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Manage Margins / Markups

Use this screen to work with the margins and/or markups that determine the Price to Consumer (PTC) at Walmart.  These can be set at the state level and overridden by combinations of Category, UPC, and Store.  

The PTC is based on the distributor's Price to Retailer (PTR), the amount and type of margin/markup, and any psychological rounding rules applied to the result.  Margins and markups differ in how they are calculated, with margins being the most commonly used.  

In general, margins and markups are applied at the State level for item Categories, such as "1200 - Premium Singles."  This means that for all UPCs within a category, the margin or markup is the same in all stores throughout the state. However, Park City Group's VMP application allows you to override the margin/markup at a variety of levels.

Setting up Margins/Markups by State and Category

Overriding Category Margins/Markups in select Stores

Overriding UPCs within Categories for select Stores

Overriding UPCs within Categories for the entire State

Overriding UPCs in select Stores

Also see: Store Category Margins/Markups to search for and modify overrides by Distributor and/or Store.

Export Note:  Changing a margin or markup automatically generates VMP Maintenance for export.

 

About the Margin/Markup window

The basic tools and layout on the State Category Margin/Markup screen are as follows. This screen is the entry point for all changes.

state_margin-markup_screen_-_small.gif

Save.  Apply any changes made. This automatically generates VMP Maintenance for export.

Store Category Margin/Markups.  Search for and modify overrides by Distributor and/or by Store.

State.  Because pricing regulations vary for alcoholic beverages vary by state, markups/margin settings are first performed at the state level.

Category.  UPC grouping, by type of item.

Value (%).  The amount of margin or markup, as a percentage.

Type.  Margin or Markup, with or without Walmart psychological rounding.

Apply to All?  Replace any overrides (described below) in place with the value and type entered.  An override is a unique margin/markup applied at various levels, providing values different from the State category.   

If Apply to All is NOT selected, changes are applied only to the margins/markups for stores within the category that matched the original value.

If Apply to All is selected WITHOUT changing the value, all overrides are changed to match the current state/category value.  This is an easy method for resetting the overrides.

Store Cat Overrides?  Whether margin/markups for the category are different in individual stores.

State UPC Overrides?  Whether margin/markups are present statewide for select UPCs within the category.

Store UPC Overrides?  Whether margin/markups are present in certain stores for select UPCs within the category.

 

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Setting up Margins/Markups by State and Category

Work with margin/markups statewide by category.  

 

From the Vendor Managed Pricing tab, under Administration:

  1. Click Manage Margins/Markups.

  2. Select the desired State.  Only states serviced by the retailer appear in the list.  All Category margins/markups currently in place display.

  3. Locate the product Category.

  4. Enter the margin or markup as a percentage, without a percent sign.

For example, enter 6% as 6 or 6.25% as 6.25.  Up to two decimal places can be entered.

  1. Select the Type, Margin or Markup, with or without Walmart psychological rounding.

  2. Choose whether to Apply to All?  This replaces any Store Category, State UPC, and Store UPC Overrides.

See the About the Margin/Markup window for more information.

  1. When all changes are complete, click Save.

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Overriding Category Margins/Markups in select Stores

Override category margin/markups for individual stores.  Note:  To clear an override, erase the Value and set the Type to Not Selected.  Do NOT enter zero in the Value field.

 

From the Vendor Managed Pricing tab, under Administration:

  1. Click Manage Margins/Markups.

  2. Select the desired State.  Only states serviced by the retailer appear in the list.  All Category margins/markups currently in place display.

  3. Locate the product Category.

  4. Click the category's Store Cat Overrides? link.  A "Yes" means an override is currently in place.

  5. If desired, enter search criteria to locate the stores and click Find.  

    • Paste or enter Retailer Store Numbers.

    • Select from one or more current Override statuses.  Leave blank to include all statuses.

  1. For the desired stores, enter the margin or markup as a percentage, without a percent sign.

For example, enter 6% as 6 or 6.25% as 6.25.  Up to two decimal places can be entered.

  1. Select the Type, Margin or Markup, with or without Walmart psychological rounding.

  2. Click OK.

  3. When all changes are complete, click Save.

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Overriding UPCs within Categories for select Stores

Override margin/markups for individual UPCs within selected stores.  Note:  To clear an override, erase the Value and set the Type to Not Selected.  Do NOT enter zero in the Value field.

