A.

Name the report

From the distribuLink tab:

1. Click Request Distributor 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.

If you run an RTF format report, this will be the title of the report.

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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.

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 Report selected option to specify the data you want to include in the report.

Report selected current and future costs and retails.

Provides you with both present and future prices, and is the default.

Report selected costs and retails in effect or to be in effect during the selected date range.

Lists all prices that are in effect during a certain period, such as the month of March.  You will use this most often.

Report selected costs and retails that start during the selected date range.

Lists the price changes and new promotions that start during the date range you enter.

Report selected promotional costs that start and end during the selected date range; and any new regular costs that start during date range.

This option is similar to the previous option.  However, only promotions that both start and end during the date range are included.  This report is typical of

2. If you chose a Report selected option with date-range fields, enter the date range in the From and Through fields. (Enter as mm/dd/yyyy.)

3. An option is defaulted to Print the beginning effective date on a report if a cost or a retail is in effect at the beginning of the date range. You will normally leave this box checked.

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

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D.

Select the type of costs and the grouping

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.

2. Select how the report will be grouped from the Grouped By options.  

Items lists each item, followed by each distributor’s pricing for that item.

Distributors (default) lists each distributor, followed by the items sold by that distributor.

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E.

Select the Distributors and Maintained Brands

1. Select at least one distributor from the Distributors list.

This list shows the distributors that are available to include in the report.  A distributor must be both implemented and trained to be included.  You can consult your monthly status report from MillerCoors if you do not see a particular distributor in this list.

Select at least one distributor.  To include more than one, hold down the Ctrl key while selecting.

You can save the distributors you select in a query.  This will allow you to re-use your selections in future reports.

2. Select one or more Maintained Brands.  

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F.

If desired, select Package/Size Criteria

1. If desired, use the Package/Size Criteria (Optional) fields to limit the report to specific packs or sizes.  These fields are not required.

   • Size Description: The size of a single unit. For example, enter 16 and select OZ to limit your report to 16-ounce cans.

Important Note: Use OZ for products measured in ounces or fluid ounces.  Do not select FL OZ, as this will not return any data.  

1. • Packaging: Select from the drop-down list to choose a specific item packaging, such as BOT (bottle) or CAN.    You can leave this at Not Selected if you do not need to specify the packaging.

   • Select Pack Configuration: The pack configuration describes the components of the item.  To limit your report to cases of four 6-packs, select Case of 24 CONTAINS 4 - 6 packs.

Note:  If your pack configuration is not listed, you can click Enter Pack Configuration and complete the containing and of fields.

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G.

Select the Format and Delivery Type

1. Select a Format.  

Click Comma Separated (csv) for a report you can open as a spreadsheet.  This is the default.

Click RTF for a ready-to-print table you can open with word-processing software.

2. Select a Delivery Type.

Select E-mail Attachment to have the report e-mailed to the address listed to the right.  

Select E-mail Notification to save the report for downloading from File Registry.  A notification is sent to your e-mail address that the report is ready to download.

Select File Registry to save the report for downloading.  No notification is sent.

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H.

Run the report

Run the report.

• To display the report in a window, click Display.

• To generate a report you can place on your computer, click Report.

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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