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Example of Price List application:

Item	Product Code	Product Disc.	Base Price	Sale Price	Discount Val.	Factor	State	Range
001	000001	Computer	1,000.00	900.00	100.00	0.90	SP	500.00
002	000001	Computer	1,000.00	850.00	150.00	0.85	SP	999,999.99

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label	Price List Maintenance

Find the area specified for price list maintenance at the top of the screen.

Click the down arrow to view and/or select from the options:

Display All;
Active Price Lists;
Inactive Price Lists;

When you select one of the options above, the system updates the data registered onscreen.

The following options are also available, which depend on settings upon activation.

Create View;
Manage Views.

On this page, click F12 to set the following parameters:

Display by? Select between List or Product;
Product? Use the magnifying glass next to the field or the F3 key to access the default query and select the product;
Save list by? Enter whether the list should be saved by product code or by grid reference, when lists are displayed by product (MV_PAR01=2);

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Note that when you access the routine, all registered items are displayed.

When you select this option at the top of the main screen, the system displays the branch selection screen.

Select the branch and click OK to continue.

Fill out the data in accordance with the instructions described in Main Fields.

The system will not let you duplicate the list code.

See also the features available in Other Actions.

Nota

title	Important:

For each Register export, a control sequence is generated in field Exp. Seq. and saved in Field Exp Dt (the date of the last export).

Only follow this procedure to register price lists not of types Standard and Promotional.

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Press the [F12] key to perform maintenance in Price Lists.

Set parameters in accordance with completion instructions:

Display by? - The options are Product, or List.

When you choose List, all the data on the list selected for editing is displayed (default option).

When you choose Product, all the lists containing this product are displayed.

Product? If the option is Display Product, enter the code of the product you wish to view when editing.

Confirm parameter settings and click Edit to continue.

A window is displayed for editing, in accordance with parameter settings.

Configure and confirm the changes.

Adjust the information according to the instructions described in Main Fields.

See also the features available in Other Actions.

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Other Actions / Search

Allows the use of filters to order data based on the index selected, considering, for example, branch+code.

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label	View

Other Actions / View

Place the cursor in the item, then click View to continue.

See also the features available in Other Actions.

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label	Delete

Other Actions / Delete

To delete a registered item, place the cursor to continue and access Other Actions / Delete.

View the screen with the message on top saying Are you sure you want to delete the item below?

You cannot reverse the confirmation for this action.

To complete the deletion, click Confirm.

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Other Actions / Copy

Use this option to create new price lists that have items in common, as well as to register lists with similar characteristics, such as items in common, to avoid retyping them.

The system displays all fields in accordance with the settings of a given list, already selected in the maintenance window, so you can copy it.

When you activate this option, the system automatically fills out the field List Code with the next numbering available, only duplicating the items on the list, so you need to adjust the header at each duplication.

In the search window, enter the item to be copied and confirm it.

The system displays the addition screen showing all the fields filled in the same manner as in the list selected.

Enter the code and description of the new list and edit/fill out any fields if needed.

Check the data and confirm the addition.

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Other Actions / Generate

Use this option to create a price list based on the Product Register.

Select the branch and confirm it.

Select the Products, the Groups and also the Types.

In the price list items, the system fetches all the data on products already entered; however, you must also enter the list header items.

In the Validity parameter you can set the date from which the item on the list is valid, though this field is not required.

For price list validity purposes, the system always takes into account the data found in fields Start Date and End Date; however, the list items may have later validity dates.

Check and confirm the data.

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Other Actions / Adjustment

Use this option to apply a multiplication factor to adjust the prices of products from lists specified in parameters.

Access the option, view the message from the system and click Parameters.

Although setting this option's parameters is self-explanatory, you should pay attention to the following data:

Initial Product and Final Product. Use the magnifying glass next to the field or the F3 key to access the default query and define the products.
Initial Group and Final Group. Likewise, access default query and select the groups.
Initial Type and Final Type. Access default query and select the types.
Initial List and Final List. Access default query and select the lists.
Adjustment Factor? In this field, enter the adjustment factor to be applied.
Number of decimal places? Enter how many decimal places will be used when saving the new price.

Example:

If you enter 0 and the calculation of the new value is 46.74, the system saves 46,00 disregarding the cents.

Orders in Portfolio? Select between Maintain or Update (option Update lets you update all pending Sales Orders).
Reapply Factor? Define between Base Price or List Price, given that:

In base price, the following formula is applied: Base Price x Multiplication Factor x Factor (base price multiplied by the multiplication factor and multiplied by the factor).

In list price, the following formula is applied: Sales Price x Multiplication Factor (sales price multiplied by the multiplication factor).

Update Base Price (product)? Select between Yes or No.
Initial Grid Reference and Final Grid Reference? Define the initial and final grids to be considered.

Check the data and confirm the list adjustment.

The system adjusts the lists in accordance with parameter settings.

Use of Price Spreadsheet in Adjustment:

Price list products to be adjusted (Initial Product / Final Product);
Price list product groups to be adjusted (Initial Group / Final Group);
Price list product types to be adjusted (Initial Type / Final Type);
Price Lists to be adjusted (Initial List / Final List);
Adjustment Factor to be used (Adjustment Factor). - Adjustment to be applied
Number of decimal places for rounding of adjustment calculation (Number of Decimal Places);
Your orders already saved must be adjusted (Orders in Portfolio);
If the adjustment is applied to the base list (Product Register) or the Price List (Reapply Factor).
Name of pricing spreadsheet in which the adjustment takes place (Spreadsheet).
Whether the base price of the product register is updated or not (Update Base Price (product))
Product Grids of the price list to be adjusted (Initial Grid Reference / Final Grid Reference).

In parameter "Spreadsheet" you need to enter the code of the Pricing Spreadsheet you want to use.

