Price Adjustment Schedule
A price adjustment schedule sets new prices for products and applies them automatically on the Effectivity Date, for example to start a price increase on the first of next month.
Menu: Others › Price Adjustment Schedule
For buttons, statuses and approvals shared by all transactions, see Working with transactions.
How to schedule a price change
Required permission
Others › Price Adjustment Schedule › Create
- Open Others › Price Adjustment Schedule and click ⊕ (Add New Transaction).
- Choose the Effectivity Date (when the new prices start), and check Created For, Request by and Remarks.
- Add the products (by Scan, the product selector, or Import Excel), and enter the new Purchase Price, Wholesale, Retail and Price A–Price E.
- Click Save ▾ and choose Save or Approve.
Only approved schedules are applied. The list shows each schedule's Schedule Status and Effectivity Date.
Example
A supplier announces a price increase from 1 July. On 20 June the pricing officer creates a schedule with Effectivity Date 1 July for its 35 products, with the new Purchase Price and Retail prices, approves it and prints it for the stores to prepare new shelf tags. On 1 July the prices change automatically.
Other permissions for this module
| Permission | Allows you to |
|---|---|
| Others › Price Adjustment Schedule › Approve | Approve schedules |
| Others › Price Adjustment Schedule › Revert | Revert schedules |
| Others › Price Adjustment Schedule › Print | Print schedules, for example as new shelf price tags |