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--- lump_sum [2015/06/09 19:34] – lisa.maloney
+++ lump_sum [2020/12/01 11:36] (current) – lisa.maloney
@@ Line 1: / Line 1: @@
-__**Admin: Product Admin: Lump Sum Admin**__
+__**Admin: Product Admin: LumpSum Admin**__
-{{:pasted:20150609-193402.png}}
+{{:pasted:20201201-112924.png}}
+-----
-Setting up lump sum types.
+__Setting up LumpSum Types:__
+When offering monies to your customers, it typically comes in 1 of 2 ways.  First is at the SKU level....buy this product and I will give you $$$.    The other way can't be tied to a specific SKU and that's where LumpSums come in.  These are the monies you'll pay out that won't tie to a specific SKU.  For example you have to go to a Food Show and the booth will cost $2,000 and the electric will cost $500.  Those are LumpSum payments.
-When offering monies to your customers, it typically comes in 1 of 2 ways.  First is at the SKU level....buy this product and I will give you $$$.    The other way can't be tied to a specific SKU and that's where lump sums come in.  These are the monies you'll pay out that won't tie to a specific SKU.  For example you have to go to a Food Show and the booth will cost $2,000 and the electric will cost $500.  Those are lump sum payments.
+This screen allows you to set up the "buckets" you want these LumpSums to fall into.  Many times they are directly linked to an internal GL number.
-This screen allows you to set up the "buckets" you want these lump sums to fall into.  Many times they are directly linked to an internal GL number.
+When setting these up, think of the reporting.  What reporting would you like to see?  If you want to see how much money you're spending on FoodShows each year,  set up a FoodShow LumpSum.
-When setting these up, think of the reporting.  What reporting would you like to see?  If you want to see how much money you're spending on FoodShows each year,  set up a FoodShow Lump Sum.
+Here are some examples of LumpSums we've seen in the past:  (FoodShow, Flyer, Electric, Samples, Damages, Admin Fees, etc.)
-Here are some examples of Lump Sums we've seen in the past:  (FoodShow, Flyer, Electric, Samples, Damages, Admin Fees, etc)
 ----
-Below you'll see an example of several already set up. If you want to set one up, just click the Add button.  Enter the description and code.  The code can be your internal GL number if you track one.  If not, just enter anything you want in there.   Hit Save and that's it!  When someone goes in and sets up a contract they will now see these as eligible options in the Lump Sum tab of the contract.
+Below you'll see an example of several already set up.
-{{:pasted:20141218-151115.png}}
+{{:pasted:20201201-113025.png}}
+To setup a new Lumpsum, click the Add button.  This will open the editor on the right side of the grid.
+{{:pasted:20201201-113126.png}}
+Enter the LumpSum Type and Lumpsum CD.  The code can be your internal GL number if you track one.  If not, just enter anything you want in there.  By default, the new Lumpsum is Active.  Click Save to save changes or X to close the editor without saving changes.  When someone goes in and sets up a contract they will now see these as eligible options in the LumpSum tab of the contract.
+To edit an existing Lumpsum Type or to make a lumpsum inactive, click the row and the lumpsum editor will open.  Make the edits then click Save.  To revert back to previous values click Cancel.  Click the X on the top right to close the editor.

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