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{{DISPLAYTITLE:CoefPricR}}<languages/> <div class="mw-translate-fuzzy"> {| class="wikitable" |- style="vertical-align:top;" | [[File:CoefPricR-250x250.png]] |The CoefPricR Module allows the mass updating of the sales prices of products/services from their sales price, PMP or cost, by entering a multiplier coefficient. |} CoefPricR uses product/service categories to enable relevant filtering of prices to be updated.<br><br> A mass deletion feature allows you to cancel successive changes to sales prices. It is based on the date and categories of previous changes. IMAGE CHANGEMENT EN MASSE IMAGE SUPRESSION EN MASSE CoefPricR allows you to view the list of recorded coefficients and the price history of products/services. == Install== === Activation === {| class="wikitable" |- style="vertical-align:top;" | [[File:coefPricR_Config1.png |850px]] | To activate the module, open the module list page from the <strong>Home > Configuration > Modules</strong> menus.<br> The module will be displayed in the module list of the Patas-Tools table. |} == Settings== === Configuring module features === The module is configured from the module administration page accessible via the Home > Configuration > Modules menus by clicking on the icon at the end of the line.<br> CoefPricR allows the price to be updated according to different elements, all independent of each other, each can therefore be activated or not. {| class="wikitable" |- style="vertical-align:top;" | [[File:coefPricR_Config2_en.png |850px]] |The different options determine the following operations:<br> <strong>Allow the calculation mode by multiplication of the last sale price:</strong> <br>This price update mode takes the last price of the products/services and applies the selected update mode to it.<br> <strong>Allow the calculation mode by multiplication of the PMP:</strong><br> This update mode requires that the PMP of the products be supplied. It therefore requires the use of supplier orders and invoices.<br> <strong>Allow the calculation method of the last sales price by index (Experimental):</strong><br>This price update method requires the prior creation of an index table.<br> <span style="color:red"><strong>Warning:</strong></span> The functionality for updating prices from indices is still at the experimental stage.<br> <strong>Allow the calculation method by multiplying the cost price:</strong><br>The cost price (CostPrice) is a field allowing the free entry of a price on the product/service sheets.<br> |} </div> <div class="mw-translate-fuzzy"> === Permissions === {| class="wikitable" |- style="vertical-align:top;" | [[File:coefPricR_Config3.png |850px]] | The default permissions <strong>Home > Configuration > Security > Default permissions</strong>, granted to any user created after the module installation, if they are not added to a group. |} == Starting == The CoefPricR features are accessible from the main menu tab <strong>Products/service</strong> which then displays the secondary menu entries. {| class="wikitable" |- style="vertical-align:top;" | [[File:coefPricR_Config4.png |850px]] |<strong>Main entry CoefPricR:</strong><br> This entry will display a dashboard of sales price update activity.<br> <strong>Mass change:</strong><br>The entry will display the page for entering a new index or coefficient for mass modification of sales prices.<br> <strong>Mass deletion:</strong><br> The entry will display a page for deleting saved updates. <br> <strong>List of indices:</strong><br> The entry will display the list of indices saved successively.<br> <strong>Price history:</strong><br> You will display the list of products and services, their initial and current sales prices and a history of the changes made. |} == General operation == The initial step of changing prices is the same for all price update modes.<br> From the menu entries <strong>Products/Services > CoefPricR > Mass change</strong>, display the sales price update page: {| class="wikitable" |- style="vertical-align:top;" | [[File:coefPricR_Config5.png |850px]] | <strong>Price change calculation method:</strong><br> Select the calculation method to apply between the values according to the last sale price, according to the PMP or according to the cost price.<br> <strong>Coefficient to apply:</strong><br> Enter the value of the change.<br> <span style="color:orange"><strong>Note:</strong></span> Enter 105 to apply a 5% increase, 95 for a 5% decrease.<br> <strong>Coefficient application date:</strong><br> This data will be useful to know when the updated mass prices can be applied.<br> <span style="color:orange"><strong>Note:</strong></span> Entering a later date will have no effect on the sale prices of your products and services. |} After clicking on the mass price change button, a summary table of the quantities of prices modified will be displayed: {| class="wikitable" |- style="vertical-align:top;" | [[File:coefPricR_Config6.png |850px]] |At the same time, the Price History secondary menu link will display the price evolution of your products/services. |} </div> <div lang="fr" dir="ltr" class="mw-content-ltr"> == Démarrage == Les fonctionnalités de CoefPricR sont accessibles depuis l'onglet de menu principal <strong>Produits/service</strong> qui affiche alors les entrées de menu secondaire . {| class="wikitable" |- style="vertical-align:top;" | [[File:coefPricR_Config4.png |850px]] | <strong>Entrée principale CoefPricR :</strong><br> Cette entrée affichera un tableau de bord de l'activité de mise à jour des prix de ventes.