How to Use the Multi-Record & Price Editor

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Edit existing product records

It is highly recommended that this utility is used off-hours when no order processing is in progress and only after a backup copy of the Store Data File has been made. This screen is opened in Edit Product mode. The changes entered here take effect immediately and can not easily be un-done!

 

  1. To access the Multi-Record & Price Editor go to Main Menu>Settings>Inventory Functions>Multi-Record & Price Editor.

  2. When the screen opens, the Local SKU field all of the products currently defined in the program are listed at the bottom of the screen. This field is the only field that cannot be removed from the display at the bottom of the screen.

  3. To choose additional fields to be modified, manually select each of the appropriate boxes on any of the five tabs: Standard Fields, Boxes, Custom Fields, Web & Miscellaneous, and Price Changes; or use Select All.

  4. To limit the product records to be affected by the changes, use Filter in the upper right-hand corner of the screen, which opens the Select Items screen.

  5. Enter data in the desired fields on that screen and press Enter to see the list of matching records.

  6. Click Edit Selected Items, which closes the Select Items screen, and adds the matching records to the Multi-Record & Price Editor display.

  7. At the bottom of the screen, select one of the cells containing data to be modified and make your change.

 **Please note that changes are saved as soon as you leave the current row and cannot be undone.

   For Yes/No fields, enter Yes or No, or enter 1 or -1 for Yes and 0 (zero) for No.

 

  1. Use the Enter or Tab keys to move to the next column or row to make changes to other records in the list.

Add new product records

It is highly recommended that this utility is used off-hours when no order processing is in progress and only after a backup copy of the Store Data File has been made. The changes entered in Add Products mode take effect immediately and can not easily be un-done!

  1. To access the Multi-Record & Price Editor go to Main Menu>Settings>Inventory Functions>Multi-Record & Price Editor.

  2. When the screen initially opens it is in Edit Product mode. Select the Add Product button.

  3. To choose fields to be included in the new product records, select the appropriate boxes on any of the five tabs: Standard Fields, Boxes, Custom Fields, Web & Miscellaneous, and Price Changes. The program requires a value in the Local SKU, Item Name and Primary Supplier fields when creating a new product record. If system parameter TrackInventoryFIFO is set to TRUE, it will also require a value in the Unit Cost field.   

  4. Click in the empty cells and begin entering data.

  5. When you tab to a new row, the product record of the previous row is created.

Edit prices of existing product records

It is highly recommended that this utility is used off-hours when no order processing is in progress and only after a backup copy of the Store Data File has been made as a precaution. All price changes made at this screen must be Tested before they can be Saved. You can edit the new values before saving them, or close the form without saving the changes.

  1. To access the Multi-Record & Price Editor go to Main Menu>Settings>Inventory Functions>Multi-Record & Price Editor.

  2. When the screen opens, it defaults to Edit Products mode. If the screen was already opened and is in Add Products mode, select Edit Products in the upper right-hand corner of the screen because the Price Changes tab is not visible in Add Products mode.

  3. Select the Price Changes tab.

  4. Choose one of the following to determine the method in which prices are changed:

  1. Increase by a percentage or a specific dollar amount

  2. Decrease by a percentage or a specific dollar amount

  3. Markup by a percentage or a specific dollar amount (based on the Primary Supplier unit cost or that of the lowest cost supplier)

  4. Set the selected price field to a specific dollar amount; or the same value as a different price field, Plus or Minus a percentage (%) or dollar amount ($)

  5. Make a selection in this price and enter the percentage by which you want to change the price in by this %: field, or, enter a specific dollar amount to add or subtract from the selected price in or this dollar amount:.   (To subtract a dollar amount, enter a negative number, e.g. -2.)  Only one amount type can be chosen, even though all of the fields are enabled. When a value is entered into one of the fields, any existing values in the other amount fields are cleared.

  6. If you selected Set, only the or this dollar amount:  field is displayed, in which case you should enter the exact dollar amount to which you want to set the selected price.

  7. Select Test to preview the price changes at the bottom of the screen. The program displays the SKU, Item Name, Cost, Old Price, New Price and Reg. Price Margin fields. If the projected changes are not correct, simply enter the desired value in the New Price field.

  8. When the price changes are correct, select Save.

Additional information

Price Levels

 

Created:

Revised: 8/10/15

Published: 08/19/15