Pricing Update Record
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Methods to Enter Pricing:
•Price Level
- UI Item Record
- Pricing Update Record
- Scripted Import
•Customer Specific
- UI Customer Record
- Pricing Update Record
- Scripted Import
UI – Price Level – With this method Pricing is Effective Immediately
•Navigate to Item Record
•Navigate to Pricing Subtab
•Click Edit Button
•Add/Edit prices
•Save Record
![](/wp-content/uploads/2023/05/image-108-1024x360.png)
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UI – Customer Record: Pricing is effective immediately with this method as well
•Navigate to Customer Record
•Navigate to Pricing Subtab
•Click Edit Button
•Add/Edit prices
•Save Record
Items are listed in they order they are entered; this cannot be changed; Will not allow you to enter an item already in the list
![](/wp-content/uploads/2023/05/image-110.png)
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Pricing Update Record – Price Level – Pricing is NOT effective immediately with this method
Navigating to New Pricing Update from the Center Tab
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Select Type:
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Fill out Overview section:
![](/wp-content/uploads/2023/05/image-114-1024x151.png)
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Fill out Adds/Updates section:
![](/wp-content/uploads/2023/05/image-116-1024x192.png)
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Save record
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Pricing Update Record – Price Level:
![](/wp-content/uploads/2023/05/image-120-1024x304.png)
![](/wp-content/uploads/2023/05/image-121-1024x276.png)
Pricing Update Record – Customer Specific: (Pricing is NOT effective immediately with this method)
Navigate to New Pricing Update from the Center Tab
![](/wp-content/uploads/2023/05/image-122.png)
Select Type:
![](/wp-content/uploads/2023/05/image-123.png)
Fill out Overview section:
![](/wp-content/uploads/2023/05/image-124-1024x111.png)
![](/wp-content/uploads/2023/05/image-125.png)
Fill out Adds/Updates Section:
![](/wp-content/uploads/2023/05/image-126-1024x192.png)
![](/wp-content/uploads/2023/05/image-127-1024x222.png)
Save record:
![](/wp-content/uploads/2023/05/image-128-1024x414.png)
![](/wp-content/uploads/2023/05/image-129.png)
![](/wp-content/uploads/2023/05/image-130-1024x303.png)
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![](/wp-content/uploads/2023/05/image-134-1024x210.png)
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If the customer did not have customer specific pricing before the price update record processed, there isn’t a price to rollback to so the system will delete the entry and if ordered the system will look for a price level price to pull in
![](/wp-content/uploads/2023/05/image-136-1024x117.png)
Scripted Import – Customer Specific & Price Level – Pricing is NOT effective immediately with this method
Navigate to New Pricing Update from the Center Tab
![](/wp-content/uploads/2023/05/image-137.png)
Select Type:
![](/wp-content/uploads/2023/05/image-138.png)
Scripted Import – Customer Specific:
Fill out Overview section:
![](/wp-content/uploads/2023/05/image-139-1024x111.png)
![](/wp-content/uploads/2023/05/image-140.png)
Scripted Import – Price Level:
- Fill out Overview section:
![](/wp-content/uploads/2023/05/image-141-1024x151.png)
![](/wp-content/uploads/2023/05/image-142.png)
Scripted Import – Customer Specific:
Save record:
![](/wp-content/uploads/2023/05/image-143-1024x296.png)
•Navigate to Customer Price Add/Update from the Center Tab
![](/wp-content/uploads/2023/05/image-144.png)
Scripted Import – Price Level
Save record:
![](/wp-content/uploads/2023/05/image-145.png)
Navigate to the Item Price Level Add/Update from Center Tab
![](/wp-content/uploads/2023/05/image-146.png)
Scripted Import – Customer Specific tab
- Download Import Tempalte in new
![](/wp-content/uploads/2023/05/image-148-1024x141.png)
•Populate needed fields
![](/wp-content/uploads/2023/05/image-149-1024x79.png)
![](/wp-content/uploads/2023/05/image-151.png)
Scripted Import – Price Level:
- Download Import Template in new tab
![](/wp-content/uploads/2023/05/image-152-1024x139.png)
Populate needed fields:
![](/wp-content/uploads/2023/05/image-153-1024x78.png)
![](/wp-content/uploads/2023/05/image-154-1024x279.png)
- Save as CSV
- Drag and Drop on Scripted Import record
![](/wp-content/uploads/2023/05/image-155-1024x229.png)
Save record:
![](/wp-content/uploads/2023/05/image-156-1024x296.png)
Scripted Import – Customer Specific & Price Level
- System generated email sent
![](/wp-content/uploads/2023/05/image-157.png)
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Review pricing update record; attach files
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Common Issues
- Item or customer is incorrect
- Revise data and attempt again in new CSV
•Item or customer is inactive
- Remove rows and attempt again in new CSV
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Saved Searches/Reporting:
Quick Links:
![](/wp-content/uploads/2023/05/image-167.png)
Item Record:
![](/wp-content/uploads/2023/05/image-169.png)
Customer Record:
![](/wp-content/uploads/2023/05/image-171-1024x238.png)