Product Code and Report Class Setup and Reports

Inventory Control (Module 5)
- System Management (Task 32)
  - Modify Application Tables (Sub-task 17)
    - Product Codes (Option 3)

Basic Rules about Product Codes:

A product code of "0" CANNOT be used. Codes can only be numbered from 1 to 9. (Do not confuse with report classes, which can be numbered from 1 to 99.)
The product codes, once set up, should not be changed unless you consult with us.
Product codes and report classes can be related but nothing in Profits Plus says they need to be related.
The report classes (1-99) CAN be a more detailed breakdown of the product codes (1-9).
Product Codes may be tied to the structure of the General Ledger accounts. Following is an example of how this may be done:

Product Code: ......................G/L#: ...................G/L description:

1 -REPRO .............................121-00 ....................Inv -Repro

2 -ORIGINAL ......................122-00 ....................Inv -Original

3 -DRAFTING SUPPLIES ..123-00 ....................Inv -Drafting Supplies

4 -PLOTTER SUPPLIES .....124-00 ....................Inv -Plotter Supplies

5 -ART SUPPLIES ...............125-00 ...................Inv -Art Supplies

6 -OFFICE SUPPLIES ..........126-00 ..................Inv -Office Supplies

7 -MEDIA .............................127-00 ...................Inv -Media

8 -SERVICES .......................128-00 ...................Inv -Services

9 -OTHER .............................129-00 ..................Inv -Other

The table may be used to control the price to customers based on the product code groupings.

Product codes can be used for reporting and pricing:

Reporting:

The system uses Product Codes (as well as Report Class) as a reportable field. Examples of were reports using Product Codes can be found in:

Inventory Control (Module 5)
- Item Control (Task 9) Inventory value & misc.
- Item status (Task 10) Inventory value & misc.
- Item History (Task 11)
Order Processing (Module 6
- Open Order Status (Task 9)
- Salesman History (Task 13)
- Special item history (Task 15)

Pricing:

Inventory Control (Module 5)
- Item master file (Task 17)

Each item may have up to 9 price levels. Decisions must be made as to what the price levels are going to be. An example follows:

Price Level 1 ........Suggested Retail...................................... .$ 40.00

Price Level 2 ........Dealer 5% discount off Retail .....................38.00

Price Level 3........ Fleet 8% discount off Retail ........................37.80

Price Level 4 .......Wholesale 10% discount off Retail ..............36.00

Price Level 5 ........Manufacturer 15% discount off Retail ........34.00

Price Level 6 .......Special 20% discount off Retail ..................32.00

Price Level 7 ........Cost - Intercompany transfers ......................30.00

Price Level 8

Price Level 9

*Note: not all nine price levels have to be used.

Accounts Receivable (Module 2)
- Customer Master file (Task 17)
  - Change existing customer record (Sub-task 2) or
  - Enter New customer record (Sub-task 1)
    - Price Type (Field 12)

Each of the nine spaces in the field represents a product code. Enter in the price level that this customer gets for each product code. For example:

**Customer #1000, ABC APPLIANCE is a good customer. They purchase a lot, pay on time and have been a customer for 10 years. They mostly buy office supplies. So in the "sixth" slot (see product codes above, office supplies are product code 6), by entering in a "4" they will get 10% off of retail (see price level above) whenever they purchase offices supplies.

** Suppose the same customer also buys drafting supplies and they are given price level 3 (8% off Retail). Enter a 3 in the third slot (drafting supplies are produce code 3).

** Now, suppose the same customer hardly ever buys anything else, and the price for everything else will be price type 2 (5% off retail). Enter in 2's in the rest of the slots on the Price Type field of the customer master record. Taking the three scenarios listed above, customer #1000's Price Type (field #12) would look like this:

12. Price Type: 223224222

Product Codes and Contract Pricing:

Order processing (Module 6)
- Customer contract item file (Task 21)

A customer contract price may be given for a whole product code.

Product Codes and Commission maintenance:

Order processing (Module 6)
- Commission maintenance (Task 24)

Commission may be given for a whole product code.

Report Class:

Inventory Control (Module 5)
- System Management (Task 32)
  - Modify Application Tables (Sub-task 17)
    - Report Classes (Option 2)

Basic Information about Report Classes:

The report class table is tied into the inventory item. This allows reports to be printed in an order different than by item number.
There can be up to 99 Report Classes. They may be completely different than the 9 product codes.
Examples of reports that can run by a report class are:

Item Status (Task 10 in the Inventory module)
- Status by Location (Option 1)
- End of Month Status (Option 2)
Item Control (Task 9 in the Inventory module)
- Item Catalog (Option 1)
- Inventory Valuation (Option 9)

Report Classes and Contract Pricing:

Order processing (Module 6)
- Customer contract item file (Task 21)

A customer contract price may be given for a whole report class. See the document Customer Contract File - Pricing.

Report Classes and Group Discounts:

Order processing (Module 6)
- System management functions (Task 32)
  - Modify application tables (Sub-task 17)
    - Group discount table (16) See the document Price Based on Group Discount.

Report Classes and Commission maintenance:

Order processing (Module 6)
- Commission maintenance (Task 24) Commission may be given for a whole report class. See the document Commissions.