The Complete Flat Glass Setup Guide Follow

1.1 Hey! You should read this.

We do not want you to feel overwhelmed. Just because there are a lot of options does not mean you have to think about them for very long. What we are attempting to do here, and the reason this document is rather, well, protracted is to make the setup process clear without you having to feel like you’ve been dropped into a room made of mirrors.

In our rigorous analytics we have found that many of our customers who need to set up flat glass products in their database fall into one of these user types.

  1. Data Nerds. These are the ones who enjoy software for the sake of software. They will take the options and run with them and then call us to show off what they have done. These are rare, 10 percent or less.

 

  1. App-intolerants. When the pixilated glow of a computer screen hits their eyes they hiss like a vampire in the daylight. They would rather walk on Legos in their bare feet than muddle through a new application. Usually their boss has put them in charge of this project.

 

  1. The Tomorrow People. A lot of users fall into this category. They know the application will help. They know they could make it work really well if they could just find the time to concentrate on it. But when, or if, that chance comes their eyes glaze over as they try to figure out where to st… uh oh, is that the phone ringing.

This document is for those who fall into either of the second two categories. Once users have their products set up GlasPacLX becomes the sharp and handy tool it is intended to be, but many find this initial task so intimidating that they may put it off for months. We don’t want you to do that.

So, while this document looks pretty thick, it will move fast. We recommend that you have your application open and click along with the recommended actions.

Come on. The water’s not as cold as it looks.

 

HOW PRODUCTS ARE USED INT HE ORDER PROCESS

Before you begin setting up and pricing products, you really need to first understand how they are used in the order process.

2.1 Miscellaneous ‘Each’ Part

Let’s begin with the simplest example and use a ‘widget’, something that is sold in an ‘Each’ unit of measure such as a Surface Mounted Door Closer. In the sample data this is product ID GenLeverLatHandle.

By the way, the example parts displayed in this document are included in the revamped sample data which we came up with in the spring of 2015. If your database is younger than that these parts should already be in there for you to use or reconfigure.

Open a new order quote by clicking the   icon.

 

 

 

 

Click the [Product Lookup {F12}] button.

This will display the Product Category ‘tree.’

Note: This ‘tree’ of product categories is fully customizable. This document will explain how these can be altered.

Now expand the category of Hardware by clicking [+] or double-clicking the word itself.

Do the same to expand Door Hardware

And expand Hinges

Expand Door Closers

Click ‘Surface Mounted Door Closers’ to highlight it. You will now see the product in the upper right with the Select box checked.

*Notice that you can enter a quantity. Also, the price will populate as 0.00 because you haven’t learned how to enter prices yet, but you will a few pages later.

Click the [Select] button. This will add a quantity of 1 GenSurMountCloser to the order.

Click [Close].  This will return you to the estimate which will now have the part displayed:

There is a shortcut to this too. If you know the Item number or the first few digits you can type in the [Item] field…

Then click the [Tab] key on your keyboard. And the rest will fill in.

2.2 Flat-Glass parts

Now let’s place a flat glass part on an order so you can see how dimensions are entered and thickness is selected.

Click the [Product Lookup] button.

From the Product Categories window expand Flat Glass by double-clicking the word or clicking the [+].

Then expand Annealed.

Then select ‘Clear’ to highlight it. You will now see products in the upper right of the screen. This database has 3 products in this subcategory. Two of them, [ANNCLR3684] and [ANNCLR60130], are stock sheets with set dimensions. [ANNCLRCUT] means the cut size is to be determined. Check the box for [ANNCLRCUT]. You will see where the dimensions are to be entered.

 

Enter and Width and a Length. Then select a Thickness.

NOTE: your database will not have prices entered yet which will prevent you from selecting a thickness and completing this step. If you don’t see any thickness on your own screen at the moment, that’s why. Just keep reading and mimic what you can.

For the sake of simplicity in this example we only have prices entered for two different thickness of ANNCLRCUT: DS and ¼”.

 

 

Now the Price section will show up. As you can see, the price for ¼” thickness of this glass is set to $3.00 per Square Foot. 24 x 24 inches is 4 Square Feet. Our total is $12.00. Let’s leave the Qty at 1 and click [Select]. Then click [Close].

You should now be back to the Estimate{F5} tab. The dimension and thickness entries are used to create the description. But the Description can be manually updated.

2.3 Size-Priced Parts

Now let’s place a size-priced part on the order. For this purpose we will use IA14CL which we have made the ID for Insulated Units of ¼” Clear Annealed glass.

Click the [Product Lookup{F12}] button.

This time expand the category Insulated Units.

Expand the sub-category Annealed.

Click Clear to highlight it. You will see the products displayed in the Product list in the upper right of the display. The first one there is the IA14CL that we want on this order.

