Learn how to set up price books, an alternative price list with no fixed discount margin
❗Warning: Do not introduce this function until you’ve discussed this with your Account Manager, as this will impact your integration.
- Setup > Brands > Select brand > Select edit icon.
- Select Brand Pricing tab > Scroll down to brand pricing settings > toggle Price Books on.
- If you would like a discount to be applied on top of a price book price, toggle " discount on price book items" toggle on. If you would like the price book price to override the discount, leave this toggle off.
- Click save.
- Setup > Price Books
- Click Add New Price Book > select Brand > enter name > enter description > select currency > toggle active on > start and end times are not mandatory but can be entered > save.
- Now you will need to export a template to fill in. Click the Templates tab. The top export option allows you export any existing price books for your brand. The bottom export option allows you to export a template for any existing release. For the latter option, select the release > select currency > click export.
- Once you open the .csv file you have downloaded > remove all rows of products that will not have a price book assigned to them > enter name of price book in column B > enter pricing in column J > copy data from column J > paste data into column L > Save and close file. Note: Release status - column H is not mandatory.
- To import the price book, click define > import items > select file. Brandscope will prompt you that the import was successful.
- To check the price book prices, click on the arrow dropdown next to the price book.
- The next step is to assign your retailers to price books. Assign > select brand > select price book > select relevant retailer(s) > click assign.
- Now you will need to activate price books on release level. Setup > releases > select release > click edit icon > click integration tab > scroll down to access settings > toggle price books on > save.
New Functionality added April 2023
You can now search, edit and delete a product off a price book. Setup > price books > search for the relevant price book > select relevant price book > click edit icon in the top right hand corner.
A new page will open with the price book containing all of the price books products:
Searching for a product: Use any of the search bars to type in your search.
Deleting a product: Tick the box on the left hand side of the product > click delete selected item/s button in the top left hand corner.
Editing the price of a product: Click into the PriceBook WS Price or PriceBook Display Price grid > enter the new amount > click enter/return on your keyboard.