If you need to adjust prices in the list, you can make the Automatic Adjustment from a Pricing Spreadsheet (MATC010) by executing the following process:

PRICING SPREADSHEET (MATC010)

In the Pricing Spreadsheet (MATC010), there must be a line referencing the code and description of the Price List (OMSA010) to be adjusted:

You also need to add the formula to set the price to be moved to the Price List (OMSA010):

*The Description field of the Pricing line must contain: #code, space and the name of the pricelist.

NOTE: If you need Help to register the Pricing Spreadsheet (MATC010), contact the TOTVS Stock/Costs Support.

PRICELIST (OMSA010)

Access the routine Price List (OMSA010), select the Price List you want to adjust and access "Other Actions" → "Adjustment":

After clicking "Adjustment", select the option "Parameters" to configure the adjustment:

Among the parameters, you can select:

Price list products to be adjusted (Initial Product / Final Product);
Price list product groups to be adjusted (Initial Group / Final Group);
Price list product types to be adjusted (Initial Type / Final Type);
Price Lists to be adjusted (Initial List / Final List);
Adjustment Factor to be used (Adjustment Factor). - If you do not enter the adjustment value, the system will only update the sales price of the price list in case the values found between the price list and the price spreadsheet are different, and parameter (Reapply Factor) is set to List Price. If parameter (Reapply Factor) is set to Base Price, the system does not make any adjustment, also disregarding the parameter (Update Base Price (product)).
in accordance with the value found in the Spreadsheet if they are different.
Number of decimal places for rounding of adjustment calculation (Number of Decimal Places);
Your orders already saved must be adjusted (Orders in Portfolio);
If the adjustment is applied to the base list (Product Register) or the Price List (Reapply Factor).
Name of pricing spreadsheet in which the adjustment takes place (Spreadsheet).
Whether the base price of the product register is updated or not (Update Base Price (product))
Product Grids of the price list to be adjusted (Initial Grid Reference / Final Grid Reference).

In parameter "Spreadsheet", enter the code of the Pricing Spreadsheet you want to use. In this example, we use the code "STANDARD":

After entering the data, click "OK". The system will make the adjustment and fill out the adjusted price:

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Other Actions / Specifications

When you access this option, the system displays the specifications registered.

The options at the top of the screen are:

View

Click this option and view the screen.

The grids are: Specifications and Entities (in this area, the structure is displayed in tree format).

This option does not allow editing.

Other Actions
Search

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Other Actions / Connections

Use this feature to identify the relationship between the records created in CRM, which are suspect, prospect, customer, contacts, competitors, suppliers, partners, opportunities, proposals, sales orders, invoices, products, price lists, sales process, sales representatives, business unit, sales team, promotions and events.

The connection centralizes data on the relationship between an entity and another, making it easier to query them.

Once you activate this option in Other Actions / Connections, you can view the options onscreen, as follows:

Add, when you choose to add a new connection, the system first displays the screen for you to select the branch.

Select the branch and confirm it to continue.

The next screen pertains the Connections Register, with data on entity, code and name of the connector, which are loaded automatically.

In the grid Connect To, enter:

Field	Description
Entity	Use the magnifying glass next to the field or the F3 key to access the default query and select the item. Example: AC3 - Competitors
Code	Use the magnifying glass next to the field or the F3 key to access the default query and select the item. Enter the code of the entity Connected.
Function	Use the magnifying glass next to the field or the F3 key to access the default query and select the item.
Status	Use the down arrow next to the field to view the options available, which are: 1-Inactive or 2-Active.

In the grid Connect From, enter:

Field	Description
Function	Use this option to link data from one customer to another, entering the function of the connection. Example: Partner, Associate, Influencer, etc. When you cannot find a feature that best represents your needs, register other connection features and associate them with the corresponding features; that is, when you register the feature Uncle/Aunt, the corresponding feature will be Nephew/Niece.
Initial Date	Use the calendar option next to the field or enter the date in DDMMYYYY format.
Final Date	Use the calendar option next to the field or enter the date in DDMMYYYY format.

Edit
View
Other Actions
- Disconnect

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label	Notes

Other Actions / Notes

Use this register to add, edit and delete comments or notes related to records of the following CRM entities: Suspects, Customers, Prospects, Contacts, Competitors, Sales Representatives, Opportunities, Proposals, Orders, Suppliers, Partners, Products, Price List, Sales Process, Business Unit, Sales Team, Promotion and Events.

The note is comprised of its title, contents, and you can attach files to it.

The menu offers these options:

Add. Click this option to select and confirm the branch before viewing the add screen.

Then fill out the following fields:

Field	Description
Owner	Use the magnifying glass next to the field or the F3 key to access the default query and select the owner of the record.
Title	Enter a title for the note at issue.
Status	Use the down arrow next to the field and select between: 1-Inactive or 2-Active.
Contents	In this field, enter information pertaining the note.

Edit,
Search, and
Other Actions.
- View;
- Delete;
- Copy;
- Attach;
- View Attachment.

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Other Actions / Connect

The next screen pertains the Connections Register, with data on entity, code and name of the connector, which are loaded automatically.

In the grid Connect To, enter:

Field	Description
Entity	Use the magnifying glass next to the field or the F3 key to access the default query and select the item. Example: AC3 - Competitors
Code	Use the magnifying glass next to the field or the F3 key to access the default query and select the item. Enter the code of the entity Connected.
Function	Use the magnifying glass next to the field or the F3 key to access the default query and select the item.
Status	Use the down arrow next to the field to view the options available, which are: 1-Inactive or 2-Active.

In the grid Connect From, enter:

Field	Description
Function	Use this option to link data from one customer to another, entering the function of the connection. Example: Partner, Associate, Influencer, etc. When you cannot find a feature that best represents your needs, register other connection features and associate them with the corresponding features; that is, when you register the feature Uncle/Aunt, the corresponding feature will be Nephew/Niece.
Initial Date	Use the calendar option next to the field or enter the date in DDMMYYYY format.
Final Date	Use the calendar option next to the field or enter the date in DDMMYYYY format.

