Tuesday, December 22, 2009

Wish # 6012 - variable margins for LIST price




I have sat thru several CTI classes where the instructor was pushing the idea that shops needs to set a MATRIX in their Shop Management software for their price they charge their customers - to have less MARGIN on more expensive items and an ever increasing MARGIN on the less expensive items.

Well - guess what - they are right -- and I want to know why we don;t have this option in our EXPLORIS system so we can work with our customers and set our LIST to equal what they want their selling price to be.  We need variable margin table based upon selling price.

Please add this to the enhancement request file....   BTW --I have also requested this on Oct 18 2004 -- before I started the policy of numbering my requests ... this need still exists - and the passage of this many years just amplifies the pressing need. ---below is that 2004 copy ........

Begin forwarded message:

From: Greg HENDERSON
Date: October 18, 2004 3:53:42 PM GMT-04:00
To:  XXXXXX
Cc:  xxxxxx
Subject: Variable LIST price matrix


Hello Terri

I hope the Exploris roll out  is going well

I had an opportunity to sit in on  a CTI training  course ( Alban Bennett -
Service Advisor - Beyond Order Taking  ) recently and am  going thru notes I
made.

One key fact  he had  was to establish  a matrix for LIST PRICE based upon
cost - see below
               Price  Multiplier
Cost < $1           4x's
Cost  $1-$10        3x's
Cost 10-$50         2.5x's
Some data here omitted....
Above $500          1.33 x's

In J-CON we can set the list price -- but like so many other things in
CARQUEST it is a frozen value - regardless of cost ( ask Peter McNally of my
quest on other formula's with variability for cost )

Can Exploris do this?  If  not - could it PLEASE be considered?  Especially
since the CTI trainers are requesting it...:-)

1 comment:

KERMIT said...

In Jcon, List price was calculated from a specific Billing schedule. You could tell the system to use for example BLS# 1 as my list price.

Exploris does it differently but much better in my humble opinion. You can set the list price to be whatever you want it to be, by line, by part #, by account etc..

The pricing plan matrix functionality in exploris gives you the option to enter the desired list price in any of the available groups, either at the account level, group level, master or even enterprise. You can keep the fixed list price and assign it some exeptions.

To make the long store short. Exploris DOES HANDLE variable margins for list price, it is 100% customizable to whatever you want to set it has.