Set up price worksheet
If you want to update prices for multiple items without having to change settings in each Item Card individually, you can create a Default Price List in the Price Worksheet administrative section.
- Click the
button, enter Price Worksheet and open the related link. - Populate the following fields in the General section:
| Field Name | Description |
|---|---|
| Price Type | Specifies a filter which determines whether the sale or purchase prices are displayed. |
| Defaults | Specifies the fields of the price list header that are used as defaults for new lines created in the worksheet. You can set different filters at this level. |
| Assign-to Group | Specifies a filter for which group the prices apply to. |
| Update Multiple Price Lists | Specifies whether users can add new lines and modify the existing lines in the worksheet suggested by the Copy Lines action. |
- Populate the following fields in the Worksheet section.
| Field Name | Description |
|---|---|
| Manage | You can select 1 line or multiple line & then apply the delete function to clear the lines from the worksheet. |
| Suggest Lines | Create a list of items, based on defined criteria and at the same time establish a Default Price List, using adjustment factors on the Unit Price of the items. When the worksheet is filled, the price list can be also manually modified if necessary. |
| Copy Lines | Lines can be copied from an existing Price List. |
| Implement Price Change | Update the Price List with the one provided in the worksheet. |
| Open Price List | If a price list is already assigned to the worksheet, you will see the Price List Code on the first column in the details. |
Example
If you create a default sales price for the item 1150 using the unit price of 500.00 and applying a factor of 1.20 on it, the new sales price will be 600.00. Then, you can run the Implement Price Change action to update the sales price list for the item.