Handling of products can be defined as the process where you define and maintain the product range of a company.

This process may result in

  • Product range created.

  • Product range modified.

A product range is the total number product categories and product variants a company has to offer. Sometimes, based on different scenarios, the management needs to assess the product range. it may be necessary to categorize the product range differently, new product may launch or existing products needs to be re-classified or removed from the product range.

The factors deciding these are mostly connected to the needs of the market, but is also connected to the overall strategy the company wants to implement. The product range needs to mirror the company's market position in addition to being competitive.

Tasks relevant for this process

  • Maintain products - The product range is maintained through new registration and modification of products.

  • Maintain manufacturer - The product range is maintained through new registration and modification of product structures.

  • Categorization of the product range - The product range of the company is categorized and structured by own need.

  • Maintain the pricing of products - The product range can be set with both purchase and sales price, which needs maintenance in case of changes.

  • Other follow up and analysis of the product range - Reports and other tools can give the company an overview over the product range and changes within given periods.

Product Management

Parts, kits, services are defined as products. All Products are unique in principle, which requires detailed information to be defined on each product. Any product range needs to have its information maintained and updated.

The management process may result in

  • A new product is registered.

  • The product is updated.

  • The product is discontinued.

If a new product is to be registered key information such as description, producer, type, product structure, price and similar information need to be accessible for the company. To keep this information true and updated it needs maintenance.

For example, if you need to change certain parts in an product structure, adjust prices on goods or labeling products as discontinued, this information will need to be updated.

Tasks involved in this process

  • Register a new product - Creating new products if there are goods entering the product range.

  • Pricing products - Setting, or changing, price, researching market prices to set a competitive price.

  • Updating part lists - Some products may contain several parts, which needs to be maintained.

  • Document control - Quality assurance of drawings, pictures and description of the product.

  • Deleting products - Removing products from the product range if discontinued.

Settings for Product - Part management

Setting name

Description

Bulk update products

Activate application ARTUPD for running bulk updates on products.

Copy Account to new Product

If this setting in "ON" - When using copy Product functionality on a Product, - Account numbers will be copied to the new Product

Copy Customs Tariff Code to new Product

If this setting in "ON" - When using copy Product functionality on a Product, - Customer Tariff Codes will be copied to the new Product

Copy Equivalents to new Product

If this setting in "ON" - When using copy Product functionality on a Product, - Equivalents will be copied to the new Product

Copy Product Structure to new Product

If this setting in "ON" - When using copy Product functionality on a Product, - Product Structure will be copied to the new Product

Copy Purchase Prices to new Product

If this setting in "ON" - When using copy Product functionality on a Product, - Purchase Prices will be copied to the new Product. Be aware that you are not able to delete Purchase Prices from ART. The prices will be deactivated in Status 9 according to Expiration Date (VALIDTO)

Copy Sales Prices to new Product

If this setting in "ON" - When using copy Product functionality on a Product, - Sales Prices will be copied to the new Product

Product (ART) Menu Default Filter

Value in this setting is a filter that will be used as default in Product (ART) Menu. It's only possible to have one filter, - e.g. ST<9 (Status less than 9) or FREE>0 (AvailableStockQuantity greater than 0)

Production Cost Currency

Value in this setting is a Currency. To be used if you have a Sales company (DB) in one country and a Production company (DB) in another country, - with common Product (ART) master. The setting in the Sales company must be updated with the currency from the Production Company to get the correct cost information for the Sales company.  NOTE: Only used by Tritec

Require Manufacturer on Products

If this setting is "ON" - Manufacturer (MFR) is required when creating new Product (ART).

Manufacturing Areas (MAA)

The Manufacturing area is a logical area in manufacturing, which replaces the Prodline. It is a method to group various articles in production. You can filter the articles by manufacturing area in various applications such as PWO and PRODPLAN. It is also used to set the leadtime in production. For more information on leadtime in production, refer to Leadtime.

  1. To open MAA, enter MAA in the program field and select the Enter key.

  2. Select Create new manufacturing area and enter a name for the new manufacturing area.

  3. Select Create. The new manufacturing area name is displayed in the right pane. The status is Status 1 (Pending registration).

  4. Enter a description for the manufacturing area in Description.

  5. To activate the new manufacturing area, select Operations > Activate from the context menu. The new manufacturing area is now set in Status 4 (Active)

  6. Select the location from the Location list and specify the lead time in days. Select OK to save your changes.

Note

To set the lead time for the manufacturing area, select Set leadtime from the context menu. Setting leadtime in MAA changes the Leadtime for this location in the ART.

Product (ART)

The product application is used for searching and displaying information about all the products existing in the system. A product in RamBase is something you purchase, sell or manufacture. Some products are physical objects e.g., electronic devices, other may be nonphysical e.g., a service you offer to your customers.

The Product (ART) keeps all properties of a specific product, like the name of the product, description, sales prices, purchase prices etc. If the system is not offering you all the properties you need, it’s possible to create your own, this is what we call Custom fields. The system allows you to search on Custom fields, the same way as you search on other properties/fields.

You may operate with several warehouse Locations (LOC) in your system, normally they have different postal addresses, but you can freely define several locations within the same building. The system requires at least one location. One of the locations will be set up as default location for your company. Reason for mentioning Location (LOC) is that some of the product’s properties and values are set per location. Below there is a picture illustrating this. The red frame indicates which location you want to highlight, here you can select a location. In this example a location that has the short name VAT is chosen. This area is marked with a grey color, other properties/values that are location dependent are also marked with a grey color, like the ones you see inside the yellow frames. Areas with a grey color indicates that the properties/values are per location.

Important thing to notice, like in all other application in RamBase, if you need more detailed information about a field, place your mouse pointer on the label, and click. You will then get a description of the field. Below this is done for the field GTIN.

The application consists of set of tabs which leads you to more details. You may change the order of the tabs anyway you want.

Sales

These are the available tabs for sales:

You choose which transaction type you are interested in by selecting one of the tabs. Then the system will list items that are containing this product.  It will only list items that match the location selected in the header of the ART application.

Procurement

These are the available tabs for procurement:

You choose which transaction types you are interested in by selecting one of the tabs. Then the system will list items that are containing this product. It will only list items that match the location selected in the header of the ART application.

Stock

These are the available tabs for stock:

In this section you will find details about stock transaction, stock quantity for different locations, historical data, and overviews.

The tabs for Backlog item and Goods reception items will list items that are containing this product. It will only list items that match the location selected in the header of the ART application.

  • Location - This tab gives you an overview of the stock quantity and available quantity for this product, per location.

  • Stock transactions - This tab list every transaction that has changed, either the quantity or the value of the stock, for this product. It will only list transactions for the location selected in the header of the ART application.

  • Stock transaction types - This tab gives you an overview of all the different stock transactions that has been done for this product. It allows you to investigate further by clicking on the arrow behind each transaction type. It will only list transaction types for the location selected in the header of the ART application.

  • Overview - This tab provides some key figures.

    • Consumed - This is an overview of consumption during a period. You can select the period, by date, week, month, quarter, year. You can view it as a graph or as a list. If you click on the filter icon, you will be able to select which consumption to include in the overview.

    • Backlog - This tells you the quantity you may expect to receive in the future, split on unconfirmed - and confirmed purchase orders.

Properties

These are the available tabs for properties:

Main data

This is the main section of the properties for a product.

Here you maintain and view general information, sales, procurement, blocking, product classifications, etc.

Values for blockings and some procurement fields are set per location.

Blockings

The following blocking options exist. They are set per location (LOC).

  • Block Production - The product is blocked for being manufactured.

  • Block Purchase - The product can not be added to a Purchase order or Purchase order response.

  • Block Sales - The product can’t be added to a Sales order request, Sales quote request, Sales quote, Sales order, Sale order change request or Shipping advice.

  • Block shipping - The product can’t be shipped on a Shipping advice.

Cost

One field that needs to be mentioned is the Expected cost price, the value of this field is in local currency. For products that is manufactured by your company this field contains the cost you will have to spend to produce one product. For other products the expected cost price is taken from the purchase prices. Expected cost price is always in local currency. If you have set your product to include a freight percent this will be added to the cost before it’s stored in the Expected cost price field.

Which purchase price, in case you have several, that will be used as a basis for the expected cost price will be detailed under purchase prices section.

Sales prices

Here you maintain and view the sales prices. Please note! Prices that have a status of 8 are active, status 4 means it is waiting for effective date.

In the above example, since both prices share the same currency, minimum sales quantity, and price list, on the 28th of January the price in active status (8) will become obsolete (9), and the price that is pending effective date (4) will get its status changed to active (8).

Suppliers

Here you maintain and view suppliers connected to this product.

For each supplier, you may maintain supplier specific properties, like supplier product name, minimum order quantity etc.

The system will stop you from entering the same supplier twice. This is to make sure the supplier properties are unambiguously.

In case you have several suppliers for a product, you may tag one of the suppliers as preferred. When creating a new purchase price, the system will suggest that the price is for the preferred supplier, but you may of course select any supplier.

Purchase prices

Here you maintain and view the purchase prices.

Purchase prices may have these statuses:

  • 4 – Pending effective date

  • 8 – Active

  • 9 – Expired

When purchase prices are changed the system will calculate the products expected cost price. The purchase price to be used as a basis for the expected cost price (before adding any freight cost) will be found by using the following logic:

The system will find the active prices with the lowest possible minimum purchase quantity. In case of several prices found, the price that belongs to the preferred supplier of the product will be used. If no supplier is preferred, it will select the lowest price.

