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Table 3-1 (Cont.) Template - Fields and Description
| Fields | Description |
|---|---|
| Translate icon | You can create a translation by using the Translate icon . |
| Type | Select the method by which the costing will be calculated. The following template types are available: • Margin then Up Charges • Up Charges then Margin • Percent Off Retail • Fixed Cost |
| Margin Percent | Only available if you select one of the following template types: • Margin then Up Charges The Margin Percent field is a required field for this template type. • Up Charges then Margin Enter the margin in percent. |
| Percent Off Retail | Only available if you select the template type Percent Off Retail. Enter the percent off retail used to calculate the customer cost for an item. This field is a required field. |
| Fixed Cost | Only available if you select the template type Fixed Cost. Enter the fixed cost. This field is a required field. |
| Final Costcheckbox | Only available if you select the template type Fixed Cost. You can define the final customer cost for an item. Select theFinal Costcheck box. The Final Cost option signifies if this is the final cost for the item/franchise location or deal pass through will have to be applied on the cost to derive the final customer cost for the item/franchise location. |
Up Charges
The Up Charges section contains the list of up charges associated with the template. This section is only available when the template type is either Margin then Up Charges or Up Charges then Margin . You can add new up-charges or delete existing up-charges from the template in this section.
Create a Franchise Cost Template
To create a franchise cost template, follow the steps below.
1. From the Tasks menu, select Inventory > Franchise Orders > Create Cost Template . The Franchise Cost Template page appears.
2. Enter the required fields.
3. Then choose one of the following options.
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Click Save to save the franchise cost template.
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Click Save and Close to save the template and close the page.
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Click Cancel to reject all entries and close the page.
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Add Up Charges to a Franchise Cost Template
To add up charges to a franchise cost template, follow the steps below. This section is only available when the template type is either Margin then Up Charges or Up Charges then Margin .
1. In the Up Charges section, select Actions > Add , or use the Add icon . The Add Up Charges pop-up appears.
2. In the Up Charges field, enter, select or search for the up charge you want to add to the template. This field is a required field.
3. Then choose one of the following options.
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Click OK to add the up charge and close the pop-up.
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Click OK and Add Another to add additional up charges
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Click Cancel to reject all entries and close the pop-up.
Manage a Cost Template
The Manage Cost Template option opens the Franchise Cost Template Search page. In this page you can perform the following actions.
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Search for cost templates by various search criteria
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View search results
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View cost template information
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Create cost templates
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Edit cost templates
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Export Query Results to Excel
You can access the Franchise Cost Template Search page from the Task menu, select Inventory > Franchise Orders > Manage Cost Template . The Franchise Cost Template Search page appears.
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Table 3-2 (Cont.) Franchise Cost Template Search - Basic Search Criteria and Description
| Fields | Description |
|---|---|
| Description | Enter the template description. |
| Template Type | Select the template type from the list. |
| Margin Percent | Enter the margin in percent. |
2. Click Search . The franchise cost templates that match the search criteria are displayed in the Results section.
3. Click Reset to clear the search section and results.
4. Click Done to close the page.
Search for a Franchise Cost Template through Advanced Search Criteria
To search for a franchise cost template using advanced search criteria:
1. To search using advanced search criteria, enter or select one or all of the advanced search criteria.
2. To narrow down the search, use the list next to the search fields. For example, determine if the entered value should equal or not equal the search result.
3. Click Search . The franchise cost templates that match the search criteria are displayed in the Results section.
4. Click Reset to clear the search section and results.
5. Click Add Fields to add more fields for the advanced search. To remove the field from the search, click the x right next to the field.
6. Click Done to close the page.
Edit a Franchise Cost Template
To edit a franchise cost template, follow the steps below.
1. From the Tasks menu, select Inventory > Franchise Orders > Manage Cost Template . The Franchise Cost Template Search page appears.
2. Enter or select search criteria to make the search more restrictive.
3. Click Search . The franchise cost templates that match the search criteria are displayed in the Results section.
4. Select a franchise cost template in the Results section.
5. Then select Actions > Edit , or use the Edit icon , or click on the template link. The Franchise Cost Template page appears.
6. Edit the information in the individual sections.
For more information about the available sections of the Franchise Cost Template page, see the Manage Franchise Costs section.
7. Then choose one of the following options.
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Click Save to save your changes.
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Click Save and Close to save your changes and close the page.
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Deal pass through percentages can be defined and managed using the spreadsheet download and upload processes, which are accessed through the main Merchandising task list under Foundation Data > Download Foundation Data and Foundation Data > Upload Foundation Data respectively. Navigate to Foundation Data > Download Foundation Data , choose the Template Type of Franchise and the Template titled Deal Pass Through to download existing pass through data.
Add a Deal Pass Through Definition
To add a new Deal Pass through definition, start in the Deal Pass Through tab. Add a new row by selecting the action type of Create and enter the department, supplier, costing location and location combination for which the deal pass through is being defined and the pass through percentage applicable for deals involving this combination of entities.There are no significant validations for uploading a new deal pass through definition apart from validating that the department, supplier, costing location and location values supplied in the spreadsheet are valid and that the pass through % does not exceed 100%.
Update a Deal Pass Through Definition
If you would like to update any of the deal pass though related details, a similar process will be followed as that described above for creating new definitions. First, download the Deal Pass Through spreadsheet, and then navigate to single tab in the spreadsheet where you would like to make your updates. Only the deal pass through % can be updated as part of the deal pass through definition. For the rows wherein the pass though % is intended to be updated, select the action type of Update, and then correct the value in the spreadsheet. Once your updates are complete, save and close the spreadsheet.
Delete a Deal Pass Through definition
If you wish to delete a deal pass through definition because it is not used by your business, update the action column to Delete against the rows in the Deal Pass Through tab that are to be deleted. Care should be taken before deleting a deal pass through definition as it can directly impact the pricing cost for a franchise customer.
Upload Changes
For all actions defined above, once all the updates have been made to the data in the spreadsheet, save the file and close it. Then, return to the Merchandising screens and select Foundation Data > Upload Foundation Data from the main task list. In this screen, you’ll again select the template type Franchise and the template Deal Pass Through . This will generate a process description automatically, but this can be updated if desired. Lastly, you’ll select the Browse button and navigate to the directory where you saved the updated spreadsheet.
To review the status of the upload and check whether any errors occurred, select the Foundation Data > Review Status task from the main task list.
For more information, see “Download Data,” “Data Upload,” and “View Data Loading Status” in the Oracle Retail Merchandising Do the Basics User Guide .
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In this guide
- Guide: Franchise Management User Guide
- Previous: 2 Manage Franchise Customers
- Next: 4 Franchise Orders