In Winner, users are able to adjust the prices of individual objects in a catalog using the Price calculation assistant and the Calculation assistant tools. These tools enable you to edit the price settings or adjustments. They are used in the catalog settings and are also known as index settings or price index settings.
The following steps will enable you to set sales price and purchase price of an item.
Note! To edit the price of an individual object, users will need to know its catalog code. For more information, see How to find the right code from a catalog.
NOTE! Changes to catalog cost and sales indexes will only apply to new projects, and not existing projects.
For a guide to setting cost and sales indices for catalogs, see How can I setup my cost and sales index?
For a step-by-step guide to creating a quote, see Quote: Calculating a Quote.
How to edit the price of an object in a catalog
At Project level:
- Select Register > Catalogs.
- In the Registered catalogs window, select the desired catalogue and click Properties, located at the bottom right of the window.
Note: Users can also double-click the desired catalog.
- In the Catalog information window, select the Price calculation tab.
Catalog information
- Click on the Price calculation assistant icon to open the Price calculation assistant window:
- To adjust the prices for all item groups in the catalog, click the Price calculation assistant icon in the Calculation groups row.
- To adjust the price for one or more particular item groups in the catalog, click the Price calculation assistant icon for the associated row for example, Furniture or Accessories.
Note: When the values for an item group are not the same as the values for the whole catalog, Winner will display the value in this field with blue text.
- Click the Calculation method drop-down menu to change the columns above.
Click the Currency drop-down menu to change the selected currency.
Enter a percentage value into the Freight % field to add a charge for shipping.
Enter a percentage value in the Max. discount field % to set the maximum discount that can be applied.
Price calculation assistant
- In the Product section, enter an object code into the Code from the catalog field.
Note: If the user does not know the code, click the More options icon:
For more information on locating object codes, see How to find the right code from a catalog.
- In the Prices section, the point value for the object code entered above will now appear in the Points/price in the catalog field.
Enter the individual cost price excluding VAT into the field Your cost price ex VAT.
Enter your calculated sales price including VAT in the field Your sales price inc. VAT.
- In the Result section users will see the results dependent on the Calculation method selected.
In this example, Winner calculates the Cost index as follows:
Your cost price ex VAT divided by the Points/price in the catalog.
The Sales index will be calculated as follows:
Your sales price inc. VAT, minus VAT divided by Points/price in the catalog.
- To open the Calculation assistant window, click either the
Condition % icon:
Or the Dealer discount % icon:
Note: The icon available is determined by the calculation method in use.
Calculation assistant
In the Calculation assistant window, users can calculate how much the condition or discount will be if it is divided up into several discount levels, %-value 1, %-value 2 and %-value 3.
Note: Using this window to calculate the dealer discount will save the calculation, making it easy to check later.
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How to find the right code from a catalogue