How to add the MSRP and customer discount to process reports

How to add the MSRP and customer discount to process reports

Summary

This article explains how to add the retail price (MSRP) and the customer discount (for example 5%, 23%) to process reports; to display along with the description, unit price, total price, etc.

More Information

The before discount retail price and the customer discount are not shown on the standard process reports by default. In order to add this field you will need to create a modified process report and add the new fields to the line item section.

Adding the new fields is broken in to 4 stages:

· Create a modified process report

· Setup up the modified process to be used when you print

· Add the new fields to the report

· Test the report

Note: This steps in this example use a quote, however the process is the same for any modified process report.

Create a modified process report

In order to make any changes to a process report you first need to make a copy of the standard report (you can't make changes to the built-in reports).

Note: If you already have a modified report you want to use you can skip this section and proceed with the section Add the new fields to the report.

Making a copy of a standard report

  1. Run the Solatech Window Covering Software.
  2. From the Tasks menu click Manage Process Reports.
  3. Select the category Quotes.
  4. From the list of reports select Solatech Quote.
  5. Click the Modify button. When prompted to make a copy click Yes.
  6. Enter My Quote for the new name and click OK.
  7. When the Modify Report screen is displayed, click OK.
  8. You will now see the My Quote report listed.

Setup up the modified process to be used

Now that your modified report has been modified you need to configure the process reports setup so that the new report is used instead of the existing report.

To setup your new report to be used

  1. If the Report Center is not already open, open it by clicking Manage Process Reports from the Tasks menu.
  2. Select the category Quotes.
  3. From the toolbar click Setup Reports.
  4. The list of quotes that are currently setup to be used are listed at the bottom of the Process Report and Label Setup screen.
  5. Remove the listed reports by clicking each one and click the X button.
  6. Click the Add button.
  7. From the list of available quote reports select My Quote.
  8. Click OK.
  9. On the Edit Process Report Setup screen click OK.
  10. Click Close.

Add the new fields to the report

Now that the report is setup we can add the before discount retail price and the customer discount columns.

To add the new columns

  1. If the Report Center is not already open, open it by clicking Manage Process Reports from the Tasks menu.
  2. Select the category Quotes.
  3. From the list of reports select My Quote.
  4. From the toolbar click Modify Report.
  5. Click the Line Items button.
  6. From the list of fields select the Description field.
  7. On the right side of the window, in the Data section, change the width from 4.7 to 3.
  8. Click the Add Field button on the toolbar. A new field called Balance for Terms will be added and selected.
  9. On the right side of the window, in the Heading section, change the heading to "MSRP" (without the quotes).
  10. In the Data section change the field to "Before Discount Retail Price" (without the quotes).
  11. Click the $% button and select the format category of Custom. Then type "Currency" as the actual format and click OK.
  12. Change the width to .8
  13. Click the Add Field button on the toolbar again. A new field called Balance for Terms will be added and selected.
  14. On the right side of the window, in the Heading section, change the heading to "Discount" (without the quotes).
  15. In the Data section change the field to "Customer Discount" (without the quotes).
  16. Click the $% button and select the format category of Percentage. Change the number of decimal places to 2 and click OK.
  17. Change the width to .7
  18. Click OK.
  19. Click the Line Items button again.
  20. In the list of fields, select the field Before Discount Retail Price and then click the up arrow button until the field is after the Description field. Do the same for Customer Discount, moving it just before Unit Price.
  21. Click OK.
  22. Click OK again.

The above changes will show the MSRP and the discount %, which will not be affected by the quantity of the line item. If you want to show the MSRP and the discount $ amount which should be affected by the quantity, follow these steps instead of the above steps:

  1. If the Report Center is not already open, open it by clicking Manage Process Reports from the Tasks menu.
  2. Select the category Quotes.
  3. From the list of reports select My Quote.
  4. From the toolbar click Modify Report.
  5. Click the Line Items button.
  6. From the list of fields select the Description field.
  7. On the right side of the window, in the Data section, change the width from 4.7 to 3.
  8. Click the Add Field button on the toolbar. A new field called Balance for Terms will be added and selected.
  9. On the right side of the window, in the Heading section, change the heading to "MSRP" (without the quotes).
  10. In the Data section change the field to "Before Discount Retail Price" (without the quotes).
  11. Click the $% button and select the format category of Custom. Then type "Currency" as the actual format and click OK.
  12. Change the width to .8
  13. Click the Add Field button on the toolbar again. A new field called Balance for Terms will be added and selected.
  14. On the right side of the window, in the Heading section, change the heading to "You saved" (without the quotes).
  15. In the Data section change the field to "= (CDbl(BeforeDiscountRetailPrice) * CDbl(CustomerDiscount)) * CDbl(Quantity)" (without the quotes).
  16. Click the $% button and select the format category of Custom. Then type "Currency" as the actual format and click OK.
  17. Change the width to .7
  18. Click OK.
  19. Click the Line Items button again.
  20. In the list of fields, select the field Before Discount Retail Price and then click the up arrow button until the field is after the Description field. Do the same for discount field, moving it just before Unit Price.
  21. Click OK.
  22. Click OK again.

Testing the report

To test the new report

  1. Create a new quote.
  2. Select a customer.
  3. Select any product, style and enter any required options. Do this until you get an item price.
  4. Add the line item to the quote.
  5. Save the quote.
  6. On the toolbar click Print.
  7. Place a check next to Quote.
  8. Click Preview.
  9. Verify the report now shows the information you entered.

REFERENCES

For more information, refer to the following knowledge base articles:

  • How to add the MSRP and customer discount to process reports
  • How to display Retail Price & Discount on Output

APPLIES TO

Solatech Window Covering Software 4.2

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