The purpose of this page is to show you how to add a Pricing Co-efficient to an inventory item
You should consider a pricing co-efficient as an attachment to the inventory.
The Pricing Co-efficient can be added, modified or removed. Any changes to a pricing co-efficient will affect all orders that have this inventory item, I would strongly suggest to never edit or remove a pricing co-efficient.
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Once you have added an inventory item you can attach a pricing Co-efficient to the item.
Download the Inventory group, the list will contain inventory items that have a green background, this means that no pricing co-efficient has been added at this stage
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When adding (A operation column) pricing to new Inventory Items you need to enter a Date in to column E The date here will apply to any orders from the date. If you enter a date in the past any orders that contain this inventory item will have the new price added.
Leave the PKID column (A) as is.
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Select the group that contains the inventory item.
Once you have downloaded and opened the excel file you will see a list of inventory items any items that are green are new and or do not have a pricing co-efficient attached as yet.
Leave the PkId, Inventory Code and Description as is, if you have other Customer Price Groups click here for further instructions (To be added soon),
Enter a “Date from”, this is very important all orders that contain this inventory, from and including this date will have the price applied, if you choose a date in the past it will affect previous orders.
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Add the price, cost, install price and costs if required, you can populate one or multiple columns if required.
Enter “A” in the operation column
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Save the file and upload this file in the same location where you downloaded it from, instructions are available on the page.
Note if the spreadsheet is not green and contains a unique number in the PkId Column a Price already exists, you can add a new one but you must ensure the date effective has been updated.
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