Manual Price Lists

A Manual Price List (MPL) is similar to a table in Excel where you maintain your product prices manually. In addition, you can add a calculation logic to it, which will help you calculate the values of certain columns according to the required business rules. You can also keep there any supporting columns you wish (e.g., Product Category, Classification, Profit, Revenue, etc.).

A Manual Price List:

  • is a collection of products with manually assigned prices.

  • is not connected to a pricing logic (a logic can only calculate selected columns, cannot be assigned to the whole price list).

The following actions are available:

  • Add a new Manual Price List 

    1. Enter a Name, Valid After date and Status.

    2. Add products to the MPL and click Select. A new MPL is created.

    3. On the MPL list page, you can:

  • Edit a Manual Price List

    • Add products by selection or using the simple or advanced filter.

    • The price can be set manually. Multiple columns can be used to indicate multiple prices or other attributes.

    • You can review the details of each product in the list.

    • To edit or delete all products in a (filtered) view, click the Mass Edit / Mass Delete button (for details see Mass Edit).

    • You can move an MPL to a different Categories folder.

  • Assign a Manual Price List to customer – This is done in the same way as in Price Lists.

  • Calculate a Manual Price List that contains columns calculated by a logic. Available only if there is a Calculated Field Set selected in the CFS Link column.

  • Export the list of MPLs to Excel.

Note:

  • The Last Updated By and Created By columns in the grid show the name of the user who last updated / created the Price List. However, if the user name changes, the existing records will still show the old user name.

  • Changing individual line items in the Price List will not update the Last Updated By column value in the Manual Price Lists (header) table.

For a description of other standard options, see Price Lists Overview.

 To modify/add the manual price list data, you can also use the Excel Client.

Update Manual Price List Using a Calculation Logic

You can connect a Manual Price List to a generic logic via a Calculated Field Set to enrich its columns.

  1. Create a CFS and give it a name, e.g., “CFS_ManualPriceList”.

  2. The Source Type and the Destination Type will be your Manual Price List.

  3. On the Calculation Setup tab, select the calculation logic you have created previously (it can be a generic logic). Each element can be added as one column to MPL, the same way as for standard Price Lists.

  4. Rename columns in the MPL to the match the names of the elements in your (generic) logic. For example: Your logic CFSforMPL has an element called “Cost”. Then there must be a column in the MPS called “Cost” to map the value.

  5. In the CFS Link column on the MPL list page, select "CFS_ManualPriceList”. 

  6. Configure a Calculation Flow to schedule the calculation (see below) or start the calculation manually using the Calculate button on the MPL list page.

Trigger MPL Calculation from Calculation Flows

If you use Calculation Flows to schedule and run the calculation of manual price lists, there are the following options:

  • Calculate all currently valid manual price lists:

    actionBuilder .addManualPricelistAction(pricelist.uniqueName) .setCalculate(true)
  • Calculate manual price lists valid in the future:

    actionBuilder .addManualPricelistAction(pricelist.uniqueName) .setValidFrom(new Date()+ 30 /*days */) .setCalculate(true)

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Pricefx version 12.0