How to use the NEW Item Cost Adjustments in Solatech Focus

How to use the NEW Item Cost Adjustments in Solatech Focus

Summary

Solatech has released a new feature to our Focus software that will allow you to adjust your costs at the line item level using adjustments.  Previously, only item price could be adjusted at the line item level.  This article will address the different ways this type of adjustment can be used and will walk you through how to do each one.

Alert
All surcharges/tariffs listed in the site banner have been implemented by Solatech.

This knowledge base article is intended for additional explanation of the new adjustment type.
Notes
If an existing quote does not include the surcharge under Item Cost or Show Details is not available, you will need to reset the line-item price.

How to set up your Item Cost Adjustments

1 - Item Cost Adjustment against the MSRP

This allows you to add or subtract a flat rat or a percentage directly to the MSRP, either before the vendor discount is applied, or after.

To find these new adjustments, go to Admin > Adjustments.
You will see a new tab called Item Costs
Select the adjustment to edit, or click Add New to create a new one.
Once opened, you will see a new selection at the top called Apply to:

Your choices here will be Item Cost or MSRP.
  1. If you choose to apply to COST, the surcharge will come in After vendor discount so the discount will not be applied.
  2. If you choose to apply to MSRP, the surcharge will have the vendor discount applied.
The criteria enabled feature, apply between feature, Automatically apply feature, and the criteria all work the same as every other adjustment you've seen before.
At the bottom where you choose the Type, the drop down menu has a few extra options. We will be discussing the two menu items featured in the red box below.

Add a percentage of the Matching lines' MSRP:
  1. This will apply the entered percentage - calculated against the MSRP.  Note:  If the percentage needs to be deducted, you will need to add a "-" in front of the percentage.
  2. In this example we are applying a 1% surcharge against MSRP - applying directly to the cost (so this percentage increase will not have the vendor discount applied)
  3. If the product you are quoting contains any Net Surcharges (surcharges that are applied after discount), then that 1% surcharge will not apply to those items since MSRP only contains the charges in the product that are before discount.  For this reason, we have another choice:
Add a percentage of the matching lines' net surcharge:
  1. This choice will add the entered percentage - calculated against the Net surcharges only.  Note:  If the percentage needs to be deducted, you will need to add a "-" in front of the percentage.
  2. You will want to have both of these in your adjustment to ensure that all charges in the product have the % surcharge applied.

2 - Item Cost Adjustment against the line item Cost

This is very similar to the above adjustment, only we are calculating the percentage against the line item's cost, instead of MSRP or Net surcharges.


  1. To use this adjustment, you would select the choice in the red box above.  
  2. Again, this adjustment can be applied to the MSRP (before vendor discount), or to the Cost (after vendor discount).

3 - Item Cost Adjustment for a Vendor Promotion

This feature allows you to apply a vendor promotion at the line item level, instead of doing this at the quote level.



  1. To use this, just choose the "Price line value after vendor discount" in the drop down menu.
  2. This works just like it does at the quote level.
  3. You will need to get the value for the "Condition" field from us to create this type of adjustment.
  1. The condition value would be placed in the Condition field.
  2. The value in the condition field is referring to a specific priceline in the product, such as the Cordless Surcharge.  This subtracts the Priceline from your cost of the product.
  3. Note:  Because this adjustment will always be a deduction, the condition will need to be written as follows:  [Condition]*-1
  4. For this adjustment, you will always want the "Apply To" choice to say Item Cost; because you are deducting the priceline after vendor cost, so you would not want the vendor discount to be applied again.
    1. For example, if the vendor promotion is for free cordless, and the MSRP of Cordless is $100, your vendor discount is 70%, making your COST of Cordless $30.  When this adjustment comes in, it will be deducting the $30.  Because of this, if you have "Apply To" selected as MSRP, your vendor discount will get applied to that $30 again, making this deduction only $9.
  5. IMPORTANT:  If you do the vendor promotion at the line item level, your product margin will ALWAYS be applied to the promotion.


How are these Item Cost Adjustments going to look in order entry?

1 - Cost adjustments that Apply To Item Cost:

The new Item Cost Adjustments that are set up to "Apply To"  Item Cost - will show up under Vendor Discount Amount and Item Cost (see below):


  1. In this example, a 1% surcharge was applied to MSRP, but it is applied after the vendor discount is taken off.
  2. The breakdown under Item cost will show the Initial cost, before the surcharge was added, plus the surcharge amount itself.

The next screen shot shows the 1% surcharge applied to MSRP; AND a vendor promotion also applied:

2 - Cost adjustments that Apply To MSRP:

New Cost Adjustments that are set up to "Apply To" MSRP will show up in the Price Breakdown section under MSRP.

The following shows two cost adjustments that are both set up to "Apply To" MSRP.  


Notice:   These are above Vendor Discount Amount.  The Vendor Discount is going to apply to both of these adjustments.

Related to the following articles:
https://solatechinc935.zohodesk.com/portal/en/kb/articles/working-with-adjustments-and-promotions-as-a-site-admin

Adjustments User's guide attached below


Applies to:  Focus, DOS

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