{"id":214,"date":"2021-08-19T13:22:33","date_gmt":"2021-08-19T12:22:33","guid":{"rendered":"https:\/\/ecommercepreston.co.uk\/?post_type=ht_kb&#038;p=214"},"modified":"2021-11-08T15:24:43","modified_gmt":"2021-11-08T15:24:43","slug":"creating-a-price-list","status":"publish","type":"ht_kb","link":"https:\/\/ibridge.co.uk\/help\/knowledge-base\/creating-a-price-list\/","title":{"rendered":"Creating a Price List"},"content":{"rendered":"<p style=\"text-align: center;\">Navigate to <em data-renderer-mark=\"true\"><strong data-renderer-mark=\"true\">BoB2 \u2192 Customers\u2192 Bob Customer Price Lists<\/strong><\/em><\/p>\n<p>This will display the Price List view screen.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-217\" src=\"https:\/\/ecommercepreston.co.uk\/wp-content\/uploads\/2021\/08\/1.png\" alt=\"\" width=\"1275\" height=\"380\" srcset=\"https:\/\/ibridge.co.uk\/help\/wp-content\/uploads\/2021\/08\/1.png 1275w, https:\/\/ibridge.co.uk\/help\/wp-content\/uploads\/2021\/08\/1-300x89.png 300w, https:\/\/ibridge.co.uk\/help\/wp-content\/uploads\/2021\/08\/1-1024x305.png 1024w, https:\/\/ibridge.co.uk\/help\/wp-content\/uploads\/2021\/08\/1-768x229.png 768w, https:\/\/ibridge.co.uk\/help\/wp-content\/uploads\/2021\/08\/1-50x15.png 50w, https:\/\/ibridge.co.uk\/help\/wp-content\/uploads\/2021\/08\/1-60x18.png 60w, https:\/\/ibridge.co.uk\/help\/wp-content\/uploads\/2021\/08\/1-100x30.png 100w\" sizes=\"auto, (max-width: 1275px) 100vw, 1275px\" \/><\/p>\n<h2>Creating a Price List<\/h2>\n<p>In order to create a new Price List press the &#8220;Create New&#8221; button in the top-right corner. If you want to Edit\/View a Price List then press the &#8220;Edit&#8221; button against the Price List row. You will now be displayed with the Price List Create screen where you can edit the core details such as Pricelist Name, Customer Role, Currency, Store, Start Date and End Date. Once defined, press the &#8220;Save&#8221; button.<\/p>\n<div data-node-type=\"mediaSingle\" data-layout=\"center\" data-width=\"\">\n<div title=\"Attachment\" data-id=\"51f54685-af5b-4872-8f6b-b0b17399481a\" data-node-type=\"media\" data-type=\"file\" data-collection=\"contentId-4325950\" data-width=\"1278\" data-height=\"268\" data-file-name=\"image-20210419-130301.png\" data-file-size=\"47130\" data-file-mime-type=\"image\/png\" data-context-id=\"4325950\"><a href=\"https:\/\/ecommercepreston.co.uk\/wp-content\/uploads\/2021\/08\/2.png\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-215\" src=\"https:\/\/ecommercepreston.co.uk\/wp-content\/uploads\/2021\/08\/2.png\" alt=\"\" width=\"1278\" height=\"268\" srcset=\"https:\/\/ibridge.co.uk\/help\/wp-content\/uploads\/2021\/08\/2.png 1278w, https:\/\/ibridge.co.uk\/help\/wp-content\/uploads\/2021\/08\/2-300x63.png 300w, https:\/\/ibridge.co.uk\/help\/wp-content\/uploads\/2021\/08\/2-1024x215.png 1024w, https:\/\/ibridge.co.uk\/help\/wp-content\/uploads\/2021\/08\/2-768x161.png 768w, https:\/\/ibridge.co.uk\/help\/wp-content\/uploads\/2021\/08\/2-50x10.png 50w, https:\/\/ibridge.co.uk\/help\/wp-content\/uploads\/2021\/08\/2-60x13.png 60w, https:\/\/ibridge.co.uk\/help\/wp-content\/uploads\/2021\/08\/2-100x21.png 100w\" sizes=\"auto, (max-width: 1278px) 100vw, 1278px\" \/><\/a><\/div>\n<\/div>\n<p>This will create the Price List and will show some more buttons and a grid below the header.