Difference between revisions of "How do I Change the Prices on a Group of Stock Codes?"

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== Summary ==
 
== Summary ==
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The following article explains how to change sales prices on a range of Stock Codes. The change can be based on a percentage increase or decrease or a fixed amount.
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The following article explains how to implement a price change at a date for a range of items.
 +
 
 +
To implement an immediate price change, please see [[How do I Change Prices in Platinum?]].
  
 
== More Information ==
 
== More Information ==
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Select {{Menu|{{ST}}|Maintenance Options|Price & Cost Changes|Sales\Cost Price Changes}}.
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The following article explains how to save a price change on a range of Stock Codes, e.g. to create a range of sale prices in preparation for an open weekend.
 +
 
 +
The change can be based on a percentage increase or decrease or a fixed amount.
 +
 
 +
The new prices can be saved and automatically implemented on the date specified.
 +
 
 +
== Saving Existing Prices ==
 +
{{Note|text=It is sensible to save your old prices into a separate price code. This will allow you to put the prices back if there are any problems.}}
 +
 
 +
Go to {{Menu|{{ST}}|Maintenance Options|Price & Cost Changes}}.
 +
 
 +
At {{Tab|Apply changes to}}, click into the {{DataPrompt|Sales Prices}} box.
 +
* Alongside this you will see {{DataPrompt|Price Range}}.
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* Click into here and type {{DataValue|OLD}} or create a new code to use, e.g. {{DataValue|PRE - Pre Sale Price Increase}}.
 +
** If you see {{DataPrompt|Price Range not found}}, press {{KeyPress|S-F10}}.
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** Enter a suitable description, e.g. {{DataValue|Old Prices}}.
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** Click {{Button|Done}} and {{Button|Accept}}.
 +
 
 +
At {{Tab|Base changes on}}, click into the {{DataPrompt|Sales Prices}} box.
 +
* Alongside this you will see {{DataPrompt|Price Range}}. Select {{DataValue|Standard Selling Price}} or the existing price code from which you wish to save prices.
 +
* Check the {{DataPrompt|Changed Pre}} date field is blank, else click into it and press {{KeyPress|C-F2}} to clear the date.
 +
 
 +
At {{Tab|Stock range}}, enter any ranges to define the items for which you would like to save prices, else leave all fields blank to save prices for all your stock.
 +
 
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At {{Tab|Options}}, make sure the {{DataPrompt|Change%}}, {{DataPrompt|Target}} and {{DataPrompt|Value change}} fields are set to 0.
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* Set {{DataPrompt|Rounding}} to {{DataValue|No}}.
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* Set {{DataPrompt|Create}} to {{DataValue|Yes}} and {{DataPrompt|Delete zero prices}} to {{DataValue|No}}.
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* Set {{DataPrompt|Show details for}} to {{DataValue|All}}.
 +
 
 +
* Click {{Button|Start}}. The screen will display your stock codes. The price to save will be listed under the {{DataPrompt|New}} column. The current ''Standard Selling Price'' or Price Code will be displayed in the {{DataPrompt|Notes}} column. Take a quick look to make sure the prices in both columns match.
 +
* Click {{Button|Update}} and {{Button|Yes}} to confirm.
 +
 
 +
== Saving a Price Update ==
 +
At {{Tab|Apply changes to}}, click into the {{DataPrompt|Sales Prices}} box.
 +
* Alongside this you will see {{DataPrompt|Price Range}}.
 +
* Click into here and enter your price code to apply changes to or select {{DataValue|Standard Selling Price}}.
 +
** Select a code from the drop down list or press {{KeyPress|S-F10}} to create a new code.
 +
** Enter a three character code and a suitable description, e.g. {{DataValue|BHS}} and {{DataValue|Bank Holiday Sale Prices}}.
 +
* Click {{Button|Done}} and {{Button|Accept}} to save the Price Code.
 +
 