Production

Here you maintain and view the properties you need for doing production. Please note the grey area, this indicates these properties belong to a Location (LOC).

MPN

Manufacturer Part Number (MPN) is a unique identifier for a certain product. It differs from a serial number, which identifies the product model, as it also identifies the manufacturer behind the product. This is useful in situations where the same product is produced by multiple manufacturers, but the properties of the product differ between the manufacturers. You can enter as many MPN’s per product as you like, but you need to choose one of them as your default for the product. The first MPN you create for a product will initially be your default MPN.

Please note that the properties; Manufacturer, Package type, Package quantity, GTIN and Country of origin also exists as properties for the product itself. If the value for these fields is the same for all active MPNs, the values from the MPN fields will be copied to the product, else the values in the product itself will be cleared. This is to make sure these properties are unambiguously at product level.

It is possible to choose which manufacturer part you want to request/order/receive in the following RamBase documents: Purchase quote request (SRQ), Purchase quote (SQU), Purchase order (SPO), Purchase order response (SOA) and Goods reception (SSA).

Notification triggers

Here you maintain and view notification triggers for this product.

It is possible to add notification triggers for the product to control some notifications and approvals you want to customize. These notifications automatically stop any process flow to wait for an approval. The notifications are used to support any follow-up of tasks that are outside the normal process flow, such as document control, QA related issues, or various approvals. By clicking on the Add notification trigger, you will enter this view:

Select the Object type (transaction document), Object status and Notification type you want to add to the process flow for this product.

Dimensions

Here you maintain and view dimension properties for the product.

Custom fields

Here you maintain and view values for fields that are not a part of the standard fields of RamBase, but these are fields customized for your company.

Relations

These are the available tabs for relations:

Customers products

Here you maintain and view customers product names for this product.

Replacements

Here you maintain and review replacements for this product and products this product replaces.

The upper part of the view is about products this product can replace (replacement for). You can add a product that exist in your system by clicking the Add RamBase product button. You may also add a product which is not existing in your system by clicking the Add non-RamBase product button. The latter will allow you to search for a product you do not sell, but you have a replacement for.

The lower part of this view is about products this product can be replaced with (replaces).

Replacements must exist in your system and are added by clicking on the Add replacements button.

The products added here, both replacement-for and replacements will be listed in the product menu, and e.g., when searching for a product to add to a Sales order.

Accessories

Here you maintain and view accessories for this product.

Please note the stock quantity and available quantity are total quantities, and not per location as other tabs presenting quantities.

Product groups

Here you view which product groups this product is a member of. This is the place to add the product to other product groups.

Create a new Product (ART)

  1. To open the Product (ART) application, find Product in the RamBase menu and then Product management. Click Products to enter the ART application.

  2. Click the Create new product button located in the lower left corner.

  3. In the Create product popup:

    1. Enter product name.

    2. Select type for this product.

    3. Select manufacturer (Optional).

    4. Select sales type (Optional).

    5. Click the Create button.

  4. All this information may be edited after. After submitting the new product, the status of the product will be set to draft (Status 1), and the product will get a unique product identifier. You can then start to fill in the rest of the properties you need.

  5. When finished filling in the rest of the properties, you may click select an option in the Set status area in the context menu.

    Note

    If you enabled Manufacturing Area (MAA) in the Company settings (CSV) application, the default supplier is set automatically. The supplier specified in the CSV in Default supplier for production work order is used.

Manufacturer Part Number (MPN)

Manufacturer Part Number (MPN) is a unique identifier for a certain product. It differs from a serial number, which identifies the product model, as it also identifies the manufacturer behind the product. This is useful in situations where the same product is produced by multiple manufacturers, but the properties of the product differ between the manufacturers.

It is possible to choose which manufacturer you want to order the product from in the following RamBase documents: Purchase quote request (SRQ), Purchase quote (SQU), Purchase order (SPO), Purchase order response (SOA) and Goods reception (SSA).

Field descriptions
  • ManufacturersProductId (NO): Manufacturer product identifier.

  • ProductId (IT): Product identifier. This points to the product the MPN should be connected to.

  • Status (ST): Status of manufacturer product

  • Name (MFRPART): Manufacturers name of the product. Also known as Manufacturer Part Number (MPN).

  • ManufacturerId (MFRNO): Manufacturer identifier.

  • Ispreferred (ISPREFERRED): Manufacturer products can be set as preferred. This is only for information. You may have several preferred MPNs for the same product.

  • PackageQuantity (PACKQTY): Total quantity of the product within a package.

  • BundleQuantity (SUBQTY): Quantity of the product within each bundle. E.g. if the total package quantity is 100, they might be stored within the package in bundles of 10. Bundle quantity should then be set to 10.

  • BundleWrapping (PACK): Type of wrapping used for each bundle inside the package. E.g. tray, tube, reel.

  • LastTimeBuyDate (LASTTIMEBUYDAYTE): The last time buy (LTB) date is the last date on which the manufacturer will accept orders for this product.

  • InternalNote (NOTE): Internal note/comment about manufacturers product.

Setting up a Manufacturer Part Number (MPN) for a product

The Manufacturer part number (MPN) is set directly on the product from the Product (ART) application.

From the RamBase menu, select Product and then click on Product management, and finally Products.

  1. Select an existing product in the Product (ART) application.

  2. Click on the Properties tab and then select the MPN sub-tab.

    A list of of Manufacturer part numbers will be detailed in each row.

  3. To create a new manufacturer part number, click on the Create new MPN button. This will open a popup.

  4. In the popup select a manufacturer from the Manufacturer drop-down menu and fill in the desired value in the Name (MPN) field.

    To view more details, click on the View icon next to the Manufacturer drop-down menu.

  5. Click the Create button to finish setting a manufacturers part number.

Note

The first Manufacturer part number (MPN) made for a product will automatically be set as the default. Uncheck this box if you do not want this to be default, but only if there are several to choose from. You can see which Manufacturer part number (MPN) is set as default for a product by checking the MPN items in the left area of the MPN tab. The default MPN item will be have a check mark in the Default column.

Selecting another Manufacturer part number (MPN) on transaction documents

When adding a new product to a transaction document, the default Manufacturer part number (MPN) will be chosen. If you want to choose another, use the drop-down menu in the Manufactuers product name field and choose your preferred MPN.

Other processes influenced by MPN

Purchase Order (SPO) - The Package quantity and Bundle quantity of the MPN will be used when checking if the quantity of a Purchase order (SPO) is according to how the manufacturer pack their goods. This only applies for purchase order lines where Manufacturer part number (MPN) is set.

The Purchase application (PUR) - If the default MPN of a product has Package quantity and/or Bundle quantity entered, this information will be available in Purchase (PUR), together with the suppliers minimum order quantity.

Make a copy of an existing product

In some cases, it may be easier to make a copy of a product and make changes to it, rather than using create new product. This is especially useful in situations where only small changes need to be made on compared to the existing product.

How to make a copy
  1. To open the Product (ART) application, find Product in the RamBase menu and then Product management. Click Products to enter the ART application.

  2. Locate the product you want to copy and select it.

  3. Select the Copy product option in the context menu.

  4. Enter a new product name to distinguish it from the original. You may also change the description. Click on the Copy product button when you are finished. You will then enter the new product where you may do additional changes.

Define Type on a new Product (ART)

Defining the Type of a Product (ART) is mandatory when a new ART is to be registered. The Type will, to a great extent, define the use of the ART. The following Types are considered standard in RamBase:

  • P - Parts - Parts used for sales or in a production. Parts have UNIT= PCS / STK. Included in the stock value.

  • M - Material - ART used as raw material for a production. ART with Type M have UNIT= length or weight (for example m, mm, kg, g etc.). Included in the stock value.

  • C - Consumption parts - Parts used for consumption, for example nuts and bolts. ART with Type C are also included in the stock value.

  • KA - Kit assembly - A complete product including products, operations, and possibly sub kits (ART with Type K). Kit assemblies may be kept in stock along with ordinary products which means that they are included in the stock value.

  • K - Kit - Type K is often used for ARTs that is a sub kit which will be included in a kit assembly (an ART with Type KA). A kit is a product which is composed of one or more single products, and possibly other sub kits. Kits may be kept in stock along with ordinary products which means that they are included in the stock value.

  • KS - Kit structure - An ART with Type KS is a phantom structure which lists a combination of products that are frequently used in the production or packaging. This kind of ART does not exist as a physical entity in stock, but when the phantom structure is copied to a Production Work Order (PWO) the products within the KS will be picked and treated individually, as single products. An ART with Type KS does not contain any operations and shall never have stock quantity and therefor not any stock value.

  • KM - Service - Note! Type KM is a special Type only to be used for the Service module. An ART with Type KM is a service kit that lists operations and products which may be used when performing the service. It is included in the stock value.

  • WT - Measuring tool - Note! Type WT is a special Type only to be used if the MET module is used. ARTs with Type WT holds information about the measuring tools used by manufacturing companies. ARTs with Type WT are non-tradeable and is not included in the stock value.

  • WX - External work - An ART with Type WX can not be registered manually, it will be generated by the system when you are creating an operation with Type EXTERNAL.

  • XF - Freight - Freight as an ART will be used when ordering transportation for external work. An ART with Type XF can be added to an external operation, and will automatically be included in the structure of the kits where the operation is used. Not included in the stock value.

  • X - Expenses - ARTs with Type X are used for expenses for supplies like pens, paper, staplers etc., and for fixed costs like rent, power etc. These expenses have to be ordered based on a requisition. Not included in the stock value.

