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Step 1: Use price book runs to clean up your product data before turning on automatic price updates

  1. Run a price book run for all products (see Creating a price book run)
  2. Add quantity on hand to the price book run log
  3. Filter the price book run log to only show products where the list price has changed
  4. Look at the "Difference Percentage" column on the price book run lines. (This column uses a formula newvalue/oldvalue*100 to calculate the percentage change for relevant fields)
  5. Sort the price book run lines list view by the  "Difference Percentage" column
  6. Review the large positive and large negative changes on the spreadsheet
  7. For product where you do not want the data to change to match the price book:
    1. Go to the product
    2. Go to Settings > Catalogue Update tab
    3. Set ignore changes to sell prices and ignore changes to cost prices to be true

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Your first price book run will be very large and should be posted on the server or a workstation with a lot of memory and processing power.

 Finally contact

Step 2:  Contact Readysell and have our support team and get help with the following:

  • Check that the task to import Office Brands OneX data to your price book is enabled and set to run on a regular basis
  • Turn on automatic cost and sell updates for you. We would normally set this to run each day for you. Readysell will setup the "Office Brands Product Import" task to run daily or once a week depending on your requirements. They will also setup the product import rules for you (see details on links below)
  • You can set the  "Office Brands Product Import" it to run once a week. If you have a retail area and want to print price change labels only once a week, in order to reduce the time spent replacing labels.
  • If you have a retail area and you use priced shelf labels, you should print priced shelf labels for all products where the sell price has changed. You can print labels for all price changes from any date. There is a property of products that allows you to print labels for any sell price changes to the primary product price level for any date range ( See  Printing retail price labels only products with sell price update)

Important note:

  • You should not run price book runs on a regular basis

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  • Once you have one good price book run posted you should turn on automatic overnight updates

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  • Then you do not have to and should not load a catalogue or price book run ever again!

Step 3: If you have a retail business, print labels each week to update your shelf prices

  • Note for retail sites:
    • The timing of automatic updates and retail label printing is critical if your business has a retail area
    • You have to know which nights are going to post automatic price updates
    •  So that you can generate labels for any price changes quickly the next morning and get them onto the shelves before customers start buying stock
    •  Otherwise you risk having out of date retail pricing on your shelves that do not agree to the actual sell price in the system
    •  It is not acceptable to have price labels on your shelves that show a different sell price to the price changed to customers.
  • If you have a retail site and ONLY if you have a retail site with price labels on fixtures:
    • Agree with Readysell one day a week to update your sell prices. This is normally on a Sunday night
    • Assign someone to print shelf labels every Monday morning of any sell price changes
    • Print your first batch of product labels if required for any retail stock
    • The user guide explains how to print product labels only for products where sell prices have changed from a specified date, see:

See Also:

Child pages (Children Display)

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