Click Save to confirm it.

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label	Create Views

This option is available in the access screen of the routine in Price List Maintenance. Click the down arrow to select this option.

To the left

Configurations. This screen is divided by the grids described below
- Name of View - Name the view you are creating.
- Order of Records - Select between the indexes:

List Code

Active List + Start Date + End Date

Visibility

Double-click to make the view public.

Click Confirm to continue or Close to exit and/or return to the previous screen.

Fields. View two frames called thus:

Fields available for your view - to the left

Place the cursor in the fields you wish to display in the view being configured and use arrow > to move it to the right.

Use arrows < and > to move the fields from one side of the frames to the other.

Fields currently in use - to the right

When moving fields, viewing takes place in this frame.

Click Confirm to continue or Close to exit and/or return to the previous screen.

Filters

Select filters to apply to the list.

To create a new filter, click the option Create Filter.

Access Other Actions to view and/or select from the options:

- - Copy
  - Expression
  - Link

In the same screen, you can Delete and/or Copy an existing field.

To continue, click Confirm; or, to exit without adjustments, click Close.

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label	Manage Views

This option is available in the access screen of the routine in Price List Maintenance. Click the down arrow to select this option.

At the lower area of the screen displayed by the system, view the options:

Other Actions /

Restore Default View

Configure

Edit - use this option to edit an existing view.

Delete - use this option to delete an existing view.

Add - use this option to add a new view. Follow the instructions described in Create Views.

Set to Default - use this option to set a view to default. Select one from the existing views and confirm it.

To exit without saving, click Close; or, to keep this configuration, click Confirm.

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label	Registration of Flash Sales

The routines involved in flash sales registration are: Bonus and Discount Rules.

Nota

title	Important:

When you open a sale, the system checks all currently active Price Lists, so you do not need to query active Lists every time a new product is launched. The system will only check again for the existence of other active Price Lists after you open a new sale.

This is why parameter MV_LJRETVL is an index in List DA0.

This new parameter is configured only with values 1 or 2, value 1 being intended for capturing the lowest price of a product among the active Price Lists, and value 2 for the highest price.

The price list can register the following data:

DA0 – Header

Start Date and Time / End date and Time of Validity
Time Type - Single / Recurring
List Active - Yes / No

DA1 – Items

Product or Product Group
Base Price (automatically returns the value used in field Sales Price)
Sales Price (value to be effectively used in sale)
Discount / Factor (to be applied in field Sales Price)
Active (if this product is active in grid)
State
Type of Operation (State / Interstate, etc.)
Range / Currency
Validity

As the payment method and terms are only set at the end of the concomitant sales process, in modules Store Control and Point of Sales, only price lists that lack definitions for these data are taken into account.

The fields for payment method and terms become hidden in the Store Control module on the Price List registration screen.

In Assisted Sales and Point of Sales, only the State operation type is handled.

Possible Scenarios
Description	Action
A single price list with product entered at sale.	The rule set in the price list is used and applied to the value of the product item.
The product exists in more than one active price list.	It is set by the parameter that defines whether the product value must be selected by the criterion of highest or of lowest value found in the search and applied to the value of the product item.
No active price list is found for the product.	The sale value of the product is the one registered in the product (field Sale Price).
There is no price list available for the product and the sale price registered in the product is ZERO.	The application notifies that this product cannot be registered, because it lacks a set sale value.

Card

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label	Product Grid Interface

The grid resource speeds up the registration of products that vary only in a few aspects, keeping their main characteristics.

Thus, you do not need to register the same product multiple time only because the product has various characteristics; that is, you only need to register the main product and all its variants, such as: color, model, etc. This enables Protheus to automatically register all product variants.

Nota

title	Important:

To use the Product Grid resource, you need to set parameter MV_GRADE to T, thus activating the use of the product grid.

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label	Product Grid in Sales Price List

Select the option Price List and add a price list for a grid reference product.

To check the application of the price list, select the option Sales Orders and add a sales order to a product (full code) of the related grid family.

Enter the list code in the header of the order.

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Place the cursor on one of the registered Price Lists and double-click the colored sphere to the left for the system to display a frame with the meaning of the caption, as follows:

Inactive Price List;

Active Price List;

Special Active Price List.

...

To compose the discounts and sales price to be applied, the System refers to the product price, set in its register through field Sales Price.

Example

Item	Product Code	Product Disc.	Base Price	Sales Price	Discount Val.	Factor	State	Range
001	000001	Computer	1,000.00	900.00	100.00	0.90	SP	500.00
002	000001	Computer	1,000.00	850.00	150.00	0.85	SP	999,999.99

In the above example, the Computer product gets a 10% discount on its base price when 500 units are sold, in the State of Sao Paulo. Above 500 units, it gets a 15% discount.

...

- Active List: active lists are those within the period selected.
- Inactive List: a list becomes inactive when its expiration date is exceeded.
- Special Active List: indicates that the user has changed the expiration of the list.

Cadastramento de Promoções Relâmpago

...

Registration of Short Period Sales

The price list (DA0 and DA1) can register the following information:

DA0 –

...

Header

- Start Date and Time / End Date and Time of Validity;
- Time Type: Single / Recurring;
- List Active: Yes / No

...

Data e hora inicial / Data de hora final de validade;
Tipo de hora: Único / Recorrente;

Tab. Ativa: Sim / Não

- .

DA1 –

...

Items

- Product or Product Group

...