  • V - Value added service - ARTs with Type V are used for both purchase and sale of man-hours and services, and these ARTs can be added to a Order Request. Not included in the stock value.

  • Z - Zero - Consumables like manuals, warranty descriptions, software, packaging etc. You do not need to have ARTs with Type Z in stock. ARTs with Type Z can be used in product structures and will then show on the pick list as "products" to be picked. Not included in the stock value.

The defined Type may be changed after the ART is created, but it is recommended to create a new ART in those matters, especially if the ART is changed to/from a Type K.

Block a product from the Product (ART) application

A product (ART) may be blocked for use in several situations, but the block will not have any retroactive effect on existing documents.

Blocking can be done in following ways:

Table 5. Blockings

Checkbox

Description

Block production

If a product is blocked for production, no Production work orders (PWO) with that product can be registered.

Block purchase

If a product is blocked for purchase, no Purchase quotes (SQU) or Purchase orders (SPO) with that product can be registered.

Block sales

If a product is blocked for sales, no Sales quotes (CQU), Sales order requests (CPO), Sales order change requests (CRC) or Sales orders (COA) with that product can be registered in this location.

Block shipping

If a product is blocked for shipping, no shipments can be sent to customers from this location.


Add a block on an article
  1. To open the Product (ART) application, find Product in the RamBase menu and then Product management. Click Products to enter the Product (ART) application.

  2. Select the desired Product.

  3. Click the Properties tab and select the Main data sub-tab.

  4. In the Blockings area check the intended checkboxes.

Notification triggers

Here you maintain and view notification triggers for this product.

It is possible to add notification triggers for the product to control some notifications and approvals you want to customize. These notifications automatically stop any process flow to wait for an approval. The notifications are used to support any follow-up of tasks that are outside the normal process flow, such as document control, QA related issues, or various approvals.

By clicking the Add notification trigger button, you will enter this view:

Select the Object type (transaction document), Object status and Notification type you want to add to the process flow for this product.

Setting a message on a Product (ART)

It is possible to set a message on Product (ART) which will be displayed in blue at the top of in the Product area.

While in the Product (ART) application, from the context menu, select the option Set Message. A popup will appear with a text field. Type the desired message and click Save.

The message is then displayed in the right top area.

To delete a message - from the context menu, choose the option Set Message and click the Clear button.

Define related parts

You can define parts to be related to other parts, either as accessories or equivalents to be used as substitutes. This may be done from the folders Eqv, Cuspart, Accessories and Support.

  • Equivalent articles are parts that in some respects are equivalent to the article which is currently displayed. This is useful in situations such as part change during a production run where you need to find an equivalent to the part to be changed.

  • Accessory articles are articles that may be used as supplementary components or equipment to the Article (ART) which is currently displayed. They are marked as this to enable fast identification and prints of accessory lists from kit structures. The accessory function is mainly a source of information. The main use of the accessory function is for use in web-based commerce.

Equivalent part

To define an equivalent part on the ART, open the Eqv folder.

  1. Click the cogwheel icon called Add Equivalent Part.

  2. Choose the part from the ART application or search for the part.

  3. The part will now appear in the item line as an equivalent to the ART.

Accessory part

Part can be defined as accessories to the ART in the Accessories folder.

  1. Click the cogwheel icon called Add Part.

  2. Choose the part from the ART application or search for the part.

  3. The part will now appear in the item line as an accessory to the ART.

Customer/Supplier Part

Customers (CUS) or Suppliers (SUP) may have different names of parts than registered in RamBase. You can add the Customer / Supplier name so the part may be identified by both names.

Customer part
  1. Enter the CusPart folder.

  2. Click the Create button in the lower left corner.

  3. Add the part.

Supplier part
  1. Enter the Supplier Info folder.

  2. Click the Create button in the lower left corner.

  3. Add the part in the SupPart field.

Set and manage Tariff codes

Tariff codes are international export codes which are defined in the Tariff (TAR) application in Rambase.

Highlight the desired item line and press ENTER to view details.

To set tariff codes on the product, you enter the Properties / Main tabs.

Here you can set both domestic- and EU tariff codes for the product.

Using ARTUPD

The ART Update (ARTUPD) application is used to mass update properties for specific products (parts).

  1. Write ARTUPD in the program field and press ENTER to open the program.

  2. Use the filter field to filter out the products which are going to be updated. Click the magnifying glass icon called Filter.

  3. You can use the Configure Menu drop down menu to modify the item lines columns.

    • For example: clicking the Class checkbox will add a column in the item lines where you can see which Class the product(s) are sorted under.

  4. This opens a popup where you can add information to narrow the filter.

    • Use the paint brush icon either in the popup or program to clear the filter if necessary.

  5. The results will be displayed in the item fields. All these results will be updated with the properties you add.

  6. The top fields controls the properties you need to update. Change or modify as needed.

    • Entering a value in the SVTRef field will clear the filter and set it to CLASS:KM (Kit Maintenance/Service articles).

  7. When finished, click the Update all X articles button. You will need to confirm your choice.

Note

This update will affect ALL the filtered results, and any errors can/will cause massive problems if not careful.

Product status codes

Status indicates the life cycle state of the Product (ART).

You change the status of the product by selecting the intended option from the context menu category, Set status.

Depending on which status the product currently has, you may change its status to another one. This is the workflow of the statuses of the product application. It shows the statuses and to which status you may change it to from the different statuses:

  • Draft (Status 1):

    • For review (2)

    • For approval (3)

    • Activate (4)

    • Delete

  • Pending review (Status 2):

    • For approval (3)

    • Activate (4)

    • Expire / Discontinue (9)

  • Pending approval (Status 3):

    • For review (2)

    • Activate (4)

    • Expire / discontinue (9)

  • Active (Status 4):

    • Flag for changes (5)

    • Flag with issue (6)

    • Announce end of life (7)

    • Start end of life period (8)

    • Expire / discontinue (9)

  • Pending changes (Status 5):

    • Re-activate (4)

    • Expire / discontinue (9)

  • Pending issue resolution (Status 6):

    • Re-activate (4)

    • Flag for changes (5)

    • Expire / discontinue (9)

  • End of life announced (Status 7):

    • Re-activate (4)

    • Start end of life period (8)

    • Expire / discontinue (9)

  • End of life period (Status 8):

    • Re-activate (4)

    • Expire / discontinue (9)

  • Expire / discontinued (Status 9):

    • Re-activate (4)

Accounting rules setup

Standard sales and purchase accounts are set up in RamBase with reference to different VAT handling alternatives. The account setup can be overruled from the Product (ART) application.

  1. Enter the product you wish to exempt from the VAT rules and select the Finance account settings option in the context menu.

  2. This action will take you to the view below. The lines show the account setting for this product.

  3. To create a new exemption, click the icons in the lower left corner.

  4. This opens a popup where you can enter the details of the exemption. The rule will make exceptions for all the fields which are filled out in this popup.

    • The AccKey field list different alternatives already defined in the VATCode setup (usually 5 rules for sale and 5 for purchase for each country).

    • The Account field controls which account is used.

    • The DepNo field controls which department is used.

    • The PrjNo field controls which project is used.

    • The VatCode field controls which value added tax code is used.

  5. Click OK when you are finished.

Add supplier information on products in the Product (ART) application

It is possible to add supplier information to Products (ART) in the Properties tab in the Product (ART) application. This information can be loaded or manually entered.  

  1. From the Product (ART) application, select the product you want to update with supplier info.

  2. Click on the Properties tab and select the Suppliers sub-tab. Click on the Add new suppliers button in the lower left corner.

  3. This will open a popup where you can add information regarding the supplier.

    Table 6. Add new suppliers

    Field/Checkbox/Drop-down menu

    Description

    Supplier

    Type the supplier name or select the supplier from the drop-down menu.

    Suppliers product name

    The supplier/sellers internal product name.

    Is preferred

    Whether this supplier is preferred or not.

    Minimum order quantity

    A Minimum order quantity (MOQ) is the lowest set amount of stock that a supplier is willing to sell. If you can’t purchase the Minimum order quantity (MOQ) of a specific product, then the supplier won’t sell it to you.

    Standard lead time

    Standard lead time in days for this product from this supplier.


  4. Click the Create button when finished.

Wastage (yield) for Products (ART) used in production

Wastage is the amount of raw material wasted during a production operation such as milling or drilling. The material removed during subtractive manufacturing processes as chips or swarf is considered wastage, which can also occur during pick and place operations. Wastage is applied as a percentage during the production process. Specify the wastage as a percentage for a product. When the product is picked for production, the wastage is added to the picking to compensate for the anticipated wastage during the manufacturing process.

  1. To specify the wastage, open the ART application and select the Properties / Production tabs.

    From the RamBase menu click on Product and then Product management, then finally Product to open the Product (ART) application.

  2. From the Product (ART) application select the intended document from the Products area and click on the Properties tab followed by the Production sub-tab.

  3. Enter the wastage as a percentage in the Wastage percent field.

Planning category for Products (ART)

Planning categories for products are used to group different types of products. This is useful for planning and to follow up production plans by product category.

System administrators are able to create, edit and delete planning categories from the Domain values (DOV) application.

Read more about the Domain values (DOV) application here.

Configuring Planning categories

  1. From the RamBase menu, click on Admin and then click on Overview. Select Settings and finally click on Value lists to enter the Domain values (DOV) application.

  2. Navigate to the description Planning category and click on it to enter the Custom value list for ART.PRODGROUP.

  3. From the Custom value list, select and edit the intended row.

The planning category values are applied in the following applications:

  • Product (ART) application

    • From the Product (ART) application, select the intended product and click on the Properties tab, then click on the Production sub-tab. The drop-down menu is named Planning category and will include the groups defined in the Domain Values (DOV) application. The selected product can then be added to a group from the Planning category drop-down menu which can be filtered on in the applications listed below.

