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The above is a simplified explanation of Basis Pricing. It does not include details like a formula can have multiple effective dates, a formula can have multiple markups, a formula can have a formula as an ingredient, basis pricing for ingredients are also based on effective dates and grouped by a price basis code. These addition configurations allow Basis Pricing to incorporate the business rules for our clients.
Pre-Requisites
- Items Masters
- Formulas
- Customers
Setup Steps
- Price Basis Codes
- Price Basis Costs
- Formula Price Calculations
- Formula Price Input
- Template Manager
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Price Basis Codes
Master > Pricing > Price Basis Codes
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Price Basis codes allow the client to setup multiple prices for the same ingredient item.
There are two Types: Inventory and Standard
Inventory type gets cost from the ingredient items current available inventory. The software calculates a weighted average price for the ingredient item.
Standard allows the client enter a standard cos
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Each Price Basis Code has it's own list of valid items.
Price Basis items can be both ingredient and formula items
If the Price Basis item is a formula item a Formula Markup can be specified.
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Price Basis Costs
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Master > Pricing > Price Basis Costs
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Create New Price Basis Costs (new effective date)
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Click Add button
Choose Price Basis Code
Select Effective Date
Click Okay
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This screen is used to either enter Costs for each item or calculate costs from available inventory.
Before you can calculate the inventory cost you must select the division to use.
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Click the Divisions tab
Select the desired Division(s)
Click the Calculate button
You will be prompted that items configured as Inventory costs will be replaced
Click the OK button
Costs will be calculated using the current inventory values
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Click the Items Tab to see the calculated Cost for each item
The client can now use these prices as is or manually adjust a price.
If a price is changed the Fixed checkbox will be set by the software.
Click Save button
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Click the Report button to see a proof report of the Price Basis Costs
Note: I change the price for item 0000173 from .99 to 1.00
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View or Modify Existing Price Basis Costs
Click ellipsis button to the right of the Basis to view the Price Basis Cost search form.
Choose Basis code and click Retrieve button.
Select the Price Basis Costs for the desired Effective Date.
Click Ok to Proceed
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You now have several options
View the costs
Add division on Division tab
Re-Calculate the costs as of this moments available inventory
Manually change a calculated cost
Print the proof Report
Delete the costs for this effective date
One addition option is Copy
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Click the Copy button
Choose the Price Basis code
Select a new Effective Date
The current Price Basis Costs will be copied to the selected Price Basis Code and Effective Date.
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Formula Price Calculations
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