Add items to a price list using item-based search

A pricing organization user can find more items to add to the price list through the use of an item-based search.

About this task

After creating a price list, a pricing organization user can add more items to the price list for the prices of those items to also be defined by that price list. To add items to a price list, a pricing organization user must first search for the corresponding items.

Use the Item-Based search option to search for the items to add based on item search criteria.

To add items to a price list by searching for items based on criteria:

Procedure

  1. Navigate to the Price List Summary screen. To navigate to the Price List Summary screen, perform the following steps:
    1. Log in to Sterling™ Business Center as pricing administrator.
    2. The application home page is displayed. Click the Pricing tab.
    3. From the Pricing home page, click Find Price List in the Pricing dashlet.
    4. The Price List Search screen is displayed. In the Basic Price List Search panel, enter the search criteria, and then click Search to perform a basic search. Alternatively, click Advanced Search, enter the search criteria, and then click Search to perform an advanced search.
    5. The price lists matching the search criteria are displayed. Click the Price List ID hyperlink or double-click the row corresponding to the price list. The Price List Summary screen is displayed.
      Note: If there is only one price list matching the search criteria, the details of the corresponding price list are automatically displayed.
  2. Click the Add Individual Items related task.
  3. The Add Items To Price List screen is displayed. In the Item ID Contains box under the Item Based Search tab, enter either the complete or partial ID of the item you want to search for.
  4. In the Item Short Description Contains box, enter either the complete or partial description of the item you want to search for. For example, if the Item Short Description is A flat television panel, you can enter either panel, or television panel, as your search text.
  5. Click the Search icon adjacent the Items In Category box to search for the category to which the items belong. The Catalog Hierarchy dialog box is displayed. Navigate to the corresponding category and double-click the category. Alternatively, select the category and click Select.
  6. Select the Search only services and service options check box to include services and service options in the item search result.
  7. Click Search.
  8. The items matching the search criteria are displayed. Perform either of the following tasks:
    • To add specific items to the price list, select the check boxes corresponding to the items you want to add, enter the list price of the items in the List Price column, the absolute adjustment to be made to the list price of the items in the Absolute Adjustment (+/-) column, the percentage adjustment to be made to the list price of the items in the Percentage Adjustment (+/-) column, and click Add Selected Items.
    • To add all the items to the price list, enter the list price of all the items in the corresponding List Price column, the absolute adjustment to be made to the list price of all the items in the corresponding Absolute Adjustment (+/-) column, the percentage adjustment to be made to the list price of all the items in the corresponding Percentage Adjustment (+/-) column, and click Add All Items in Search Results.

      Notes:

    • The Add all items from search results button only adds items from the current page to the price list.
    • The Absolute Adjustment (+/-) column is displayed only if the Maintain Absolute Adjustment rule is enabled in the Applications Manager.
    • The Percentage Adjustment (+/-) column is displayed only if the Maintain Percent Adjustment rule is enabled in the Applications Manager.

      The Price List Summary screen is displayed.