Does your company need…

If you answered yes to any of the questions above, Omni Price may become your new BFF! Below you will find details and screenshots for each of the 4 scenarios.

Scenario 1: One-time markup for all items using current cost.

  1. To create the contract, go to Cards | Omni Price | Contract Maintenance.
  2. Here is a screenshot of how to set it up for a one-time 20% Markup – Current Cost for all items:OmniPrice 1
  3.  Here is a screenshot of an example in the Price Check window:Price Check window 1

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Scenario 2: One-time markup for some items using standard cost.

  1. To create the contract, go to Cards | Omni Price | Contract Maintenance.
  2. Here is a screenshot of how to set up the contract using 20% Markup – Standard Cost for a range of items with some of the items selected: 20% Markup - Standard Cost
  3. Here are two screenshots of the Item Filter Maintenance window and Item Filter Details window showing an example of how to select some of the items within an item range:
    Item Filter Maintenance
    AM 2.3
  4. Here is a screenshot of an example in the Price Check window:Price Check Window 2

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Scenario 3: Different markups based on Customer negotiations.

  1. To create the contract, go to Cards | Omni Price | Contract Maintenance.
  2. Here are a couple screenshots of how to set up the contract using different markups based on Customer negotiations for one customer or for a specific salesperson’s customers including one for the Customer Filter using a Salesperson ID range:Markup - customer negotiations

    Customer Filter

    Customer Filter 2
    Note: When using the Customer Number field for the Customer Filter, you can select specific customers within a range like you can select specific items within a range for the Item Number field in an Item Filter.

  3. Here are two screenshots of the Price Check window for examples of both scenarios above:num3scenario3
    AM 3.5

Scenario 4: Different markups based on an Item’s current cost.


  1. A Knowledge Base (KB) article has been created for this option. Click here to view it: How to create a % Markup – Current Cost Contract for a range of pre-defined costs.
  2. Notes about the KB article:
    1. The Omni Price Contract is set up to use the %Markup – Current Cost pricing method.
    2. The Current Cost field is found in the Item Maintenance window.
    3. To group the Item’s based on their current cost and what range they fall into, there are several options. Two of them are listed in the KB article which include using an Item Filter on the Item Number with Details or using an Item Filter on the Price Group and assigning a Price Group to each item in the Item Price List Maintenance window.
  3. Here are two screenshots of how to set up the contract using different markups based on an Item’s current cost using the KB as a guide: Markup - item current cost
    AM 4.2
  4. Here are two screenshots of the Item Filters using the KB as a guide:Item Filters 1
    AM 4.4
  5. Here are two screenshots of the Price Check window using the KB as a guide:Price Check 4
    AM 4.6

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Notes:

  • There are many more filters than just the ones shown in screenshots above including Additional filters which use information from either the Sales Transaction Entry or Invoice Entry windows.
  • You can define multiple %Markup – Current Costs on a contract by adding the Item Numbers in the detail section and entering a specific percentage for that Item Number.
  • You can use the Duplicate option to duplicate your Contract and then adjust the new Contract so you don’t have to start over if the Contracts are similar in setup.

I hope you have enjoyed the many options Omni Price has to offer and the details provided above. Now that Omni Price is close to being your new BFF, when you are working with it, if you have any questions, please send Support an email (Support@RocktonSoftware.com).

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