 +
At {{Tab|Base changes on}}, click into the {{DataPrompt|Sales Prices}} box.
 +
* Alongside this you will see {{DataPrompt|Price Range}}. Select {{DataValue|Standard Selling Price}} or the existing price code on which you wish to base the new price list.
 +
* Check the {{DataPrompt|Changed Pre}} date field is blank, else click into it and press {{KeyPress|C-F2}} to clear the date.
 +
 
 +
At {{Tab|Stock range}}, enter any ranges to define the items for which you would like to save prices, e.g. choose a specific Stock {{DataPrompt|Group}}.
 +
You may leave the fields blank to apply a price code to all stock.
 +
 
 +
At {{Tab|Options}}:
 +
* Select the {{DataPrompt|Price change}} method.
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** To increase by a percentage,choose {{DataValue|Increase}} and enter the percentage in the {{DataPrompt|Change%}} field.
 +
** To increase by a fixed amount, choose {{DataValue|Actual}} and enter the amount in the {{DataPrompt|Value change}} field.
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* Choose whether you wish to use {{DataPrompt|Rounding}} by selecting {{DataValue|Yes/No}}. This will calculate the price to the nearest penny.
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* Set {{DataPrompt|Show details for}} to {{DataValue|Changes}}.
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* Set {{DataPrompt|Create}} to {{DataValue|Yes}}.
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* Click {{Button|Start}}. The screen will display your stock codes.
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The new Selling Price will be listed under the {{DataPrompt|New}} column. The price you are basing the change on will be displayed in the {{DataPrompt|Notes}} column.
 +
 
 +
Take a quick look to make sure the prices are as you wish them to be.
 +
 
 +
** You may make individual adjustments under the {{DataPrompt|New}} column.
 +
** Press {{KeyPress|F10}} on an item to remove it from the list.
 +
 
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* Click {{Button|Save}} or press {{KeyPress|F7}}.
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* The Price Code for which you are saving prices will be shown in the {{DataPrompt|Description}} field.
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* To save the prices without allowing the system to implement the changes, leave the {{DataPrompt|Change date}} set to ''00/00/0000''.
 +
* To assign a date at which the changes should become live, specify the date.
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{{Warning|text=The system will implement the change as soon as a user logs in to Platinum on that date. This cannot be reversed. If you follow the instructions to [[How do I Change the Prices on a Group of Stock Codes?#Saving Existing Prices|save]] your existing prices, you may be able to load these prices back in.}}
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 +
* Click {{Button|Save}}.
  
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=== Changing Standard Selling Prices ===
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=== Loading a Price Update ===
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Leave the {{DataPrompt|Price Code to Alter}} field blank by pressing {{KeyPress|Enter}}. This will default to the {{DataValue|Standard Selling Price}}.
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Go to {{Menu|{{ST}}|Maintenance Options|Price & Cost Changes}}
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{{Tip|text=If you press {{KeyPress|F3}} on the {{DataPrompt|Price code to Alter}}, this will change from {{DataValue|Standard Selling Price}} to {{DataValue|Standard Cost Price}}. This will allow you to change cost prices rather than retail prices.}}
 
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* To Increase: Enter the percentage to Increase by or move across to the {{DataPrompt|Amount}} field to enter a value.
 
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* To Decrease: Follow the same instructions making sure you enter the value (percentage or amount) as a minus. 
 
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* Press {{KeyPress|Enter}}. Leave the {{DataPrompt|Based on Price Code}} field blank. This will ensure your price change is based on your {{DataValue|Standard Selling Price}}.
 
  
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{{Information|text=Decide which ranges you want to use and fill in the appropriate fields below:}}
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* Click {{Button|Load}} or press {{KeyPress|F8}}.
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* Select the price change to load and click {{Button|Load}}.
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* Take a quick look to make sure the prices are as you wish them to be.
  
