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.
Note: This function is available only if you have E-Price management in your license.
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.
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.
Select this if you want to edit the price lists in Microsoft Excel, and update the edited price lists to Exact Globe Next.
Select how you want the report to be displayed. Two options are available:
Type or select the price list code to display the price list or price agreement with the selected code. This is mandatory.
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.
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.
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.
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.
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.
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.
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.
Select this check box to view all the items that do not have price lists or price agreements attached.
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.
You can select the number of columns to be displayed in Microsoft Excel for the item(s). Select one or more of the following:
You can specify how you want the price list to be grouped. Select one of the following:
You can specify how you want the price list or price agreement to be displayed. Select one of the following:
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.
Select this check box to display the sales price of the items. By default, this check box is selected.
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.
Select this check box to display the cost price of the item(s) in the price list or price agreement.
Select this check box to display the countries and the validity of the price list or price agreement.
Select this check box to display the debtor’s item code.
Select this check box to display the validity period of the price list or price agreement.
Select the language in which you want the items to be displayed.
Note: This box is available only if the Print option is selected.
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.
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.
Type the percentage of discount to display the discount that the debtors will be entitled to. This is mandatory.
Click this to view the report of the price list or price agreement in Microsoft Excel as defined in the search criteria.
Click this to exit.