Manual Price Lists

Owned by Ioana Kocurova
Last updated: Mar 14, 2024
2 min read

A Manual Price List (MPL) is similar to a table in Excel where product prices are maintained 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 

  • Enter a Name, Valid After date and Status.

    1. Add products to the MPL and click Select. This will create a new Manual Price List (MPL).

    2. On the MPL list page, you can:

      • Specify a Simulation Set for MPLs of Simulation type.

      • Restrict the access to MPLs to certain user groups by setting a value in the 'User Group (Edit)' and 'User Group (View Details)' columns.

      • Link the MPLs to a Calculated Field Set and automatically calculate fields in the MPL.

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 

  • 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.

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