Pricesheets are used to establish and maintain catalog item pricing for different customer types based on location, contract status, and industry. Prices from one pricesheet can serve as the basis for another, allowing you to copy prices between pricesheets for easy updates. From the Pricesheet List page you can complete the following tasks:
Add new pricesheets
View, update or delete pricesheets
In addition, once you create a pricesheet, you will also want to manage the following tasks:
Assign pricesheets to builder accounts
Edit product pricing on pricesheets
From time to time you may need to edit your pricesheet names or even delete them entirely from the system.
To view, update or delete pricesheets:
From the Catalog tab, select Pricesheet List. All catalog price sheets are listed.
To view the Pricesheet Detail page, click on the pricesheet name link.
From the Pricesheet Detail page, you can click the Search Product Catalog link to access the Supplier Catalog page.
To update the pricesheet name, edit the name and click the Update Pricesheet button.
To delete the pricesheet, click the Delete Pricesheet button. Depending on the size of your catalog, the system may take a minute to delete the pricesheet.
Once you establish a new pricesheet, you will need to assign the pricesheet to the required builder accounts.
To assign pricesheets to accounts:
From the Manager tab, select Account List.
From the Account List page, click on the builder account name to which you wish to assign the pricesheet to access the Account Detail page.
From the Account Detail page, choose the name of the applicable pricesheet from the Pricesheet list in the Supplier Control area.
Click the Update Account button.
Repeat until you have added the pricesheet to all appropriate builder accounts.
You can only select one pricesheet for each builder account.