Overview

Price groups in Weighsoft allow you to assign specific pricing to multiple accounts efficiently. This is particularly useful for managing consistent pricing across customer groups or contract types.

Creating a New Price Group

To begin, a price group must be created before it can be assigned to prices and accounts.

Steps:

Navigate to Administration.
Click Lookups.
Select Price Groups.
In the blue box, enter a Code and Description for the new group.
Click Insert to save the group.

Assigning a Price Group to a Price

Once the price group is created, it can be linked to specific prices.

Steps:

Go back to Lookups and click Prices.
Create a new price or modify an existing one.
In the price screen, click Price Group.
Select the appropriate group.
Click Update to save the changes.

Assigning Price Groups to Accounts

You can assign price groups to accounts either individually or in bulk.

Option 1: Assign to a Single Account

Use the navigation search box to find the account by name or number.
Point to All and click By Account.
Click the Invoice tab.
Select the Price Group from the dropdown.
Click Save.

Option 2: Assign to Multiple Accounts (Bulk Update)

Navigate to Administration.
Click Admin Functions.
Select General (if not already loaded).
Click Update Accounts En Mass.

Steps:

Apply any necessary search filters.
Click Export to download the Excel template of the search results.
Make a backup copy of the file before making changes.
Open the workbook and go to the Invoice tab.
Enter the Price Group Code in the Price Group column for each relevant account.
Save the file.
Return to the Update Accounts En Mass screen.
Click Browse... and select the updated file.
Click Import to apply the changes.