How do I Change the Prices on a Group of Stock Codes?

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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