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* {{DataPrompt|Depot}}: Press {{KeyPress|F1}} to choose your Stock Depot code.
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** You may make individual adjustments under the {{DataPrompt|New}} column.
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* {{DataPrompt|Stock Group}}: Prices can be altered for a specific Stock Group or leave the field blank to ignore this filter. To search for a Stock Group press {{KeyPress|C-F1}}, {{KeyPress|Search}} and select the Group from the list.
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** Press {{KeyPress|F10}} on an item to remove it from the list.
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* {{DataPrompt|Stock Code From}} and {{DataPrompt|Stock Code To}}: If you want to choose a range of Stock Codes enter the first and last codes to use. Press {{KeyPress|C-F1}} to search for a Stock Code.
 
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* {{DataPrompt|Desc. Filter}}: You may restrict the range to stock codes with only certain words in the description. If so, enter the word or words to search for here.
 
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* {{DataPrompt|Supplier}}: Enter a Supplier Account Code to choose only items purchased from a specific Supplier. Press {{KeyPress|C-F1}} to search for a Supplier Account.
 
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* {{DataPrompt|Price Range}}: You may restrict price changes to items within a current price range e.g. only items over £5.00. Leave the {{DataPrompt|to}} field at zeroes to place no upper price restriction.
 
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* {{DataPrompt|Round Up Prices}}: Decide whether prices should be rounded up to the nearest penny.
 
  
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Once you have set your ranges, you have two options:
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* To proceed with the price change, please click {{Button|Update}}, else click {{Button|Save}} to save the price list for now.
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* 1. Press {{KeyPress|F5}} to carry out the price change.
 
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* 2. Press {{KeyPress|S-F5}} to view the items and the changes that will be made. In this screen you can move down the list and make any necessary changes e.g. edit a price, press {{KeyPress|F10}} to exclude an item from the change or press {{KeyPress|F6}} to add an item to the bottom of the list.
 
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* Press {{KeyPress|F2}} and {{KeyPress|Accept}} to save the changes.
 
  
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=== Changing Prices for a specific Price Code ===
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{{Information|text=Once you have loaded a saved price update, you cannot reload it.}}
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* {{DataPrompt|Price Code to Alter}}: Enter the Price Code you want to change. Press {{KeyPress|C-F1}} and {{KeyPress|F2}} to choose from a list of codes.
 
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* To Increase: Enter the percentage to Increase by or move across to the {{DataPrompt|Amount}} field to enter a value.
 
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* To Decrease: Follow the same instructions making sure you enter the amount as a minus.
 
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* Enter the same Price Code in the {{DataPrompt|Based on Price Code}} field.
 
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* Follow the instructions in the previous section to fill in the remaining fields and complete the price change.
 
  
 
== See also ==
 
== See also ==
 
* [[How do I Change Prices in Platinum?]]
 
* [[How do I Change Prices in Platinum?]]
 
* [[How do I Set up Price Codes?]]
 
* [[How do I Set up Price Codes?]]
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* [[Creating a Stock Item]]
 
  
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{{KB_Tags|prices, price increase, change prices, Stock, price code, sales price}}
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{{KB_Tags|save prices, price change, sale, future, retail, save, price code, price list, load change, load price, change date}}
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{{FAQ}}{{KB_ST}}{{ZN_Admin}}
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{{FAQ}}{{How}}{{KB_ST}}{{ZN_Admin}}

Latest revision as of 17:06, 5 December 2022

Summary

The following article explains how to implement a price change at a date for a range of items.

To implement an immediate price change, please see How do I Change Prices in Platinum?.

More Information

The following article explains how to save a price change on a range of Stock Codes, e.g. to create a range of sale prices in preparation for an open weekend.

The change can be based on a percentage increase or decrease or a fixed amount.

The new prices can be saved and automatically implemented on the date specified.

Saving Existing Prices

It is sensible to save your old prices into a separate price code. This will allow you to put the prices back if there are any problems.

Go to " Stock Control Maintenance Options Price & Cost Changes".

At [Apply changes to], click into the "Sales Prices" box.

