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Bulk Price Date Adjustments in Weighsoft

Noel Collings avatar
Written by Noel Collings
Updated over a week ago

Weighsoft allows users to adjust price dates in bulk using the Price Adjustments function. This is useful for updating start/end dates across multiple price records efficiently.

Accessing Price Adjustments

  1. Hover over Administration.

  2. Click on Lookups.

  3. Click on P, then select Prices.

  4. In the Prices screen, click Price Adjustments.


Filtering Price Records

Upon loading, all price files are displayed in pages. Use the search box to filter results using the following criteria:

Filter

Description

Start Date From / To

Filters prices starting within a date range.

End Date From / To

Filters prices ending within a date range. Prices with no end date will be excluded if these are set.

No End Date

Filters only prices without an end date. Leave End Date filters blank when using this.

Account No / Address No

Filters prices linked to a specific account or address.

Outlet Code / Price Group Code

Filters prices for a specific outlet or price group.

Product Code / Supplier Code

Filters prices for a specific product or supplier.

Unit Code / Zone Code

Filters prices by unit of sale or zone.

Waste Type / Container

Filters prices by waste type or container.

Account Price / Cash Price

Filters prices by value.

System Prices Only

Filters prices not linked to any account or address.

Exclude Supplier Prices

Filters out supplier-linked prices. Must be off to include supplier prices.


Selecting Prices to Update

  1. Apply filters and click Search.

  2. Tick the checkbox next to the prices you want to update.

    • Only one page of results can be updated at a time.

    • Double-check each page before moving on.

πŸ€“Tip: Export a copy of the filtered results before making changes.
Click Export to CSV to save a backup in case rollback is needed.


Updating Price Records

  1. Click Update Records Found.

  2. Fill in the update fields:

    • From Date: New start date.

    • To Date: New end date.

    • Remove the To Date: Clears the end date.

⚠️Warning: You can update both From Date and To Date together, but To Date and Remove the To Date cannot be used simultaneously.

  1. Click:

    • Update All – to update all filtered results.

    • Update Selected – to update only the ticked items

πŸ“ŒNote: After updating, results may shift. Always re-check the page to ensure no prices are missed. You may need to repeat updates on the same page.


Rolling Back Changes

If a price update needs to be reversed, please raise a case with Support. The team will assist with rollback options.

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