March 22nd, 2012 by Brian Cors
Do you have customers with whom you’ve signed long-term contracts to provide specific products and services at agreed-to pricing?
SalesDoc Architect makes it easy to incorporate customer-specific pricing into quotes for situations where the seller is contractually obligated to provide specific items at agreed-to pricing. You can also incorporate customer-specific costing, such as when a manufacturer provides lower costing to the reseller to support the lower pricing that the reseller provides to a specific end customer.
An SDA user can incorporate customer-specific pricing and costing into a specific quote by connecting to an external price list in a properly formatted Excel file. The SDA user simply browses for the file by clicking the Architect button, then “Connect to external price list”.
The Excel file containing the price/cost list must be placed in the user’s Data folder (usually c:\CorsPro\PQuote\Data) and must contain the following named Excel ranges*:
- PriceListName: this is the name of the price list that is referenced on SDA’s Pricing tab.
- VersionDate: the last update date of the price list that is referenced on SDA’s Pricing tab.
- PartNumber: this named range should be a single cell range in the part number column, one row above the first part number.
- UnitSell: this OPTIONAL named range should be a single cell range in the unit sell column, one row above the unit sell price for the first part number.
- UnitCost: this OPTIONAL named range should be a single cell range in the unit cost column, one row above the unit cost for the first part number.
As mentioned above, UnitSell and UnitCost are each optional. Usually, only UnitSell is used in the external price list file. However, in cases where the manufacturer provides customer-specific costing to the reseller, UnitCost can also be used.
Below is a sample of how the external price list file might look…
For situations where the customer-specific pricing must be referenced by multiple SDA users, Architect managers/administrators can push out customer-specific price lists to all users via the normal SDA updates process by placing the external price list Excel file in the SDA server’s Data folder.
* For further information on named Excel ranges, see Excel’s help topic “About labels and names in formulas”
March 7th, 2012 by Brian Cors
One of SalesDoc Architect’s greatest benefits is its ability to auto-configure hardware, software, services and output doc content based on other items that have already been configured in the solution. For example, you might want to auto-configure certain peripheral parts (like racks, cables and power strips) when specific types of systems are configured. In the past, this was easily implemented, but it usually took a couple of steps to get there.
Last month, we introduced a new and very simple-to-implement capability that enables clients to auto-configure parts, services and docs based on specific part numbers that have been imported onto the Write-In tab. When might you need to use this capability? One client recently used this approach to configure a rebate when a specific part number was imported from a manufacturer’s configuration tool. Another client used this approach to configure a rectifier when a specific control unit was imported from another manufacturer’s configuration tool.
It’s easy to configure parts, services or docs using this approach. Simply insert a formula with the following syntax into the appropriate quantity or doc selector cell…
For example, if you want to configure quantity 1 of part number XYZ if the quantity of part number ABC on the Write-In tab is greater than zero, you would type the following formula into the Qty Calcd cell for part XYZ: