Getting started with automatic price book updates

Overview

If your system can do automatic product file price updates (e.g. if you are an Office Brands dealer), this is the procedure you need to follow to make best use of automatic price updates.

Procedure

Run a price book run for all products (see Creating a price book run)
Add quantity on hand to the price book run log
Filter the price book run log to only show products where the list price has changed
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)
Sort the price book run lines list view by the "Difference Percentage" column
Review the large positive and large negative changes on the spreadsheet
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

Repeat the above procedure until you get a price book run which only includes acceptable sell price changes, then post that price book run.

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 Readysell and have our support team:

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.

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)

You should not run price book runs on a regular basis. Once you have one good price book run posted you should turn on automatic overnight updates. Then you do not have to load a catalogue or price book run ever again!