Autologue User`s Manual – Product Line Update Page i Table Of
Contents
1. DISPLAY prompt enter the corresponding sales history graph number 1 3 and press lt Return gt The sales graph information will be displayed as shown J m a ee oe ee ete eee eee E eee 1090 810 CURRENT 780 SALES 5 36 750 F1 MAIN MENU F2 HISTORY MENU F10 RECORD CHGS F11 sass iia DISPLAY To view the sales history information as a bar graph press the lt F7 gt Show Bar Graph key before entering the sales history graph number The bar graph sales information will be displayed as shown 2500 2000 1500 GoD E 1000 500 0 SALES HISTORY CURRENT SALES 5 36 JFMmAMISASONDJFMAMIJASOND MONTHS HIT RETURN TO CONTINUE Information from the past 24 months of sales history will be displayed for each of the following graphs Autologue User s Manual Product Line Update Page 4 Graph 1 Sales History The invoiced value of all merchandise sold minus the value of inventory and warranty returns less any invoice discounts given Graph 2 Profit Percent The profit dollars divided by sales Graph 3 Inventory Turns The annualized cost of sales divided by the average inventory value e To exit back to the Product Line Analysis menu from any graph press the lt F2 gt Return To Change Data or lt Return gt key The Monthly Inventory Sales Report see the Month End Processing user s manual section supplies 24 months of sales profit turns2. Product Line Update Page 6 To exclude a customer from the effects of pop pricing enter an X within the POP EXC xX field for the particular customers record for each price level 9 7 Customer Sales History Levels Utilizing the customer sales history levels a customer s purchases can be tracked and reviewed by groups of product lines Using product line update each product line can be assigned a sales history level from 1 to 24 Normally customer sales history levels are grouped by product type Management can choose to group product lines by manufacturer department supplier or any method desired Below is an example of group sales history levels by product type CUSTOMER SALES PRODUCT TYPE HISTORY LEVEL 1 Miscellaneous 2 Ignition Products 3 Electrical Products 4 Belts amp Hoses 5 Filters 6 Exhaust Mufflers 7 Exhaust Pipes amp Accessories As a customer purchases part numbers in that product line the values of purchases will accumulate in his customer record under the Product History field Information on a customer s product history can be printed using the Customer Sales Analysis Report or displayed graphically through Customer Update 9 8 Increasing Sales Profit And Inventory Turns Certain programs are valuable tools for reviewing profit percents on a daily monthly customer counterman invoice and product line basis The Transaction Register Report offers an option to list all
3. return on investment and G M R O I for each product line 9 2 1 Modifying A Product Line s Sales History e To make changes to a product line records sales graph information first display the product line record and then press the lt F2 gt Graphic Menu key to display the Product Line Analysis menu e Press the lt F6 gt Change Graph Data key e With the cursor positioned at the SELECT DATA TO DISPLAY prompt enter the corresponding sales history graph number 1 3 and press lt Return gt e With the cursor positioned next the first months value enter the new values for each month and press lt Return gt e Once all values have been entered press the lt F10 gt Record Changes key to save the entered changes 9 3 Modifying A Product Line Record To make changes to a product line records information first display the product line record as previously described e Using the and arrow keys on the keyboard position the cursor within the field to be modified enter in the correct information and press lt Return gt e Continue entering changes until the record is complete and then press the lt F10 gt Record Changes key to save the entered changes Note Always press the lt Return gt key after entering any new information 9 4 Fields Of Information Listed below is an explanation of the transaction report columns Field Name DESCR Description field that can store up to 13 alphanumeric characters U
