SalesPro lets you define how you sell your products... choose the 'options & features' style, which supports unlimited Standard, Additional and Shared options for each product, or if you sell items in any combination and quantity, select the "off-the-shelf' option.

Overview
SalesPro has a "sales style" option that should be decided upon and set when a new database is created.  This option determines how you'll enter your Product Catalog information and how the Sales Quote/Order form will work.  The Style option is stored in each database and is applied when each user logs in.  Once set, you should NOT change it without serious consideration for how it affects your existing data.  Please see the note at the bottom of this topic for what you will impact if you do elect to change your sales style.

The Options & Features Style

This is the default option when you create a new database.  Use this option if:

• You'll be quoting and selling only ONE product on each quote/sales order.

• Your products have standard options that are included in the base price, but you also offer additional options which may increase or decrease the price of the product.

When this option is selected, the Product Catalog page will display three tabs on the bottom:  Standard Options, Additional Options and Shared Options.  See the Product Catalog topic for details.

Also the Sales Order form will display the Product Line and Product Name fields, which are filled by clicking the "Choose Product" button and selecting the Product Line/Name values from the drop-down lists.

The Off-The-Shelf Option

Use this option if:

• Your products can be sold in any combination or quantity (like picking items off of a store shelf)

• Each product description is complete in and of itself; there is no need to define separate options (standard or otherwise) to sell the product.

When this option is selected, the Product Catalog page will NOT display the three Standard/Additional/Shared Options tabs and the table for that data is not used.  The Product Line field is used merely to group products into logical groups to make them easier to find on the Order Items dialog.

Also the Sales Order will not have "Product Line/Name" fields displayed on it.  Users select the Product Line on each Order Item and choose the related item from the Item Description list.

Enable Per Product Price Book Rate Adjustment

This feature is only available when the Off-the-Shelf Option is selected, and adds a tab to the bottom of the Product Catalog page that stores a copy of each active record entered in the Price Book Rates page; in other words, a separate Price Rate for each product, which can be edited to fine-tune pricing on a per product level.

When this feature is enabled, a button appears on the Product Catalog page, called "PriceBks", which you can use to automatically add all Price Books to each Product:

Click 'Yes', and all products will have individual price rates for each of the Price Books added in the DataGrid:

Select a Price Book in the DataGrid and click "Edit" (or double-click on a line), to change the Adjustment Rate JUST FOR THIS PRODUCT:

Any edited values will NOT be updated any time you click the "Price Bks" button, but any missing Price Book Rates will be added to each Product.

On the Price Book Rates tab:

When this feature is enabled, a checkbox appears below the fields:

If the "Automatically update..." checkbox is checked, anytime you edit this Price Book Rate record, the Price Book Rates associated to each Product are updated with the same Adjustment Rate and Round-Up value.  This is an easy way to keep all Price Book Rates in sync across all Products.

Changing Styles