Produto ou Grupo de Produtos

- ;

Preço

- Base

(retorna automaticamente o valor praticado no campo Preço Venda

- Price (automatically returns the value used in field Sales Price);

Preço de Venda (valor que efetivamente será praticado na venda

- Sales Price (value to be effectively used in sale);

Desconto

- Discount /

Fator (serão aplicados no campo Preço de Venda

- Factor (to be applied in field Sales Price);

Ativo (se este produto está ativo na grade

- Active (if this product is active in grid);

Estado

- State;

Tipo de Operação (Estadual / Interestadual, entre outros

- Type of Operation (State / Interstate, and others);

Faixa

- Range /

Moeda;

Vigência.

Devido à condição e forma de pagamento serem definidas apenas no final do processo da venda concomitante, nos módulos Controle de Loja e Front Loja, somente as tabelas de preço que não possuírem essas informações definidas serão consideradas. Os campos de forma e condição de pagamento ficarão inibidos no módulo Controle de Loja para a tela de cadastro de Tabela de Preços.

...

Uma única tabela de preço, que tenha produto que está sendo informado na venda.

...

O produto existe em mais de uma tabela de preço ativa.

...

Não encontrar nenhuma tabela de preço ativa para o produto.

...

Não existe nenhuma tabela de preço disponível para o produto e o valor de venda cadastrado no produto é 0 (zero).

...

Informações

title	IMPORTANTE!

As rotinas envolvidas no cadastramento de promoções relâmpago são Regras de Descontos e Bonificação.
Ao abrir uma venda, o sistema verifica todas as Tabelas de Preço ativas naquele momento, excluindo a necessidade de consulta às Tabelas ativas sempre que um novo produto for lançado.
Somente após a abertura de uma nova venda, o sistema consultará novamente a existência de outras Tabelas de Preço ativas.
Para tanto, o parâmetro MV_LJRETVL e um índice na Tabela DA0. Esse novo parâmetro é configurado somente com os valores 1 ou 2, sendo o valor 1 para o Sistema captar o menor preço de um produto entre as Tabelas de Preço ativas, e o valor 2, para o maior preço.

Interface Para a Grade de Produtos

O recurso de grade agiliza o trabalho de cadastramento de produtos que variam em apenas alguns aspectos, mantendo a sua característica principal.

...

- Currency;

As the payment method and terms are only set at the end of the concomitant sales process, in modules Store Control and Point of Sales, only price lists that lack definitions for these data are taken into account. The fields for payment method and terms become hidden in the Store Control module on the Price List registration screen.

In Assisted Sales and Point of Sales, only the State operation type is handled.

Possible Scenarios
Description	Action
A single price list with product being entered at sale.	The rule set in the price list is used and applied to the value of the product item.
The product exists in more than one active price list.	It is set by the parameter that defines whether the product value must be selected by the criterion of highest or of lowest value found in the search and applied to the value of the product item.
No active price list is found for the product.	The sale value of the product is the one registered in the product (field Sale Price).
There is no price list available for the product and the sale price registered in the product is 0 (zero).	The application notifies that this product cannot be registered, because it lacks a set sale value.

Informações

title	IMPORTANT!

The routines involved in flash sales registration are Bonus and Discount Rules.
When you open a sale, the system checks all currently active Price Lists, so you do not need to query active Lists every time a new product is launched.
The system will only check again for the existence of other active Price Lists after you open a new sale.
This is why parameter MV_LJRETVL is an index in List DA0. This new parameter is configured only with values 1 or 2, value 1 being intended for the System to capture the lowest price of a product among the active Price Lists, and value 2 for the highest price.

Product Grid Interface

The grid resource speeds up the registration of products that vary only in a few aspects, keeping their main characteristics.

Thus, you do not need to register the same product multiple times only because the product has various characteristics; that is, you only need to register the main product and all its variants, such as: color, model, etc. This enables Protheus to automatically register all product variants.

Informações

title	IMPORTANT!

To use the Product Grid resource, you need to set parameter MV_GRADE = T, thus activating the use of the product grid.

Activation and Deactivation of Records

The purpose of the reserved field called Status is to allow the activation or deactivation of records, preventing the application from using the inactive ones.

E-Commerce

Informações

title	IMPORTANTE!

Para utilizar o recurso de Grade de Produtos é necessário configurar o parâmetro MV_GRADE= T, ativando assim, o uso da grade de produtos.

Ativação e Inativação de Registros

O objetivo do campo reservado denominado Status é permitir a ativação ou a desativação de registros, evitando que os inativos permaneçam em uso na aplicação.

E-Commerce

...

The option to send multiple price lists to CiaShop E-commerce, is implemented by marking the field

E-commerce.

Informações

title	IMPORTANTEIMPORTANT!

O cadastro do cabeçalho, onde é (são) definida(s) a(s) regra(s) de utilização da Tabela utilizada na venda é realizada no E-Commerce CiaShop. A integração envia os produtos associados com a Tabela, assim como os respectivos preços.
Utilize essa funcionalidade caso deseje ter uma Tabela de Preço diferenciada por regra.
Os procedimentos para o cadastro da Tabela de Preço Padrão e Promocional mantém-se inalterados.

Conexões

Permite identificar o relacionamento entre cadastros efetuados no CRM, sendo eles de Suspect, Prospect, Cliente, Contatos, Concorrentes, Fornecedores, Parceiros, Oportunidades, Propostas, Pedidos de vendas, Notas Fiscais, Produtos, Tabelas de Preço, Processo de Vendas, Vendedores, Unidade de Negócio, Equipe de Vendas, Campanhas e Eventos.

A conexão centraliza informações sobre o relacionamento de uma entidade com outra e facilita as consultas. Por meio dessa funcionalidade, é possível, por exemplo, atrelar informações de um Cliente para o outro, informando qual a função da conexão, por exemplo: parceiro, sócio, influenciador, entre outros.

Caso não encontre uma função que se enquadre à sua necessidade é possível realizar o cadastro de outras funções de conexão e relacioná-las com as funções correspondentes, ou seja, ao cadastrar a função “Tio/Tia”, a função correspondente será “Sobrinho/Sobrinha”.

