Overview

If you are looking to set up the price increase UI, and are unsure how to do this. This article can provide you with the information you need to do this successfully.

How to set up the price increase UI

The price increase UI can be done in broad strokes and can also:

Apply multiple filters.
Preview data before you apply changes.
Schedule increases to automatically run.
A rollback feature where you can revert increases.

This article explains how to create an increase and apply it to the system.

How to create an increase and apply it to the system

You can first exclude any account or address within the price increase, to do this,

follow our article on exclusion list.

Create a price Increase

To create a price increase follow the steps below:

Point to Administration then select Look Ups.
Click Price Increases then under Price Increase UI, click START.
Click ADD NEW then select your From and To date.
Select an Increase Date then enter a Description.
Under Type, you only need to use 11 out of the 13 types, these are:

Material	The price of the product on the order.
Price	The standalone price files that you apply to orders on creation.
Ready Mixed Concrete (RMC)	The price of the product on the order.
Skip	The price of the product on the order.
Skip Buy	The price the supplier charges you for completing the work on your behalf.
Skip Order Charges	The price of the extra charges against skip orders.
Skip Tonnages	Charge by weight, tonnes for skips, and kg for trade.
Trade	The price of the product on the order.
Trade Buy	The price the supplier charges you for completing the work on your behalf.
Trade Pay by Weight	Charge by weight, tonnes for skips, and kg for trade.
Zone Rates	The haulage cost by zone for RMC and materials.

6. Select a type, then click CREATE INCREASE.

Finalise and submit the increase:

Once you've created the increase, you have some additional options to complete before saving or running the increase.

To complete these, follow the steps below:

Select from the following six options:

Orders >= Date	Only increases the prices on orders with a date greater than or equal to the date you enter.
Must Have Job	Must have a job within the last two months.
Must Have Value	Must have a value greater than zero in any of the coll, exc etc fields. Note: In the case of Material orders this is looking at the "Total Price" against the order item
Order add tonnes	Add a minimum tonnage quantity to main order.
Send to Portal	Send prices and updates to the portal.
Increase Jobs	After you increase a job, it finds jobs to update based on the following rules: Finds non cash jobs. Jobs not completed, cancelled, or deleted. Job date or scheduled date greater than increase date.

2. Under New Values, select the Type dropdown.

3. Select an option then enter the Price.

4. Once you're ready, you have six options available:

Save	You can save the price increase.
Delete	Delete the price increase.
Copy	Copy the price increase.
Export to CSV Pre Run	Export to CSV to look over everything before submitting.
Run Price Run	Run the price increase.
Schedule	Schedule the price increase to run another time.