Check the Select box for IA14CL and the Dimensions (Width, Length) fields and the Size field will appear. Let’s enter some dimensions and select a size.

Note: just like the thickness pricing in the flat-glass product, only sizes that have been priced within the maintenance window of the product will be available in this drop-down list. If you don’t show any sizes here just read and mimic what you can for right now.

 

The Price section will now appear. The price set in this example database for this product is $14.00 per square foot.

Click the [Select] button to add this part to the order and then the [Close] button to return to the Estimate screen.

2.4 Flat-Glass + Fabrications / Options

One more example. Let’s add a piece of flat-glass to an order along with a Fabrication:  Annealed Graylite Cut with a flat polish.

By now you are probably getting the hang of the Product Lookup so let’s keep this process to simple snapshots.

Product Lookup {F12} button.

Expand Flat Glass.

Expand Annealed.

Select Gray

Since there is only one product in this subcategory, ANNGRAYLITECUT it is already checked. So go ahead and enter the Dimensions and select a Thickness.

NOTE: if you don’t have any prices set for this part, you won’t see any thicknesses to select here…okay, you get it.

 

So we have one piece at 4 Sq Feet and at $8.00 per Sq Foot.

This time, let’s click the [Select] button but NOT the [Close] button. You’ll see the notification in green text that the part has been added to the order.

You may also have noticed that the [Add Fabs/Options] button is now active. Click it.

This will take you to the Options/Fabrication category in the Category ‘tree.’

Expand Straight Edgework.

Select Flat Polish. You will see Product Number ‘Fpol’ selected to the right. You will also see the dimensions pre-selected based on the dimensions of the glass part that we have already placed on the order. Consequently the pricing is also filled in although it can be adjusted manually for the order.

Click the [Select] button to add this Fabrication to the glass part.  Then click the [Back To Order] button to see how the complete item appears on the order. This is a Parent/Child arrangement.

Note: Most shops don’t want the ‘child’ items (Fabs, Labor, etc.) to show pricing on the order. That’s fine, there is a print option that will roll the pricing up to the parent part on the printed order. Look for the Printing Option called ‘Combine Total Flat Glass.’

 

 PRODUCT CATEGORIES

3.1 How Categories Link With Products

Now that you’ve seen how the Product Categories are used in the order process, you will want to know how this Category ‘tree’ is maintained and how you can change or reorganize it.

 

First, let’s look out how a Product is linked to a specific category or sub-category. Let’s use a couple of the Products we’ve already seen. First, let’s look up the GenSurMountCls (General Surface Mount Closer) by clicking [Products] and selecting [Miscellaneous Parts].

This will open the Miscellaneous Parts finder.

Let’s search for the product in question by typing the first few letters of the ID in the ID field and then clicking the [Find Now] button. Here it is.

Now we are going to open it for editing by either double-clicking the row or clicking the [Edit Misc. Part] button down below.

We will delve further into the options available in this screen later. For the moment take a look at that third field there, the one called [Category]. This is the field that decides where this Product will be found in the Product

Lookup categories. Click the ellipse button  just to the right of this field and you will see the familiar category tree with the selected category.

Go ahead and close this window and then close the Product window as well. Let’s look at the other three products we’ve seen and how the [Category] field has been used to place each one in the categories.

Open the Flat Glass finder by going to [Products] and selecting [Flat Glass]

ANNCLRCUT is right there in the 6th row so let’s just highlight it and click the [Edit Flat Glass] button.

If we click the ellipse  button next to the [Category] field…

We can see where this product is placed in the Category tree. If you wanted to you could place it somewhere else by selecting a different subcategory.

Click the [Cancel] button to close this window but leave the Product Maintenance window open for a moment. Look at the next field, the one labeled [Fab/Option Category]. This is where you can link this product to the specific

Fabrication and Option categories that will pertain to this product. Click the ellipse  button next to the field.

By making a selection in this field you are telling GlasPacLX to allow any items set up in the selected category (in this case Flat Glass Fabs/Option) and subsequent subcategories to act as available child parts to the Product.

Take another look at that Product Category Selector window you have open (or the most recent image in this document). Review the process of adding a flat glass part to an order and then adding a fabrication to it. Remember there is a step where you have added the glass part to the order and the [Add Fabs/Options] button is now active. Remember this?

Clicking the [Add Fabs/Options] button opens to only that section of the categories that was selected in that [Fab/Option Category] field within the ANNCLRCUT maintenance window. Look again at the images on page 18 until you understand why the image below only shows three categories.

 

3.2 Product Category Maintenance

Now let’s look out how you can make changes to the categories by using the Product Category Maintenance tool. Go to [Products] and select [Product Categories]

This is where you can add, rename, delete and even move (click and drag) categories, subcategories, and even products.

