The main feature of this release is to enhance the Partner Incentive Tool to support a new analysis workflow based on configuration spreadsheets from outside sources, such as your Distributor. We introduce a new tab item, BOMs, along with expanded capabilities. Also, we are going to start to reference the main landing page as The Repository.
Introducing BOMs – Found in the upper-left side, to the Right of the ‘Estimates’ Tab.
Look for Tutorial Videos on the BOM Upload feature in PIT available June 1st. Just go to the "?" for Help.
What can you do with BOMs (BOM Uploads)? It allows you to upload spreadsheet-based configurations.
You can upload cost quotes from your Distribution sources.
Move directly to VIP Analysis for cost-based BOMs.
Cross-check actual vs. potential cost discount potentials.
Launch the BOM Upload process by clicking on the new BOM-Upload icon.
All uploaded BOMs appear inside the BOMs tab
Uploaded BOMs can leverage the PIT, VIP, and MAT analysis.
The default sorting is based on the BOM upload date.
The Upload New BOM button is found on the table header.
Limited PIT Analysis Available for All Cisco Price Lists
We removed the explicit Price List restriction (error) when clicking the PIT button.
Partners can open Estimates for limited analysis in areas lacking Promotion & Incentive programming logic, previously controlled by the Price List restriction (now removed).
Limited PIT analysis means when you click the PIT button and the Price List.
When PROMOTION & INCENTIVES RULES ARE AVAILABLE, Regular, DSA, K-12, & CMSP Estimate Types all appear.
If PROMOTION & INCENTIVES RULES ARE NOT AVAILABLE, DSA Estimate Type shows alone.
BOM Uploads can vary.
BOMs including per-SKU Cost values.
Netformx will use these attributes for analysis purposes.
PIT analysis can compare actual vs. potential cost benefits.
BOMs without per-SKU Cost values.
BOMs without COST must include the calculated ‘Extended List Price’ column, which represents the SKU List Price multiplied by the SKU quantity.
Netformx will use the ‘Extended List Price’ column to calculate accurate per SKU Cost structures.
BOM Analysis Limitation (see above).
Full PIT analysis available for Supported Price Lists.
Limited PIT analysis available for Unsupported Price Lists.
MAT Report Export enhanced to support above operations.
MAT Enhancements for BOM Uploads.
Cost-based BOM Uploads reflect the following:
All cost values source from the spreadsheet and not PIT analysis.
All SKU List Price values source directly from the spreadsheet.
Margin calculations derive from spreadsheet List or Cost, depending on Price Modifier used.
Updated MAT Export Report reflecting the BOM Upload Source Operation.
Enhanced Error Checking.
Unrecognized SKUs (SKUs not appearing in the Netformx KnowledgeBase) will display N/A for their Unit List Price, Extended List Price, Price Discount, & Cost Discount cells.
Please open a support case with Netformx (email@example.com) if you see this condition in the MAT.
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