Creating a new Default Record

When pricing matboard you can set up a default record so that when new matboards are added FrameReady will know what formulas to use based on your parameters.

Access: Price Codes > Matboard group >Matboard Pricing tab > Pricing Options and Defaults

PC- Matboard
MB Pricing tab

Matboard, Pricing Options and Defaults

  1. After entering your markup formula and/or Set Price into the matboard screen, hold down the Shift key on your keyboard and click on the Pricing Options and Defaults button.
    This will automatically create a new record in the Pricing Options and Defaults screen. Your new record will be at the bottom of the list of pricing options.
  2. Put an X in the Default box to make this your default.
    FrameReady will automatically mark the X for the group of the record you were on E.g. matboard, fabric, etc. If you want the same pricing formula to be applied to other groups, you may mark those boxes as well.
  3. The dimensions of the record are automatically entered into the Dimensions field. If you want this pricing default to only be applied to matboards with the same dimension, then leave the sizes in the field. Remove the dimensions if you want the pricing applied to all records regardless of size.
  4. The supplier whose name appeared on the record is automatically entered into the Supplier field. If you want this pricing default to only be applied to this supplier, then leave their name in the field. In order for it to be applied to all suppliers, the field must be blank.
  5. You may want to enter a note (e.g. date you started to use this pricing, how you came up with it, etc.) into the field below the group of buttons. This will help you find your pricing and also remind you when it was last updated or when it needs to be updated.
    This default will now be applied to all new records based on your selection in the default box. From here you may want to apply it to a group of existing records.

See Related Articles below for more information on Applying Your Own Pricing – Matboard

From the Pricing Options and Defaults screen
  1. Click on the New Record button at the top of the screen. Or click the Duplicate button on a record you wish to copy and modify.
    This will automatically create a new blank record or duplicate record at the bottom of the list on the screen.
  2. Enter your formula in the fields for Markup, Set Price, Minimum Price and Code. If you wish a to combine the formulas with a Code, then put an X in the Combined Formula and Code Pricing box.
    Note: Code pricing overrides the formula pricing.
  3. Put an X in the Default box to make this your default.
  4. Select which group for which the pricing formula will now be the default. You may select more than one box.
  5. To have the pricing applied to the all records regardless of size, leave the Dimensions field blank. Otherwise, select the dimension and the formula will only be applied to records which match your selection.
  6. To have the pricing applied to the all records regardless of the supplier, leave the Supplier field blank. Otherwise, select the supplier and the formula will only be applied to records which match your selection.
  7. You may want to enter a note (e.g. date you started to use this pricing, how you came up with it, etc.) into the field below the group of buttons. This will help you find your pricing and also remind you when it was last updated or when it needs to be updated.
    At this point it is recommended that you test the pricing formula on one record before applying it to all of them. This will give you a chance to correct any errors and ensure that the formula syntax is correct.
  8. Click the Select button to have the pricing formula applied to the record you were on prior to this screen. Or, click Done and find a record your wish to have the pricing applied to and click on Lookup My Default.

The formula you entered should be applied to the record and prices will appear on the right side of the frame pricing tab.

This default will now be applied to all new records based on your selection in the default box. From here you may want to apply it to a group of existing records.

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Posted on Bert de Roo in Pricing For Matboard