Inventory Price Updates

Price Update module

Menu Path: Inventory -> Utilities -> Price Updates

The price update module provides a staging area where pricing information can be imported, verified and manipulated before being applied to the inventory master. The price update module works in conjunction with the Class Code auto pricing feature to calculate price levels based on either cost or retail price. It also allows for importing a vendor specific price that will be loaded into the vendor (nvavn) tab in inventory.

The main list screen displays any existing price update records and provides buttons to Load, Auto Price, and Update Inventory. The contextual menu on the list of records provides an option to clear the update record database, as these records are essentially “throw away” once inventory has been updated.

 

The three main processing buttons at the bottom of the screen represent the main steps in importing and applying price updates.

Load: opens a window where you can select a tab-delimited file and specify which fields correspond to which columns in the file.

Auto Price: Applies the auto pricing formulas from the inventory Class Codes to the price update records. It will add location-specific records as needed if there is location-specific pricing in the class code.

Update INV: Updates the inventory master with price values from the update records.

 

Load File window:

Pressing the Load button on the main list screen will open the Load File window.

Here you can set up the file to use and map the columns to the various fields in the price update record.

File/Browse: Enter the (tab-delimited) file name to load, or browse for the file.

Vendor: (optional) Enter the vendor to be associated with this pricing.

Effective: the effective date for this price update. Updates are applied by effective date. This allows you to have multiple price updates being staged, but apply them separately.

Update Code: a 6-character designation for this update. It will be loaded into the inventory master for each part number affected by the update.

Part No: The column number in the file where the part number will be found.

Price: (optional) The column number for the price, if present in the file.

Cost: (optional) The column number for the cost, if present in the file.

Ven Cost: (optional) The column number for the vendor-specific cost, if present in the file. Only applicable if the vendor has been filled in.

 

Mapping Fields

Once you select a file to import, the first line of the file will be displayed in the “Source” field, with each column designated by “|” pipe symbols.

You can view the contents of the file a line at a time by changing the value in the “Scan” field. Use the following keystrokes to navigate the file:

  • N – Next record (increment the value).
  • P – Previous record
  • B – Go to the Beginning of the file
  • E – Go to the End of the file

You can set the column number for each field (Part No, Price, Cost, Ven Cost) by typing the number into each field or by clicking into the field and then clicking the corresponding column in the Source display. You can also use the Page-Up and Page-Down keys to increment or decrement the column number.

 

Import the Data

Set the number of lines at the top of the file to skip in the Skip field (to ignore column headers, for example) and press Generate. The number of records processed will display next to the Generate button. Press the List button to return to the main list screen.

 

Auto Pricing

Press the Auto Price button to apply the price formulas from the Class Codes, if applicable.

 

Apply the Price Updates

Press the Update INV button to update inventory. It will first display a prompt for the Effective date to apply. The button label will change to “Execute?”. Press the button again to apply the price changes.

Entering a Sales Order

Processing an order in Telios begins in the Sales Order module.

Open the Telios Menu and select Sales Orders. (For more on navigating the menu, see: Telios Menu.)

Press “A” to add a new order. The list will hide and you will be taken to the Sales Order Edit window.  For more on list windows, see: List Window. For more on edit windows, see: Edit Window.

Next: Entering the Sales Order Header Information

Selecting a Customer

There are several programs where you will enter a Customer. For example in an Invoice or a Sales Order. The most straight-forward approach is to type in the customer’s name.

By Name

Type the customer name into the Customer field. It will begin autocompleting after the first 3 characters. Once the correct name appears, you can press Enter (or Tab) to go on to the next field. You do not have to finish typing the entire name.

From the List

You can press Control-W to open a dropdown list of names, centered on the portion you have typed in. You can also click the disclosure button next to the field, or right-click the field, to get the dropdown.

Click on the name you want, or use the arrow keys to highlight the name and press Enter to select it. Press Escape or click the Exit button to close the dropdown without making a selection.