No Cadastro de Conexões também é possível delimitar as datas de início e fim da conexão.

02. EXEMPLO DE UTILIZAÇÃO

Incluir uma Tabela de Preços

No SIGAOMS, acesse Atualizações > Cenários de Vendas > Tabelas de Preços.
Na tela Tabela de Preços, pressione a tecla F12 para acessar a tela Parâmetros.
Na tela Parâmetros, observe o parâmetro Demonstrar Por?. Este parâmetro indica se a demonstração da tela será efetuada por:
1. Produto: serão apresentadas todas as tabelas que contém o produto selecionado. Isto facilita a manutenção, caso seja necessário alterar/visualizar em quais tabelas o produto está contido.
  É importante ressaltar que esta opção permite apenas a alteração/visualização da tabela.
2. Tabela: quando selecionada esta opção poderão ser incluídos vários produtos na Tabela de Preços.
Confira os dados e confirme.
Em seguida, na tela Tabela de Preços, clique em Incluir.
Informe os dados necessários para a inclusão da Tabela.
Confira os dados e confirme.
Pressione a seta para baixo para incluir outros produtos nesta Tabela de Preços.
O mesmo produto pode ser relacionado diversas vezes na Tabela de Preços, gerando as faixas de aplicação de preços e critérios diferenciados.
Utilize a tecla DEL para marcar/desmarcar um item para exclusão.

Alterar a Tabela de Preços

A alteração da Tabela de Preço pode ser efetuada para agilizar a edição de preços de um produto específico.

Na tela Tabela de Preços, pressione a tecla F12 para acessar a tela Parâmetros.
Na tela Parâmetros, informe os parâmetros necessários, observando:
1. Demonstrar por?: define se a opção Alterar deve ser por produto ou tabela. Se selecionado Tabela, na alteração serão apresentados todos os dados da tabela posicionada para edição (opção padrão). Se selecionado Produto, na alteração serão relacionadas todas as tabelas que possuírem este produto.
2. Produto? - se selecionada a opção Demonstrar por Produto, informe o código do produto que deve ser apresentado para alteração.
Confira os dados e confirme.
Clique em Alterar.
Será apresentada a tela para alteração, conforme a parametrização definida.
Se a alteração foi parametrizada por Produto serão relacionadas todas as tabelas com as quais este está associado.
Configure as alterações e confirme.

Copiar a Tabela de Preços

Na tela Tabela de Preços, selecione a Tabela que será copiada.
Clique em Outras Ações > Copiar.
Em seguida é apresentada a tela Tabela de Preços - Copiar, na qual constam todos os campos preenchidos, da mesma forma como foram preenchidos para a Tabela selecionada.
Informe o Código e a Descrição da nova Tabela a ser incluída.
Os demais campos também podem ser alterados, se necessário.
Confira os dados e confirme.

Gerar a Tabela de Preços a Partir do Cadastro de Produtos

Na tela Tabela de Preços, clique em Outras Ações > Gerar.
Na tela Parâmetros, selecione as informações para a geração da Tabela.
Confira os dados e confirme.

Reajustar a Tabela de Preço

Na tela Tabela de Preços, clique em Outras Ações > Reajuste.
Clique em Parâm.
Os parâmetros apresentados na tela Parâmetros possuem preenchimento autoexplicativo, no entanto, devem ser observados os dados descritos a seguir.
1. Fator de Reajust?: informe o fator de reajuste dos preços. Os novos valores serão obtidos a partir da aplicação deste fator.
2. Número de Decimais?: informe a quantidade de número de decimais que deve ser considerada na gravação do novo preço.
  Exemplo: se informado 0 (zero) e o cálculo do novo valor for 46,74, será gravado 46,00, desconsiderando os centavos.
3. Reaplica Fator? Define como deve ser aplicado o fator de multiplicação para o cálculo do reajuste:
  1. Opção Preço Base: será aplicada a fórmula: Preço Base x Fator de Multiplicação x Fator.
  2. Opção Preço Tabela: será aplicada a fórmula: Preço Venda x Fator de Multiplicação.
Confira os dados e confirme.
As tabelas serão reajustadas de acordo com a parametrização configurada.

Configurar o Cabeçalho da Tabela de Preço Cadastrada no E-Commerce CiaShop

No Controle de Lojas, acesse Tabelas de Preço e efetue o cadastro da Tabela de Preço, preenchendo os seguintes campos:
1. Cód Tabela: informe o conteúdo do campo Código ERP cadastrado no E-Commerce.
2. E-Commerce: informe se a tabela está ativa ou inativa.
Informe os demais campos do cabeçalho
Na grade, preencha os seguintes campos:
1. Cód. Produto: informe o código do produto E-Commerce.
2. Preco Venda: informe o preço de venda.
3. Vigência: informe a data de publicação do preço.
Informe os demais dados e confirme.
Acesse Monitor Serviços CiaShop.
Verifique se o serviço de Tabela de Preço Variante foi executado com sucesso.
Selecione a opção Log, para visualizar o histórico de execuções do serviço e seu resultado.
Selecione a opção Detalhe para visualizar os produtos que foram atualizados.

Informações

title	IMPORTANTE!

Para cada exportação de Cadastro, uma sequência de controle é gerada no campo Seq. Exp e gravado no Campo Dt Exp (Data da última exportação).
Realize este procedimento somente para o cadastro de Tabelas de Preço que não sejam a Padrão e a Promocional.

Utilizar o Recurso Grade de Produtos na Tabela de Preços de Vendas

Selecione a opção Tabela de Preço e inclua uma Tabela de Preço para um produto referência de grade.
Para verificar a aplicação da Tabela de Preços, selecione a opção Pedidos de Venda.
Inclua um Pedido de Venda para um produto (código completo) da família de grade relacionada.
Informe o código da tabela no cabeçalho do Pedido.

