The special price updater is a tool that is used to update all existing special price and discount events rapidly by a set amount or by a percentage. It can be used to update all prices for a customer, a customer group and on an item by item basis.
The tool is hidden by default, but when exposed will provide an additional tab to your Mobileezy software where your customer pricing can be edited in bulk.
You can use the Special Price Updater tool to update your special pricing and discount events quickly!
When to use the Special Price Updater
This tool is primarily used when you have a lot of special pricing events setup and you would like to update them in bulk.
|1.||You have a lot of special pricing events setup and you want to increase the price of a single item across all events and customers in one go.|
Your supplier increases the price of one of the items you sell. You need to increase the sell price to your customers by 5% across all customers for whom you may have a special price setup. You would use the special price updater tool to increase the price for all customers with special pricing events for the affected item by 5%.
|2.||Customer pricing changes frequently by a set percentage and you want to update all prices at the same time by a set percentage.|
You sell an item for which the purchase price fluctuates on a regular basis and as a consequence the sell price to your customers must also change. You have special pricing events setup for all your customers. You would use the special price updater tool on a regular basis to bulk update the price for all customers as soon as the supply price changes.
|3.||You want to alter the discount offered to a customer group for specific product lines.|
You have a customer group setup for which you offer a 10% discount on 200 different product lines. You have decided to reduce the discount for the product lines from 10% to 8% and want to update the special price event. You would use the special price updater to do this quickly.
Turning on the Special Price Updater tool
The special price updater tab can only be unhidden through the advanced system settings.
|1.||Under Setup > System Settings, switch to advanced settings mode|
|2.||Filter for the setting ShowExtraAdvancedPricingTabs and change the setting to True|
|3.||Close and then reopen Mobileezy|
|4.||Under the Pricing icon, the Special Price Updater tab will now be shown (to the extreme right) |
How to Use the Special Price Updater
After turning on the Special Price Updater tool, go to the Pricing > Special Pricing Updater tab.
|1.||Select the items, customers or customer groups that you want to alter the pricing for by putting a tick in the box. Use the tick to tick all items, cards or customer groups and the cross to untick all items, cards or customer groups. |
|2.||Enter the amount you want to change the price by:|
|➢||To increase the amount by a set percentage enter the percentage in the Amount to change selected item and customer combination by field and select the Percentage toggle.|
|➢||To decrease the amount by a set percentage enter the percentage value prefixed with a '-' in the Amount to change selected item and customer combination by field and select the Percentage toggle.|
|➢||To increase the value by a set amount, enter the amount by which you want to increase the price in the Amount to change selected item and customer combination by field and select the Absolute toggle. Do not enter a '$' character.|
|➢||To decrease the value by a set amount, enter the amount by which you want to decrease the price in the Amount to change selected item and customer combination by field and select the Absolute toggle. Do not enter a '$' character.|
|3.||Place a tick in the Round to nearest 5 cents checkbox when using percentages so that pricing will be updated in increments of 5c.|
|4.||Press the Apply Changes button to update the pricing. Note: There is no way to undo this action. It is recommended to take a backup of your Mobileezy database before applying the changes. |
Note: This tool will only affect existing prices setup under the special pricing and discounts tab.
Process for Updating Prices Using the Special Price Updater
|1.||Backup the Mobileezy Database|
|3.||Press the Import / Backup Special Pricing button|
|4.||Press the Export to CSV button|
|5.||Save the file as type .csv File|
|6.||Open Excel and browse to the file location|
|7.||The excel file will show all of your special pricing events.|
|8.||Filter the file by item code to identify the customers whose pricing you wish to update.|
|3.||Update Base Price for Item in MYOB:|
|1.||Find the inventory item|
|2.||Update the base sell to the standard sell price (ie. all customers not on special pricing) and save.|
|4.||Using the Special Price Updater:|
|1.||In Mobileezy, go to Pricing > Special Pricing Updater |
|2.||Tick the item whose price you wish to update (left hand box)|
|3.||Tick the customers whose price you want to update (or for all customers use the green tick to select all) (middle box)|
|4.||Enter the amount that you want to update the price by in the Amount to change selected items and customer combination by and press the Apply Changes button.|
Special Pricing and Discounts
Export Special Pricing