An enterprise user or a pricing organization user can modify the details pertaining to a
price list.
About this task
A pricing
organization user can modify the description of a price list, the date range within which a price
list is effective, and the status of a price list, and adjust the prices of the items in a price
list. An enterprise user can only modify the assignment of customers for a price list. If the
pricing organization is an enterprise, users belonging to that organization can modify all the
details pertaining to a price list, including the prices of the items and the assignment of the
price list to customers.
To modify the details of a price list:
Procedure
-
Navigate to the Price
List Summary screen. To navigate to the Price List Summary screen,
perform the following steps:
-
Log in to Sterling™ Business Center as
pricing administrator.
-
The application home page is displayed. Click the Pricing tab.
-
From the Pricing home page, click Find
Price List in the Pricing dashlet.
-
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.
-
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.
-
Modify the appropriate fields.
As a pricing organization user, you can modify the
following fields:
- Description*: Modify the description of
the price list, as appropriate.
- Effective Start Date*: Modify the start
date and start time of the price list by clicking the corresponding Calendar icon
and selecting the time from the drop-down list. The start date and
start time indicate the date and time from which the price list becomes
effective.
- Effective End Date*: Modify the end date
and end time of the price list by clicking the corresponding Calendar icon
and selecting the time from the drop-down list. The end date and end
time indicate the date and time until which the price list is effective.
- For price range filtering, use prices on this
price list: Select or clear this check box depending on whether
or not you want to use the prices defined in the price list to filter
the price range when generating the search index.
- List Price: Modify the list price of an
item by entering a new price.
- Adjustment % (+/-): Modify the percentage
of the adjustments to be made to the list price of an item. A positive
number indicates a percentage amount to be added to the list price.
A negative number indicates a percentage amount to be discounted from
the list price.
Note: You can modify this
field only if the Maintain Percent Adjustment rule is enabled
in the Applications Manager.
- Absolute Adjustment (+/-): Modify the absolute
adjustments to be made to the list price of an item. A positive number
indicates an absolute amount to be added to the list price. A negative
number indicates an absolute amount to be discounted from the list
price.
Note: You can modify this field
only if the Maintain Absolute Adjustment rule is enabled in
the Applications Manager.
As a pricing organization
user, you can perform the following tasks:
- Activate or Deactivate a Price List
- Delete a Price List
- Add Items to a Price List in Sterling Business Center
- Adjust the Prices of Individual Items
- Perform Mass Adjustment of Prices
- Delete an Item from a Price List
- Adjust the Prices of Items Based on Quantity
- Adjust the Prices of Items Based on Date Range
- Copy a Price List
As an enterprise user, you can perform the
following task:
- Assign a Price List to Customers
Note: If the context organization is an enterprise
organization, then the search result may retrieve the price lists
that are created across organizations. However, based on the organization
you have logged in, you will be able to modify the details of the
price list. You can modify the details of only price lists that belongs
to the context organization. For example, if you have created a price
list called "Matrix Master Price List", for the organization called
Matrix Business and the context organization is Matrix Retail, then
except for seller and
customer assignments you will not be able to modify any other details
of the price list.