  • Production planning (PRODPLAN) application

    • From the Production planning (PRODPLAN) application, the drop-down menu PlanCat is found in the header, and will include the groups defined in the Domain Values (DOV) application. The purpose is to use it as an additional filtering method for existing orders.

  • Production menu (PWO) application

    • From the Prodution menu (PWO), the drop-down menu PlanCat is found in the header, and will include the groups defined in the Domain Values (DOV) application. The purpose is to use it as an additional filtering method for existing orders.

  • Applications related to measurements will also include Planning category in different variations. The related applications are; Select PlanCat/Spec (MEASURESELECT), Measure PIF (MEASURELCMA) and (MEASURETEMP)

Structures management

A product structure can be defined as the content of a product, a combination of components and operations, which is combined to produce goods.

This process may result in

  • Creation of a new product structure.

  • Modification of an existing product structure.

A product structure, or the content of the production, differs from product to product. But the same product may have different product structures. For example: one specific computer monitor consists of a certain type of parts and operations, while other monitors have different parts. Parts in this situation are motherboard, power supply and screen while operations are soldering, assembly and packaging. There are also other types of product structures, i.e. product structures which only contains parts.  A part structure, or a bundle, consist of several parts grouped into one "package". A part structure can be handled as one part on a web-shop or on a quote, but has to be expanded an handled as separate articles when it comes to delivery. It's possible to present and price the structure as a package, but the composition of the structure has to be revealed to the customers.

Taking in consideration the example with the computer monitor, the monitor product may receive updates, where certain parts are changed for the better, while still being the original monitor product. This calls for a modification of the product structure. In product structure there should be a possibility to add new revisions and new versions. The primary logic is that minor changes in a product structure is considered as new versions while larger changes is considered as a new revision. You may create different versions of structures, where the second version is a modified version of the first, without scrapping the first.

Tasks related to this process

  • Creating a new product structure - The finished product and parts need to be structured into a product structure in the ERP system. Cost, time and price is defined.

  • Adding attachments - Attachments, such as drawings, instructions and other version-specific documents are connected to the structure.

  • Approving the product structure - After the product structure is created, it needs to be approved by an approver.

  • Modifying product structure - The finished product may be modified using the original as base.

The Designer

The Designer contains two areas. The structure definition is always displayed in the left area. The right area is used to display parts from the Product (ART) archive, or operations from the Production operations (OPR) archive. To switch archives, use the two icons in the header.

Operations are added first. Click on the Operations icon in the header. Select the intended operation from the list. Click and drag and drop from the left area to the right area. The logic is that a structure is needed to place articles and parts to be included in the Structure (KIT).

To add new parts to the structure, click the Parts icon in the header and select the intended part from the list. Click and drag and drop the part from the right area to the left area. Note that the part must be added on top of the operation in the left area.

As soon as the new structure is completed, it needs to be approved.

  1. Click the Kit Details tab.

  2. Carry out the approval process as described in the Approving a structure section.

Create a Kit Sub (KS)

  1. When you create a Kit Sub (a product with type KS), each product included in the kit may be given its own sales price and be linked to a Purchase Quote (SQU).

  2. Enter the Product (ART) application and click the Create new product icon in the lower left corner.

  3. Fill in all necessary information as during creation of a regular product.

  4. Choose KS - Parts Structure in the Typedropdown menu.

  5. Click Createwhen finished.

  6. Click the Structure icon in the header to enter the KITART application.

  7. Click the Designer tab to open the KIT designer.

  8. You can now add parts to the Kit sub using drag and drop.

  9. When you have added the parts necessary, return to the Kit Details tab.

  10. Select the part on item line and press ENTER. This will open the Structure Part Item popup.

  11. Enter sales price in the SalesPrice field for each of the product. The Select Quote icon in the Sales area will open an application where you may select the Purchase quote (SQU). All quotes with item Status 4 for the actual part will be listed.

  12. Click the Confirm button when finished. You will see the sales price and a Kit sub icon indicating that a Purchase quote (SQU) is linked to the structure item. Click the Kit sub icon to inspect the Purchase quote SQU.

The KS type does not have a stock value, as the products that make up the structure are all already registered to stock.

Serial Number Template (SNT)

Use the SNT application to specify the numbering scheme of serial numbers for your products. You use various combinations of date formats, free text, sequences you specify, and the values of specific fields in Rambase.

  1. You must enable the Use SNT Archive for Serial Number setting before you use the SNT application.

  2. To open the settings, enter CSV/Serial in the Program field and select the Enter key.

  3. Disable all settings labelled N/A for new customers.

  4. Enable Use SNT Archive for Serial Number.

  5. Enter SNT in the program field and select the Enter key to open the SNT application. You can also select Product>Product management>Serial number templates from the main menu to open the SNT application.

  6. To create a new SNT, click Create new Serial Number Template. Click OK when you are prompted.

  7. Select the Elements tab in the right pane.

  8. You can either search for an element using Search, or create a new element by clicking Create New Serial Number Element.

  9. Enter the Order index for the element in the Order Index field. The Order Index determines the order of display, with the lowest Order Index being the left-most element.

  10. Select the Content Type in the drop down list. There are four content types:

    1. TEXT, select this content type to specify up to 39 characters of the serial number in the Content field.

    2. DATEFORMAT, the content values are:

      • YYYY - the current year represented by 4 characters.

      • YY - the current year represented by 2 characters.

      • WW- the current week number represented by 2 characters.

      • DAY- The number of the current day of the week, represented by a value ranging from 1 to 7.

      • DDD - The current day of the year represented by a number ranging from 1 to 365.

    3. FIELD, which allows you to choose between the values contained in two fields:

      • LCMNO, which contains the LCM id

      • PART, which is the product name.

    4. If you specify the Content Type to be TEXT, DATEFORMAT or FIELD, select Has Sequence Dependence if you want the numbering sequence to restart for every new value of TEXT, DATEFORMAT or FIELD. For example, if you select Has Sequence Dependence in the DATEFORMAT, every change of either the day, week or year restarts the auto-generated numbering in SEQUENCE.

    5. SEQUENCE, a system-generated incremental counter.

    6. Specify the Length, Fill and Start Value. Specify the fill characters in the Fill field. Specify the start value in the Start Value field. For example, if you specify the length as 3, the fill character as 0 and the start value as 1, the SEQUENCE numbering begins at 01.

    7. Select Add New Applied Product in the Applied Products tab if you want to apply your new SNT to specific products. The serial numbers are created when the work order is released for production. Rambase searches for the SNT linked to the products in the work order, and uses any SNT linked to the product to create the serial number. If a linked SNT is not found, an SNT without linked products is used.

    8. Use Product Lookup to look for products to link to the SNT. You can also select a specific revision of a product, if revisions exist. Select Create Another if you want to link more products to the SNT.

    9. The Counter tab shows the current state of the automatic numbering scheme (SEQUENCE) in the SNT.

Special structures

In order to make an offer for a new product, or to modify of an existing product, a cost price must be calculated. The calculation must take into account the costs of each component, as well as the production costs that goes into the making of the product. The simplest way to do this is to build a structure. Since a structure consists of both components and operations, the cost price gets updated as soon as the structure is activated.

Structures need not be built directly from products. In some situations it may be desirable to build a structure without defining a completely new product. For instance, in response to a customer request, it may be wise to create a structure associated with the offer, the Sales quote (CQU). The product can be defined at a later stage, for instance after a Sales order (COA) has been received. Therefore, structures can be built from Sales quotes (CQU), Sales order requests (CPO), and Sales orders (COA).

Building a special structure

The special structures will never override the original product structure of the Article (ART), and will always be specific for the document where you made the special structure.

Two methods for creating a special structure
  • Enter the specific document line and pressing F12, or right click, to open the action menu. Choose the option Copy structure from ART. This presumes the structure is not empty. You will see the icon for special structure showing up and the special structure has been made based on the original product structure.

  • Enter the specific document line and pressing F12, or right click, to open the action menu. Choose the option Create Special Structure. This presumes the article base for the structure is not empty, but also different enough that it is impractical to use as a base. You will see the icon for special structure showing up and an empty special structure has been created.

How to use position in KITs

Positioning in kits are used in situations where a product need a detailed grid plan before production, where all the articles that make up the KIT have been positioned on a 2D grid. The positions are entere dinto the different articles in the grid.

To use positioning in a KIT (KITPOS) manually

  1. Enter the KIT you want to add positions to. Hightlight the item line with the article you want to add a position to.

  2. In the lower part of the screen, you will see a field called Pos. Here you can enter the grid coordinated, comma separated (in the form A-1, b-7, etc).

It is also possible to add this information with CSV upload.

End of Life products in structures

An End Of Life product is a product close to being removed from use, for example situations where the original product is not available or a new product is better or cheaper.

When you set a product to status 7, 8 or 9 to signify its End of Life status, all KITs and Production Work Orders (PWO) will have a warning if they contain a product with this status.

Searching for a product in a structure

Sometimes the structure of a KIT can contain a large amount of products and is very hard to navigate.

It is possible to use the search function in the KIT. There are two fields open for search in the KIT document called Pos and Part. The Pos field can be used to search for all products containing a given position and the Part field is for searching a part name.

Modify/create a production structure

A production structure is a KIT structure with modification for a specific production. This is useful in situation where the customer needs a product with certain modification, such as different color or using different parts.

