Update Pricing in Bulk

The ability to update pricing in bulk is only available if it has been enabled within Admin and if the practice is not a subscriber of a Distribution Center. See Inventory - Enable Update in Bulk.

Instructions

Bulk updates can be processed for all search results that display in the grid, or for selected products within the search results.

• If you want all products that display in the grid to have the pricing update, follow the instructions for "Update Pricing (All Results)."
• If you want to select some but not all products that display in the search results, follow the instructions for "Update Pricing." 

Update Pricing (All Results)

1. Access Inventory > Products.
2. Complete a Simple Search or Advanced Search.
3. In the Actions dropdown menu, select Update Pricing (All Results).
4. In the Bulk Update Pricing modal, complete the field for any pricing option that needs to be updated. It is not required to complete all fields, only those that need to be updated should be completed. Note: The default within the field for Retail Price is "Calculate Retail Price." See below for instructions for "Manually Change Retail Price."
5. Click 'Next.'
6. Schedule Update: Determine the effective date of the changes and click 'Next.'
7. Preview and Update: Review the pricing changes to ensure the entries that you made on prior screens are producing the expected pricing results.
8. Hover your cursor over the "i" icon for a detailed view of the original pricing information and the new modified changes.
9. If necessary, click the remove icon for a line-item that should not be included in the update.
10. Click 'Update Products.' A "Success!" message displays.

Update Pricing

1. Access Inventory > Products.
2. Complete a Simple Search or Advanced Search.
3. Click the checkbox in front of the product(s) you would like to update.
4. In the Actions dropdown menu, select Update Pricing.
5. In the Bulk Update Pricing modal, complete the field for any pricing option that needs to be updated. It is not required to complete all fields, only those that need to be updated should be completed. Note: The default within the field for Retail Price is "Calculate Retail Price." See below for instructions for "Manually Change Retail Price."
6. Click 'Next.'
7. Schedule Update: Determine the effective date of the changes and click 'Next.'
8. Preview and Update: Review the pricing changes to ensure the entries that you made on prior screens are producing the expected pricing results.
9. Hover your cursor over the "i" icon for a detailed view of the original pricing information and the new modified changes.
10. If necessary, click the remove icon for a line-item that should not be included in the update.
11. Click 'Update Products.' A "Success!" message displays.

Additional Information

• Manually Change Retail Price: This setting allows users to update the retail price for the selected items without using the system calculated retail price formula. If choosing this setting, the retail price field is required. 
• The user receives two separate messages after every bulk update.
  • The subject of the first message is "Property Change Request Submitted," and the body of the email details the changes submitted.
  • The subject of the second message is "Property Changes Applied," the body of the email indicates the changes have been applied, and it contains an attachment in csv format that includes a list of affected products and the detailed change for each product.