Max Profit

Updated 1 year ago by Melissa Albright

Run:

Export And Import Code List:

Add Line Items From Code List For Model (Spec Out Chair From Codes):

Profit margin percentage will be accurate only if manufacturer costs and insurance allow values are maintained accurately.
To increase profit, use the model with a higher profit value.
Use the 'Add As Line Items' (+ icon) button to add a line item for each code specified in the code list (spec out a chair from codes). Multiple items with the same code on the order form are not automatically added as a line item. Codes with multiple items (ambiguous codes) are listed in the 'Can't Fill Codes' column of the grid. For ambiguous codes, use the 'Open order form' (folder icon) button, search the order form for the ambiguous codes, then select and save the appropriate items on the order form.
Specifying an order for this feature is required in case the user generates line items from a model and also to calculate the profit which depends on the allow values generated from the insurance selected for the order.
Exported code list files are stored on the users computer and do not affect any other user on a different computer.
Specify insurances for the order in Basic Info before running Max Profit.

Grid - Default Sorted by Profit

  1. Add As Line Items: Add a line item for each code specified in the code list (spec out a chair from codes) - multiple items with the same code on the order form are not automatically added as a line item - codes with multiple items (ambiguous codes) are listed in the 'Can't Fill Codes' column of the grid - for ambiguous codes use the 'Open order form' (folder icon) button, search the order form for the ambiguous codes, then select and save the appropriate items on the order form.
  2. Open Order Form: Open the order form associated with the form row - used to manually select one of multiple items with the same code (ambiguous codes).
  3. Profit: Percent profit calculated by 100 * ((Allow - Cost)/Allow)
  4. Form: Form name
  5. Manufacturer: Manufacturer name
  6. Cost: Sum of cost for each item associated with a code in the code list - If multiple items exist for the same code (ambiguous code), the average value of items for each ambiguous code is used instead.
  7. Retail: Sum of retail (MSRP) for each item associated with a code in the code list - If multiple items exist for the same code (ambiguous code), the average value of items for each ambiguous code is used instead.
  8. Allow: Sum of allow values for each item associated with a code in the code list - If multiple items exist for the same code (ambiguous code), the average value of items for each ambiguous code is used instead.
  9. Can't Fill Codes: Codes with multiple items (ambiguous codes) - items for ambiguous codes can't be automatically added using the 'Add As Line Items' (+ icon) and must be manually added using the 'Open Order Form' (folder icon) button, searching for the code, them manually selecting the appropriate item.

Options

  1. Select Codes: Manually enter codes separated by a comma or type in part of the description of the code and select from the drop down list - Can also export a code list then import this code list at a later date.

Actions

  1. Run: Fills the grid with rows from any model that contains all codes in the code list.
  2. Export: Saves the code list - can import the code list from the exported file.
  3. Import: Imports a saved (exported) code list.
  4. Select Codes: Manually enter codes separated by a comma or type in part of the description of the code and select from the drop down list - Can also export a code list then import this code list at a later date.
  5. Add Line Items: Add a line item for each code specified in the code list (spec out a chair from codes) - multiple items with the same code on the order form are not automatically added as a line item - codes with multiple items (ambiguous codes) are listed in the 'Can't Fill Codes' column of the grid - use the 'Open order form' (folder icon) button, search the order form for the ambiguous codes, then select and save the appropriate items on the order form.
  6. Open Order Form: Open the order form associated with the form row - used to manually select one of multiple items with the same code (ambiguous codes).


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