Running the Sage Line 50 Sales Price Updater
You can run the program from either the:
- Sage Line 50 Product module tool bar if you have Financial Controller / Accounts 50 Professional (as shown Above)
- Or, from the Windows Start Button > Programs Menu
Program Settings
- Fields
- Assembly SP Calculation
Each option is discussed below |
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Cost Price Field
Select the Sage Line 50 Product Field that contains the Cost Price to be used for markup calculation. The options are:
- LAST_PURCHASE_PRICE This is Line 50's Cost Price Field
- CUSTOM_1 This is a spare field in the Line 50 Product file
- CUSTOM_2 This is a spare field in the Line 50 Product file
- CUSTOM_3 This is a spare field in the Line 50 Product file
Mark Up Override Field
You can optionally select one of Line 50's spare Product file fields to be used for holding Individual product markups. If a Product has a non zero value in this field then it will be used in preference to the markup for that product's Category. The options are:
- None This turns off the Markup Override facility
- CUSTOM_1 This is a spare field in the Line 50 Product file
- CUSTOM_2 This is a spare field in the Line 50 Product file
- CUSTOM_3 This is a spare field in the Line 50 Product file
Apply Mark Up to Assembly Cost Price Field
Select this radio button if you want to calculate the Sales Price for an assembly by simply applying the appropriate markup to the current Cost Price field in the assembly's Product record.
N.B. If you select this option the SP Updater program will turn off all it's BOM scanning features.
Apply Mark Up to Sum of BOM Component Cost Prices
Select this option if you want to calculate the Sales Price of an assembly by adding up the Cost Price fields of all its individual components and then applying the appropriate markup to the total.
Sum of BOM Component Calculated Sales Prices
Select this option if you want to calculate the Sales Price of an assembly by calculating the Sales Price of each of the assembly's individual components and then adding these prices up to arrive at the assembly Sales Price.
Update the Assembly Cost Price as well as the SP
If you select this option the program will update the Cost Price field for all the Assemblies for which it is updating the Sales Price. The assembly Cost Price is calculated by adding up the Cost Price fields of all its individual components.
Verbose Logging of Assembly BOM Recursion.
If you select this option the log will display an entry for each component and sub assembly that it encounters while it is scanning the BOM for an assembly. The log entries are indented to indicate each level of the BOM.
N.B. The log will be very large if the Containers option has been selected on the Main window as every assembly in the Product file will have it's BOM scanned to see if it contains a component that matches the selection criteria.
Sage 50 Sales Price Updater - Main Screen
At the top of the window is a set of standard Windows menus for controlling the program. Details of all the menu options can be found later on in this documentation. The lower part of the window is a scrollable box in which the log of any updates made will appear.
Company Name
This box contains the Company Name from the Sage Line 50 data that you are connected to. It is not updateable.
Product Category
You can restrict Product updating to one Category by selecting the Category from the drop down list on this box. Select All Categories if you do not want to restrict updating to one Category.
Supplier Code
You can restrict Product updating to one Supplier Code by selecting the Code from the drop down list on this box. Select All Suppliers if you do not want to restrict updating to one Supplier.
Product Code
You can restrict Product updating to one Product by entering it's Code in this box. You can also use an * as a wild card in this box. For example AB* will select all products whose code begins with AB.
Product Type
You can restrict updating to certain types of Product by ticking the boxes in this section. The three different product types are defined as follows.
- Components
Components are Products that do not have a BOM.
- Assemblies
Assemblies are Products that have a BOM.
- Containers
Containers are Assemblies that contain a Component or Sub Assembly that matches the selection criteria that you have setup in the Product Category, Supplier Code and Product Code boxes. The match can occur at any level of a multi level BOM.
Mark Up Percent
This box shows the markup percentage if you have restricted updating to one Category. It is not updateable.
Update Button
- Click this button to start updating the selected Products. The Exit button will change it's caption to Stop and may be clicked to halt the update.
- As each Product is updated an entry will appear in the scrollable Log box.