To create a production structure, enter the Production Work Order (PWO) containing the KIT you wish to modify.

  1. Click the green KitId icon to the right in the window.

  2. The view will change to the KITDOC document. Here you can see all the operations and parts in this structure.

  3. Click the Copy Version 1 icon at the top to create a copy. Click OK on the confirmation. Any modifications made to the structure will not affect the article structure other than in this specific instance.

  4. Click the Kit Designer folder at the top to modify the kit.

  5. Use the drag & drop functionality to modify the structure by need. Use the Insert part/Replace part button to either add or replace parts. Use the Switch to Operation icon in the upper right corner to switch to operations if needed.

  6. After you have made your modifications, click the Activate version icon.

  7. Choose if you want to keep the structure on hold, or release it for production.

Create a new version (KIT)

A Product Structure (KIT) may be configured into several versions. Several versions of a structure specification may exist, but only a single version can be valid at any one time. However, every product will keep track of all its versions from the first one to the latest, valid version. The versions may be inspected in the Versions drop-down menu.

  1. In order to modify a structure, a new version must first be created from a copy of version 1.

  2. Click the Copy version icon and a new version 2 is automatically created in Status 1.

  3. This enables the Designer tab. In addition, the ValidFrom date is set to today's date, and the VersionPid is set to the current user's PID. Two new icons are added to the toolbar, one to request approval, and one to delete version 2.

Production Calculator (PRODCALC)

The Production Calculator (PRODCALC) is a calculator that can be accessed from a product structure. It shows operation and material costs and is used to calculate prices related to a service order structure. There are several ways of accessing the PRODCALC:

  • At ART with Class = K*

  • At CRQ / CQU / COA item with Class = K* and special structure (Flag = SARKIT)

  • At CSO item 2 (Class = KM)

  • At PWO with special structure (Flag = SARKIT)

Box descriptions
  • Part - This box shows the part number, text (part description) and Qty (sales quantity).

  • Cost Per Piece - Operations costs, material cost and added costs specified and summed per product.

  • Total Cost - Operations costs, material cost and added costs summed for the specified sales quantity.

  • Sales Price Per Piece - Calculated product sales price (per piece) based on salesprices for each line shown in the structure grid.

  • Customer - When accessing the calculator from ART the customer can be selected.  This will enable the action buttons to create CRQ / CQU / COA documents.

The item list

The item list shows the valid structure of the ART (or the special structure for CRQ / CQU / COA / CSO / PWO) with costs, sales price and margin for each line.

  • Cost price per line - The cost price for each line is showing the variable / fixed cost per piece to be produced.  The values are read from the corresponding structure item and divided by the sales quantity when using the calculator for CRQ / CQU / COA / CSO / PWO. Each line shall always present the cost per operation/material based on producing one single product.  Producing > 1 will lead to lower total fixed cost per quantity.

Make a copy of an existing product

In some cases, it may be easier to make a copy of a product and make changes to it, rather than using create new product. This is especially useful in situations where only small changes need to be made on compared to the existing product.

How to make a copy
  1. To open the Product (ART) application, find Product in the RamBase menu and then Product management. Click Products to enter the ART application.

  2. Locate the product you want to copy and select it.

  3. Select the Copy product option in the context menu.

  4. Enter a new product name to distinguish it from the original. You may also change the description. Click on the Copy product button when you are finished. You will then enter the new product where you may do additional changes.

KIT menu

Persons that belong to approval groups must regularly check the KIT Menu to see if there are any structures that are pending approval:

To open the program, write KIT in the program field and press ENTER.

By default, the KIT Menu lists all valid structures, i.e. all structures in st:4. To list all documents which are pending approval, click the Pending approval radio button.

If you belong to one of the approval groups, for example the Production group, click the Pending Production Approval button. This will list all documents that are currently pending approval by the production group.

To access any of the pending documents in order to give approval, select the document and press ENTER.

When approval has been received from all approval groups, the status will go from 2 to 3, and an Activation icon will appear on the header line.

Also note the Open for edit icon. If you need to make further changes to the structure after approvals have been received, click the Open for edit icon to return to status 1.

Activating the new version
  1. Click the Activation icon to open the Activate Version window.

  2. Select "YES" if you want to update the production plan.*

  3. Click the Activate button.

* You only need to update the production plan if there are any ongoing productions which will be affected by the new changes.

The new, activated structure is set to status 4. Also notice the new icons to recalculate cost and to create a new version if further updates are required.

Product/part revision

Products/parts gets a new revision number because of changes in materials/parts within the structure. These changes can be:

  • Adding/deleting material/parts.

  • Replacing a material/part with new material/part.

  • Changing quantity at one or more materials/parts.

  • A purchased part is revised.

To be able to do such changes, a new version of the structure must be made, but several structure versions may have the same product revision number and drawing. The revision handling is different for parts and structures.

Common for all these changes are that such change can lead to a new product drawing, and changing the revision of a part could therefore lead to upload of new drawing. Product structures may be changed (new version) for adding/deleting/changing operations. This does not lead to a new product revision or drawing. The new version will inherit these values/references from the previous version.

The Revision and Drawing fields are located to the left in the Article (ART) window.

A part (Class = M/P) does not have any structure and the revision control for these will therefore only be handled manually. The user (responsible for the part) can both change the Revision contents and upload a new drawing, but there will be no automatic update of Revision because of a new drawing or vice versa.

There is an inspect icon for revision setting behind the Revision field at ART. Clicking on this gives a popup where earlier revisions and attached drawings will be shown. New revision can be set (not counting articles with structures) and new drawing can be uploaded in the popup.

Inspect revisions
  1. Click the Inspect Revisions icon next to the Revision field.This opens a popup where details regarding the revision changes can be inspected.

  2. Click the New Revision icon to open the popup where the new revision can be registered.

    1. Enter the revision name in the Revision field and click the Update Revision icon. If any image or drawing were related to the previous version, this will be inherited to the new version. This can be replaced with updated files using the Upload Drawing link. The Subject field will inherit the subject from the file upload when the file was originally uploaded.

    2. The Version description box enables you to enter a Version name and a change note if needed. If needed, click the Delete Revision button at the top to delete the revision.

    3. Click the Register button at the bottom to register a new version.

Note: If tou have created a new revision of a product, it will be updated automatically on the PWO, but will only show a warning on the COA.

Revision handling

There are situations where customers will require a certain revision of a product. This is possible to choose using the Part box in customer/supplier documents where articles are added.

  1. Enter the desired part in the Part field.

  2. Choose the part from the popup.

  3. The system will find the active revision (ST:4) and set this as the part.

  4. If there are several revisions to choose from, you will see the Revision field becoming a drop down menu. Choose the desired revision from this menu.

    • If there is a mismatch between revisions, you will receive a warning.

  5. To create a special structure for this order, press F12 to open the Action menu and choose the option Copy Version from ART and select the version/revision needed.

    • This option is also available in the Production Work Order (PWO) with ST:1-ST:4.

  6. The special structure will be added and you can see the yellow icon next to the Revision field.

The structure on the order will now be the version/revision sent to production.

Part version history

Products can be revised/get new versions to fit new configurations or to reflect changes in their production build. To keep a track of these changes, it is possible to look at the version history of a product and its sub assemblies.

All products (ART) has a button called Version History located in the top right corner. Click this to open the Version History application.

Here you can see the overview over the different versions of the product. You can use the fields in the Filter box to narrow the search. The dropdown box shows the different versions of the product and can be selected to narrow the search.

Entering any of the item lines showing the previous, and current, versions will open a Changes in Version popup where all the changes for the version in question are listed. The criteria for a version to be listed here is that the user has written a change note for the version.

Information listed in the item lines:

  • ST - The current status of the product.

  • ART - The RamBase reference of the product.

  • Part - The actual product name.

  • Version - The current version of the product.

  • Revision - The current revision of the product.

  • Version name - The name of the version (if used).

  • Approved Date - The date of the version approval.

  • Approved By - The approver of the version.

  • Valid from - The date the version is valid from.

  • Valid to - The date the version is valid to.

  • Change note - The change note describing the changes of the product.

  • Change Verification - This column will contain a link to the related MSR document when a change in version has been approved.

The Send Report button will generate a printed report when selected. The report contains all the changes and versions of the product.

To get a complete comparison between the different versions, use the Print icon and download a CSV file from the versions and compare them.

Building a new structure

Building a new structure
  • To build a product structure from the Product (ART) application, first select the product the structure will be based on, and then click on the Structure icon in the header (indicating this article has a structure associated with it).

    The Structure icon is only available for the article classes K, KS, KA and KM.

  • Clicking the Structure icon will open an empty product structure (KITART).

    If all criteria for creating a structure are met, the structure will be open for editing and the Designer tab accessible. If this option is not available due to lack of ownership over the document, the Transport Document to Myself icon can be used.

  • Click the Designer tab to start building the structure.

    In the designer you may start to drag and drop the operations and parts intended for the structure.

    Note

    The building of a structure must always start with an operation before the parts can be added.

    The sequence may be changed after. Going back to the Kit Details view enables you to see the structure made in the Designer, and can enter estimated cost on the parts and time use on operations.

    Procedure

    1. From the header, click the Operations icon to list available in the Operation Selection area.

      • Use the Operation field or Filter field to narrow down the scope of the list.

      • Use the OpClass drop-down menu to categorize which type of operation should be included in the list.

    2. Click and drag the intended operation from the Operation Selection area to a row in the Designer list.

      • To edit the operation, click on the operation in the Designer list and press enter.

    3. From the header, click on the Parts icon.

      • Use the Part or Filter field to narrow down the scope of the list.

