The group pricing maintenance form allows you to selectively mass update price type, price source, price/percent amount, quantity start, and quantity end to existing group pricings.
The group pricing maintenance form is divided into three parts:
- Search Fields
- Update Options
- Result Grid View
The form allows you to search by Price Type, Group Name, Item Number, Description, Customer Number, or Customer Class. It also allows you to show or hide inactive group pricings.
The Price Type field features a dropdown that lists all the available price types.
Note: Switching between price types will automatically trigger a search. This is because the Adjust By, Price Increase, and Percentage of Price update options are available only for selected price types.
The grid view shows all the group pricings (for the criteria defined in the search boxes) listed by item number:
Clicking the + symbol will show the list of customers that have the selected item price applied:
The grid view features two columns for each of the following fields: Price Type, Price Source, Current Price / Percentage, Qty Start, and Qty End. One column is for the current values (black text), and the other column is for new values (gray or red text).
Values that are unchanged have gray text; whereas new values are highlighted with red text.
Note: All fields marked as New are editable. In order to save the changes, you must click Apply in the top right part of the screen. Values can also be mass updated by using the update options pane.
Values such as Price Type, Price Source, Adjust By, Qty Start, and Qty End can be applied to the entire table, or to specific items by highlighting them and then checking the box Selected Items Only.
To update your current pricing with the new values in update options, hit Calculate first (this will update the values in the grid view), then hit Apply to save the new values.
Note: In order to modify the Adjust By amount, you need to filter a specific Price Type; this is because the adjustment value would have different meanings for different price types.
The field Adjust By has two options: Amount and Percent.
When Adjust By is set to Amount, the value that is put in Price Increase represents the dollar amount change in the price value. For instance, if the group pricing to be updated has a value of $14.59 and you put $5.00 in Price Increase, after you hit Calculate and Apply the new price value will be $19.59.
A positive value means an increase in the price adjusted, whereas a negative value will result in a decrease in the price.
When Adjust By is set to Percent, the value that is put in the Percentage of Price field represents the adjustment percent. For instance, if the group pricing to be updated has a value of $20.00 and you put 95% in Percentage of Price, after you hit Calculate and Apply the new price value will be $19.00.
Values less than 100% will result in a decrease of the price , whereas values greater than 100% will result in an increase.
Price Type and Price Source
Values for Price Type and Price Source are dependent on each other:
- Fixed Amount:
- Percent Adjustment:
- Amount Adjustment:
- Markup Percent:
- Standard Cost
- Current Cost
- Margin Percent:
- Standard Cost
- Current Cost
To adjust quantities simply put values in Qty Start and Qty End, then click Calculate to update the table, and click Apply to save the new values.
Note: Qty End must be greater than Qty Start; under these circumstances, the values will be adjusted in the grid view.
Group Pricing Maintenance - Allows the user to open the Group Pricing Maintenance module.