4. Autologue User s Manual Product Line Update Page i Table Of Contents 9 Introduction Product Line Update eseseseesosesereseseseseosesesesesesesesrososososesereeeesosesesesesesesess 1 9 1 Accessing Viewing A Product Line Record sesesseserereresesesesesessorososesesereesoseseseseseesoses 1 9 2 Viewing A Product Line s Sales History cssscssscscsssssssssssssssssssssssssssssssessesesseseses 2 9 2 1 Modifying A Product Line s Sales History sseseseseesosorereseseseseseseororososerereesesosese 4 9 3 Modifying A Product Line Record sisicsssssccssevssacsscsesccsssscsisscersssvcsccscessvertecteseuacsssenssseusse 4 9 4 Fields OF TmEOKMAUlONs ccassciavsesucssccscseidvesdestusseentats cnsveetesd osetessvaved scapes isn ovseavisesnteadacbisestesies 4 9 5 Vend r Net Percent screenies nea n a ne Ea S e ieia 5 9 6 Popularity Pie iri is cscsatecsutiesisccteaheaascncktectusatea ecudscsdcuahs basen se seat resoar Seesar AaS SERES Saas 5 9 7 Customer Sales History Levels sesesesossssesesososessssesesososesssesesossssssososososossosesososososssseseses 6 9 8 Increasing Sales Profit And Inventory Turns eseseseseseseesorosesesessosososesesereesososesesesesesese 6 OLD Ke o E C E E T A EEE E E E 7 Revision 3 02 Version 7 1 Autologue User s Manual Product Line Update Page 1 9 Introduction Product Line Update The Product Line Update program provides the functions for maintaining the Product Line File Included in the P
5. a plus or minus range of 127 See detailed explanation below CUSTOMER SALES HISTORY Supplies 24 different levels for customer purchases to be tracked by LEVEL groups of product lines 9 5 Vendor Net Percent The vendor net percent allows a discount from a supplier to be tracked and calculated in the cost of merchandise purchased and sold without changing price 0 of each part number in the product line A 10 discount from a supplier would be reflected in the corresponding product lines records as a vendor net percentage of 90 Point of sale and purchasing determine cost of sales based upon Price 0 of each part number as found in the inventory file and the vendor net percentage as found in the product line file All reports will include the vendor net percentage in the inventory value calculation unless the INCLUDE VENDOR DISCOUNT prompt is answered N 9 6 Popularity Pricing Popularity pricing allows a price increase or decrease to be added to a customer s pricing matrix based upon a part number s movement Management can choose to use pop pricing for all or some customers on all or some product lines On fast moving price sensitive items management can choose to reduce prices 1 2 percent On slowing moving stock sensitive items management can choose to increase prices 5 10 percent Pop pricing is a valuable tool for beating the competition s price and maintaining high profit percentages Autologue User s Manual
6. eturn gt Autologue User s Manual Product Line Update Page 2 The screen will now display the record information for the entered product line number as shown PRODUCT LINE UPDATE PROD 3 DESCR SELL UP fC SPARK PLGS TUNE UP KIT PRICE SHEET 01 00 CURRENT BEGINNING MONTH VALUE OF INVENTORY 9591 23 NET CORE SALES 8 00 PROFIT 24 86 PURCHASES AT COST 16 80 NET COST OF SALES 20 80 NET VALUE OF SALES 27 68 VENDOR NET 100 00 POP PRICE PERCENTAGES A 24B 2 C 0 D 8 W 5 R 59 5 1040 10 CUST A 846 OZC 0z D OZU 04RA 845 8 0 O VEND CUSTOMER SALES HISTORY LEVEL 2 THE FIRST PART RECORD FOR THIS PRODUCT LINE IS ACD F1 NEW PRODUCT LINE F2 GRAPHIC MENU F10 RECORD CHANGES F11 EXITS PROGRAM 9 2 Viewing A Product Line s Sales History To view a product line s sales history press the lt F2 gt Graphic Menu key and the Product Line Analysis menu will appear as shown With the cursor positioned at the PROD prompt within the Product Line Update screen enter the product line number 0 255 to be viewed and press lt Return gt PRODUCT LINE ANALYSIS SELECT DATA TO DISPLAY E 1 SALES HISTORY 2 PROFIT PERCENT 3 INVENTORY TURNS F1 NEW PRODUCT LINE F2 RETURN TO CHANGE DATA F F CHANGE GRAPH DATA SHOW BAR GRAPH F10 RECORD CHANGES F11 EXITS PROGRAM Autologue User s Manual Product Line Update Page 3 With the cursor positioned at the SELECT DATA TO