      • Use the Class drop-down menu to categorize which type of classes should be included in the list.

    4. Click and drag the intended parts from the Part Selection area on top of the operation in the Designer list.

      • To edit the part quantity or other details, click on the part in the Designer list and press enter.

    5. Return to the Kit details tab to overview the details related to the kit.

    6. To activate the structure, it has to be set to Status 3.

      From the header, click on the Request approval icon.

      1. In the header, the Pending approval by field will note the department responsible for approval.

      2. If the user has permissions to approve, click on the Approve version icon next to the Pending approved by field.

    The structure is now activated and the product can be activated from the Product (ART) application.

Building a structure based on a previous version

You have two options when you want to build a new structure based on a previous version. If you copy an existing structure, the product structure will follow, which you may change as you wish.

You may also copy the product structure from a part from a customer document.

  1. Choose any part from a request, quote or order. This will create a special structure.

  2. Highlight the item line desired and press F12, or right click, to bring up the action menu. Choose the option Copy structure from ART, provided the structure has content. The structure you are copying from and to, are not changed permanently, but only for the document in question. A product structure in edit mode, or awaiting approval, will always be in Status 1.

  3. To send a version of the product structure for approval, press F12, or right click, to bring up the action menu and choose the option Request Approval. A product structure awaiting approval will always be in Status 2.

  4. To approve a product structure you may press the general approval icon to approve the version. You will need permission to be approver in RamBase. An approved product structure will always be in Status 3.

  5. To activate the product structure you may click the Activate Version icon, given you have the correct permissions. Activating the product structure enables production.

To inspect a product structure you may click the KIT icon next to the product you wish to inspect. This may be done through any customer document, using the product archive or the KIT archive. The product structure may be viewed as list, tree or in Designer.

To create a new permanent version of the product structure, based on the previous version, you may click the Copy Version found in the list view in the product structure, assuming you have the correct permissions. All adjustments in the product structure are done using Designer, which means the next steps will be the same as creating a new product structure.

PDM Integration

Product Data Mangement (PDM) integration is a method for uploading product structures to RamBase from CAD programs, along with corresponding drawings.

  • The CAD program must first be setup to export the Bill of Materials (BOM) file with the correct attributes so it can be imported in RamBase. The name of the BOM in the CAD program should be the same as the drawing (if any) which accompanies the BOM. Supported file types for drawings are .pdf and .dwfx.

    • If the BOM contains sub-structures, we recommend that these sub-structures are loaded in seperate files to avoid any faults.

    • The file name is in the form XXXXXX_XX.XXX where the two digits after the underscore is pointing to the correct revision of the file/drawing.

  • The XML/CSV-file is then uploaded and sent to the RamBase FTP server.

  • When the upload is performed, a product (ART) is created. You can inspect the accompanying drawings by clicking on the Drawing icon.

  • The operations for the product must be added. The only default operation added is picking, unless it is a new version of an existing structure, in which the parts have operations attached.

Categorization

Categorization is the process of grouping similar products together.

This process may result in

  • Easier to find products.

  • Easier to present products.

By grouping and categorizing products you can strengthen the traceability of the products in question. Some companies have very large product range while others have less, but the value within categorizing the products is the same. You choose a set of products, sharing a certain set of properties, and use this to group them. It may be beneficial for a company operating with final products to categorize their goods by which final products they will be a part of, or which resources they are compatible with. Another example may be a company which sells their products through a web-shop, and wants to present their products in a web shop solution, or desired menu filtration. Products may be grouped by free-text, or more in depth using hierarchical builders.

Tasks relevant for this process

  • Defining the structure and common factor(s) for the group sorting - The layout of the group sorting and categorization needs to be set up.

  • Grouping products by given structure - The products are classified by given structure.

  • Maintain the structure and the common factor(s) the products are grouped by - Any modifications to how the products are grouped needs to be set up correctly and implemented.

Settings for Product - Categorization

Default Product Classification Group

Value in this setting is by default set to '10', but it can be changed. If value is e.g. '12' in the setting - A check on Product Classification (WGR) with Group that has TreeLevel (CODE)=12 will be done. When classification on Product (ART) is done, this Group from Product Classification will be the option you find in the dropdown in TreeLevel (CODE1) field on Product. NOTE: The first Group that is created in the Product Classification will get TreeLevel=10 (same as default value in this setting)

Classification of a Product (ART)

You can classify your product by using a tree-structure in the Product (ART) application. Navigate to the Properties tab, and the sub-tab Main. The classification can be specified in the Product Classification area. The classification structure has to be defined in the Product group builder (WGR).

See Using the product group builder

Using the product group builder

The WGR Builder allows super users to create and arrange categories in a hierarchical classification system. The information can also be loaded from a file into the system.

The top level category, Group, is a predefined category in the ART classification system. The levels below the top level are numbered from one to five. Level 1 is where the main category should be defined. Each category at level 1 may be partitioned into one or more sub categories at level 2, and so on. It is the company's responsibility to define the categories at each level.

To create a new category in a level, use the Create new icons.

Note

The two folders, Web Admin and Catalog production, are reserved for special purpose applications such as web shops and the production of printed product catalogs. In the Catalog Production tab, it is possible to set the SortPrio for auctions for each unique category.

The product group builder code

Groups are represented by unique, two-digits codes, and categories by unique four-digits codes. As one navigates from one level to the next, the code gets expanded to represent the path through the hierarchy from the group and down to the currently selected category.

This code may be used to filter desired results from several filters in RamBase using the Code field in the filter popup. The filter will be more specific based on the number of digits you use in the filter as two digits gives you the group, categories four and so on.

This code may be viewed and edited in the Main data tab in the specific Product(ART) under the Product classification area.

Price management

Price management is the process of setting the right sales- and purchase price on your product portfolio.

This process may result in

  • Flat sales price set on product.

  • Flat purchase price set on product.

  • Sales price based on quantity set on product.

  • Purchase price based on quantity set on product.

Flat sales price, which means a price that does not change based on quantity sold, is usually changed after a given period. This period will normally be X amount of months or years. An example may be sale of mobile phones for consumers, where bulk discount would not be applicable. Flat purchase price similar, just on the other end.

Sales and purchase price based on quantity of the same product, or per batch, is more used in the corporate world, where the involved parties purchase in larger quantum.

Tasks relevant for this process

  • Standard sales price is registered - Standard sales price is registered as flat or bulk price.

  • Standard purchase price is registered - Standard purchase price is defined as flat or bulk price, and the supplier(s) may be registered as preferred.

  • Create customer specific sales price - Customer specific sales price is registered.

  • Create supplier specific purchase price - Supplier specific purchase price is registered and the supplier may be registered as preferred.

  • Modify prices - Prices may be adjusted, either manually or by importing files.

Settings for Product - Price management

Setting name

Description

Production Cost Currency

Value in this setting is a Currency. To be used if you have a Sales company (DB) in one country and a Production company (DB) in another country, - with common Product (ART) master. The setting in the Sales company must be updated with the currency from the Production Company to get the correct cost information for the Sales company.  NOTE: Only used by Tritec

Set sales price

It is possible to set the sales price on an Article (ART) in three different ways, depending if you need to set the price for just one article, for several (up to six) or if you want to import sales price from external files.

Write ART in the program field and press ENTER. Highlight the ART you want to set the sales price on and press ENTER.

Sales prices can be set up for order quantity steps or for a specific customer group.

Set single price
  1. Click the CREATE ARTSALESPRICE icon in the bottom left corner. This will open a popup details must be set.

  2. The details required:

    • SalesCur - The currency the sales price is given in.

    • SalesQty - An eventual sales quantity the price is valid for.

    • SalesPrice - The sales price.

    • SalesGm - If no sales price is given, it will be calculated based on SalesGm.

    • SalesFrom - The start validity date of the price.

    • PriceGroupAgr - The Price Group Agreement refers to a group of customers which this price is valid for.

      1. You must either select customer group from the drop down menu in the PriceGroupAgr field, or set a quantity in the SalesQty field. If sales price is filled, this will be a fixed price. If SalesGm is filled, the price will not be fixed, but will be recalculated based on standard cost (from purchase price or production cost and changes in exchange rates). NOTE: A price group agreement can not occur several times within the same time interval. It is not allowed to set up several sales prices for the same PriceGroupAgr within the same time interval.

  3. Click the Submit button when you are finished.

Set minimum sales price

Enter the Product (ART) to set up a minimum sales price in a given currency.

  1. Click on the Main Data tab.

  2. Set the minimum sales price in the MinSalesPrice field in the COST & GM area.

  3. Select currency in the dropdown field.

Manage purchase for a Product (ART)

You first select from the ART application which product you want to work with. Then to manage purchase prices for the selected product, enter the Properties/Purchase prices tabs.

This folder contains all the information you need related to purchase prices. In addition, the Properties/Main tabs offer some properties to manage purchase.

Set purchase price
  1. Enter the product (ART) you want to add a purchase price to.

  2. Click the Add purchase price button to open the popup for adding a price.

  3. This popup gives you an overview over all the details regarding the pricing on this product.

  4. Choose the supplier in the Supplier field.

  5. Set the purchase quantity in the Minimum quantity field.

  6. Set the purchase price in the Gross price field. The currency must be set according to the price.

  7. You can set the prices for different time periods if needed. If you use the Expiration date field, the status of price will be set to Obsolete (Status 9) when this date ends.

  8. The PurchSt field controls the status of the price, from preferred to obsolete. Status descriptions:

    • Pending effective date = Status 4.

    • Active = Status 8.

