Mass updating product price categories using a bulk update run
Bulk update run can be used to update product price category en masse using the following selection criteria
- a list of primary suppliers
- primary cost price range
Bulk update run is a two-step process
Creating a Price Categories
- From the Navigation panel, double click on Administration then click on Price Categories
- Click on New
- Fill in the fields as follows
- Code : price category value in percentage e.g. 5%
- Mode : Automatic
- Minimum Cost : product minimum cost price 1 e.g. $16.00
Maximum Cost : product maximum cost price 1 e.g. $21.00
- Click on the Supplier tab
Click on Insert to add product primary supplier, repeat this step as required
- Click on Price Category Lines
- Click on New to add product Price Level on which the price category is to apply
- Select Price Level from the drop-down list e.g. List, EDU
Key in Gross Profit or Markup
- Click on Save and Close
- Proceed to create a bulk update run for this price category
Creating and posting a bulk update run for a price category
- From the Navigation panel, double click on Bulk Maintenance then click on Bulk Update Runs
- Click on New to create a new bulk update run
- Key in Name for this run
Click on Extract button in the ribbon line to generate lines for the bulk update run
- A Extract Bulk Update Run: PriceCategory pop-up window appears, fill in the window details as follows
- Select an applicable Bulk Update Run Set from the drop-down list e.g. price category
- Select Product for Record Data Type from the drop-down list
- Select PriceCategory for Field Name from the drop-down list
- Key in New Value as percentage e.g. 5%, needs to match one of the price categories
Specify selection criteria in the Record Filter tab
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
Click on OK to generate lines for the run
Select a Record and click on Source Record to view product details before change
Click on Post to update the product with the changes shown in the bulk update run
Observe that the bulk update run status is Posted
Select a Record and click on Source Record to view product details after change to confirm that the updates are as expected
If require, click on the Reverse button in the ribbon line to back-out the changes made by the bulk update run
Observe that the bulk update run Status will be changed to Cancelled to indicate that the run has been successfully backed-out
