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Introduction

This option allows you to create custom reports based on pricing lite-ups. Once set up, you go to Report Generators, Sales Analysis Reports, Customer Lens Report, and enter the Report Identifier in the Show Price by Group Identifier Field (Refer to the Customer Lens Report instructions).

Procedure

From the Optifacts Main Menu:

Select Option 5 – Report Generators and press Enter.

Select Option 7 – Sales Analysis Reports and press Enter.

Select Option 7 – Custom Report Options and press Enter.

The Custom Report Options form displays.

Available Pricing Options Report

Run this report to view the pricing options for jobs within a specific date range.

Select Option 1 – Available Pricing Options Report and press Enter.

Enter the beginning and ending date range

Pricing Options Editor

Select Option 2 – Pricing Options Editor and press Enter.

• Press “A” to add a record. The cursor moves to the Report Identifier field.
• Enter the identifier for the report. (Name of the report)
• Enter the column grouping that you want this pricing option to report into. (Same as Name of Report unless you want the report to be split out or grouped a certain way)
• Enter the pricing text that you want to select for this report. (EXACT name of the lite-up as seen in the order entry screen)

Example:  You want a report on all types of Edging. You could have a Report Identifier = Edging, and then set up Report Group = Zyl Edge, and Pricing Text = Zyl Edge. Another record with Report Identifier = Edging, and then set up Report Group = Groove and Pricing Text = Groove Edge.

• Press Escape to save the data.

Pricing Options Groups Report

Run this report to view the pricing groups by report ID.

Select Option 3 – Pricing Options Groups Report and press Enter.

• Enter “S” to view on screen or P” to print.
• Enter the report ID or * (asterisk) for all.

• Press Escape to exit.

To view and, or download these instructions as a PDF file, click on the following document image.

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