Pricing Category Based Support Program

Within SDA, every part, whether the part resides in the SDA Parts Master database table or is imported into SDA, must be associated with a Pricing Category so that users can apply markups or discounts against all the parts in each Pricing Category.

Use Pricing Categories as a means of calculating support pricing and determining whether all configured parts within a Pricing Category should be included on a Schedule of Supported Parts output that SDA can automatically generate.

Calculating Pricing

Pricing Category-based support pricing can be calculated by referencing the PriceCategories range name using Excel’s VLOOKUP function. The source of this range is found on the Pricing tab (the range starts with the Category column and ends with the Support column). Assuming Misc was one of the Pricing Categories, use the following formula to determine if the parts within the Misc Pricing Category are covered under support (column 9) and, if so, calculate support pricing by multiplying the MSRP for all configured Misc parts (in column 3) by 10%:

=IF(VLOOKUP(“Misc”,PriceCategories,9)=”Y”,VLOOKUP(“Misc”,PriceCategories,3)*10%,0)

Including Parts on the Schedule of Supported Parts

Administrators can configure SDA to generate a schedule of supported parts:

• Add an external doc section reference within Library Manager’s Section Manager
• Add a row to any DocSections range within a configuration tab (such as a separate Support tab) that lists the doc section name
• Use the EXACT name of the doc section added to Section Manager, in the second column and SupportedParts in the third column.

Administrators can set the defaults for whether the parts in each pricing category should be included on the schedule of supported parts by changing the default Support flag within the Pricing Categories table.

Users can change these values on a quote-by-quote basis by changing the Y/N flag in the Support column on the Pricing tab, with exception of those Pricing Categories that the AM  Administrator has set to Never in the Pricing Categories table.

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