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Creating a Price List

Last Updated: Mar 30, 2016 07:48AM EDT
Price lists allow you to set the prices for your products. The price lists that you set allow you to keep track of the normal prices of your products. You can also use price lists to create sales or temporary markups for specific time periods. If a product is in more than one active price list the lowest price will display and be charged when the product is purchased. When creating a new price list, you have two choices: a manual price list and a calculated price list.

You can access price lists in from the Product Center by clicking Price Lists in the middle of the page.
 
What will I find in this article?
 
Manual Price List
A manual price list allows you to enter prices for products manually. The manual price list gives you the most control over the price list, allowing you to set each and every price. To create a manual price list:

From the Price Lists page select Create New Price List.



Select Manual and click Save and Continue.



Create a Price List Name. This name is only used internally.



Set header information. At least one price header is required, but a second header is optional.

If you wish to base your new list off of a previous list, choose a price list to copy from the Copy prices from: dropdown.

If you want the price list to be effective for only a specific date range (during a sale for example) select Yes for Price List is effective on date range and then select the beginning and end dates for the sale. Otherwise click No.



Click Save and Continue.

Find the products whose prices you wish to change. You have two options to finding the products:
 
  • Browse the Product Catalog using the catalogs and categories that you have created at the bottom of the page.


 
  • Use the Search feature to search for products. Once you search for the products check the boxes to the left of the product name and click Update Price at the bottom of the page.



Enter the new price. This can be done two ways:
 
  • Enter the price information in the Our Price (default; this will show whatever you put for “Header 1”) and, if desired Discount Price (default; will show input for “Header 2”) boxes for the products.

  • If you have a cost list for the products you can enter a number for the required gross margin on the product which will automatically calculate the price.



If you wish to save your changes click Update. When you are finished click Done.

Once the price list is ready you can check the boxes for Active on SiteCenter and Active on CustomerCenter to apply the price list to your website and Customer Center portals, respectively.
 

To save the changes click Update.


 
Calculated Price Lists
With a calculated price list, the price for the products is calculated based on either a separate price list, the product MSRP, or a cost list. Calculated price lists are most often based on MSRP. To create a calculated price list:

From the Price Lists page select Create New Price List.



Select Calculated and click Save and Continue.



Create a Price List Name. This name is only used internally.

If you want the price list to be effective for only a specific date range (during a sale for example) select Yes for Price List is effective on date range and then select the beginning and end dates for the sale. Otherwise click No.



Choose whether you want to base this price list on another price list, cost list, or list price (MSRP). If you choose another price list or cost list then select the list using the dropdown box.

​Choose whether to apply this price list to all products or only select categories.
 
  • If you select ALL Products then create a Price 1 Header and enter the formula to calculate the price. If you wish, you can also create a Price 2 Header. When done click Save & Continue.


 
  • If you choose Select Categories (next page) name your Price 1 Header and click Save & Continue. Next click Add More Categories and use the catalog tree to check the categories that you wish to apply the price list. Once you check them click Select Checked Categories and Add More if you want to continue searching for categories or Select Checked Categories and Continue if you’re finished.



You can now enter the formula for each category to determine the prices. When finished, click Save Formula and Continue.



Once the price list is ready you can check the boxes for Active on SiteCenter and Active on CustomerCenter to apply the price list to your website and CustomerCenter portals, respectively.


To save the changes click Update.
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