- Blue entries in the Log signify Products that have been updated.
- Black entries signify a Product that did not need to be updated as it's Selling Price was already correct.
- Red entries are errors that should be investigated.
When the update run has finished the caption of the Stop button will change back to Exit.
Exit Button
Click this button to close the program down.
Show Errors Button
This button will only appear if there are error messages in the log. Pressing this button will restrict the log to just the error messages. Pressing it again will return the log to all log entries.
Sage Line 50 Sales Price Updater - Menus
File Menu
- Product Cost Prices
- Product Mark Ups
- Category Mark Ups
- Maximum Cost Price
- Update SP's
- Exit
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File / Product Cost Prices menu Option
Select this option to enter or import a list of Cost Price updates
The main part of the window shows a scrollable list of the new cost prices that have been entered, The first column is the Product Code and the second column is the new cost price.
The frame at the top of the window will be captioned either "Add an Entry" or "Amend an Entry" depending on what you are doing.
To Add an Entry
- If the frame caption does not say "Add an Entry" press the Add button to change it. Enter the Product Code and the new Cost Price then press the OK Button.
- I you want to add several entries without having to take your hands off the keyboard to use the mouse you may press the Tab key after entering the Product Code to move to the Cost Price box. When you have entered the Cost Price press the Return key and the Entry will be added, the boxes will be cleared and the cursor will return to the Product Code box ready to add the next entry.
To Amend an Entry
- Highlight the entry you want to amend in the list by clicking on it. The frame caption will change to "Amend an Entry" and the data from the entry will be displayed in the two boxes.
- You may amend the Cost Price box and then press the OK button to save the entry.
- To amend a Product Code you will need to delete the offending entry and then re-add it
To Delete an Entry
- Highlight the entry you want to delete in the list by clicking on it. Press the Delete button to delete the entry.
To Delete all the Entries in the list
- Press the Delete All button.
To Import Entries from a CSV file
- Click the Import button and the CSV File Import dialog (shown above) will appear.
- Enter the path and file name of you CSV file in the box or click the Browse button to use the standard Windows file browser to locate the CSV file.
- Press OK to load the CSV file or Cancel to abandon the operation.
CSV file format
- Field 1 should be the Product Code and
- Field 2 should be the Cost Price.
- Fields should be separated with a comma and may optionally be enclosed in quotation marks e.g "BDAL",1.9
Notepad Example : |
Microsoft Excel example: |
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When you save the Excel spreadsheet you should 'Save As' Type CSV (Comma delimited) (*.csv) - as per the example below:
To Load the Entries into Sage Line 50
- Press the Load button to load the entries into the designated Cost Price field in your Sage Line 50 Product file. The Sales Price field for these products will be recalculated using the appropriate Category , Product or Default markup.
- If you have selected "Apply Markup to Sum of BOM Component Cost Prices" or "Sum of BOM Component Cost Prices" as the Assembly SP calculation method in the Options dialog then the program will also recalculate the Sales Prices for any affected assemblies.
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File / Product Mark Ups Menu Option
Select this option to enter or import a list of Product Mark Up updates.
The operation of this option is exactly the same as for 'Product Cost Prices' above except that you are entering or importing Product Mark ups and not cost prices
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File / Category Mark Ups Menu Option
Select this option to display the Category Mark Ups dialog. N.B. Category Mark ups can be over ridden by markups for individual products
The main part of the window shows a list of the 999 Sage Line 50 Product Categories. The first column is the Product Category Code, the second column is the percentage markup and the third column in the Category Description as entered in Sage Line 50.
Default Mark Up
- Contains the percentage markup to be used for any categories that you have not entered a specific markup for.
- As you click on different categories in the list the caption and contents of the box will change accordingly.
N.B. You can also setup markups for individual products. See the File / Options section of this help file for further details.
To enter or amend the Markup for a Category
- Locate the category in the list and click on it to highlight it. Enter the required Markup in the Mark Up box.
