Price lists

A price list is simply a list of all of your PLUs with the prices that are charged when users buy them. As prices change over time, the price lists feature in Fusion allows you to create multiple price tariffs that become active on a specified date. For example, if your prices are going up next term, you can create a new price list using the new term date as the start date. This means that come the new day of term, the system will automatically use the new price list.

!The Fusion system requires that there be an active price list at all times.

There are two methods of creating a new price list. The ‘Add’ method creates a brand new price list from scratch, all prices are set to zero to begin with.The ‘Clone’ method allows you to copy a previous price list, using the previous prices as a starting point.

All price list options are placed in the ‘Price list options’ button.

By pressing the Price list options button you will be presented with multiple options regarding price lists.

Adding a new Price list

1. To create a brand new price list, click the Add button.
   
2. Enter a name and a start date for the new price list.
   
3. Press Save.
4. Set the prices on the new price list.
   
5. Press Save or Save & close.

Cloning a previous Price list

1. Select the previous price list that you want to use as a starting point and press Clone.
   
2. Enter a name and a start date for the new price list and press Save.
   
3. Set the prices on the new price list.
   
4. Press Save or Save & close.

Editing a Price list

!If this is the current price list and you change the start date to a date in the future. The system will revert to using the previous price list.

1. Press the Change price list button.
   
2. Select the price list from the list displayed.
   
3. Set the prices as required.
4. Press Save or Save & close.

Deleting a Price list

!You are unable to delete a past or the currently active price list. This is because the system relies on this for audit purposes such as a users previous purchases.

1. Select the price list and press the Delete button.
   
2. Press Yes to confirm.

Exporting a Price list

1. Press the Export price list button.
   
2. Select a Price group from the list displayed.
   
3. Browse to a folder to export the file.

Importing a Price list

1. Press the Import price list button.
   
2. Browse and select the Import csv file to open.
   
3. Check that the checks and validations are correct and enter a new price list name and select a date it will take effect.
   
4. Press the Import button.
   
5. Confirmation of the import should appear.
   

Copyright of CRB Cunninghams