Pricing Updates
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Use the Pricing Updates editor to perform the following functions:
Function | Description |
|---|---|
Define a new price for a product or modifier. | |
Define a price for a product or modifier that is specific to one or more sites. | |
Define rules for how a product is priced when certain conditions are met. For example, define a rule to charge a different price based on time period or order source. | |
Specify the product price when it is ordered as a child item. | |
Import a data file with pricing information. | |
Export pricing data. |
Edit Product Price
To update pricing for a product or modifier:
(Optional) From the upper-right of the Pricing Updates homepage, select Select Sites to filter the product list by site.
From the product list on the Pricing Updates homepage, select the product.
From the Actions dropdown, select Edit Price.
From the Edit Price window, type the new price of the product.
Select Done.
From the upper-right of the Pricing Updates homepage, select Save Changes.
-OR-
From the Save Changes dropdown, select Add Changes to Package.
Astuce
To quickly update a product price: In the New Price field on the Pricing Updates homepage, type the new price of the product.
To clear the new price for a product or modifier:
From the product list on the Pricing Updates homepage, select the product.
From the Actions dropdown, select Clear Set Price.
Set Site-Specific Pricing
To define a price for a product or modifier that is specific to one or more sites:
From the product list on the Pricing Updates homepage, select the product.
From the 3-dot menu on the right of the product row, select Set Site Specific Pricing.
From the View and Edit Price form, type the price for each listed site.
-OR-
In the All Sites row, type the price for all listed sites.
Select Save.
From the upper-right of the Pricing Updates homepage, select Save Changes.
-OR-
From the Save Changes dropdown, select Add Changes to Package.
Edit Pricing Rules
To specify how a product is priced when certain conditions are met:
From the product list on the Pricing Updates homepage, select the product.
From the 3-dot menu on the right of the product row, select Edit Pricing Rules.
From the Pricing Rules window, select Add Pricing Rule.
From the Pricing Rule window, define the product pricing rule.
General
From the Pricing Rule form, locate the General section.
In the Name field, type a name for the pricing rule.
Toggle Tax Inclusive to Yes if all applicable taxes are included in the price.
When enabled, tax is not applied to the price when the product is added to an order.
From the Price Adjustment dropdown, select the desired method for adjusting the standard item price:
Replace – Replace the standard price with a specified price.
Amount - Adjust the standard price by a specified amount.
Percentage - Adjust the standard price by a specified percentage.
From the Adjustment Value field, specify the price / amount/ percentage by which to adjust the standard price.
Roll Up Parent Pricing
From the Roll Up Price dropdown, select the applicable option. The selected option determines how the product price is rolled up into a parent product price.
Option | Description |
|---|---|
Do Not Roll Up | Do NOT roll up the price to the parent product price. |
Roll Up After Tax | Roll up the price to the parent product price AFTER tax is applied. |
Roll Up Before Tax | Roll up the price to the parent product price BEFORE tax is applied. |
Conditions
From the Conditions section of the Pricing Rule form, define at least one (1) condition for the pricing rule:
Condition | Description |
|---|---|
Order Sources | From the dropdown, select the desired option:
|
Time Periods | From the dropdown, select the desired option:
NoteIf an order is entered during one time period and tendered in another, the product pricing for the time period when the order was entered is used. |
Price Points | From the dropdown, select the desired option:
|
Save the Record
To save the pricing rule and return to the Pricing Updates homepage:
From the lower-right of the Pricing Rule form, select Add Pricing Rules.
The pricing rule is added to the list of rules in the Pricing Rules section.
Select and drag the control to the left of each rule to sort the list by lowest-to-highest priority (where the rule at the top of the list has the highest priority).
From the lower-right of the Pricing Rules form, select Done.
From the upper-right of the Pricing Updates homepage, select Save Changes.
-OR-
From the Save Changes dropdown, select Add Changes to Package.
Edit Child-Item Pricing Rules
To define a child item pricing rule for a product:
From the product list on the Pricing Updates homepage, select the product.
From the 3-dot menu on the right of the product row, select Edit Child-Item Pricing Rules.
From the Child-Item Pricing Rules window, select Add Child-Item Product Pricing Rule.
From the Child-Item Pricing Rule form, define how the product is priced as a child item.
General
From the Child-Item Pricing Rule form, locate the General section.
In the Set Name field, type a name for the rule.
Choose Products
From the Child-Item Pricing Rule form, locate the Choose Products section.
From the Select Product dropdown, select the desired option:
Option
Description
Specific Product
Define the price of the product when it is a child of one or more specific products.
Group of Products (tags)
Define the price of the product when it is a child of any product tagged with one or more specific tags.
