Creating price books and managing product pricing

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25

Hi Luke & Matt,

Liking the new price books. One thing that I think would help a lot of your other customers right now would be the functionality to select multiple customers from different groups, and change them to new price books. This would save us and many others a lot of time and would be a handy feature as costs are as consistent as Prime Ministers right now

Thanks,

Peter

26

Hi Peter,

Thanks for the feedback!
So a sort of bulk moving tool for customers? There may be some things that can already help you out with this:

  1. You may already know this, but you can assign a price book to a customer group, meaning that all customers within that group will use that price book (as long as price book hasnā€™t been set on the customer directly, as this would override the group setting). Then all youā€™d have to do is change the groupā€™s price book to affect all the sub-customers.

  2. The customer bulk updater. Go to Settings > Data imports & updates, then find the ā€˜Customers & contactsā€™ updater (not importer). Using this tool, you can download a CSV file of all your customers, where you can then select just the customers of a specific group and change their price book in bulk using Excel. You can remove any irrelevant customers from the file for ease, if youā€™d like. You could also use this feature to remove the price book set on each customer individually if you wanted to make use of the other solution above.

I hope this helps!

27

Hi all,

I have a selection of ā€˜oldā€™ customers that havenā€™t ordered from us in some time and all of which are on the same price book. Is it possible to update the price book and apply to all? I appreciate your last post would cover this but requires quite a bit of manual intervention. What Iā€™m looking for is a ā€˜change price bookā€™ option for an existing group of customers on a price book.

28

Hi Omar,

There is no prebuilt function to move all customers from one price book to another, but there is a workaround that you might find does what you need. If you go to your price book dashboard and click the pencil icon on the price book you want the customers moved from, and untick ā€˜activeā€™, you will be given the option for a Replacement price book to move all customers from that book to a different price book, and once you have moved your customers over, you will be able to make your original price book active again.

29

Is there a way to download all pricebooks so i can see in one sheet which price books have which pricing in them? At the moment we have a load of different price books per customer and i want to work out if there is a way to clean this up a bit when we do our price increase this year.

30

Iā€™m afraid we have no export tool for price books at the moment. If you get in touch via a support ticket with, say, a specific example of how you might want to structure your new prices, we can see your old structure and walk you through sorting your prices out.

31

Hi Matt,

Iā€™ve started to look into using Customer Group price books, and whilst the feature appears to work as intended, it would be very useful if there was some sort of indication on the Customer page that a Group price book was being used. Currently it stays as ā€œNot setā€, meaning itā€™s not clear what pricing will be applied until an order is created. Might it be possible to change this wording to make it more clear that a Group price book is in place and will be used?

Cheers!

32

Hi Greg,

That makes complete sense. This was a quick tweak, so weā€™ve added this for you now!
I hope this helps.

Cheers

33

Hi Matt, thatā€™s perfect, thanks for addressing so quickly! Cheers

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