    • Expired = Status 9.

  9. The conversions field is used if there is a discrepancy concerning the unit purchased and the unit sent to stock (feet to cm, kg to lb, etc.).

  10. Click the Create button to register this price. The price will now be visible as an item line on the product.

Convert units and convert factor for purchase

Some of the materials that are used in manufacturing processes can have the purchase price given in another unit than the material stock keeping unit.

The stock keeping unit, the purchase unit and the consumption / sales unit must always be the same for a product/material/part. If the consumption for a material is measured in ‘mm’, then the purchases and goods receptions for this material must also be in ‘mm’.

The purchase price for e.g. steel material is often given by the supplier based on the material weight (unit ‘kg’) as a price per kg., but when using this material in manufacturing processes the needed quantity must be given in e.g. ‘mm’. This is typical for raw material for machining processes like milling.

The unit must then for such material be ‘mm’, the purchase price set in ‘kg’ and the PO to the supplier must present the needed quantity both in ‘mm’

and ‘kg’.

This is achieved by doing the following at the actual material/product:

  1. Enter the intended Product (ART) you want to update the unit type, in relation to price.

  2. Enter the Properties/Purchase prices tabs and add purchase price by clicking on the Add sales price button.

  3. Set the following fields:

    Field

    Description

    Supplier

    Select supplier

    Effective date

    The date the purchase price is valid from.

    Minimum quantity

    1 (keep default value).

    Currency

    The currency to purchase in

    Supplier's price

    Price per Conversion unit, e.g. price per kg.

    Conversion factor

    Set the value for: How many Conversion unit is the Minimum quantity, e.g. how many kg's is 1 mm of the material.

    Effective date

    The date the price is valid from.

  4. The Gross Price per Minimum quantity is then calculated, e.g what is the price per mm material.

When this material is added to a Purchase order (SPO) or Purchase quote (SQU), the item will have quantity and price per unit (e.g. mm) and the Note field will get information about how many Conversion units (e.g.) that is ordered and to what price.

Another example may be to purchase goods by weight (kilogram) units and uses in length (millimetre) units. The example is a company that buys bolts in kg. and uses it as mm.

One example for buying ‘bolts’ in kg. and use as mm.

  1. Enter the Product (ART) you want to update the unit type, in relation to price on.

  2. Enter the Properties tab and the sub-tab Purchase prices (which has unit = mm) and enter the weight of 1 mm. product, which in this case is 0,636425 in the Weight field.

  3. Click the Add purchase price button to open the popup for adding a purchase price.

  4. Select the supplier, currency, and the effective date of the price. Choose KG in the Supplier unit drop-down menu. Then enter the supplier's price of 1 kg product, which in this example is 95 NOK.

  5. Enter the Conversion factor, which in this example is the weight of 1 mm. of bolt which is 0,636425.

  6. Enter the Suppliers price, which is the kg. price of the unit from the supplier. In this example it is 95.

  7. Click OK when finished. The Gross price will be visible in the Gross price column in the list of the purchase prices. In this case, the price of 1 mm. bolt is 6,04 NOK.

    • Note: This price is only valid for the specific supplier you have entered the information on.

When a converted product is added to a Purchase order (SPO) or Purchase quote (SQU), the item will have the conversion details visible in the Note field.

Create a special price quote

Ship and Debit refers to the process where a certain amount of goods can be sold to a lower price, for instance as a special offer. Using a special price on a ship and debit clause requires an agreement with the vendor stated on a quote document. The vendor will cover the difference between the original price and the special price on the ship and debit quote.

  1. Write SQU in the program field and press ENTER.

  2. Click the Create Ship & Debit SQU icon.

  3. Enter a start and end date for the offer, in the ValidFrom and ValidTo fields.

A quote created on ship end debit terms often regards a time limited offer. The validation dates delimits the time accessible for quoting and ordering. A ship and debit quote can also be delimited to a single customer or to a group of customers.

The S&D value in the PriceCol field at item level is inherited from the S&D clause in the DelTerm field at document level. Therefore it is the DelTerm field which is important and mandatory.

Management of sales prices and price agreements

The price management system is used to set up your system in a way that you can suggest which sales prices to be used e.g. when creating a sales order for a customer.

Concepts and terms:

  • Price list (PLI) - The system offers you to create several price lists. You can set a price on a product and connect it to a price list. If you don’t connect the price to a price list, it will be considered to be connected to a standard pricelist.

  • Standard sales price - A price of the product which is not connected to a specific price list. You should think of such a price as if it was connected to a virtual price list named Standard.

  • Product sales price - The sales price the system suggests you should use for a single product, before any other agreements that may adjust the price is subtracted/added. The price is derived from the product based on the customer account, pricelist the customer use, the quantity to be sold etc.

  • Item price agreement (IPA) - This is an agreement you can setup using a variety of parameters to manipulate the price coming from the pricelist.  This is used to e.g. let preferred customers get 10% discount for all or some products. Price Rounding Rulesets (PRR) is only used if no rounding rulesets have been used in the IPA calculation.

  • Products group (AGR) - A named product group

  • Customer group (CUG) - Two customers or more are grouped together with a name assigned to the group.

  • Stacking of price agreements - A price agreement which can be combined with others price agreement. Meaning you may adjust the price in several steps.

  • Price formula (FOR) - A formula which is used in the item price agreement to adjust the product sales price, usually down, but it can also be a formula used to increase the product sales price.

  • Price rounding ruleset (PRR) - A set of rules used to round the prices.

When you either create a sales quote, a sales order etc. for a customer you must enter a salesprice for the product. You may also want to give the customer a discount for some of the product. You may do all this manually each time by entering the numbers in the respective fields of a customer transaction document,or the system can fill in suggested numbers, based on an agreement. Then you need the different elements of the price management system.

Pricing products
Price list (PLI)

PLI is a new object that holds the name and description of a pricelist, which means you can have several price lists on a single product. For example, you may want standard prices to be in NOK, but you also have a pricelist in EUR. A price list can be activated or deactivated in the PLI application.

Maintaining product sales prices for a single product

This function is performed on the Product (ART).

When entering a product sales price, you can choose among the price lists you have created. There is also an existing virtual pricelist named Standard which may be chosen. In the CUS app you can choose to connect your customer to a specific price list. If you do not add anything it will be connected to the Standard price list. You may have volume based prices, if you buy 10 pieces the product sale price can be set lower than the price for one unit.

In the CUS app you can choose if your customer should always, for example, get at least a volume buy price for 10 pieces.

When entering product sales prices, you decide if the price should be fixed, or it should vary depending on the purchase price, what is called fix GM. Gross Margin (GM) is the difference between revenue and cost of goods, divided by revenue, expressed as a percentage.

Calculating the suggested product sales price

The following criteria decides which price to pick:

  • The effective date - The prices must have an effective date less or equal to current date.

  • The quantity of the sales price - It will pick the price with the highest quantity which is less or equal to the quantity to be sold.

  • The pricelist of the sales price - Providing that there is, for the quantity to be sold,  a sales price which is connected to the pricelist you are asking for a price for, else it will look for standard prices matching the quantity to be sold. If there by any chance should not exist any sales prices meeting the given criteria, the system will give a price based on the standard purchase price using GM. The GM will be taken from a setting, which will be covered later. If the setting is not activated, the Gross Margin will be 25% as a default.

Product sales prices and currency

If the currency of the object (Sales order (COA), Sales quote (CQU) etc.) you request a product sales price to has a different currency than the sales price which is selected from the product, based on criteria explained above, the system will convert the sales price to the currency of the object using current rate from the system.

Preparing item price agreements

After the product has been updated with sales prices, the system will offer you sales prices to use in different applications. You may not need the system to suggest any discount for some products or customers, in that case you don’t need to prepare any price agreements and can proceed to price rounding.

Item price agreements are used to adjust the product sales prices, normally to reduce the product sales price by giving a discount. As the name indicate it operates on single lines. An item price agreement must have status set equal to 4 to be valid.

An item price agreement contains several parameters you may use to manipulate the product sales price:

  • Effective at and Expire at - The period the price agreement is valid.

  • Minimum quantity - The minimum quantity to buy to make the price agreement valid.

  • Applies to - Tells if the price agreement applies to all customers, a customer group, or a single customer.

If it applies to a group or a customer, the ID of the group or customer must be filled in.

  • Applies for - Tells if the price agreement applies for all products, a product group, or a single product.

If it applies to a group or a product the, ID of the group or product must be filled in.

  • Price formula - The formula with associated parameters to be used for manipulating the price.

  • Extract discount from price / Include discount in gross price - Depending on which radio button is chosen, any discount that applies for the price agreement will be presented as discount on the customer transaction document (sales order, sales quote etc.), or the gross price will be adjusted instead.

  • Stacking - To allow the price agreements to be combined with other price agreements, check this box. You then must tell in which order the price should be adjusted, in case you have several stacked price agreements.Note: To be used with care.

  • Price rounding rule set - If you want a special rounding for the price agreement, you set this up here. Note that the system can also be set up to do a final rounding of the price when the price is fully calculated, that will be the most common usage of rounding, this will be covered later.

Customer group (CUG)

You use this for grouping customer together in a group, for later being used in the Item price agreement to manipulate the product sales price for the customers belonging to this group.

A customer group must be activated, status set equal to 4.  You can deactivate it, add, or remove customers.

In the CUS app you have a menu option Show customer groups, and you will get a list over the CUGs the customer is linked to. If the customer is not linked to any CUG, the list will be empty.

Product group (AGR)

You use this for grouping products together in a group, for later being used in the Item price agreement to manipulate the product sales price for the products belonging to this group. It is also used in relation to mass update of prices.