Tags and Specific Products
Define the price of the product when it is a child of one or more specific products OR any product tagged with one or more specific tags.
Select the applicable products and/or tags for this child item pricing rule. The available fields are determined by the option selected in the previous step.
From the Individual Products dropdown, select the specific products.
When the product is ordered as a child of any of the selected products, the child item pricing rule is applied.
From the Parent Tag(s) dropdown, select the tags.
Every product associated with the selected tags is an eligible parent item. When the product is a child of any of these items, the child item pricing rule is applied.
Pricing
From the Child-Item Pricing Rule form, locate the Pricing section.
Toggle Tax Inclusive to Yes if all applicable taxes are included in the price.
When enabled, tax is not applied to the price when the product is added to an order.
Toggle Quantity Based to Yes to enable the Pricing by Quantity feature.
When enabled, the price of the product is determined by the quantity that is added to the order.
For example, one (1) serving of Garlic Bread is provided free with an order, but each additional serving is priced at $0.99.
For additional instructions, skip steps 4-5 below and see Pricing by Quantity.
From the Price Adjustment dropdown, select the desired method for adjusting the standard item price:
Replace – Replace the standard price with a specified price.
Amount - Adjust the standard price by a specified amount.
Percentage - Adjust the standard price by a specified percentage.
From the Adjustment Value field, specify the price / amount/ percentage by which to adjust the standard price.
Note
When Quantity Based is toggled Yes, the Price Adjustment and Adjustment Value fields are removed from the form.
Pricing by Quantity
Note
Follow these steps when the Quantity Based setting in the Pricing section is toggled Yes.
From the Child Product Type dropdown, select the desired option:
Option
Description
Specific Product
Define a quantity-based pricing rule for one or more specific products.
Group of Specific Products
Define a quantity-based pricing rule for any product that is tagged with one or more specific tags.
Both
Define a quantity-based pricing rule for specific products and any product tagged with one or more specific tags.
Select the applicable products and/or tags for this pricing rule. The available fields are determined by the selected option in the previous step.
From the Child Products dropdown, select the specific products.
From the Child Tag(s) dropdown, select the tags.
The pricing rule is applied to every product associated with the selected tags.
From the Pricing by Quantity section, select Create to define a new pricing by quantity rule.
Repeat the following steps to add each quantity range and its respective price:
Use the +/- buttons to set the Range Start to the lowest product quantity in the range.
Use the +/- buttons to set the Range End to the highest product quantity in the range.
From the Price Adjustment dropdown, select the desired price adjustment option:
Replace – Replace the standard price with a specific price when the quantity ordered is within this range.
Amount - Adjust the standard price by a specific amount when the quantity ordered is within this range.
Percentage - Adjust the standard price by a specified percentage.
From the Adjustment Value field, specify the price/amount/percentage by which the price is replaced/adjusted.
From the lower-right, select Done.
Roll Up Parent Pricing
From the Child-Item Pricing Rule form, locate the Roll Up Parent Pricing section.
From the Roll Up Price dropdown, select the applicable option. The selected option determines how the product price is rolled up into a parent product price.
Option
Description
Do Not Roll Up
Do NOT roll up the price to the parent product price.
Roll Up After Tax
Roll up the price to the parent product price AFTER tax is applied.
Toggle Use Alternative Item Price to On to use the price of another item when rolling up the price.
From the Select Alternative Item dropdown, select an item price to calculate the currency amount to roll up to the parent product. The difference is displayed as the child item price.
Roll Up Before Tax
Roll up the price to the parent product price BEFORE tax is applied.
Toggle Use Alternative Item Price to On to use the price of another item when rolling up the price.
From the Select Alternative Item dropdown, select an item price to calculate the currency amount to roll up to the parent product. The difference is displayed as the child item price.
Conditions
From the Conditions section of the Child-Item Pricing Rule form, define conditions for the pricing rule:
Condition | Description |
|---|---|
Order Sources | From the dropdown, select the desired option:
|
Price Points | From the dropdown, select the desired option:
|
Save & Close the Record
To save the pricing rule and return to the Pricing Updates homepage:
From the lower-right of the Child-Item Pricing Rule form, select Add Child-Item Product Pricing Rules.
The pricing rule is added to the list of rules in the Child-Item Pricing Rules section.
Select and drag the control to the left of each rule to sort the list by lowest-to-highest priority (where the rule at the top of the list has the highest priority).
From the lower-right of the Child-Item Pricing Rules form, select Done.
From the upper-right of the Pricing Updates homepage, select Save Changes.
-OR-
From the Save Changes dropdown, select Add Changes to Package.