 

From the Vendor Managed Pricing tab, under Administration:

  1. Click Manage Margins/Markups.

  2. Select the desired State.  Only states serviced by the retailer appear in the list.  All Category margins/markups currently in place display.

  3. Locate the product Category.

  4. Click the category's Store Cat Overrides? link.  A "Yes" means an override is currently in place for stores within the category.

  5. Locate the store and click Store UPC Overrides?  A "Yes" means an override is currently in place for UPCs at the store.

  1. For the desired UPCs, enter the margin or markup as a percentage, without a percent sign.

For example, enter 6% as 6 or 6.25% as 6.25.  Up to two decimal places can be entered.

  1. Select the Type, Margin or Markup, with or without Walmart psychological rounding.

  2. Click OK.

  3. Click OK.

  4. When all changes are complete, click Save.

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Overriding UPCs within Categories for the entire State

Override category margin/markups statewide for select UPCs.  Note:  To clear an override, erase the Value and set the Type to Not Selected.  Do NOT enter zero in the Value field.

 

From the Vendor Managed Pricing tab, under Administration:

  1. Click Manage Margins/Markups.

  2. Select the desired State.  Only states serviced by the retailer appear in the list.  All Category margins/markups currently in place display.

  3. Locate the product Category.

  4. Click the category's State UPC Overrides? link.  A "Yes" means an override is currently in place.

  5. For the desired UPCs, enter the margin or markup as a percentage, without a percent sign.

For example, enter 6% as 6 or 6.25% as 6.25.  Up to two decimal places can be entered.

  1. Select the Type, Margin or Markup, with or without Walmart psychological rounding.

  2. Choose whether to Apply to All?  

If Apply to All? is checked, the UPC is applied to all stores within the state.  

If Apply to All? is NOT checked, the UPC override is applied to stores where an UPC override does not exist.

  1. Click OK.

  2. When all changes are complete, click Save.

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Overriding UPCs in select Stores

Override category margin/markups for individual UPCs in select stores.  Note:  To clear an override, erase the Value and set the Type to Not Selected.  Do NOT enter zero in the Value field.

 

From the Vendor Managed Pricing tab, under Administration:

  1. Click Manage Margins/Markups.

  2. Select the desired State.  Only states serviced by the retailer appear in the list.  All Category margins/markups currently in place display.

  3. Locate the product Category.

  4. Click the category's State UPC Overrides? link.  A "Yes" means an override is currently in place.

  5. Click the UPC's Store UPC Overrides? link.  A "Yes" means an override is currently in place.

  6. If desired, enter search criteria to locate the stores and click Find.  

    • Paste or enter Retailer Store Numbers, or

    • Enter the store City.

    • Select from one or more current Override statuses.  Leave blank to include all statuses.

  1. Enter the margin or markup as a percentage, without a percent sign.

For example, enter 6% as 6 or 6.25% as 6.25.  Up to two decimal places can be entered.

  1. Select the Type, Margin or Markup, with or without Walmart psychological rounding.

  2. Click OK.

  3. Click OK.

  4. When all changes are complete, click Save.

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Store Category Margins/Markups

Use this option to search for and modify overrides by Distributor and/or by Store.  Note:  To clear an override, erase the Value and set the Type to Not Selected.  Do NOT enter zero in the Value field.

 

From the Vendor Managed Pricing tab, under Administration:

  1. Click Manage Margins/Markups.

  2. Click Store Category Margins/Markups.

  3. Enter search criteria to locate the Distributor and/or Store and click Find.

    • Enter the Distributor State and select the distributor from the second drop down.  If needed, click Expand Criteria for more options.

    • Enter the Store Number, City, or select the State.  Only states serviced by the retailer appear in the list.

    • Select from one or more current Override statuses.  Leave blank to include all statuses.

  1. Click the Store.

  2. Locate the product Category.

  3. Enter the margin or markup as a percentage, without a percent sign.

For example, enter 6% as 6 or 6.25% as 6.25.  Up to two decimal places can be entered.  Note that the State Category Level is displayed to the right as a guide.

  1. Select the Type, Margin or Markup, with or without Walmart psychological rounding.

Note: If desired, click Store UPC Overrides? to adjust individual UPCs within the store.   A "Yes" means an override is currently in place.

  1. When all changes are complete, click Save.

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Updated 12/7/2010