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-615\" src=\"https:\/\/ibridge.co.uk\/help\/wp-content\/uploads\/2021\/08\/pricelist.png\" alt=\"\" width=\"1666\" height=\"506\" srcset=\"https:\/\/ibridge.co.uk\/help\/wp-content\/uploads\/2021\/08\/pricelist.png 1666w, https:\/\/ibridge.co.uk\/help\/wp-content\/uploads\/2021\/08\/pricelist-300x91.png 300w, https:\/\/ibridge.co.uk\/help\/wp-content\/uploads\/2021\/08\/pricelist-1024x311.png 1024w, https:\/\/ibridge.co.uk\/help\/wp-content\/uploads\/2021\/08\/pricelist-768x233.png 768w, https:\/\/ibridge.co.uk\/help\/wp-content\/uploads\/2021\/08\/pricelist-50x15.png 50w, https:\/\/ibridge.co.uk\/help\/wp-content\/uploads\/2021\/08\/pricelist-1536x467.png 1536w, https:\/\/ibridge.co.uk\/help\/wp-content\/uploads\/2021\/08\/pricelist-60x18.png 60w, https:\/\/ibridge.co.uk\/help\/wp-content\/uploads\/2021\/08\/pricelist-100x30.png 100w\" sizes=\"auto, (max-width: 1666px) 100vw, 1666px\" \/><\/p>\n<p>On the Pricelist screen there are a number of processes you can perform via the buttons at the top&#8230;<\/p>\n<ul class=\"ak-ul\">\n<li><strong>Duplicate<\/strong> &#8211; This will duplicate the Pricelist and all of its Product Prices.<\/li>\n<li><strong>Add All Missing Products<\/strong> &#8211; This will add all the Products that are not within the Pricelist to the Pricelist (Warning, this will take a long time if there are no Products in the Pricelist. For a quicker technique if you are only changing a small-medium amount of Product prices, it would be better to Import an XLS with the required details. See Export guide.<\/li>\n<li><strong>End Pricelist<\/strong> &#8211; This will quickly set the Start and End Date to yesterdays date to quickly end the Pricelist.<\/li>\n<li><strong>Remove Pricelist<\/strong> &#8211; Will delete the Pricelist and all of the Prices.<\/li>\n<li><strong>Save<\/strong> &#8211; Will Save the details of the Pricelist<\/li>\n<li><strong>Clear All Products<\/strong> &#8211; Will remove all of the Products from the Pricelist<\/li>\n<li><strong>Import<\/strong> &#8211; Will allow you to import an XLS document. Please view the Import Price List guide.<\/li>\n<li><strong>Export<\/strong> &#8211; Will export the Price List and the Prices to an XLS format.<\/li>\n<\/ul>\n<h2>Adding Product Prices to the Price List<\/h2>\n<p>There are 2 main methods you can use to Add Product Prices to a Price List..<\/p>\n<h3>Method 1: Exporting and Re-Importing<\/h3>\n<p>If you wish to export a pricelist, modify it and then re-import then press &#8220;Add All Remaining Products&#8221; and once added press &#8220;Save&#8221; and then follow the guide below&#8230;<\/p>\n<blockquote class=\"wp-embedded-content\" data-secret=\"ykZW9ZZaTp\"><p><a href=\"https:\/\/ibridge.co.uk\/help\/knowledge-base\/exporting-a-price-list\/\">Exporting a Price List<\/a><\/p><\/blockquote>\n<p><iframe