Page Up / Page Down

In the Customer entry field, you can use the Page Up and Page Down keys to scroll through the names alphabetically in the entry field. This can be convenient if you know the name you want is just a few names away from what has autocompleted. For example, if I type in “Sunny” as above, I get customer #684.

But I have several customers with this same name. So if the one I want is customer #6535, the dropdown list above shows that it is the third customer with this same name. Pressing Page Down advances to customer #796.

Page Down again advances to customer #6535. If you go too far and overshoot the name you want, Page Up moves through the list in the opposite direction.

Search Part of the Name

You can type in any part of the name, followed by a question mark, “?”, and press Enter. You will be presented with a dropdown list of matching names.

Additional Methods

For additional methods of selecting a customer see: Customer & Vendor Lookup

Selecting an Inventory Item

There are many places in the software where you will enter an inventory item: invoices, sales orders, purchase orders, to name a few. There are a lot of different ways to select an item. The most typical way is by part number.

Enter the Part Number into the Item Reference field. The part number will begin autocompleting after you type the third character. You can press Control-W (or click the disclosure triangle, or right-click the field) to get a dropdown of inventory parts, centered on the portion you have typed in. You can type in any part of the part number followed by “?” and press Enter to get a list of matching inventory parts.

There are several other ways of looking up an inventory part. The bottom of the window lists them.

You can look up inventory by

  • SKU number
  • Part Number
  • Description
  • Manufacturer / Part Number
  • Record number (the Inventory record number)
  • Customer Part Number (an alternate part number that this customer uses to identify the inventory part.

To change the lookup sequence, click on one of the options, or enter the single character (“S”, “P”, “D”, “M”, “R”, or “C”) followed by Enter. The display below the list will change to reflect the new lookup sequence. For example, type in “D” and Enter.

The Inventory dropdown has its own search field. Type Control-W (or click the disclosure triangle, or right-click the field) to get the Inventory dropdown window.

You can use the Function Keys, F1 through F6, to change the lookup sequence, as displayed at the bottom of the dropdown. Or you can click the sequence name and get a list of options.

You can even add or edit part numbers on the fly by clicking the small buttons (“+”, “>”, “-“). If you do not have permissions for an action, the corresponding button will be grayed out. In this example, I do not have permission to delete an inventory item, so the “-“, Delete, button is not active.

Managing Ship To Addresses

The ship-to addresses are saved in a list linked to the customer. You can add and edit ship-to addresses in several places, including the Ship To Editor and in the Customer Master. But you can also add them on the fly while you are entering an invoice or sales order.

The entry field for a ship-to address has a dropdown list of addresses for the current customer. Press Control-W or click the disclosure button to display the dropdown list of addresses.

The dropdown is actually an edit window. The small “+”, “>”, and “-” buttons control the editing functions:

  • Click the “+” button, or press “A” on the keyboard, to add a new address
  • Click the “>” button, or press “E” on the keyboard, to edit the currently highlighted address
  • Click the “-” button, or press “D” on the keyboard, to delete the highlighted address.

The buttons change caption to reflect the state of the editing process. Click “+” to add a record, and the buttons change to

Notice that the “+” button has changed to “A” to indicate that clicking it will complete the Add process. The “>” and “-” (edit and delete) buttons are grayed out, and the “X” button, which was disabled previously, is now enabled and labeled with a “C”, for Cancel. Likewise, if you click the “>”, Edit, button, the buttons change to

Now the “+” and “-” (add and delete) buttons are grayed out and the “>” Edit button has changed to “U”, for Update, and the Cancel button is active again.

If you click the “-” Delete button, the buttons change to

Now the “+” and “>” (add and edit) buttons are grayed out, and the “-” Delete button has changed to “D”, for Delete confirmation. Click it again, or press “D” on the keyboard, and the record will be deleted. If you change your mind and do not want to delete the record, click the “C” Cancel button, or press Escape on the keyboard.