A product group must be activated, status set equal to 4.  You can deactivate it, add, or remove products.

Formula definition (FOR)

This is used for building the formulas to be used in the Item price agreement to manipulate the product sales prices. This object contains the logic behind the formula.

The figure above is the definition of calculating a discount in percentage of the product sales price.  

It contains a title and a multilingual description. The formula itself, and the parameter that is needed in the formula, parameters which you will have to fill in when using this formula in an Item price agreement.

The system will provide the most common formulas, but you can also build your own sophisticated formulas. You can test the formulas by hitting the Formula tester tab.

A formula must be activated before you can use it in Item price agreement.

Price rounding ruleset (PRR)

This is used to round prices. Here you name and describe a rule set for rounding prices, and you apply rules to it.

The figure above shows a ruleset where prices are rounded in this fashion:

Prices in NOK

Prices from 0.00 to 9.999999 are rounded to two decimals.

Prices from 10.00 to 49.99999 are rounded to nearest half Norwegian krone.

Prices from 50.00 and upwards are rounded to nearest Norwegian krone.

Prices in USD

Prices from 0.00 to 9.999999 are rounded to three decimals.

Prices from 10.00 to 49.99999 are rounded to nearest quarter US dollar.

Prices from 50.00 and upwards are rounded to nearest US dollar.

The rounding types the system offers are:

  • Round - Rounds a price up or down to a given number of digits. If the rounding parameter equals 0, the price is rounded to the nearest integer. If the parameter is larger than 0, the price is rounded to the specified number of decimal places to the right of the decimal point. If the parameter is less than 0, the price is rounded to the left of the decimal point (i.e. to the nearest 10, 100, etc.).

  • Round up - Like round, but will always round up. If the rounding parameter equals 0, the price is rounded up to the nearest integer. If the parameter is larger than 0, the price is rounded up to the specified number of decimal places to the right of the decimal point. If the parameter is less than 0, the price is rounded up to the left of the decimal point (i.e. to the nearest 10, 100, etc.).

  • Round down - Like round, but will always round down. If the rounding parameter equals 0, the price is rounded down to the nearest integer. If the parameter is larger than 0, the price is rounded down to the specified number of decimal places to the right of the decimal point. If the parameter is less than 0, the price is rounded down to the left of the decimal point (i.e. to the nearest 10, 100, etc.).

  • Round to multiple - Rounds a price to a given multiple. The rounding occurs when the remainder left from dividing price by multiple is greater than or equal to half the value of multiple. For example: to rounding to the nearest quarter, put 0.25 as the parameter. A price of 12.33 would then be rounded to 12.25.

Bringing it all together

Now that concepts and terms have been more detailed described we will explore how the Item price agreements kick in. We have earlier explained how a product sales price is selected, calculated, and suggested by the system.

What happens after the system get hands on the suggested product sales price?

Now we know the customer id, the product id, the product sales price, and the quantity to be bought.

  1. Finding the valid Item price agreements.

    • Status must be equal to 4.

    • Current date must be within Effective at and Expire at.

    • Quantity must be less or equal to Minimum quantity.

    • If Applies to is filled, the customer id must match or belong to the group.

    • If Applies for is filled, the product id must match or belong to the group.

  2. Selecting among the valid price agreements found.

    • The system will now have from zero to several hundreds of Item price agreements that is found matching the criteria listed in point 1.

    • It will then calculate a new sales price for each of these Item price agreements which cannot be combined with others, and finally selecting the ones that calculates the lowest price.

    • We have now manipulated product sales price, if any non-combinable/non-stacked Item price agreements found, else we still have the originally product sales price.

  3. Continue manipulating the sales price if stackable Item price agreements exists.

    • From the search in point 1 we may have stackable/combinable Item price agreements.

    • It will manipulate the sales price for each stackable Item price agreement, starting with the one with the lowest stacking priority.

    • If two stacked Item price agreements are valid, one for 5 % discount, and one for 10% discount, depending on the order the price is calculated, the result will be different. You use the stacking priority to control that.

  4. Rounding the sales price

    • At this stage you may have the originally product sales price, or a manipulated one if any Item price agreements kicked in. In both cases the price may be rounded, if the system is setup to do a rounding of sales prices. A setting controls this, we will cover this topic later. The default Price Rounding Ruleset (PRR) is only applied if no rounding rulesets have been used in the IPA calculation

Working with sales prices and agreements

We have visited a lot of screens and topics, it’s a lot to remember. Don’t worry, all of it, except pricing on a single part level can be managed from one App: Sales Price Management (SPM).

From here you will see and reach all your Item price agreements, your Product groups, and customer groups.

Selecting the different tabs, you will see your Price lists, Price formulas, Price Rounding Ruleset.

There is a tab for doing bulk update, where you, for example, can update all sales prices for all products, or a product group for a selected pricelist by increasing the price with 10%, and you can also decide how you want the prices to be rounded after this update.

Bulk update
Price settings for company

There is a tab for settings, this is where you select the default GM to use if no price exists for a product. If this setting is not filled with a default GM, the system will use 25%.

Here you can also set which Price rounding ruleset that should apply when doing the final rounding of the suggested sales price before it’s presented for the user.

Item Price Agreement (IPA)

An Item Price Agreement (IPA) is an application in RamBase where the user can create a price agreement for a specific item which can be presented to the buyer. If a Customer (CUS) is tied to several Item Price Agreement (IPA) / Customer Groups (CUG), the CUS will always get the most favorable deal.

  • Item Price Agreement - This area shows the details of the IPA, with title, description and when it is effective from and to.

  • Restrictions - The price agreement may be restricted to specific customers or customer groups in addition to restrictions regarding the product(s).

  • Stacking - This is a checkbox where you decide if several agreements are to be used simultaneously.

  • Pricing - This area controls the price component of the price agreement. The price formula controls how the percentage will be calculated and the price rounding ruleset controls how the price will be rounded. The percentage is set in the Percent field.

Creating a new Item Price Agreement
  1. Click the Create new item price agreement button.

  2. Create a title and click OK.

  3. Enter the necessary information and click the Activate button at the top.

Price Rounding Ruleset (PRR)

Price Rounding Ruleset (PRR) is an application where you can make rules concerning the rounding of currency.

Creating a new price rounding ruleset and rule
  1. Click the Create new price rounding ruleset.

  2. Enter a name for the ruleset and click OK.

  3. Enter a description in the description box, if necessary.

  4. Click the Create new price rounding rule button at the bottom.

  5. Choose which currency the rounding rule will apply to.

  6. Choose which rounding type you want to apply. The choices are:

    1. Round - Rounds a price up or down to a given number of digits. If the rounding parameter equals 0, the price is rounded to the nearest integer. If the parameter is larger than 0, the price is rounded to the specified number of decimal places to the right of the decimal point. If the parameter is less than 0, the price is rounded to the left of the decimal point (i.e. to the nearest 10, 100, etc.).

    2. Round up - Like round, but will always round up. If the rounding parameter equals 0, the price is rounded up to the nearest integer. If the parameter is larger than 0, the price is rounded up to the specified number of decimal places to the right of the decimal point. If the parameter is less than 0, the price is rounded up to the left of the decimal point (i.e. to the nearest 10, 100, etc.).

    3. Round down - Like round, but will always round down. If the rounding parameter equals 0, the price is rounded down to the nearest integer. If the parameter is larger than 0, the price is rounded down to the specified number of decimal places to the right of the decimal point. If the parameter is less than 0, the price is rounded down to the left of the decimal point (i.e. to the nearest 10, 100, etc.).

    4. Round to multiple - Rounds a price to a given multiple. The rounding occurs when the remainder left from dividing price by multiple is greater than or equal to half the value of multiple. For example: to rounding to the nearest quarter, put 0.25 as the parameter. A price of 12.33 would then be rounded to 12.25.

  7. Choose rounding parameters.        

  8. Set the minimum price.

  9. Click OK and then click Activate at the top of the screen to set the PRR to ST:4.

Product Group (AGR)

The Product Group (AGR) application is used to group products together. This group can be used in situations such as being used in the Item price agreement to manipulate the product sales price for the products belonging to this group, or used in relation to mass update of prices.

Creating a new Product Group
  1. Click the Create new product group button.

  2. Create a title and click OK.

  3. Enter a description, if necessary, and click the Add product button to add products to the group.

  4. Click the Activate button at the top when finished to set the group to ST:4.

Customer Group (CUG)

Grouping of customers is registered in the Customer group (CUG) application.

How to create a customer group
  1. From the RamBase menu, click on Sales followed by Customer management and then on Customer groups to enter the Customer group (CUG) application.

  2. Click the Create new customer group button at the bottom of the screen.

  3. Enter a descriptive name for the customer group and click Create.

  4. Click the Add customer button to add customers to the group.

  5. Click the Activate button at the top to set the Customer group (CUG) to Status 4. It is now active and ready for use.

Note: It is possible to import customers to the group using the Import Customers button from the context menu. This will open a popup where you choose which format you want to use and then you will be able to load the customer files.

Note

It is possible to import customers to the group using the Import Customers button from the context menu. This will open a popup where you choose which format you want to use and then you will be able to load the customer files.

How to use a Customer Group

A customer group is used in situations where several customers need to be processed similarly.

Uses in RamBase:

  • When a Purchase quote (SQU) is exclusive to a group of customers. This function is found in the Resale tab in the Purchase quote (SQU) item.

  • A Item Price Agreement (IPA) can be restricted to be used by a single customer, all customers or customer groups.