7. line items sold with a profit percent below a stated level Reviewing this report daily will allow management to immediately correct any pricing errors Popularity pricing is an excellent tool for increasing profits on slower moving items A part number turning four times a year and generating a 33 profit margin would yield the same return on investment as an item turning two times a year and generating a 50 profit margin The zero sales and overstock reports can be used to identify slow and non moving items By correcting stocking levels to reflect actual demand inventory turns can be increased and inventory dollar investment reduced The Best Seller Report is a valuable tool for increasing sales and inventory turns It is a tremendous sales aid when visiting wholesale accounts and recommending stocking levels for new and existing lines It is also very effective for reviewing a product line and deciding upon merchandise to return or reduce stocking levels on Autologue User s Manual Product Line Update Page 7 Using alternates is also an effective ways of increasing sales and counterman productivity Instantly counterman will be informed of available alternate numbers and they will be able to generate additional sales with this information 9 9 Function Keys FunctionKey Action O Call Up New Product Line po View Sales Analysis Menu Modify Product Line Sales Analysis Graphs Ooo OOE This function will record Informati
8. on Exits back to the Autologue Main Menu
9. roduct Line File is the following information per product line e Product Line Number e 24 Months of Sales Analysis e Description e Purchasing Discount e Sell Up Message e Pop Pricing Percentages e Beginning Month Inventory Value e Customer Sales History Level e Current Month Sales Totals e Price Sheet Date All product line records are instantly updated through point of sale invoicing and month end processing This chapter of the Users Manual will aid and instruct in the correct method of creating and modifying product line records in addition to explaining the use and design of the vendor net pop pricing and sales history levels 9 1 Accessing Viewing A Product Line Record e From the Autologue Main Menu enter 8 Product Line File and press lt Return gt The Product Line Update screen will appear as below PRODUCT LINE UPDATE Prop M DESCR SELL UP Zo o o PRICE SHEET mm y CURRENT BEGINNING MONTH VALUE OF INVENTORY NET CORE SALES PROFIT PURCHASES AT COST NET COST OF SALES NET VALUE OF SALES VENDOR NET POP PRICE PERCENTAGES A B C TiD zu Z R S 0 CUST Ax Sp Sere eps Sere Aan ee St Oe Se VEND CUSTOMER SALES HISTORY LEVEL _ THE FIRST PART RECORD FOR THIS PRODUCT LINE IS Fi NEW PRODUCT LINE FiO RECORD CHANGES F2 GRAPHIC MENU Fil EXITS PROGRAM e With the cursor positioned at the PROD prompt enter the product line number 0 255 to be viewed and press lt R
10. sed to describe the part numbers entered within the product line Autologue User s Manual Product Line Update Page 5 SELL UP Sell up message field that can store up to 13 alphanumeric characters Prompts counterman to sell additional related items during point of sale For example a Sell Up message for a product line of water pumps could be Anti Freeze or Hoses Belts PRICE SHEET Price sheet date field that can store 2 numeric characters for both the eae i Month and Year of the current price sheet date BEGINNING MONTH VALUE Stores the value of inventory as updated during Month End processing OF INVENTORY Maximum Value equals 999 999 99 The inventory value includes the vendor net The invoiced value of core deposits invoiced minus the value of core returns invoiced during the current month PURCHASES AT COST The value of merchandise purchased minus the value of warranties Perms returned during the current month The cost of merchandise sold minus the cost of all inventory and warranty returns during the current month The invoiced value of all merchandise sold minus the value of inventory and warranty returns VENDOR NET The percent of price 0 merchandise is purchased at See detailed explanation below POP PRICE PERCENTAGES The percentage increase or decrease to be given for part numbers within this product line with the corresponding popularity code as part of popularity pricing The percentage entered has
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