Modify price list details

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

  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. 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.