Step 2: Adjusting your vendor discount sheet

• To change an existing discount, simply click in the discount field for the product to be changed and enter the new number
• To add a style or option level discount, first change the discountlevel number to the appropriate value
• If the discount is a 2 (style level) you must insert rows into the document that match the number of styles contained in the product
• These new rows will be filled out with the same vendorname, discountlevel and productname as the original line
• The style column will be populated with the style name for each product style
• The order and name of the styles must match the order/name found in your Focus Products list
• For this fictitious example. we'll look at how we would  assign a style level discount for the product GRA-Perfect-Vue Shades
• On our vendor cost factor sheet, we see that this product has a multiplier of .34 and that the style cordless has a multiplier of .3
•  First, we'll go to Products on our focus site
• In the Vendors section, click on Graber
• In the Products section, click on GRA-Perfect-Vue Shades
• In the Styles section, we see that there are 3 styles:  Standard Corded, Cordless Life and Standard 2 on 1 Headrail 
• We will make a note of the order and  exact name of each style, as we'll need it in our .csv file
  

• On our csv file, we'll insert two rows after the existing product GRA-Perfect-Vue Shades
• We'll change the discountlevel to 2
• We'll enter the stylename for each product style
• The optionaname column will remain blank
• We'll enter the appropriate discount for each style
• The completed section of our csv file will look like the example below

• The process for adding an optionlevel discount is similar.  The style name and option name must match the data found in your Focus Site. To find the option names and the exact order, begin a new quote in Focus and then look at the option list. 
• For our example, we have added an option level discount for the Hunter Douglas product HD - Décor Metal Blinds
• Our vendor cost factor sheet shows that the Décor blinds have the following factors, based on slat size: 1" slat= = .4; 1/2" slat = .45
• We would change our discountlevel to 3
• By starting a new quote, we can see that the only style for this product is Decor
• The option name is called Slat Size
• The options are listed in this order: 1 inch Slat, 1/2 Inch Slat

• The data would be entered into our csv file as shown below

• To add a new product, simply insert a line into your document.  Tip: the product name must match exactly. 
• Fill in the vendorname, discountlevel ,productname and discount field

NOTE: Products should NOT be removed from this sheet.

Step 3: Importing the updated discounts into your Focus account

• Save all changes made to the csv file. (note: even though the editing is perform in Excel, the file must be saved in the csv format)
• On your Admin tab, we'll return to the counts page
• Under the Import Discounts, click the Choose File button
• Navigate to the location of the saved csv file and click on the file name, then click the Open button
• Click on the Apply button in Focus
• Click OK on the pop-up confirmation message
• You will receive notification once the update is completed.  This should take under 1 minute.
  

Additional Information:

1. Step-by-step visual guide
2. Updating or adding margins
   
3. Managing your Vendor Discounts (video)