  • Alongside this you will see "Price Range".
  • Click into here and type 'OLD' or create a new code to use, e.g. 'PRE - Pre Sale Price Increase'.
    • If you see "Price Range not found", press <Shift+F10>.
    • Enter a suitable description, e.g. 'Old Prices'.
    • Click [Done] and [Accept].

At [Base changes on], click into the "Sales Prices" box.

  • Alongside this you will see "Price Range". Select 'Standard Selling Price' or the existing price code from which you wish to save prices.
  • Check the "Changed Pre" date field is blank, else click into it and press <Ctrl+F2> to clear the date.

At [Stock range], enter any ranges to define the items for which you would like to save prices, else leave all fields blank to save prices for all your stock.

At [Options], make sure the "Change%", "Target" and "Value change" fields are set to 0.

  • Set "Rounding" to 'No'.
  • Set "Create" to 'Yes' and "Delete zero prices" to 'No'.
  • Set "Show details for" to 'All'.
  • Click [Start]. The screen will display your stock codes. The price to save will be listed under the "New" column. The current Standard Selling Price or Price Code will be displayed in the "Notes" column. Take a quick look to make sure the prices in both columns match.
  • Click [Update] and [Yes] to confirm.

Saving a Price Update

At [Apply changes to], click into the "Sales Prices" box.

  • Alongside this you will see "Price Range".
  • Click into here and enter your price code to apply changes to or select 'Standard Selling Price'.
    • Select a code from the drop down list or press <Shift+F10> to create a new code.
    • Enter a three character code and a suitable description, e.g. 'BHS' and 'Bank Holiday Sale Prices'.
  • Click [Done] and [Accept] to save the Price Code.

At [Base changes on], click into the "Sales Prices" box.

  • Alongside this you will see "Price Range". Select 'Standard Selling Price' or the existing price code on which you wish to base the new price list.
  • Check the "Changed Pre" date field is blank, else click into it and press <Ctrl+F2> to clear the date.

At [Stock range], enter any ranges to define the items for which you would like to save prices, e.g. choose a specific Stock "Group". You may leave the fields blank to apply a price code to all stock.

At [Options]:

  • Select the "Price change" method.
    • To increase by a percentage,choose 'Increase' and enter the percentage in the "Change%" field.
    • To increase by a fixed amount, choose 'Actual' and enter the amount in the "Value change" field.
  • Choose whether you wish to use "Rounding" by selecting 'Yes/No'. This will calculate the price to the nearest penny.
  • Set "Show details for" to 'Changes'.
  • Set "Create" to 'Yes'.
  • Click [Start]. The screen will display your stock codes.

The new Selling Price will be listed under the "New" column. The price you are basing the change on will be displayed in the "Notes" column.

Take a quick look to make sure the prices are as you wish them to be.

    • You may make individual adjustments under the "New" column.
    • Press <F10> on an item to remove it from the list.
  • Click [Save] or press <F7>.
  • The Price Code for which you are saving prices will be shown in the "Description" field.
  • To save the prices without allowing the system to implement the changes, leave the "Change date" set to 00/00/0000.
  • To assign a date at which the changes should become live, specify the date.
The system will implement the change as soon as a user logs in to Platinum on that date. This cannot be reversed. If you follow the instructions to save your existing prices, you may be able to load these prices back in.
  • Click [Save].

Loading a Price Update

Go to " Stock Control Maintenance Options Price & Cost Changes"

  • Click [Load] or press <F8>.
  • Select the price change to load and click [Load].
  • Take a quick look to make sure the prices are as you wish them to be.
    • You may make individual adjustments under the "New" column.
    • Press <F10> on an item to remove it from the list.
  • To proceed with the price change, please click [Update], else click [Save] to save the price list for now.
Once you have loaded a saved price update, you cannot reload it.

See also


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Keywords AND Misspellings
save prices, price change, sale, future, retail, save, price code, price list, load change, load price, change date
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