Revenue/COGS Planning:
Steps:
1)From your Home page, navigate to Revenue and COGS
2)Click on the tab.
Web Forms
‘Item Price by Customer’ Form
-This form will allow you to view price level for your items that were imported from NetSuite. The item price would be visible by Customer.
‘Item Price All Cust’ Form
-This form displays item price imported from NetSuite for different customers for the selected item in the dropdown.
‘Sales Price Adjustment’ Form
-This form will allow you to adjust price levels for your items for future pricing.
-From here, you can enter your preferred starting price (either Custom or Manual). Once that is selected, input the Adj (%). Once you hit save, the pricing will be calculated from month to month for the remaining forecast period.
-Note: You will have to enter Adjustments for each Class and customer (relationship) which can be selected in the point of view (dropdown).