First Tier Pricing Report

This report is only available and relevant if the Enable Multi-Tier Pricing feature has been activated in the Company Rate Parameters and can be used to list all the first tier rates and pricing assigned to selected customers in the Multi-Tiered Customer Special Pricing window of Customer Information.

The report can be output to a document or to a spreadsheet.

The selection options and filters include:

PRICING TO INCLUDE

Select one of the following sort options:

• Select Rentals radio button to only report on First Tier special rental rates for Groups, for the selected customers.
• Select Sales radio button to only report on First Tier special prices for sales products, for the selected customers.
• Select Both radio button to include all First Tier rates and prices for the selected customers.

FROM GROUP

The Group selection filters apply to both sales and rental Groups.
Leave this field blank for all products Groups, or type in the desired beginning group, or select one from the Group Search window.

Note: First Tier special rental rates are always at the Group level, but First Tier special prices is at the specific product level.

TO GROUP

Leave this field blank for all products Groups, or type in the desired ending group, or select one from the window.

DEFAULT RATES TO PRINT

Leave this field blank to include all rate codes setup in the Company Default Rates, or delete any rates that should not be included in the report in the Default Rates to Print window provided.

Note: Only rates remaining in the Default Rates to Print window will be printed on the report output.

DIVISION, "ALL" OR "SEL"

• Type ALL to include all divisions in the report.
• To print the report for a single division, leave this field blank for the Head Office Division, or enter a specific division code, or select a division from the drop-down list.
• Type SEL to select multiple divisions or divisions by accounting region, as outlined in Division Select By Region.

The division selection is restricted by the Divisional Restricted Views assigned to the operator.

FROM CUSTOMER

Leave this field blank to include all customers, or type in the desired beginning customer in the range, or select one from the Accounting Customer Search window.

TO CUSTOMER

Leave this field blank to include all customers, or type in the desired ending customer number, or select one from the window.

CUSTOMER TYPE, "ALL" OR "SEL"

Customer types can be setup in Customer Type Codes and assigned to customers in the Codes window of Customer Information.
To select customers by type code use one of the following:

• Type ALL to include all customer types in the selection.
• To include only a single type of customer, enter the appropriate type code or select it from the drop-down list.
• Type SEL to make a selection of customer types to be included in the report, as outlined in Select Customer Type Codes.

SALESMAN, "ALL" OR "SEL"

Salesman codes can be setup and assigned to customers in Salesman Codes.
To select customers by salesman code use one of the following:

• Type ALL to include all Salesman codes in the selection.
• To include customers for only a single salesman enter the appropriate Salesman code, or select one from the drop-down list.
• Type SEL to make a selection of Salesman codes to include in the report, as outlined in Select Salesman Codes.

Note: On the report and spreadsheet output, the salesman code is listed under the SM column.

NEW PAGE PER CUSTOMER

Check this box to print the information for each customer on a separate page for the report, or on a separate tab of the spreadsheet.
Uncheck this box if the output does not require separate pages per customer.

EXPIRED PRICING ONLY

Uncheck this box to print all First Tier rates and prices for the selected customers regardless of expiry dates.

Check this box to print only customers with First Tier rates and prices that expire in the following range:

FROM EXPIRY DATE

Accept the first of the current month, or enter a preferred starting date for the expiry range.

TO EXPIRY DATE

Accept the last day of the current month, or enter a preferred ending date.

REPORT OPTIONS

This value defaults to the operator preference as defined in Operators.

Select one of the following reporting options as outlined in Report Options:

• Select Print to generate the output according to the reporting selection currently defined for this session in the Printer Selection window, accessible from the Printer -> Set Printer option located on the menu bar at the top of the screen.

  When both Sales and Rentals are included on the report output a 'key' is provided on the top right to identify the data in columns Code 1 to Code 4 as follows:

  • For rental products the values for the first four rates are printed in these columns.
    Additional rental rates are displayed with the corresponding rate name on the second and third detail lines, as required.
  • For sales parts the values in Code 1 to Code 3 columns are the special pricing for %Discount, %Markup and List, and the fourth column is not used.

• Select Excel to export the output to an Excel spreadsheet, where a column is provided for each rate.
  If the option to print a New Page Per Customer has been selected, information for each customer will be displayed on a separate tab of the spreadsheet.

  The ability to email the spreadsheet or display it on the screen is controlled by the Prompt to Email Spreadsheets flag set in Company Miscellaneous Parameters.

Finished?

Click ACCEPT to generate the report or spreadsheet, or CANCEL to abort.