Informações

title	IMPORTANTE!

Para obter mais detalhes, acesse: Grades de Produtos (MATA550 - SIGAEST).

Configurar a Anotação

Em Ações Relacionadas, clique em Anotações.
No menu superior é possível Filtrar, Pesquisar, Buscar, Imprimir e Configurar.
O menu inferior apresenta cinco opções: Alterar, Incluir, Visualizar, Ambiente e Ações Relacionadas.
Ao visualizar uma anotação cadastrada, as informações exibidas são: Código da Anotação, Código do Usuário que gerou a anotação, Nome do Usuário, Data de Modificação da Anotação, Data de Inclusão da Anotação, Título, Conteúdo e Anexos.

Utilizar o Recurso Grade de Produtos na Tabela de Preços de Vendas

Selecione a opção Tabela de Preço.
Inclua uma Tabela de Preço para um produto referência de grade.
Para verificar a aplicação da Tabela de Preços, selecione a opção Pedidos de Venda.
Inclua um Pedido de Venda para um produto (código completo) da família de grade relacionada.
Informe o código da Tabela no cabeçalho do Pedido.

Informações

title	IMPORTANTE!

Veja também Grades de Produtos (MATA550 - SIGAEST)

Ativar/Inativar os Registros

A inicialização do campo é sempre como Ativo e apresenta as opções Ativo e Inativo.
Quando o conteúdo do campo estiver preenchido como Inativo, significa que o registro está bloqueado e é exibido no browse com uma cor diferente.

Configurar o Cabeçalho da Tabela de Preço Cadastrada no E-commerce CiaShop

No Controle de Lojas, acesse Tabelas de Preço e realize o cadastro da tabela de preço, preenchendo os seguintes campos:
1. Cód Tabela: informe o conteúdo do campo Código ERP cadastrado no E-commerce.
2. E-commerce: informe se a tabela está ativa ou inativa.
Preencha os demais campos do cabeçalho.
Na grade, preencha os seguintes campos:
1. Cod. Produto: Informe o código do Produto E-commece.
2. Preco Venda: Informe o Preço de Venda.
3. Vigência: Informe a data de publicação do preço.
Preencha os demais dados e confirme.
Acesse Monitor Serviços CiaShop.
Verifique se o serviço de Tabela de Preço Variante foi executado com sucesso.
Selecione a opção Log, para visualizar o histórico de execuções do serviço e seu resultado.
Selecione a opção detalhe para visualizar os produtos que foram atualizados.

Configurar a Conexão

Em Ações Relacionadas, clique em Incluir.
Na tela Cadastro de Conexões, os dados de entidade, código e nome do conector são carregados automaticamente.
Informe os campos Função da conexão, Descrição da função, Tipo da entidade conectada, Descrição do tipo da entidade, Código da entidade conectada, Descrição da entidade, Observação e Datas de início e fim.
O campo Funções da Conexão é preenchido por meio de uma consulta padrão.
Após o preenchimento da função, o campo Função Correspondente é preenchido automaticamente. Se houver mais de uma, selecione a que melhor atenda a sua necessidade.
Se for necessário cadastrar uma nova função, clique em Alterar.
O código da função é carregado automaticamente, de forma sequencial.
Informe os campos Nome, Categoria, Observação, Status, Relacionamento com a Entidade e Associação da Função Correspondente.
No cadastro de funções correspondentes há uma consulta padrão listando as funções que já estão cadastradas.
No browse de consulta de conexões há a opção Desconectar, que desfaz os links de relacionamento do registro.END

03. TELA TABELA DE PREÇOS

Outras Ações / Ações Relacionadas

The registration of the header, in which the rule(s) for using the List are defined is done in the CiaShop E-Commerce. The integration sends products related to the list as well as their respective prices.
Use this feature if you want to have a Price List differentiated by rule.
The procedures for registering the Promotional and Default Price List remain the same.

Connections

Use this feature to identify the relationship between the records created in CRM, which are Suspect, Prospect, Customer, Contacts, Competitors, Suppliers, Partners, Opportunities, Proposals, Sales Orders, Invoices, Products, Price Lists, Sales Process, Sales Representatives, Business Unit, Sales Team, Promotions and Events.

The connection centralizes data on the relationship between an entity and another, making it easier to query them. Through this feature, you can, for example, link data from one Customer to the other, entering the function of the connection. For example: partner, associate, influencer, etc.

If you cannot find a feature that best fits your needs, you can register other connection features and associate them with the corresponding features; that is, when you register the feature "Uncle/Aunt", the corresponding feature will be "Nephew/Niece".

In the Connections Register you can also set the start and end dates of the connection.

02. EXAMPLE OF USE

Adding a Price List

In SIGAOMS, access Updates > Sales Scenarios > Price Lists.
On the Price List screen, press the F12 key to access the Parameters
On the Parameters screen, note the parameter Display By?. This parameter indicates whether the screen will be displayed by:
1. Product: all lists containing the product selected are displayed. This makes maintenance easier, if you need to edit/view the lists in which the product is found.
  We must emphasize that you can only use this option to edit/view the list.
2. List: when you select this option, you can add various products to the Price List.
Check and confirm the data.
Then, on the Price List screen, click Add.
Enter the data required for addition of List.
Check and confirm the data.
Press the down arrow to add other products to this Price List.
You may associate the same product several times in the Price List, generating the application ranges for distinct criteria and prices.
Press the DEL key to select/deselect an item for deletion.

Editing the Price List

You can edit the Price List for quick editing of prices of a specific product.

