The following guidelines will help you configure price tiers for each product and service.

• Pricing Page
• Pricing Form
• Import Export Pricing Data

1. Navigate to the Pricing page by selecting Menu → Operational Data → Pricing
   
   
2. The following options are located on the toolbar
   • Search: Allows you to search for specific data
   • Refresh: Updates the current view by reloading the data
   • New: Creates a new entry or record in the system.

• Additional Filters and Actions:
  • Select Industry: Use the Industry dropdown to filter pricing data by industry
  • Download: Export the current pricing data to an Excel file. Users can modify the file and re-upload it to the system to update pricing information.
  • Upload: Import updated pricing data into the system.
• Data Table:
  • : Expand row data to view more details. (available only in Mobile View)
  • : Modify row data details (Mobile View: expand row to access)
  • : Delete row data (Mobile View: expand row to access)
  • indicates 'Service', indicates 'Product'
  • Product/Service: Name of the product or service
  • Description: Description of the product or service
  • Tier 1: Displays the price and name of the first pricing tier
  • Tier 2: Displays the price and name of the second pricing tier
  • Tier 3: Displays the price and name of the third pricing tier

• Pricing Form fields includes:
  • Industry: Populate the Product and Service dropdown selection
  • Select either a Product or a Service
  • Product: Select product to define pricing for product
  • Service: Select service to define pricing for service
  • Tier 1, Unit Price: Name and price of first pricing tier
  • Tier 2, Unit Price: Name and price of second pricing tier
  • Tier 3, Unit Price: Name and price of third pricing tier
    
  • Click Save button to save the pricing information
  • If Product is selected, click the View Cost button to open a dialog to display current inventory cost details of the selected Product
    • A data table to display Date, Qty, Unit Price (Unit Cost)
    • The footer of the data table will shows Total Quantity, Total Value, and Average Value of the selected product
      

• Steps to Export Pricing Data:
  1. Select an Industry: Choose the desired industry from the dropdown list.
  2. Download Pricing Data: Click the Download button to export the pricing data for the selected industry.
• Exported Excel File Template:
  The exported Excel file contains the following columns:
  
  • Type (Product | Service): Specify whether the entry is a Product or a Service.
  • Product/Service Name: Ensure this matches the exact name as configured in the system.
  • Tier Name 1: Name of the first pricing tier.
  • Unit Price 1: Price associated with the first tier.
  • Tier Name 2: Name of the second pricing tier.
  • Unit Price 2: Price associated with the second tier.
  • Tier Name 3: Name of the third pricing tier.
  • Unit Price 3: Price associated with the third tier.
• Steps to Import Pricing Data:
  • Prepare the Excel File:
    1. Populate the exported Excel file with the required pricing data.
    2. Ensure the file contains only products and services for a single industry.
  • Select an Industry: Choose the relevant industry from the dropdown list.
  • Upload Pricing Data:
    1. Click the Upload button to select the Excel file for import.
    2. In the file selection dialog, choose the file and click Open to begin the upload.
  • Import Process:
    • A progress bar will display the status of the import.
    • The system will
      • Update existing entries: If the product/service pricing data already exists.
      • Create new entries: If the product/service pricing data is not found.
      • Stop the import process: If the product/service name is not found in the system, and an error message will be displayed.