Setting up 20-20 Catalog Charges or Rate Records

This document is based on 20-20 Version 6.4. It should work for 8.0 and 8.1 but has not been tested.

When arriving at a quotation for customers, most organizations use the 20-20 catalog charges to apply a "bottom line" percent discount.

The advantage of this is that the user has complete flexibility to apply any discount value.

Another advantage is that it is simple to use. There is no setup required.

There are some disadvantages to this method:

1. Error prone.

2. Lack of management control over discount policy.

3. No costs are generated and therefore the 20-20 Cost/Sell report is not useful.

4. In the context of processing an order to another system with XpressPOS, line item list prices are transferred by the XML data file.

To set-up pre-set Catalog Charges or Rate Records:

1. Open the 20-20 Catalog Tools. Under the Tools Menu, select Charges Editor.

2. Select the Vendor Catalog in the catalog drop down list.

3. Some vendor catalogs come with the 20-20 sample rate records as shown below. It is best to delete all the rate records and then create new ones with the Add button.

4. The simplest setup is to enter a description that will identify the customer category in the design menu. Then, enter a code in the user code field.
   
   XpressPOS will use the user code entered here as the default special order SKU or class code. 
   
   Enter the selling discount in Price2 (Ex: 0.65). This will apply the factor to all items in the design for this particular catalog.

Then scroll down to Price7 and enter the vendor cost factor (Ex: 0.35).

 

WARNING: A major limitation of 20-20 Catalog Charges is that you can only use 2 digits.  To get proper costs through XpressPOS to your system, you can use the cost factor function in XpressPOS. However, if you vary cost factors from design to design, depending on whether it will be a truck load, "special order", or from inventory, then you should use the 20-20 rate record method of costing.
 

Another reason for using 20-20 rate records, is that if you want to run the 20-20 report for gross margin analysis, then you need the cost factor in 20-20.

 

For cost factors or selling factors with 3 or more decimals, see our workaround solution.

Now when you bring up the rates in design for the selected catalog you can select the correct type of Selling Factor/Cost Factor.
 

If you have a special promotion on a door style with a reduced cost factor, you can setup an additional rate record to make it easy to control.

WARNING: The Block Access ( 0 or 1) does not appear to work in Version 6.1 or 6.4. This means that the user can edit the values which may or may not be desirable.