<br> <strong>Changement en masse :</strong><br>L'entrée affichera la page de saisie d'un nouvel indice ou coefficient de modification en masse des prix de vente.<br> <strong>Suppression en masse :</strong><br> L'entrée affichera une page permettant de supprimer des mises à jour enregistrées. <br> <strong>Liste des indices : </strong><br> L'entrée affichera la liste des indices enregistrés successivement.<br> <strong>Historique des prix : </strong><br> Vous afficherez la liste des produits et services, leur prix de vente initial, actuel et un historique des modifications apportées. |} == Fonctionnement général == L'étape initiale de modification des prix est identique pour tous les modes de mise à jour des prix.<br> Depuis les entrées de menu <strong>Produits/Services > CoefPricR > Changement en masse</strong>, affichez la page de mise à jour des prix de vente: {| class="wikitable" |- style="vertical-align:top;" | [[File:coefPricR_Config5.png |850px]] | <strong>Mode de calcul de changement de prix :</strong><br> Sélectionnez le mode de calcul à appliquer entre les valeurs selon le dernier prix de vente, selon le PMP ou selon le prix de revient.<br> <strong>Coefficient à appliquer : </strong><br> Saisissez la valeur de l'évolution.<br> <span style="color:orange"><strong>Remarque : </strong></span> Saisissez 105 pour appliquer une augmentation de 5 %, 95 pour une baisse de 5%.<br> <strong>Date d'application du coefficient :</strong><br> Ces données seront utiles pour savoir quand les prix de masse actualisés pourront être appliqués.<br> <span style="color:orange"><strong>Note : </strong></span> La saisie d'une date ultérieure n'aura aucun effet sur les prix de vente de vos produits et services. |} Suite au clic sur le bouton changement de prix en masse, un tableau récapitulatif des quantités de prix modifiés sera affiché : {| class="wikitable" |- style="vertical-align:top;" | [[File:coefPricR_Config6.png |850px]] | Parallèlement, le lien de menu secondaire Historiques des prix affichera l'évolution des prix de vos produits/services. |} </div> == Mass price change == For future situations, let's start from the following base of products and services: {| class="wikitable" |- style="vertical-align:top;" | [[File:coefPricR_Config7.png |850px]] |} === Based on a sale price === Let's apply a 10% increase to the prices of products and services based on their sale price.<br> {| class="wikitable" |- style="vertical-align:top;" | [[File:coefPricR_Config8.png |850px]] |} <span style="color:orange"><strong>Note: </strong></span> Any new coefficient entered during subsequent updates will apply to the last recorded sales price.<br> <span style="color:red"><strong>Warning: </strong></span> CoefpricR acts on the default price of the products. If your products have a price per customer, these will remain unchanged following a mass update with CoefpricR.<br> The price of the product "Product - Test" then becomes:{| class="wikitable" |- style="vertical-align:top;" | [[File:coefPricR_Config9.png |850px]] |} === Price change from PMP or cost price === The operation is exactly the same for a price update from PMP or cost price as that seen previously. == Price change from purchase price == The operation is exactly the same as that seen previously. {| class="wikitable" |- style="vertical-align:top;" | [[File:coefPricR_Config10.png |850px]] | Starting situation |} {| class="wikitable" |- style="vertical-align:top;" | [[File:coefPricR_Config12.png |850px]] | Let's apply a 250% increase in the purchase price |} <span style="color:red"><strong>Attention:</strong></span> In case of activation of the supplier reputation, if the supplier whose price is the minimum (or maximum) is not registered as a favorite, the price of the product will not be updated. == Mass deletion == To start a mass deletion, click on the menu entry <strong>Products/services > CoefPricR > mass deletion</strong>. {| class="wikitable" |- style="vertical-align:top;" | [[File:coefPricR_Config13.png |850px]] | Enter the recording date of the prices to be deleted and click the Start mass deletion button. |} Once the deletion is done, the message <strong>Deletion completed</strong> is displayed at the top right of your screen.<br><br> CoefpricR cannot delete the prices of a product if at least one default price is not present in the product sheet, <strong>sale price</strong> tab.<br><br> If this is the case, you will get the error message <strong>Deletion impossible</strong> and the products concerned will keep their last recorded price. == Other Features == === Price History === {| class="wikitable" |- style="vertical-align:top;" | [[File:coefPricR_Config14.png |850px]] | The menu link <strong>Products/services > CoefPricR > price history</strong> displays a summary table of updates made to the sales prices of your products/services. |}
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