Skip to main content

Completing the Initial Setup

Updated over 3 weeks ago

The initial RPS setup allows you to add brands, categories, types, price levels and general contact information in RPS.

  1. Click the gear icon at the top of the screen

image-20240108-154538.png

2. Click the Initial Setup button

image-20240108-154831.png

3. Select Brands on the Manufacturer Selection screen by checking which brands you would like to include in RPS

  • Once clicked, a check mark will appear in the upper right hand corner of the brand

  • Select brands for each product group

  • Click Next at the bottom of the screen once done

image-20240108-162729.png

4. Select Categories on the Category Selection screen by checking which categories will be included

  • Once clicked, a check mark will appear in the upper right hand corner of the category

  • Select categories for each product group

  • Click Next at the bottom of the screen once done

image-20240108-161410.png

5. Select Types on the Type Selection screen

Note: All types are selected by default. To de-select a product type, click the X designated to the type

Scroll through all types using the page drop down or forward or back arrows

image-20240108-163440.png

6. Add cost rules and price levels on the Price Level Setup screen

image-20240108-170147.png

How Costs are Derived:

Note: Prices can be customized by selecting a price rule cost calculation under Setup Price Rule.

image-20240108-191208.png

Cost + Cost Plus increases cost by a given percentage. This can be used to inherit other costs (ex: rent or utilities).

Note: By default the system derives cost by using Cost + Cost Plus.

The Cost Plus field will be used to populate the percentage that you want to increase your costs.

image-20240105-131429.png

Cost + Cost Plus - IRs increase your costs by a given percentage and subtracts your instant rebates.

image-20240105-131755.png

Buying Group Cost - Allows you to add Buying Group charges as a percent increase to your cost

image-20240104-153951.png

Dollar Round - Allows you to round to the nearest $1, $9 or $10.

Values are selected by clicking the drop down arrow.

Example:

$236.57 ($1.00 round) = $237.00

$236.57 ($9.00 round) = $239.00

$236.57 ($10.00 round) = $240.00

image-20240104-154418.png

Landed Cost - Landed cost is your cost plus other charges when having the product shipped to your store. This Increases your cost by a dollar amount to create a Landed Cost.

image-20240104-154707.png

Upper Round - If the change of a price calculates greater than $0.50, Upper Round allows you to round to a given value. Leave the field blank if you do not want rounding enabled.

Example: $178.55 rounds up to $178.99

image-20240104-170023.png

Lower Round - If the change of a price calculates less than $0.50, Lower Round allows you to round to a given value. Leave the field blank if you do not want rounding enabled.

Example: $1599.35 rounds up to $1599.99

image-20240104-170400.png

Flat Value - A flat dollar amount can be added to a price level margin

image-20240104-170755.png

Creating Price Levels:

Price level margins can be customized for all product groups or specific product groups.

To create a price level:

  • Click + Add Price Level

image-20240104-171635.png
  • Enter the name of your price level in the Name field

image-20240104-171917.png
  • Select the product group using the Product Group drop down

Note: Selecting All will apply the price level to all product groups. However, you may want to set different price levels for different product groups.

image-20240104-172349.png
  • Select what the price level will list off from the List Off drop down.

image-20240104-175127.png

Note: A value will need to be entered after selecting a List Off value. The system will allow you to use decimals.

Cost - Enter a margin percentage in the Margin field.

image-20240104-181120.png

MAP - Enter a percent value in the Percent Off MAP field.

image-20240104-181720.png

RDC - Select an RDC account using the Select RDC Accound drop down

image-20240104-182326.png

MSRP - Select either Margin or Percent using the Change By drop down.

Enter a margin or percent value in the Margin or Percent field, depending on what was selected

image-20240105-133355.png

List Price - Select either Margin or Percent using the Change By drop down.

Enter a margin or percent value in the Margin or Percent field, depending on what was selected

image-20240105-133751.png

Sale Price - Select either Margin or Percent using the Change By drop down.

Enter a margin or percent value in the Margin or Percent field, depending on what was selected

image-20240105-135349.png

Salesperson Cost Note - Select either Margin or Percent using the Change By drop down.

Enter a margin or percent value in the Margin or Percent field, depending on what was selected

image-20240105-135004.png

Note: List Price, Sale Price and Salesperson Cost are uploaded prices.

  • A flat value can be added to the price level by entering a value in the Change Price By Dollar Amount field.

If no flat value is to be added to the price level, enter 0 in the Change Price By Dollar Amount field.

image-20240104-183912.png
  • To save your price level, click the check mark

image-20240108-165556.png
  • Click Next at the bottom of the screen

image-20240108-165851.png

7. Add site contact information and logos on the Business Setup screen

  • Enter the site address in the Address fields

image-20240108-171759.png
  • Enter the site email address, fax number, phone number and website address

image-20240108-172100.png
  • Upload your logo by clicking Choose File and selecting your logo under Logo, Banner Logo and Site Icon

Note: Use .jpeg, .jpg, or .png files when uploading your logo. (320x180) size or (16:9 Aspect Ratio).

Contact HomeSource if you do not have logos.

image-20240103-195530.png
image-20240103-195726.png

8. Click Finish at the bottom of the screen

image-20240110-135523.png

9. Click Save at the top of the screen

image-20240103-195959.png

10. Once saved, a success message will appear at the top of the screen

image-20240103-200123.png
Did this answer your question?