Bulk Price Update User Manual

 CONTENTS

Introduction

Logging into the Back Office

Applying Bulk Price Updates

Creating the parameter for the update

Import Price Update from a Spreadsheet

Introduction

This document contains detailed instructions on how to apply bulk price updates to products by category, brand, supplier or date range added. 

Logging into the Back Office

Firstly, you need to log into the system. To do so, ▪ Enter your username into the Username* field. 

▪ Enter your password into the Password* field. 

Note: If you do not have this information please see your system administrator. 

Applying Bulk Price Updates

Within RetailStore/ CharityStore, you can set a price update to be applied on a specific date, by increase or decrease percentage or amount. 

• Select the Admin menu. 

• Locate to the Batch updates section, and select Price Update. 

The Price Update List will open. 

To create a new price update, 

• select Create new price update. 

Although it isn’t mandatory, to help you identify between Price Updates, 

• Give the update a name by typing it into the Name field. 

Using the Apply On* field, 

• Use the drop down lists to select the date that you wish apply the update on. 

Note: you can also use the button to bring up the calendar and manually select a date. 

If you wish to manually apply the update, 

• keep the Apply manually box ticked. 

Note: this box is ticked by default. 

Next, is the Update option* field. From here, 

• select the update you wish to apply. 

The options are; 

• Update default prices and selected locations (set as the default option) 
• Update default prices except selected locations 
• Create separate prices for selected locations 

Next, 

• ensure you select the correct Country that the update is for. 

Note: this is set as your current Country by default. 

• Select the locations in which you want to apply the price update to using the Locations option. 

Note: this a mandatory option and if untouched will include all locations in the update. 

The final field on the form is the Other Prices field, which can be left blank. 

Once you have completed the necessary fields on the form, 

• select Save. 

You should now receive a message at the top of the page advising that the Price Update has been created successfully.

• Select the Back to list link at the bottom of the page to return to you Price Update List. 

The Price Update created is listed.

Creating the parameter for the update

Next we need to create the parameter for the update i.e. percentage, or amount. To do this, 

• select Setup 

The Product Selection page will open from which you can determine the products/category/brand/hotshot/supplier to be updated.

• Use the different fields relating to the Price Update that you are creating. 

Note: if you are wanting to apply the update to one particular category, then you can select it from the EPOS Category field. 

Once you are ready, 

• select Search from the bottom of the page. 

The Editing Price Update page is displayed, and filtered based on the options previously selected. The first half of the page contains more fields in order for you to enter in the details for the price update you are applying. 

• Apply roundup – Choose ‘Yes’ if you want it to round to the nearest value. eg. full pound or 99p. 
• Roundup Value – only applies when the ‘Apply roundup’ field above is set to ‘Yes’. In this field you can enter the amount (in pence) that you’d like to round up to.  

Example: if the system calculates a % increase of a price would take the item to £15.57, but this field has ‘99’ in it, it would round it up to £15.99. 

• Category update price types – choose the price type(s) that you want to apply to your update. 
• Category – Choose the Category that you want to apply to your update. 
• Price Change Type* - choose to apply the change type in either % or value. Example, ‘plus %’ will increase your price by the % value entered in the next field.  
• Value – choose the value that you wish to update your prices by.  

Example: if you want to increase the price by 10%, enter ‘10’ in this field. 

• On cost change* - If you’re changing the Cost Prices of your items, then this field lets you choose if you want all retail prices to change in proportion with them or not. By default, this field is set to ‘do not update…’, so therefore if you change the cost prices, the retail prices will be left untouched. 

The other options let you choose whether the retail prices would be updated based on the current profit margin % of each item, or the default profit margin % (as set in Admin > Default Settings). 

• On Save* - choose ‘Update’ to apply the update when the Save button is selected. 

In this example we are going increase the Store Price of Women’s Tops by 10%: 

The second half of the Editing Price Update screen is a table containing all of the products included in the price update. Please note that if you previously chose to only include specific products, then only they will be displayed here. 

• Select Save to view the updated prices.

The updated prices are displayed in green.

Next,  

• press the Back to List link to return back to the Price Update List where there are further options. 

We are yet to apply the change. To do this,

• select Apply now. 

Once you receive the ‘Complete 100%’ message, 

• select Back to list. 

Once your Price Update job has a Status String of ‘Complete’, you are ready to print labels, whether this is via the Label button (which generates labels for your location only), or Individual Location Labels which creates labels for all locations included in that job. For more information on this, refer to the Quick Reference Guide – Printing labels following a Price Update. 

Import Price Update from a Spreadsheet

The Price Update functionality also allows you to import your products and prices straight into your Price Update job from a specifically formatted spreadsheet. 

To do this we need to create a Price Update similar to the process we have previously documented in this manual, but once you are ready to add your products, you can import from a separate spreadsheet instead of searching for them in the Price Changes module. 

• Create the Price Update as previously documented, so that your Price Update job has a status of ‘Pending’ with only 3 actions available; Delete, Setup & Import. 

At this stage you will need to make sure that you have created a spreadsheet, and saved as a .CSV into a folder on your machine. The spreadsheet must be formatted with specific data in the following order from left to right across the spreadsheet.  

Please note that your spreadsheet doesn’t have a header record line across the top row so you will need to take a note of the specific fields and the order they need to be in. The list below shows this specific order. 

1. Item Reference (mandatoryfield)  
2. Supplier Ref (optionalfield)  
3. Supplier Cost (mandatoryfield)  
4. RRP (mandatoryfield)  
5. Store (mandatoryfield)  
6. Trade (mandatoryfield)  
7. Web (mandatoryfield)  
8. Staff (mandatoryfield)  

We have added some sample data to the spreadsheet example below. You will notice the Item Reference in column A, Supplier reference in column B, Supplier Cost in column C, RRP in column D, Store price in column E, Trade price in column F, Web price in column G, and lastly Staff price in column H. It is worth noting that your product file will need to contain the Item References and Suppliers that you have included in the spreadsheet. 

Once you have completed your spreadsheet and saved it to your machine, 

• select Import. 

• Click on the Browse button to search and select the saved spreadsheet. 

To apply the price update to all assocated product options of thoses included in the upload, 

• Tick the Apply to All Associated Product Options* box. 

To set blank price fields to NULL instead of the value 0, 

• Tick the Set Blank Fields to NULL* field. 

Note: A NULL value will not alter the pre-existing value in the system. 

• select Import.  

The price changes are displayed in green: 

• Select Save and Back to list. 

Back within the Price Update List, 

• select the Apply Now button against the Price Update job. 

Once you receive the ‘Complete 100%’ message, 

• select Back to list,

Once your Price Update job has a Status String of ‘Complete’, you are ready to print labels, whether this is via the Label button (which generates labels for your location only), or Individual Location Labels which creates labels for all locations included in that job. For more information on this, refer to the Quick Reference Guide – Printing labels following a Price Update.