To add a category, leave the existing ones untouched and click the [Add] button. You will have a New Category at the bottom of the list waiting for you to name it.

To rename an existing category highlight it and click the [Rename] button. To delete a category, highlight it and click the [Delete] button. Note: if there are any subcategories under the one you are deleting you will see this message. You can only delete categories that have no subcategories under them.

 

You will notice that if a category has any products assigned to it they will show over to the right in the [Products In Category] window whenever that category is highlighted.

If you want to reorganize any categories or subcategories, you can click and drag them with your mouse. You can do the same with products; you click the gray box next to the Product ID and drag to a different category. Try it.

 

PRODUCT SETUP AND PRICING

4.1 The Basics: Required Fields

In order to understand what goes into the setup of a Product, let’s create one from scratch. Let’s go to the Miscellaneous Parts finder by Clicking [Products] and selecting Miscellaneous Parts.

At the bottom of the finder is the [Create New Misc. Part] button. Clicking that will open the following screen. The colored fields are the required fields. Every Product needs an ID and a Description.

Note: when it comes to actual glass parts we have found that the most useful way to name them is to consistently label them by type-color-cut. For example: ANNCLRCUT for Clear Annealed Cut size, and ANNCLR60130 for Clear Annealed 60 X 30 stock sheet. You may think of a way that better fits your own processes. Do it. There are a lot of different looking configurations out there.

The [Category] field is also required and you probably know to fill that in, unless you’ve done a poor job of reading this document.

The [Discount Product Type] field is a drop-down field. This places the Product in a group organized for the sake of the Discount module. Your Customer Success Manager will explain how the Discounts profiles work.

The [Tax Product Type] field is required to establish the taxability of this particular Item. Also a drop-down field.

The [G/L Account] field: Yes, it is required. Select from the drop-down.

4.2 Pricing Options

The rest of these fields have to do with the pricing of the product. We are not going to explain all of the options just yet. Let’s digest a simple one first. Here’s how the pricing options should look on a product sold by a simple ‘Each’ count.

[Dimension UOM]: Each

[Pricing UOM]: Each

[Rounding Type]: None

[Minimum Amount]: Leave blank. Not applicable. You’ll learn more about this a few pages down.

[Pricing Method] (upper right): Each

Now we just need a price in the [Price] field.

4.3 Pricing Flat Glass – Thickness Based Pricing

Let’s get a little more sophisticated and look at a Flat Glass part. Open the Flat Glass finder.

We used ANNCLRCUT earlier so let’s look at that one.

The first seven fields have already been described in this document. Let’s jump to the pricing fields.

[Dimension UOM]: Like we said, the vast majority of the time you will use either Inches or Each. In this case it is Inches because that’s what you will be measuring by.

[Pricing UOM]: Sq Foot, assuming that’s what you want to price by.

[Rounding Type: There are several choices here in this drop-down. To see what they all mean place your cursor and press your F1 key on your keyboard:

None Calculate the price on the exact dimensions ordered.

Next Round up to the next larger whole number using the dimension UOM.

Next Even If the measurement is not an even whole number, round up to the next even whole number using the dimension UOM.

Next Even Plus Round up to the next whole number higher than the next even number, using the dimension UOM.

Next Pricing Unit Round up to the next larger whole number, using the pricing UOM.

Next Even Pricing Unit If the measurement is not an even whole number, round up to the next even whole number, using the pricing UOM.

In this case we have ‘Next Even’

[Minimum $ Amount]: If you would like to set a minimum price regardless of cut size, put that here.

 

 

If you would rather set the minimum price to be based on a size rather than a dollar amount, click the radio button labeled [Pricing UOM]. You will notice that the label of this field will change to read [Min. Pricing UOM].

[Cut Off Loss Units]: If this product was a circle or pattern cut you could enter the cut-off waste. You would base it on Units. For example, 2 would mean 2 Square Feet in cut-off loss.

The [Plus $ Amount] is there for adding an additional base rate to the pricing.

Moving to the upper right of the maintenance screen, the [Pricing Method] filed field will determine how the dimensions from the Pricing UOM field will be used to compute the price. Example, pricing method ‘Square‘ would be selected for parts priced in square feet.

Do you see the checkbox labeled [Bracket Pricing]? Well move along, that’s too advanced for you. Actually, we’ve decided to create a specific document for that, this one is long enough.

There is a [Thickness Pricing] checkbox. Having this checked will allow you to prices based on specific thicknesses of this glass. Most items in your Flat Glass finder will probably use this.

Then, in the lower right you should see all of the flat glass thicknesses displayed along with fields in which you can enter the price.

