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

Fast-Weigh 10 Web Portal

Executing a Mass Price Update for Multiple Orders on the Fast-Weigh 10 Web Portal Fast-Weigh Training Series

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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. 

  • Navigate to Resources > Products
    products 
  • Next, select a product from your list by clicking on it and highlighting it green
    products page
  • In the table to the right, you will see two tabs: Current Pricing and Proposed Pricing. 
  • Click the Proposed Pricing tab.
    current pricing - proposed pricing
  • Here, you may click the [+New Price ] button to manually propose new pricing for each location, or the [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 
    price percentage
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 
    • Clicking the Apply All Proposed Pricing button near the bottom of the screen will overwrite Current Pricing for all products and locations at once.
      apply to all current pricing

Using the Open Order Price Update tool

Once 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.

This tool forces all Active or Inactive Orders marked as an "Open Order" to update their product prices to the current product price levels. The Open Order Price Update Tool ignores Closed orders and orders with the "Open Order" box unchecked.

**CAUTION! This tool is used to enact mass, system-wide updates. It cannot be undone! Use with care.**

Open Order Price Update-1

  • Set the Region and Location where you want your open order product pricing updated, or update All locations.
  • Set a Customer if you want the update to only affect open orders attached to that customer.
    • If you do not choose a customer, the changes will apply to across all customers.

OPEN ORDER EXAMPLE:
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 drop-down menu and ONLY update Open Orders for that one customer to reflect the change you made.
  2. 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, 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. 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.