SOR Pricing Program 1

Transcription

1 SOR Pricing Program 1

2 User Information The opening screen on this program, which provides list pricing for all of current SOR products, works much the same as the previous program. Model number information may be entered as normal and the prices and specifications will be generated as before. The prices in this program may not exactly match the previous pricing information due to minor pricing adjustments to various products. The pricing in this program supercedes all previous pricing tools. 2

3 User Information This program IS a model validation tool. A link to the appropriate product page on sorinc.com will be provided after a model string is validated for easy access to product literature. Rep Discounts by product are available for download in the Rep Area under Pricing Program. 3

4 General Information Link to sorinc.com product page for model string priced. Click on the Validate button to receive a validation message. Downloaded discount information will populate once a model string is priced. If there are notes, they will appear in a separate field. 4

5 General Information Enter the desired model number information. Calculate price as normal. 5

6 General Information Press the View Details button to view the item s details, or to copy and paste the data into other software applications. 6

7 General Information To copy data, right click your mouse in this field and choose Select All then right click your mouse again and choose Copy. 7

8 Downloading Sold To/Ship To Customers and Discount Tables Go to sorinc.com Click on the Rep Login button at the top right of the page. Log in using your address and password previously assigned by SOR. Click on Pricing Program in the left-side navigation and follow the instructions on the page. 8

9 Downloading Discounts Click on Pricing Program, and then click on Continue 9

10 Downloading Discounts Click on Save 10

11 Downloading Discounts Select your Local Disk (C:) in the Save in: field and then click on the Save button. 11

12 Downloading Sold To Customers Click on Pricing Program, and then click on Continue 12

13 Downloading Sold To Customers Click the Save button on the File Download message box when it appears. 13

14 Downloading Sold To Customers Select your Local Disk (C:) in the Save in: field and then click on the Save button. 14

15 Downloading Sold To Customers After the file downloads, click Close. Using your Back button, return to the SOR Customer Service screen. 15

16 Downloading Ship To Customers Repeat steps performed for Download Sold To customers. Click on Pricing Program When file download is complete, you may close your browser. 16

17 Downloading Rep Discounts, Customer Sold To and Ship To Records From the Quote Screen of the pricing program (click the Prepare Quote button if you re at the main SOR Pricing screen), click on Options in the upper lefthand corner, then select Import. Click on the Import button of the Import message screen. The records are now loaded into the Pricing Program. 17

18 Creating a Quote Press the Add to Quote button. Note: A counter showing the number of items on the quote will display above the Add to Quote button. Add as many models as necessary by repeating the previous steps. 18

19 Creating a Quote Add tag and set point information by pressing the Tag/Set Point button. 19

20 Creating a Quote then pressing the Add/Modify button. 20

21 Creating a Quote Enter the Item No., the Unit No., and the applicable tagging and/or set point information. Press Save to retain the information. 21

22 Creating a Quote Add any notes specific to an item by pressing the Notes button. 22

23 Creating a Quote Enter the Item # and the desired note. Press Save to retain your information. 23

24 Creating a Quote Press Prepare Quote button when all items are added to the quote. 24

25 Creating a Quote Click on the Options drop down. 25

26 Creating a Quote Click on Quoted By. 26

27 Creating a Quote Enter the information applicable to you, the person quoting, and then press Save. Then Exit. Note: This is a one-time event as the information will be retained until it s changed and saved again. 27

28 Creating a Quote Select the Customer. Type in the first few letters of the customer s name in the combo box, and use your keyboard s up and down keys to scroll through the name and address; or Press the drop down arrow on the combo box and select the desired name. If the desired customer record is not listed, you can enter the applicable information by pressing the New button above the combo box. 28

29 Creating a Quote Optionally select a Ship To customer. The Ship To information doesn t print on the quote but will be required for a sales order. Only historical ship to information associated to the selected sold-to customer will appear on the list. If the exact ship-to information is not listed, you have two options: Enter new information by pressing the New button above the combo box. Select an existing address from the dropdown menu that is very close to what is required and modify it in the appropriate fields. 29

30 Creating a Quote Enter the customer s inquiry number in the Customer Reference field, if applicable. 30

31 Creating a Quote Press the Save Quote button (quotes MUST be saved before printing). Enter a quote name that you can easily index and recall at a later time. Press the Print/ Quote button to view, print or the quote. 31

32 Creating a Quote (quote date here) Press the Print button to print a paper copy. Press the button to the quote. 32

33 Creating a Quote Enter the subject information in the Subject field of your . Enter the Body information that you want in your (i.e. delivery information, terms and conditions, your name and title, etc.). Note: This information will be retained until changed again. Press the Quote button. 33

34 Creating a Quote Select or enter the recipient and proceed accordingly. 34

35 SOR Pricing Program Thank you for viewing this tutorial. If you have questions, please call (913) or your inside sale representative. 35