Purchasing and Pricing tab

This tab deals with Purchase, allocation and default sales price.

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Ungrouped Items

EAN /UPC

Record the barcodes used for the case and single item here, if you also have US UPC codes then there are some additional fields to use for those codes.

If you are using the ePOS system then the EAN codes are used when reading in the barcodes at the pay paid.

Alternative Products

This is not currently in use

Purchasing Options

This section deals with additional information which is used for the purchase of the goods from the supplier, it is also used in the replenishment report which you will find in the BI Enquiry menu.

Marketing Funds

 if your producer has allocated you fund for sales per bottle then record the value here and it can be reported on.

Growers allocation

when you have an allocation of this product you can record how many and the record will show the balance.

Min / Max Stock

this is used for the product requirements report and the new purchasing module (2020)

Sales Team Apportionment

This section will allow you to apportionment incoiming stocks between the sales teams to ensure each team has a fair amount of stock which they can sell and hold reducing the issues of oversell, and locking up stock with held orders.

This requires you to setup the sales team in the first instance which is in maintenance || sales section of this wiki.

More details of how this works is contained at Sales Team Apportionment

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3rd Party Supplier

This is a feature which allows you to place orders with the warehouse for third party products.

The details required from the 3rd party supplier are

• Customer Code

• Site Code

• Product Code

These will be transmitted within the sales order submission to your warehouse if the product is marked as a RETAIL product

Standard Cost Price GBP

This contains your standard buying price for the product.

Whilst not essential, it is highly recommended to complet this information as it will be used the next time you are placing an order for the product.

When you create POs, this Price will be used by default but can be changed ad hoc if required (the Stock Cost Price will be taken from what is on the PO).

Maintaining the Purchase Price

There are three mthods of doing this

1. Manually

2. Using the manual update process - using Update Product Cost (Maintenance)

3. Setting the system to automatically update on each invoice recording, which is in the system settings and is shown on the highlighted option below

Main Supplier Pricing Section

Whilst we normally use the product buying prices in the main section you can stipulate a supplier and price from a specific supplier, this price will be in the suppliers currency.

When you enter an order for the product and are using the supplier noted then this specific supplier price will be used.

Selling Price Section

Use this section to set the standard Product Selling Price per Unit and per Single

The sales price should include any duties and excluding sales tax / vat. when you enter the unit (case) value the system will automatically calculate the single value, you can adjust this to another figure of your choosing.

Margin

The margin will be shown this is based on the calculation between the sales price and the cost of the last receipted stock plus any applicable duties.

Suggested Prices

The suggested price fields will only be shown if you have set up the be used if you have it set up in “recommended Price Scaling Factor” in the System Configuration Options screen