loading=\"lazy\" class=\"wp-embedded-content\" sandbox=\"allow-scripts\" security=\"restricted\" style=\"position: absolute; clip: rect(1px, 1px, 1px, 1px);\" title=\"&#8220;Exporting a Price List&#8221; &#8212; iBridge Solutions BOB2 WiKi\" src=\"https:\/\/ibridge.co.uk\/help\/knowledge-base\/exporting-a-price-list\/embed\/#?secret=IRR8NhorDK#?secret=ykZW9ZZaTp\" data-secret=\"ykZW9ZZaTp\" width=\"600\" height=\"338\" frameborder=\"0\" marginwidth=\"0\" marginheight=\"0\" scrolling=\"no\"><\/iframe><\/p>\n<h3>Method 2: Importing Using a Modified Template<\/h3>\n<p>View the Guide below&#8230;<\/p>\n<blockquote class=\"wp-embedded-content\" data-secret=\"R7DOITYwgO\"><p><a href=\"https:\/\/ibridge.co.uk\/help\/knowledge-base\/importing-a-price-list\/\">Importing a Price List<\/a><\/p><\/blockquote>\n<p><iframe loading=\"lazy\" class=\"wp-embedded-content\" sandbox=\"allow-scripts\" security=\"restricted\" style=\"position: absolute; clip: rect(1px, 1px, 1px, 1px);\" title=\"&#8220;Importing a Price List&#8221; &#8212; iBridge Solutions BOB2 WiKi\" src=\"https:\/\/ibridge.co.uk\/help\/knowledge-base\/importing-a-price-list\/embed\/#?secret=fOs1xO2RoE#?secret=R7DOITYwgO\" data-secret=\"R7DOITYwgO\" width=\"600\" height=\"338\" frameborder=\"0\" marginwidth=\"0\" marginheight=\"0\" scrolling=\"no\"><\/iframe><\/p>\n<div id=\"__gk_root\"><\/div>\n","protected":false},"excerpt":{"rendered":"<p>Navigate to BoB2 \u2192 Customers\u2192 Bob Customer Price Lists This will display the Price List view screen. Creating a Price List In order to create a new Price List press the &#8220;Create New&#8221; button in the top-right corner. If you want to Edit\/View a Price List then press the &#8220;Edit&#8221;&#8230;<\/p>\n","protected":false},"author":1,"comment_status":"open","ping_status":"closed","template":"","format":"standard","meta":{"inline_featured_image":false,"footnotes":""},"ht-kb-category":[31],"ht-kb-tag":[],"class_list":["post-214","ht_kb","type-ht_kb","status-publish","format-standard","hentry","ht_kb_category-price-lists"],"_links":{"self":[{"href":"https:\/\/ibridge.co.uk\/help\/wp-json\/wp\/v2\/ht-kb\/214","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/ibridge.co.uk\/help\/wp-json\/wp\/v2\/ht-kb"}],"about":[{"href":"https:\/\/ibridge.co.uk\/help\/wp-json\/wp\/v2\/types\/ht_kb"}],"author":[{"embeddable":true,"href":"https:\/\/ibridge.co.uk\/help\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/ibridge.co.uk\/help\/wp-json\/wp\/v2\/comments?post=214"}],"version-history":[{"count":6,"href":"https:\/\/ibridge.co.uk\/help\/wp-json\/wp\/v2\/ht-kb\/214\/revisions"}],"predecessor-version":[{"id":679,"href":"https:\/\/ibridge.co.uk\/help\/wp-json\/wp\/v2\/ht-kb\/214\/revisions\/679"}],"wp:attachment":[{"href":"https:\/\/ibridge.co.uk\/help\/wp-json\/wp\/v2\/media?parent=214"}],"wp:term":[{"taxonomy":"ht_kb_category","embeddable":true,"href":"https:\/\/ibridge.co.uk\/help\/wp-json\/wp\/v2\/ht-kb-category?post=214"},{"taxonomy":"ht_kb_tag","embeddable":true,"href":"https:\/\/ibridge.co.uk\/help\/wp-json\/wp\/v2\/ht-kb-tag?post=214"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}