On the Price List screen, press the F12 key to access the Parameters
On the Parameters screen, enter the required parameters, noting:
1. Display By?: defines whether option Edit must be by product or list. If you select List, all the data on the list selected for editing are displayed (default option). If you select Product, all the lists containing this product are displayed.
2. Product?- If the option Display by Product is selected, enter the code of the product you want displayed for editing.
Check and confirm the data.
Click Edit.
A window is displayed for editing, in accordance with parameter settings.
If the editing parameters are set by Product, all lists with which it is associated are listed.
Configure and confirm the changes.

Copying the Price List

On the Price List screen, select the List you want to copy.
Click Other Actions/Copy.
Then the Price List - Copy screen is displayed, in which all fields are filled out, just as they were filled out for the List selected.
Enter the Code and Description of the new List you want to add.
You can also edit the other fields, if needed.
Check and confirm the data.

Creating a Price List from the Product Register

On the Price List screen, click Other Actions / Generate.
On the Parameters screen, select the data to generate the List.
Check and confirm the data.

Adjusting the Price List

On the Price List screen, click Other Actions / Adjustment.
Click Parameters.
Setting the parameters displayed on the Parameters screen is self-explanatory; however, you should pay attention to the following data.
1. Adjustment Factor?: enter the price adjustment factor. You get the new values by applying this factor.
2. Number of Decimal Places?: enter the quantity of decimal places to be used when saving the new price.
  Example: if you enter 0 (zero) and the calculation of the new value is 46.74, the system saves 46.00 disregarding the cents.
3. Reapply Factor? Define how to apply the multiplication factor for the adjustment calculation:
  1. Option Base Price: applies the formula: Base Price x Multiplication Factor x Factor.
  2. Option Price List: applies the formula: Sales Price x Multiplication Factor.
4. Check and confirm the data.
5. The lists are adjusted in accordance with parameter settings.

Configuring the Header of the Price List Registered in the CiaShop E-Commerce

In Store Control, access Price List and register the Price List, filling out the following fields:
1. List Code: enter the contents of field ERP Code registered in E-Commerce.
2. E-Commerce: enter whether the list is active or inactive.
Enter the other fields of the header
On the grid, fill out the following fields:
1. Product Code: enter the code of the E-Commerce product.
2. Sales Price: enter the sales price.
3. Validity: enter the date of price publication.
Enter the other information and confirm it.
Access CiaShop Services Monitor.
Check whether the Variable Price List service was successfully executed.
Select the option Log to view the history of the execution of the service and its results.
Select the option Detail to view the products updated.

Informações

title	IMPORTANT!

For each Register export, a control sequence is generated in field Seq. and saved in field Exp Dt (the date of the last export).
Only follow this procedure to register Price Lists not of types Standard and Promotional.

Using the Product Grid Resource in Sales Price List

Select the option Price List and add a Price List for a grid reference product.
To check the application of the Price List, select the option Sales Orders.
Add a Sales Order for a product (full code) of the associated grid family.
Enter the list code in the header of the Order.

Informações

title	IMPORTANT!

For further details, access: Product Grids (MATA550 - SIGAEST).

Configuring the Note

In Related Features, click Notes.
On the upper menu, you can Filter, Search, Print and Configure.
The lower menu displays five options: Edit, Add, View, Environment and Related Features.
When you view a registered note, the data displayed are: Code of Note, Code of User who created the note, User Name, Note Edit Date, Note Addition Date, Title, Contents and Attachments.

Using the Product Grid Resource in Sales Price List

Select the option Price List.
Add a Price List for a grid reference product.
To check the application of the Price List, select the option Sales Orders.
Add a Sales Order for a product (full code) of the associated grid family.
Enter the List code in the header of the Order.

Informações

title	IMPORTANT!

Activating/Deactivating Records

Field initialization is always as Active and shows the options Active and
When the content of the field is set to Inactive, it means the record is blocked, and it is shown in the browser with a different color.

Configuring the Header of the Price List Registered in the CiaShop E-Commerce

In Store Control, access Price List and register the price list, filling out the following fields:
1. List Code: enter the contents of field ERP Code registered in E-Commerce.
2. E-Commerce: enter whether the list is active or inactive.
Fill out the other fields of the header
On the grid, fill out the following fields:
1. Product Code: Enter the code of the E-Commerce product;
2. Sales Price: Enter the Point of Sale.
3. Validity: Enter the date of price publication.
Enter the other information and confirm it.
Access CiaShop Services Monitor.
Check whether the Variable Price List service was successfully executed.
Select the option Log to view the history of the execution of the service and its results.
Select the option Detail to view the products updated.

Configuring the Connection

In Related Features, click Add.
On the Connections Register screen, the data on entity, code and name of the connector are loaded automatically.
Fill out the fields Connection Function, Function Description, Connected Entity Type, Entity Type Description, Connected Entity Code, Entity Description, Note and Start and End Dates.
The field Connection Functions is filled out through a standard query.
After filling out the function, the field Corresponding Function is automatically filled out. If there is more than one, select the one that best meets your needs.
If you need to register a new function, click Edit.
The function code is automatically loaded in sequential form.
Fill out the fields Name, Category, Note, Status, Relationship with the Entity and Association of Corresponding Function.
In the corresponding functions register, there is a standard query listing the functions already registered.
The connections query browser has a Disconnect option, which undoes the relationship links of registro.END.