- Click the OK button to close the dialog and save any changes you have made.
- Or, cClick the Cancel button to close the dialog and discard any changes you have made.
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File / Maximum Cost Price Menu Option
Select this option to update Cost prices using the Maximum Cost Price found in the Stock Transaction History.
File / Update SPs Menu Option
Selecting this option has the same effect as pressing the Update Button.
File / Exit Menu Option
Select this option to close down the program.
Settings Menu
- Data Path
- User Name
- Options
- Licence
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Settings / Data Path Menu Option
Select this option to display the Sage Line 50 Data Path dialog. (See Installation section below)
Settings / User Name Menu Option
Select this option to display the User Name and Password dialog. (See Installation). Typically you would use this menu option if you want to change the User Name that the program logs in to Sage with.
Settings / Licence Menu Option
Select this option to display the Licence dialog. (see Installation)
Help / Documentation Menu Option
- Select this option to display this help document.
- The documentation viewer window may be resized by dragging the edges or corners with the mouse
Help / About Menu Option
Select this option to display information about the program.
v15.1.7 Web Update
v15.1.7 Small Stacked Toolbar Icon
v15.1.7 Option to Update Assembly SP by sum of current (uncalculated)
component SPs
v15.1.7 Option to use a custom field for a List SP.
v15.1.7 Option to Update Assembly List Price by sum of current component LPs
v16.1.8 Sage 50 2010 Compatibility
v16.1.8 Common Library
v16.1.8 Move Options file to sub folder of ACCDATA
Q. Why would I want to use one the custom fields for the Product Cost Price instead of the Last Cost Price field ?
A. Sage Line 50 updates the Last Cost Price field every time you receive a Product in. If you negotiate a special one-off price with your supplier then this field will be set abnormally low. If you recalculate the Sales Prices while it is like this you could end up making a loss on old stock or you could publish a Sales Price that is lower than it should be. If you load your Suppliers standard Cost Prices into one of the custom fields then you can be sure that Line 50 is not going to tamper with it if there are price fluctuations.
Q. Why should I recalculate the Cost Price of an assembly from it's individual components rather than relying on the Cost Price that Line 50 has put in the assembly's Last Cost Price field ?
A. Sage Line 50 only calculates the Cost Price for an Assembly when you carry out the Line 50 Make-Up procedure. Also, it calculates the Cost Price from the actual price that was paid for the components that were used on a FIFO basis. This means that it is very likely that the Cost Price that Sage has calculated is based on component prices that are now well out of date.
Q. I am getting an error message that says "BOM Infinite Loop Detected - Assembly AB00354 has itself as a sub assembly". What does this mean ?
A. If you examine the BOM for assembly AB00354 you will discover that the product code AB00354 is listed as one of the sub assemblies. This will always be at least two levels into the BOM as Line 50 prevents a Product Code from being entered into it's own BOM at the first level.
(Video Tutorials - coming soon!)
Simple and Straightforward
Installation of the Delivery / Contact Address CSV Import for Sage Line 50 / Sage 50 is simple and straightforward and should take no more than a few minutes. Comprehensive step-by-step instructions are provided.
Prior to installation you will need to:
- Ensure that you have installed all the appropriate patches and updates from the Sage update site for your version of Sage (comprehensive notes are provided with the download)
- Obtain from Sage a Serial and Activation key to enable '3rd Party Integration'.
Notes and telephone numbers are provided with the download but Sage will want to know the main serial number for your copy of Sage and the version number - found by going to Sage 50,'s HELP / ABOUT menu option.
N.B. The same 3rd Party Integration keys can be used for all addons that require them
- A fully functional 30 day free trial of Sage 50 Sales Price Updater is available.
- The trial can be unlocked by purchasing a full licence - you will not loose any settings
- Still got questions? Checkout the FAQ section
| S50-002 |
Sales Price Updater Addon
for Sage Line 50 / Sage 50 Accounts
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£99.00
(£113.85 inc VAT) |
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