface area: if enabled, includes the pane surface area in the calculation.
- Calculate thermal transmittance: if enabled, calculates the typology thermal transmittance.
- Send to webservice: if enabled, allows the typology to be published in the data intended for the web.
- Margin rates sets : allows you to enter a group of Margin rates to be applied to the price list.
- % salesman: allows you to indicate the salesperson percentage.
Price list item management
This window allows you to generate tabular price lists or calculation files, not linked to price list revisions, and export them to calculation files.
Press the button to open the Select typologies window.
Choose the typology for which the price list must be generated, for example a window with two-sash shutter.
The program will insert the typology in the Price list management window.
Press the 
button to open the Typology general data window, where it is possible to set the dimensions, choose the color, associate standards, certificates, and the other data required to configure the typology.
Price list generation
After confirming the changes, return to the Price list management window and press the 
button to open the Price list prices management window.
In the Price list prices management window, the prices linked to the typology and to the price list revision are managed, or the prices used to develop the tabular price list.
After pressing the 
button, the program will take a few seconds to generate the price list.
At the end of the generation, the Price list prices management window will reopen, where it will be possible to view the price development according to the set dimensions.
N.B: The prices shown in the examples are indicative and have no relation to real values.Press 
to return to the Price list management window.
To print the price list development, select the 
button.
After sending it to print, return to the Price list management window, press the 
button and, in the Price list window, press the 
button to archive the price list.
Creating color variants
The Price list variants management window allows you to create color variants to be associated with the price list typology.
Pressing the File:Tastovarianti.png button opens the window where it is possible to enter the color variants to be associated with the price list typologies.
Inserting a variant
To create a variant:
- press the
button;
- enter the Name and Description of the color, for example RAL 1013;
- assign the waste, overhead, and packing percentages;
- enable the Material discounts item, if necessary;
- assign, if necessary, a margin percentage and a discount percentage to the color family.
To import these percentages from the company data, press the 
button.
Associating colors
Assign the internal color, the external color, and the accessory color of the base color.
Pressing the 
button opens the panes management window, where it is possible to select a pane to be assigned to the color.
Repeat the previous operations for all the colors that must be entered.
Saving variants
Save the changes by pressing the button and exit the window by pressing the button.
In the Price list management window, in the Variant section, the colors associated with the typology will appear and will also be visible during printing.
Related items
