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Bulk update run is a two-step process

  1. Create a price categories
  2. Creating and posting a bulk update run for a price category  

Creating a Price Categories 
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create a price category
create a price category

  1. From the Navigation panel, double click on Administration then click on Price Categories
  2. Click on New
  3. Fill in the fields as follows
    1. Code : price category value in percentage e.g. 5%
    2. Mode : Automatic
    3. Minimum Cost : product minimum cost price 1 e.g. $16.00
    4. Maximum Cost : product maximum cost price 1 e.g. $21.00

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    5. Click on the Supplier tab
      1. Click on Insert to add product primary supplier, repeat this step as required

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    6. Click on Price Category Lines
      1. Click on New to add product Price Level on which the price category is to apply
      2. Select Price Level from the drop-down list e.g. List, EDU
      3. Key in Gross Profit or Markup

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    7. Click on Save and Close
  4. Proceed to create a bulk update run for this price category

Creating and posting a bulk update run for a price category 
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creating a b-u-r for a pricecategory
creating a b-u-r for a pricecategory

  1. From the Navigation panel, double click on Bulk Maintenance then click on Bulk Update Runs
  2. Click on New to create a new bulk update run
    1. Key in Name for this run 
  3. Click on Extract button in the ribbon line to generate lines for the bulk update run

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  4. A Extract Bulk Update Run: PriceCategory pop-up window appears, fill in the window details as follows 
    1. Select an applicable Bulk Update Run Set from the drop-down list e.g. price category
    2. Select Product for Record Data Type from the drop-down list
    3. Select PriceCategory for Field Name from the drop-down list
    4. Key in New Value as percentage e.g. 5%, needs to match one of the price categories
    5. Specify selection criteria in the Record Filter tab

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      which translates to

      1. For this Bulk Update Run extract all products whose primary supplier is ACCAUS and whose cost price 1 is between $16.00 and $21.00

      2. The extracted products are candidates for a 5% increase, in this case the List price level

  5.  Click on OK to generate lines for the run

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  6. Select a Record and click on Source Record to view product details before change

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  7. Click on Post to update the product with the changes shown in the bulk update run

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    Info

    Observe that the bulk update run status is Posted

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  8. Select a Record and click on Source Record to view product details after change to confirm that the updates are as expected

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    Tip

    If require, click on the Reverse button in the ribbon line to back-out the changes made by the bulk update run

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    Observe that the bulk update run Status will be changed to Cancelled to indicate that the run has been successfully backed-out

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