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Request Call Point Pricing Reports

This report lists pricing for all distributors supplying a retailer chain.  It lists the Item, UPC, Item Number, Distributor, and pricing information for each cost zone assigned to the chain.  Click for a sample report and description.

Note:  This report is available in CSV format only, suitable for opening in Excel or any other software that can open comma-separated (delimited) value files.  

 

About Call Points

To assist in pinpointing pricing within a specific chain, your Brand Representative has defined "Call Points" for each chain.  This allows you to Find the retailer chain and then select which areas to include in your report.

A Call point can be an entire chain (Chain), or an independent Call Point division (CP Division).  Selecting a chain Call Point includes all divisions of that chain NOT set up as a (CP Division).

If you want to limit your report to other divisions that aren't set up as Call Points, click Expand to open the chain.  Non-Call Point divisions appear as (Division) in the list.

Note:  A separate report / e-mail is generated for each (Chain), (CP Division), and (Division) selected.  To include all non-Call Point divisions in a single report, simply select the chain.  It's not necessary to Expand the list.

The Distributor's Responsibilities

Distributors are responsible for associating their cost zones with the appropriate retail chain.  This is performed using the Manage Cost Zone Chain Assignments option in the Administration window.  

They are also responsible for maintaining accurate and up-to-date pricing in Park City Group.

Chain Alert Report

To ensure compliance by the distributors in associating their cost zones with the appropriate retail chain, a Chain Alert Report is sent monthly to a distribution list defined by the Brand Representative.  

This report lists, by distributor, Chains Un-Assigned to any Cost Zone.  Click for a sample report and descriptions.

 

Follow these steps:

    1. Name the report

    2. If desired, use a query

    3. Choose the data to include

    4. Select the Cost Types to include

    5. Select the Chain Name, Call Points, and Brands

    6. If desired, select OPTIONAL Package/Size Criteria

    7. Run the Report

 

A.

Name the report

From the distribuLink tab:

  1. Click Request Call Point Pricing Reports.

  2. If desired, enter a different name in the Report Name field.  

This will be the e-mail subject line.  If the report is held for downloading, this name will appear in the download list.

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B.

If desired, use a query

If desired, use a saved query.  Queries save time by allowing you to reuse previous selections.  Options, Chains, Brands and other choices can be saved.

  1. Choose a query from the Selected Query drop-down list.

  2. Click Reset. The window re-displays with the settings that were saved in the query.

  3. Make changes as desired using the steps below.

Note:  To save your changes as a new query, enter a Name for New Query and click Save.  Do this before you run the report.

For more information, see Saving and using queries.

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C.

Choose the data to include

  1. Choose a Reports option to specify the data you want to include in the report.

    1. Reports all current and future costs.  This option provides you with both present and future prices.

      Reports selected costs in effect or to be in effect during the selected date range.  This option is used to list all prices that are in effect during a certain period, such as the month of March.

Enter dates in the format mm/dd/yyyy.

  1. By default, the report will Print the beginning effective date on a report if a cost is in effect at the beginning of the date range.

If you entered a date range, this option includes the effective date for costs that began prior to your date range, but are still in effect within the date range.

You will normally leave this box checked.

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D.

Select the Cost Types to include

  1. By default, all Cost Types are included.  

You can un-check a box to leave that type out of the report.

  1. Regular Cost

    Temporary Cost

    Promotional Cost

    Informational Cost

Note: Always leave both Promotional and Informational Cost checked when promotion information is required.  

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E.

Select the Chain Name, Call Points, and Brands

  1. Select the Chain Name.

    1. Enter the first part of the Chain Name, followed by an asterisk (wild card).  

      For example, enter Kar* for Karch Grocery Stores.  

    2. Click Find.  

    3. If not shown, select the chain from the drop-down list on the right.  The screen refreshes to display the chain's Call Points.

  1. Under Available Call Points, select the Call Points to include.  

(Chain) includes all divisions within the chain that are NOT already listed as a division Call Point.

Simply selecting the chain provides the divisions within a single report.

(CP Division) includes just that division.  This is an independent, pre-defined Call Point within the chain.  (The CP stands for Call Point.)

(Division) is a chain division NOT set up as an independent Call Point.  These are displayed by clicking Expand.

  1. Click > to move your selections to the Chosen Call Points list.

A separate report / e-mail is generated for each Call Point or division selected.  

  1. Under Maintained Brands, select the brands to include in the report.

Note:  Hold the Ctrl or Shift key to select more than one brand.

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F.

OPTIONAL Enter Package/Size Item Criteria

If desired, use the OPTIONAL Package/Size Criteria fields to limit the brands to specific sizes or packs.  These fields are not required, and it's not necessary to select criteria for every brand you selected in the previous step.

  1. Select the Brand for which you are specifying criteria.  

The Size and other lists populate with only the criteria applicable to that brand.

  1. Select criteria to limit your report.  It's not necessary to choose from each list.

    1. Size. Select from the sizes available for the brand.

    2. Packaging. Select from the packaging available for the brand, such as BBL (barrel), BOT (bottle), or CAN.  

      Pack Configuration. Select from the pack/inner-packs available for the brand.  For example, limit your report to cases of four 6-packs by choosing Case of 24 CONTAINS 4 - 6 packs.

  1. Click > to move your brand criteria to the right.

  2. Select another Brand and repeat as needed.

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G.

Run the Report

This report is available in CSV format only, and is sent by e-mail.

  1. Click Report to submit the request.  

To check the status of your report, click View Report Requests from the main menu.  Reports that have finished processing do NOT appear in the list.

Note:  If a report is over 2MB in size, you may receive an e-mail requesting that you download it online.  

Click File Registry from any Park City Group window, Find and select the file, then click Download to transfer it to your computer.

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Updated 10/31/2006