Upload SSD Price List
Option has been provided to upload price lists from suppliers for SSD Parts. There are 3 tabs viz. Upload Price List, View Upload Log and Extend Price List.
Upload Price List :- This is for uploading the price list. User needs to key-in the 'Supplier', 'Currency', 'Reference', 'Valid from' and 'Valid To' fields.
He then needs to upload the Price List file (excel-sheet) by clicking the 'Price List Upload' button. Once this is done, he needs to click the 'Upload' button available at the bottom of the screen. The upload process shall provide a validation summary showing the record count for the following - No of records in excel-sheet, duplicate records and valid records (see below records).
View Upload Log :- Clicking on this tab allows user to view a log of all the uploads which have been done (see below pic)
Extend Price List :- This tab can be used to extend the price validity. User needs to enter the Supplier name, indicate whether its 'Parts' or 'SSD' and click on search. System will list the relevant record(s).
User can click on 'edit' icon, select the relevant record, provide documentary proof (from supplier) to support the price extension and click save to effect the change in price extension (see below pic).
Parts Master - Bulk Update of Category Validation
In the Parts Master Category Validation tab, user now has the facility to filter records based on 'Product Line' as well. Option has also been provided to perform bulk update of category and sub category fields (see below screenshots).
Parts Master - UOM
Users can now add the 'UOM' for every part uploaded in the Parts Master. This column can be added when adding parts manually or using the Price List upload feature.
Customer Approval Documents for Order Form
Option has been provided to attach document(s) indicating approval from customer when billable order form is created using the PRLC screen.
Note that these documents shall be visible/available in the Service Contract Screen as well.
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