Proposal Summary
P & F Global would like to enhance the Price List PDF template
Currently, P & F changing over to native NetSuite pricing from a customization that they previously used for pricing calculations. All prices at various price levels and QTY breaks have been loaded into Sandbox for testing. The standard price lists templates are not good enough in the aspects of presentability of the layout and the data representation. So, P&F would like to re-format the PDF format of the price list for customers
Requirement
P & F Global would like to create the Price List PDF template as per given layout
Comments
- Need item codes separated into the Product groups and then sorted by item code within each group
- Print to PDF or export to Excel
- Each page on the PDF should have the column header, and page numbers as a footer.
- Portrait layout rather than landscape would be preferred
- Price formatting to 2 decimal places and no currency symbol required
- At present only have two possible prices per price level, i.e. Each price and possibly 1 QTY break, so only two columns are needed on the Price lists at this stage. They may add another QTY break later and should plan for this.
Deliverables
Prerequisite
In accordance with the specified requirement, it is necessary to include the item code in the print. Thus, a new custom item field on the item record is necessary to accommodate the item code, as directly populating the references for the item code poses challenges.
- By doing so, the field values of the existing item records can be updated through bulk update options like mass updates or import.
- Additionally, customization can be enabled for new items, which will allow the system to populate these custom field values while creating new items
Description
Price List PDF Generation
The requirement can be achieved by customizing the advanced PDF template of the Price List and that template can be applied to the custom Price List form. So, the users can generate the Price list PDF in the required format by clicking the standard print button (Generate Price List) from the Customer record or from the Bulk print option available by standard.
Field Mapping can be followed as per the given mapping file.
The layout of the PDF will be designed as below
- The layout will be in Portrait orientation instead of Landscape.
- Both the header and footer will repeat on each page if there are multiple pages in the print.
- The header comprises the following content, with the logo and address data being populated from the current customer’s subsidiary.
- The footer will exclusively display the Page number.
- Only two price levels will be considered on this scope; Base Price and 1 Qty break. The first price column will always default to Each Quantity, and it will not be specified
- Will introduce a new column labeled “QTY Break#” by replacing “P&F Box/Crate Quantities”. This column will encompass the quantity break for the 1st QTY Break.
- Currency symbols will be omitted, and amounts will be rounded to two decimal places.
- By NetSuite standard, inactive items are automatically excluded from the PDF pricelist.
- If the “Exclude from Price Lists” checkbox of a respective item is checked, those items will be excluded from the price list.
- The Price List Print sample appears as shown below:
Price List Excel File Generation
We are planning to implement a custom button on the Customer record. When this button is clicked, an Excel file will be automatically downloaded without any additional steps required from the user. The format of this Excel file will be identical to that of the PDF file. The logo/images will not incorporate in the Excel file.
Assumptions
- The description value can be derived from the sales description within the item record.
- Inclusion of quantity breaks alongside price levels in the print will facilitate user recognition of distinct quantity breakpoints.
- In accordance with the provided sample, the date can be enforced to D/M/YYYY format.
- Field sourcing will be executed based on the shared document, and all those will be available in the standard Price list template.
- All the pricing structures can be implemented using the NetSuite standard Pricing setup. No custom calculations or automations are necessary beyond the scope of NetSuite’s standard pricing determination.
- The NetSuite default font family can be utilized.
Risks
- The scope of this project encompasses both the creation of Price Lists in PDF (both single and bulk creation) and Excel (Only support single price list) format.
- The solution is proposed in the consideration of just two price levels, resulting in the inclusion of 2 columns for each price level. In the current development, no columns are designated for a new quantity break that may be introduced in the future due to the lack of space as we are planning to use the Portrait orientation. This approach is to avoid any disruption to the existing layout caused by the addition of extra columns to the print. Hence, in case new quantity breaks are introduced, a layout enhancement (Landscape mode / Increased page width) and dynamic column inclusion (based on quantity breaks up to a limited extent) will be necessary to accommodate these changes.
- Also, upon introducing a new Quantity Break, it will necessitate the inclusion of 2 additional columns per quantity break to display the QTY Break and Price in print to manage breaks effectively.
- It’s important to note that adding a custom button to standard pages, such as Transaction\Generate individual price list, is not feasible. Consequently, the option for Excel price list generation in the above-proposed format will not be integrated into these pages. Users will exclusively have to generate the excel price list solely from the corresponding customer record.
- The company logo will not be included in the Excel price list, as images are not directly supported in the Excel files generated through the script in NetSuite.