Bulk Updating Open Order Pricing
Once your current pricing templates have been updated with the new pricing, you can use the powerful Open Order Price Update tool to do a price update on all open orders across the board.
Due to the extensive changes applied by this tool and the potential for error if used without caution, this tool is reserved for Admin user accounts only. This tool is used to enact mass, system-wide updates. This cannot be undone! Use with care! We highly recommend using the "Price Update Review" report under the Orders category to review the pricing and orders that will be affected by a mass price update.
Before Updating
Navigate to "Reports" > "Reports - New Tab"
Review your new Pricing Template Defaults using the Price Update Review report under the Orders category of the Reporting page to make sure everything is correct.
Using the Open Order Price Update
After reviewing your existing prices with the Price Update Review report, you can navigate to the Resources > Products & Pricing menu.
You will use the top section to input parameters similar to the Ticket Query menu, with the results displaying in the lower section of the table. You can also leave these parameters set to ALL, to have all of the available products displayed.
Each line will display a single product, the Location where the product is available, and then the price template and its associated pricing. This template pricing is applied as the default price when adding products to new orders. Click here review Products, Pricing, and how Price Templates are applied in this article.
After making the desired inputs and adjusting the rates as needed, click the Open Order Price Update button on the top-right of the Product Pricing table.
(Optional) Set the Region, Location, and Customer that will be affected by this price update.
If the Region, Location, and Customer selections are left as ALL, this price update will affect all Open Orders. Making a selection in these drop-down menus will apply the price update to the all Open Orders for that selection. Example: Specifying a Region will affect all Open Orders within that Region, but selecting a Customer will affect their orders only.
Check the boxes for the information you want to update from the template pricing menu to the Order-Products on Open Orders.
Update Pricing: Updates the Material Rate on the Order-Products from the Pricing column.
Update Freight Charge Rate: Updates the Freight Charge Rate on Order-Products within the "More" menu.
Update Surcharges: Updates the Surcharge Rate and type on the Order-Products within the "More" menu.
Update Adjustments: Updates the Adjustments on the Order-Products within the "More" menu.
Update Minimums: Updates the Minimums on the Order-Products within the "More" menu.
Click [✓Update] to run the Open Order Price Update tool for all Active and Inactive Orders marked as Open that match your set criteria.
Once your selections have been made and the [Update] button is clicked, your Open Orders will be updated to use the new pricing applied to the Pricing Template.
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