Price Changes

WITH SOME ROLES/PERMISSIONS, THE PRICING TOOL WILL ALLOW FOR A MASS PRICE CHANGE ACROSS EXISTING PRODUCT CODES FOR SINGLE OR MULTIPLE LOCATIONS.

THIS TOOL IS ONLY AVAILABLE TO ORGANIZATIONS UTILIZING More > Inventory & Services (Beta) PAGE TO MANAGE INVENTORY.

Navigate to More > Admin > Tools > Price Changes to see all pending and completed price changes.

Click here to expand...

1. Select Create New Price Change to open a new price change sheet.

2. Enter a Name for the price change EXAMPLE: PRESCRIPTION MEDICATION INCREASE, then provide a Description for the change. EXAMPLE: 10% INCREASE ON ALL PRESCRIPTION MEDICATIONS

Location Details

1. Select the filters based on the location settings for the price change to affect.   EXAMPLE: IF SOUTH CAROLINA IS SELECTED, ONLY THOSE LOCATIONS THAT HAVE SOUTH CAROLINA AS A STATE WILL BE AFFECTED BY THE PRICE CHANGE.

2. To exclude the selected entities from the price change, toggle Excluded Entities to on.  Toggle off ✖️ to ensure they are included.

NOTE: THE ABILITY TO ADD A REGION AND DISTRICT FOR A LOCATION IS AVAILABLE IN THE LOCATION SETTINGS UNDER More > Admin > Locations > Location Settings > Basic Info AND MAY BE USED AS A FILTER FOR THE PRICE CHANGES TOOL.

Product Details

Select the filters based on the inventory details of products and services.  EXAMPLE: IF THE PRODUCT TYPE PRESCRIPTION MEDICATION IS SELECTED, ALL MEDICATIONS TAGGED AS A PRESCRIPTION MEDICATION ARE AFFECTED BY THE CHANGE.

Change Details

Select from the dropdown:

• DVM Production

• Manufacturer

Pricing Details

1. From the bottom right-hand corner of the screen, choose the type of price change to affect the product pricing details.

   • Unit fixed price

   • Unit cost

   • Markup Price

   • Dispense fee

   • Volume Price

2. Enter a positive number to increase or a negative number to decrease the amount.

3. Select a flat amount or by percentage.

4. Save Changes allows all filters to be saved with the ability to leave the page, putting the change in pending status to come back to.   Any changes from this point will always require the save for later button to be selected before applying those changes.

   

5. Once Save Changes is selected, a drop-down will appear to apply the changes based on the filters selected and prompt an Excel file to download, showing all changes made with pre and post-numbers.

If no Location or Product filters are selected, the price change will affect all products for all Locations within the Organization. 

ONCE CHANGES ARE APPLIED, THE SHEET CAN NO LONGER BE DELETED OR EDITED. ANY FURTHER CHANGES REQUIRE A NEW SHEET.

SELECT Delete ON A PRICE CHANGE PAGE TO REMOVE ALL THE DATA ENTERED AND CREATE A NEW SHEET.