03. PRICE LIST SCREEN

Other Actions / Related Features

Action	Description
Add	Allows access to the screen Price List - Add, in which you can add a new record.
Edit	Allows access to the screen Price List - Edit, in which you can edit the parameters set for the record selected. If the editing parameters are set by Product, all lists with which it is associated are listed.
Search Product in List	Use this feature to search a given record in Lists having a large number of items, through any field of the screen.
Notes	Use this feature to add, edit or delete comments or notes related to records of the following entities: CRM, Suspects, Customers, Prospects, Contacts, Competitors, Sales Representatives, Opportunities, Proposals, Orders, Suppliers, Partners, Products, Price List, Sales Process, Business Unit, Sales Team, Promotion and Events.
Other Actions > View	Allows access to the screen Price List - View, which displays the parameters set for the record selected in detail.
Other Actions > Delete	Use this feature to delete the record selected. You cannot undo this operation after confirming the deletion.
Other Actions > Copy	You can access the Price List - Copy, in which you can create new Price Lists from the List selected, when these have items in common. This option enables registration of Lists with similar characteristics like common items, to avoid having to retype them. The system displays all the fields that were configured for a specified list, earlier selected in the maintenance Price List screen, thereby enabling registration of a new list. In this option you may duplicate List items, which requires adjusting the List header at each duplication.
Other Actions > Generate	Use this feature to access the screen Price List - Generate, in which you can use a record as reference to create another. When you select products on the routine's Parameters screen, the System displays, in Price List items, all product data already entered; however, you must enter the List header items. In the Validity field you can set the date from which the item on the list is valid, though this field is not required. For price list validity purposes, the System always takes into account the data found in fields Start Date/Time and End Date/Time; however, the List items may have later validity dates.
Other Actions > Adjustment	Use this option to apply a multiplication factor to adjust the prices of products from lists specified in parameters

AçãoDescriçãoIncluirPermite acessar a tela Tabela de Preços - Incluir, na qual pode ser incluído um novo registro.
Alterar

Permite acessar a tela Tabela de Preços- Alterar, na qual podem ser alterados os parâmetros definidos para o registro selecionado.
Se parametrizada a alteração por Produto serão relacionadas todas as Tabelas com as quais o produto está associado.

Busca Produto na Tabela

Permite pesquisar um determinado registro em Tabelas que possuem um número grande de itens, sendo que esta pesquisa pode ser efetuada por qualquer campo da tela.

Anotações

Permite incluir, alterar ou excluir os comentários ou observações relativas aos registros das seguintes entidades:
CRM Suspects, Clientes, Prospects, Contatos, Concorrentes, Vendedores, Oportunidades, Propostas, Pedidos, Fornecedores, Parceiros, Produtos, Tabela de Preço, Processo de Venda, Unidade de Negócio, Equipe de Vendas, Campanha e Eventos.

Outras Ações > VisualizarPermite acessar a tela Tabela de Preços - Visualizar, na qual são apresentados detalhadamente os parâmetros definidos para o registro selecionado.
Outras Ações > Excluir

Permite eliminar o registro selecionado.
Esta operação não poderá ser desfeita após ser confirmada a exclusão.

Outras Ações > Copiar

Permite acessar a tela Tabela de Preços - Copiar, na qual é possível gerar novas Tabelas de Preços a partir da Tabela selecionada, quando estas possuírem itens em comum.

Esta opção facilita o cadastramento de Tabelas com características semelhantes, como itens em comum, para que não seja necessário redigitá-los.

O Sistema apresenta todos os campos de acordo com a configuração para uma determinada tabela, previamente selecionada na tela Tabela de Preços, possibilitando o cadastramento da nova tabela.

Nesta opção é efetuada a duplicação dos itens da Tabela, por isso é necessário ajustar o cabeçalho da Tabela a cada duplicação.

Outras Ações > Gerar

Permite acessar a tela Tabela de Preços - Gerar, na qual um registro pode ser utilizado como referência para a criação de outro.

A partir da seleção dos produtos na tela Parâmetros da rotina, o Sistema apresentará, nos itens da Tabela de Preços, todas as informações dos produtos já preenchidas, no entanto, os itens do cabeçalho da Tabela devem ser informados.

O campo Vigência tem como finalidade a informação da data a partir da qual o item da tabela será válido, no entanto, este não é um campo obrigatório.

O Sistema sempre considerará, para efeito de vigência da Tabela de Preços, a informação contida nos campos Data/Hora Inicial e Data/Hora Final, no entanto, os itens da Tabela podem ter datas de vigência posteriores.

Outras Ações > ReajustePermite aplicar um fator de multiplicação para reajustar os preços dos produtos das Tabelas indicadas na parametrização

.

04. TELA TABELAS DE PREÇOS - INCLUIR

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Versões comparadas

Versão antiga 11

Nova versão 12

Chave

Example

Cadastramento de Promoções Relâmpago

Registration of Short Period Sales

Interface Para a Grade de Produtos

Product Grid Interface

Activation and Deactivation of Records

E-Commerce

Ativação e Inativação de Registros

E-Commerce

Conexões

02. EXEMPLO DE UTILIZAÇÃO

Incluir uma Tabela de Preços

Alterar a Tabela de Preços

Copiar a Tabela de Preços

Gerar a Tabela de Preços a Partir do Cadastro de Produtos

Reajustar a Tabela de Preço

Configurar o Cabeçalho da Tabela de Preço Cadastrada no E-Commerce CiaShop

Utilizar o Recurso Grade de Produtos na Tabela de Preços de Vendas

Configurar a Anotação

Utilizar o Recurso Grade de Produtos na Tabela de Preços de Vendas

Ativar/Inativar os Registros

Configurar o Cabeçalho da Tabela de Preço Cadastrada no E-commerce CiaShop

Configurar a Conexão

03. TELA TABELA DE PREÇOS

Outras Ações / Ações Relacionadas

Connections

02. EXAMPLE OF USE

Adding a Price List

Editing the Price List

Copying the Price List

Creating a Price List from the Product Register

Adjusting the Price List

Configuring the Header of the Price List Registered in the CiaShop E-Commerce

Using the Product Grid Resource in Sales Price List

Configuring the Note

Using the Product Grid Resource in Sales Price List

Activating/Deactivating Records

Configuring the Header of the Price List Registered in the CiaShop E-Commerce

Configuring the Connection

03. PRICE LIST SCREEN

Other Actions / Related Features

04. TELA TABELAS DE PREÇOS - INCLUIR