Your Regular, Temporary, Promotional, and Informational costs display by default.  To limit the display:

1. 1. 1. De-select a cost type to remove it from the criteria.

      2. Click Find.

You can display costs based on when they start and/or end.

1. 1. 1. Select a search criteria.

      2. Enter the date(s).

      3. Click Find.

Note:  It is not necessary to enter a To date. If desired, you can simply enter a From effective date or end date by itself. This will display all costs that "start on or after" the effective date or "end on or before" the end date.

Choose from these criteria.

• • • All current and future costs

This search criteria provides you with both present and future prices, and is the default.

• • • Costs in effect or to be in effect during the selected date range

This search criteria lists all prices that are in effect during a certain period, such as the month of March.  For example, From 03/01/2011  To 03/30/2011.

• • • Only ones that start and end within/on the range

This search criteria lists price changes and new promotions that start and/or end during the date ranges you enter.  

For example:

1. 1. 1. • Enter an Effective Date From 03/01/2011  To 03/31/2011 to list only costs that start during the month of March.

         • Enter an End Date From 04/01/2011 To 04/30/2011 to list only costs that end during the month of March, regardless of when they began.

         • Enter both an Effective Date From 03/01/2011  To 03/31/2011 AND an End Date From 04/01/2011  To 04/30/2011 to list only costs that start in March AND end in April.

Use this method to only display costs assigned to specific zones. You can select a zone displayed in the list, or you can search for the zone to use.

1. 1. 1. Use the Zone Type drop-down list to include All zones, or only Regular or Store zones.

      2. Enter the first part of the zone Name followed by an asterisk, or enter an asterisk by itself to list all zones.

      3. Click Find Zone. The zones that match your criteria display.

      4. Select the zone(s) to use in your cost search. Hold the Ctrl key to select more than one zone.

      5. Click Find.

Note:  If you have a large number of zones, use the Next Page links to page through the list.

The handling method describes how the promotional savings are passed on to the subscriber (retailer), and can be used to search for specific costs.  

1. 1. 1. Select the Handling Method from the drop-down list.

      2. Click Find.

What are the Handling Methods?

Two handling methods are available for promotional costs.  

Off Invoice - The provider's (supplier's) invoice to the subscriber reflects the promotional cost.  The discounted costs are exported to the subscriber, and are loaded into the subscriber's pricebook.

Bill Back - Park City Group can handle bill-backs in two ways.  The method used is dependent on the Park City Group service agreement set up between you and your trading partner.  

1. 1. 1. The subscriber tracks the promotional savings on items purchased.  The accrued savings are then billed-back (invoiced) to the provider.  Park City Group stores the deal discounts as reportable information only, and does not track accrued amounts.   

      2. The discounted costs are exported to the subscriber, and are loaded into the subscriber's pricebook.  This is similar to the Off Invoice method.

Please note that Item & Cost does not generate invoices.