Ensures accurate values are always included in your price calculations by using the Delogue PLM's Price Templates
Introduction & Best Practice
With this module, you get to set certain default values on your styles - for example, tax or freight values depending on different suppliers or countries.
This will help to ensure that you always have the correct values added to your price calculation.
NOTE: To use this feature, your company must have the PRO license subscription
Common use:
- Tax rates
- Freight costs
- Fixed margins
- Fixed price points for Retail prices
Table of Contents
- How to use it
- Creating a Template
- Editing a Template
- Good to know
- Cancel a Template
- Add or Remove Parameters
How to use it
In the Admin section, under 'Prices', you will find the sub-tab 'Templates'. A user with the price role and access to the price module and advanced default values module will be able to see the templates tab.
In the Advanced default values heading, you will find the 'Add template' button. When clicking on it, a pop-up called 'Template Wizard' will appear and show a list of active data sources.
Here you can select multiple data sources:
- Supplier: Style Suppliers only (includes suppliers that are both Style and Item Suppliers)
- Supplier country
- Category: Only style categories
- Group
- Brand
- Terms of Delivery
- Custom Fields: Allowed Values only - NOT Multiple allowed values
Creating a Template
1) To create a template, you will first need to select at least one data source from the list above. You are able to reorder the sources as you like.
2) A list of price calculation parameters is displayed. Here you can select one or multiple parameters.
NOTE: If you have several templates, the parameters already in use cannot be selected.
3) A matrix is created based on your selected data and parameters. The first matrix columns are the data sources - they will appear in the same order as you have saved them in step 1.
When opening the matrix for the first time, all parameter fields are empty and editable. Simply enter the values using decimal points.
Filling out a Template - Shortcuts
Tab key: Move to the next cell in the matrix.
Shift+Tab: Move to the previous cell.
Up/down arrows: Move up and down in the matrix rows.
Editing a Template
1) Mouseover on the template name
2) Click the edit icon and the template will open the calculation parameters. Here, you can choose to check or uncheck parameters.
NOTE: The ones in use in the chosen template already have a checkmark.
Your matrix is now editable, allowing you to edit default values by simply mouse over the matrix rows and columns.
Good to Know
- Use only numeric values when editing your default values.
- Your changes won’t affect prices on the Styles tab.
- You can easily update your template. However, each template must have a unique name and type.
- All changes in a template are saved once you click ‘DONE’.
- To delete a template, click on the delete icon - it appears when mouse over the listed template.
NOTE: A warning message is displayed to certify your action.
- Price calculation already used in another template can not be used again.
Canceling a Template
When you are entering data on a template and by chance, you click ‘CANCEL’, the template and its data won’t be saved.
Add or Remove Parameters
- If you need to add more parameters to the price template, simply add a check mark on the parameter in question. This will be added as a new column to your Template.
- If you on the other hand, want to remove a parameter from the Template, you will receive a pop-up warning.
By clicking “OK”, the parameter is unchecked and the column for that calculation parameter is removed from the matrix.
Now you are ready to start using your price templates on your style.
