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.
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:
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. |
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:
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. |
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:
|
Under New Values, select the Type dropdown.
Select an option then enter the Price.
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. |
Rollback Increase
If an increase needs to be rolled back for any reason:
Hover over Administration and click Lookups
Click Price Increases
Click Start under Price Increase UI
Untick Exclude Run Items
Set the From Date and To Date to the date of the increase.
Click Search
Click on x Updates - View/Rollback generated runs
Click Roll Back
Click OK
This will then roll back the increase.