The Write-In Module is used to “write in” parts not found on any of the product tabs or via the Price Book. Either import parts into the Write-in Module via an external spreadsheet, or enter parts directly onto the module one at a time.
To enter parts directly onto the Write-in module:
When parts are found, most of the pricing and engineering information brought in from the database cannot be changed by the user; only Product Category, installation hours, design hours, labor category and Element Name can be modified. If the parts are not found in the SalesDoc Architect database, then SalesDoc Architect will insert prompts to enter or select the pricing, costing, labor and engineering information for each part. Enter or select information in all blue-highlighted cells.
To import the parts from an external spreadsheet:
When importing parts, a blue part number means that the part was not found in the SalesDoc Architect database. If, in the company’s implementation, it is expected to have labor and other engineering information associated with parts in the database, you will need to adjust the quote accordingly to account for the labor and engineering information that is missing for any imported parts that are not found in the database.
SalesDoc Architect administrators can flag parts as manual parts in the SalesDoc Architect database. When importing manual parts into the Write-In Module, SalesDoc Architect imports pricing and costing information from the import file, while pulling all other information (labor hours, engineering info, linked document sections, etc.) from the SalesDoc Architect database. This enables companies to import pricing/costing from vendor configuration tools — so that companies using SalesDoc Architect don’t have to keep up with vendor pricing/costing — while enabling them to customize a subset of vendor parts with new descriptions, part notes, labor hours, linked document sections, etc.
Users can also choose to import pricing/costing from the import file even if pricing/costing exists for the part(s) in SalesDoc Architect database by clicking the “Get pricing from import file (not database) on next import” checkbox at the top of the Write-In Module. Once pricing/costing has been imported in this fashion, users will not be able to subsequently update it to the pricing/costing in the database by clicking the “Update tab(s)” button; pricing/costing will be frozen at the values that were originally imported. Set the default for this checkbox for all new quotes in User Setup by checking/unchecking the “Default to get pricing from import file (not database)” checkbox.
Write-In Module Fields Explained
To bring data into the Write-In Module the users will need to import a file, on this file should be the data important to the part.
Unit MSRP – If known, enter the Unit MSRP (manufacturer’s suggested retail price) into this cell. If the MSRP is not known, a default value for this cell will be auto-calculated based on entries in other cells.
Unit Sell – This value is auto-calculated based on the discount or markup to apply against the Pricing Category (on the Pricing Module) associated with each part.
We recommend that users do NOT import this field unless you want to specifically over-write the auto-calculation.
Unit Cost –The Unit Cost will be automatically calculated if a Vendor Discount Category is selected. Otherwise, type in the unit cost for the item.
Disc Cat (Vendor Discount Category) – Select the vendor discount category using the in-cell drop-down list, or blank if there is none. This value is used to automatically calculate cost based on MSRP or VAR List price less the vendor’s discount. Find more detailed descriptions of each of the vendor discount categories on the Pricing Module.
Basis – This is the basis used to determine pricing. If item is priced based on list price less a discount, then the Basis is “List”. If item is priced based on purchase price times a markup then the Basis is “Cost”
Price to Enter
Price – Enter the list price (either the MSRP or the VAR List, depending on what the vendor uses as the basis to determine a reseller’s cost) or purchase price, depending on the value requested in the preceding “Price to Enter” column.
Pricing Category – Select the price category to use. This value is used in applying customer discounts off MSRP (list price) or markups over cost for each item. This is a required value. Find more detailed descriptions of each of the pricing categories on the Pricing Module.
Product Category – Select the Product Category for the item. This value is used to sort the write-in item along with other similar items on forms and other output documents.
Unit Installation Hours – Enter the number of installation hours for quantity 1 of this item (the tool will automatically multiply this per unit value by the quantity).
Unit Design Hours – Enter the number of design hours for quantity 1 of this item (the tool will automatically multiply this per unit value by the quantity).
Labor Category – Select the labor category for this item. SalesDoc Architect summarizes the labor hours for each category so that different prices/costs can be applied to each. An entry is only required if there are install and/or design hours entered against the item. The default categories within SalesDoc Architect are as follows:
A – TDM system labor
B – IP system labor
C – Advanced system labor
D – Digital set installation
E – IP set installation
F – Analog set installation
Other Labor Categories may have been incorporated into the company’s SalesDoc Architect implementation.
Rack Type – Select the type of rack on which the item should be placed, if any.
Rack Slots – Enter the number of rack positions/slots occupied by a single unit of this part number. For example, there are 45 rack positions on a typical 7 foot rack.
Rack Shelves – Enter the number of shelves occupied by a single unit of this item. Please note that in many cases, items can be mounted to a rack and do not need a shelf.
Volt Amps – Enter the number of volt-amps for a single unit of this item that should be backed up via a UPS.
MDF – Enter the dollar amount for the materials required to assemble the MDF (main distribution frame) for a single unit of this item.
Item Category – Select the item category (if any) that should be tracked for this item. Item categories are used for other calculations.
DID YOU KNOW…
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