Remember, only thicknesses with a price entered here will display as an option for this part when it is placed on an order. So in this case only DS and ¼” show pricing (see next image). You might sell more thicknesses than that. Just make sure the price is set and it will show for you and your team to select on order.

What’s that you say? You don’t need such an extensive selection of thicknesses in your setup? You can actually customize the thickness list by going to [Products] and selecting [Flat Glass Thicknesses]

In this Flat Glass Thickness screen you can make changes to the thickness list. Keep in mind this is the list being used by any product priced by thickness. So make sure you don’t need that one weird thickness for any product at all before you delete it. Of course, you can bring it back if you change your mind.

4.4 Size Pricing

Now that you have a grasp of Flat Glass Setup and the thickness pricing. Let’s go to the Miscellaneous Parts finder. You need to understand Size Pricing. Size pricing works much like the thickness pricing, it just means you have the option to create different size categories, as opposed to just Thickness. You’ll see, go to Products and select Miscellaneous Parts.

Click the [Create New Misc. Part] button. Yes, you did just do this a minute ago. But we’re back to talk about more of it.

The required fields are the same in all Products. And the dimensional fields, [Dimension UOM] and [Pricing UOM], have the same options as you saw in the Flat Glass Setup. As does the [Pricing Method] field.

But one thing you did not see in the Flat Glass Setup was that checkbox in the upper right-hand corner labeled [Price is inherently negative]. This will in fact create a negative price if the box is checked. This allows you to create miscellaneous parts that act as coupons or promotions or other such specials.

Also, instead of a checkbox for Thickness Pricing you can see here we have a checkbox for [Size Pricing]. Click it.

Suddenly a new field appears. [Size Category] is a drop-down list of different lists. Yes, it is a list of lists.

If you select a Size Category, the relevant list will load in the pricing section, ready for you to add pricing based on the sizes.

Any Size Category you see in here can be removed, and conversely you can create any size category you want. Under the Products menu select [Size Categories]

This will open the [Size Categories] maintenance window. Please note that these are the Categories, not the actual sizes themselves. This window works with the [Size Maintenance] window which we will see next. The [Size Category] window is for naming and describing the Category. You can add to this list with the [Insert Item] button. And you can delete with the [Delete Item] button if there are no sizes associated with category.

Now open the [Product Maintenance] window.

This is where you will build and maintain the actual size lists. Simply select the category you want to address from the [Size Category] drop-down.

These sizes can be renamed. The tool buttons at the bottom of the screen are for you to insert, delete, or reorder the sizes. The arrow buttons will move a selected size up or down the list.

Special Note: Some size lists can be pretty long. The Size Maintenance window can be easily re-sized by click-dragging the corners.

Insert a new size.

(By the way, we know this new size is goofy. It’s just an example. Or maybe you’ll become the go-to shower door shop for professional basketball players)

Move the new size to the bottom of the list by clicking the  button.

Click [Save].

Now view that size category in a Product Maintenance window to see the change.

If you want to get rid of sizes and categories you don’t need, start by deleting the sizes from the Product Sizes window, then go and delete the size category from the Size Category window. You will not be able to delete a Category until all its sizes are deleted.

Now that you know where all the setup tools are, let’s take a look at a frequently asked setup scenario: the insulated unit.

This one is a bit more complex because you have two different size categories to consider:

  1. The thickness of the glass used.
  2. The overall thickness of the unit.

One option would be to create an individual Product for each scenario of thickness + overall combination. But that’s way too much work, especially if you are going to break out glass types as well.

Another option is to create in the Flat Glass finder a Product for every different overall unit thickness and then use the flat-glass thickness list to price based on the thickness of the glass.

But we’ve found that the most effective setup is to create in the Miscellaneous Parts finder products based on the type and thickness of the glass, then use a size list based on the overall thickness of the unit. For example, here is one we made for units consisting of clear annealed glass ¼ inch thick.

In the product ID and description we are establishing the glass type and thickness. Then, the pricing based on the OA (overall) size list we built under a category we labeled Insulated Units.

Here’s another one. This one is for units made with ¼ inch annealed Low E glass.

And here’s one for a Double-Strength Tempered Insulated Bronze Unit.

 

THAT'S ABOUT IT

So how do you feel? Do you think you’ve got a handle on how to set up products in this application? This document didn’t exhaust every last option (like volume and tier pricing), otherwise it would have been longer and we just couldn’t do that to you. But if you have made it this far you now know the following in GlasPacLX:

  • How to create and price Products, including Flat Glass items with pricing based on thickness.
  • How to create miscellaneous items with pricing based on size, even insulated units (our most frequently asked question in this area).
  • How to organize these products for lookup by controlling the Categories.
  • How to maintain the thickness list and the different size lists.

In other words, you are pretty much an expert. So we can use you as a knowledge reference, right?

 

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