Exact Globe Next provides a quick and easy way of
maintaining price lists in Microsoft Excel. You can also make changes to the
price list in Microsoft Excel, and update the price list from Microsoft Excel
via Add-Ins ➔ Exact Globe ➔ Update or by clicking Exact
Globe : Update (item code, discount type, and cost price cannot be edited
and updated in Microsoft Excel). Furthermore, reports can be generated from
Microsoft Excel via Add-Ins ➔ Exact
Globe ➔ Reports or by clicking Exact
Globe : Reports.
The information in this document is
applicable to product update 410 and higher. If you have versions lower than
this, certain features explained here will not be applicable.
Print
Select this option if you want to view
the price lists only in Microsoft Excel whereby any modification made to the
price lists in Microsoft Excel cannot be updated to Exact Globe Next.
Maintain
Select this if you want to edit the
price lists in Microsoft Excel, and update the edited price lists to Exact
Globe Next.
Range section
Show
Select how you want the report to be displayed. Two options
are available:
- Price lists — Select this option to view and/or edit the price
lists of the items (applicable to all debtors).
- Price agreements — Select this option to view the price agreements
of the items (applicable to certain debtor or debtors).
Price list
Type or select the price list code to
display the price list or price agreement with the selected code. This is
mandatory.
Debtor
Type or select the ID or name of the debtor to display the
price agreement created for the selected debtor.
Note: This is enabled only if the Price agreements
option at Show is selected.
Valid from
Type or select a date or date range to
display the price list or price agreement with the valid from date. Select the All
check box to display the price list or price agreement with any valid from
date. By default, the All check box is selected. For example, if you
enter a date range from 02/11/2014 until 30/11/2014, the price list that is
valid from 01/11/2014 until 30/11/2014 will not be displayed.
Valid to
Type or select a date or date range to
display the price list or price agreement with the valid to date. Select the All
check box to display the price list or price agreement with any valid to date.
By default, the All check box is selected.
Item
Type or select the item code or item code
range to display the price list or price agreement of the selected item
code(s). Select the All check box to display the price list or price agreement with any item
code. By default, the All check box is selected.
Item group
Type or select the item group or item group
range to display the price list or price agreement of the selected item
group(s). Select the All check box to display the price list or price agreement with any item
group. By default, the All check box is selected.
Price agreements
Select this check box to display the price agreement
for the selected debtor.
Note: This check box is available only if the Price
agreements option at Show is selected.
Price lists
Select this check box to display the selected price
list. By default, this check box is selected.
Note: This check box is enabled only if the Price
lists option at Show is selected. However, if the Price
agreements option at Show is selected instead, type or select a
debtor at Debtor to enable this check box.
Sales prices
Select this check box to view all the items that do not have
price lists or price agreements attached.
Note: This check box is enabled only if the Price
lists option at Show is selected. However, if the Price
agreements option at Show is selected instead, type or select a
debtor at Debtor to enable this check box.
Assortments
Click this and select one or more assortments to
display price lists or price agreements with items linked to the selected
assortment(s). “In use” and a green check mark are displayed once one or more
assortments are selected.
Note: To select more than one assortment, hold down
the CTRL key and click the assortments that you want. Alternatively, hold down
SHIFT and click to select all assortments between the two selected ones.
Show section
Columns
You can select the number of columns to be displayed in
Microsoft Excel for the item(s). Select one or more of the following:
- All — Select this check box to view all the
columns (all the quantities and discounts) of the items.
- 1, 2, 3, 4, 5, 6, 7, 8, 9, 10 — Select the 1 check
box to view only the first quantity and discount columns of the item(s). Select
the 2 check box to view the first quantity and discount columns,
and the second quantity and discount columns of the item(s). For example, for a
certain item you give 5% discount if five or more units are purchased, 10% for
25 or more units, and 20% for 100 or more units. In this case, you should
select the 3 check box so that the three different discounts will be
displayed.
Extra section
Group by
You can specify how you want the price list to be grouped.
Select one of the following:
- None — Select
this option if you want the price list or price agreement of all the items to
be displayed.
- Item group — Select this option if you want the price list
or price agreement of the items within the same item group to be displayed.
- Debtor — Select this option to display the price
agreements belonging to the same debtor. This is available only if you have
selected the Price agreements option at Show under the Range
section.
Show
You can specify how you want the price list or price
agreement to be displayed. Select one of the following:
- New price — Select this option to view the new price
(price of the items after discount) of the items.
- Discount % — Select this option to view the percentage
of discount for the items.
- Discount amount — Select this option to view the
amount of discount for the items.
- Both — Select this option to view both the new price
and percentage of discount for the items.
Note: If you have selected the Print option, the
New price, Discount %, and Both options will be available
for selection. If you have selected the Maintain option, the Discount
%, Discount amount, and New price options will be available
for selection.
Sales price
Select this check box to display the
sales price of the items. By default, this check box is selected.
Quantities
Select this check box to display the quantity (number
of items to purchase to be entitled for the discount) of the items.
Note: This check box is available only if the Print
option is selected.
Cost price
Select this check box to display the cost price of the
item(s) in the price list or price agreement.
Note: This check box is available only if the Print
option is selected.
Selection criteria
Select this check box to display the countries and the
validity of the price list or price agreement.
Note: This check box is available only if the Print
option is selected.
Customer item code
Select this check box to display the debtor’s item code.
Note: This check box is available only if the Print
option is selected.
Valid date
Select this check box to display the validity period of the
price list or price agreement.
Note: This check box is available only if the Print
option is selected.
Descriptions in
Select the language in which you want the items to be
displayed.
Note: This box is available only if the Print
option is selected.
Options section
Generate: Price list
Select this check box to edit the quantity and
percentage of discount for all the items in the price list or price agreement.
Note: This check box is available only if the Maintain
option is selected.
Quantity
Type the minimum number of units that need to be purchased
to be entitled for the discount. This is mandatory.
Note: This is available only if the Generate:
Pricelist check box, and Maintain option is selected.
Sales price: Discount %
Type the percentage of discount to display the discount
that the debtors will be entitled to. This is mandatory.
Note: This is available only if the Generate:
Pricelist check box, and Maintain option is selected.