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Updating Product Prices with the Proposed Pricing and "Open Order Price Update" Tools 🎥

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Executing a Mass Price Update

With our Proposed Pricing feature, you can easily prepare an updated price list for one or more Products without applying the changes to your current pricing. Then, once proposed pricing has been approved by your organization, you may apply the changes to just one product, or to all products at once. Here's a step by step guide to using the Proposed Pricing feature:

  • Navigate to Resources >> Products

  • Next, select a product from your list by clicking on it and highlighting it green (If you have not set up products or pricing yet, check out this article: Adding & Managing Products).

    products page
  • In the table to the right, you will see two tabs: Current Pricing and Proposed Pricing. 

    current pricing - proposed pricing
    Click the
    Proposed Pricing tab.

  • Here, you may click the [+New Price ] button to manually propose new pricing for each location, or you may use to [Create from Current] button to quickly raise or lower prices by a certain percentage for all locations.

    create from current

  • When Create from Current is chosen, you will be prompted to enter a percentage amount for your desired price change (see image below).

    price percentage

  • For example, entering "10" will result in all prices for that product to raise by 10% in each of your locations.

    Current Pricing

    Proposed Pricing

  • Once the Proposed Pricing has been reviewed and approved, you may apply it to overwrite the Current Pricing in one of two ways:
    • Clicking the Apply to Current button pictured below will only apply the new pricing to that one product.

      apply to current 
    • OR you can overwrite Current Pricing for all products and locations at once by clicking the Apply All Proposed Pricing button near the bottom of the screen.

      apply to all current pricing

Using the Open Order Price Update tool:

Once your Proposed Pricing has been applied and your current price levels have been updated, you can use the powerful Open Order Price Update tool to do a price update on all open orders across the board. **CAUTION! This tool is used to enact mass, system-wide updates. It cannot be undone! Use with care.**

Open Order Price Update-1


Essentially, this tool tells all Active or Inactive Orders marked as an "Open Order" (you can set this when Creating and Managing Orders) to match their product prices to those listed in the five stored price levels (depending on who the customer on the order is and which level they've been assigned - usually it's level 1, the default). If you go into the Open Order Price Update tool and choose a particular customer, the update will only affect open orders attached to that customer. If you do not choose a customer, the changes will apply to all Open Orders in the particular location you chose, across all the customers. The Open Order Price Update Tool ignores Closed orders and orders with the "Open Order" checkbox unchecked.

Let's say you have a customer called Bob's Construction, and they are a five-year loyal customer who wants pea gravel, and you'd like to give them a discount for their loyalty. If pea gravel's original price (Price Level 1) is $10, but the Special VIP Customer Price is $8.50, you would go into Resources >> Products and click on Pea Gravel and edit the pricing levels by Region and Location. You would leave Price Level 1 as $10, but you would choose another price level, say 3, and make it $8.50. Then, under to Resources >> Customers, you may edit Bob's Construction to set them at Price Level 3 if you want them to get that special price all the time. Any new orders you make for them will have pea gravel set at Price Level 3 - $8.50.

Now, perhaps six months down the road, the special price for all "VIP customers" has increased a little, to $9. In this case, you would go into Products and edit the price levels for pea gravel to make Price Level 3 reflect $9.

Then, to apply the change to orders already established, you can use the Open Order Price Update tool to do one of two things:

  1. You could select Bob's Construction in the customer dropdown menu and ONLY update Open Orders for that one customer to reflect the change you made.
  2. Or, if you only choose a location and don't choose a customer, it will apply those changes to all of that location's Open Orders across the board, regardless of who the customer is.

If you negotiated a particular quote for one job for Bob's Construction, and then turned that quote into an Order and then did not check Open Order, it will be unaffected by changes made via that Open Order Price Update tool because that feature can only apply preset price levels to Open Orders. You can think of the order as being no longer open to mass price level changes via the Open Order Price Update tool. The prices you set up on the order would be static.