How to upload Global (reusable) Price Lists

Owned by Brendan Sweeney
Last updated: Jul 07, 2023
4 min read

As of our July 2023 release, you will now have the option of adding global price lists to your account to associate with multiple facilities, rather than creating pricing for each facility individually. This will allow you to upload one or more global price lists and apply them to your facilities as appropriate. This is also a helpful way of ensuring that all of your facilities are tied to the correct price lists and that those lists are kept up-to-date.

Once a global price list is added to a facility, these prices will function as regular facility contract pricing and will automatically populate in an event when a matching catalog item is used.

There are some important factors to remember when using global reusable price lists:

  1. When you assign a global price list to a facility, it will replace all existing pricing for that facility.

  2. If you have applied a reusable price list to a facility, any attempt to upload individual prices will remove the global list from that facility.

  3. Any edits to catalog prices must be done at the Global Price List level and will apply to all facilities with that price list assigned.

  4. Global Prices Lists do not allow for price appending to existing lists. If you load a new spreadsheet to the global price list, it will completely replace all existing prices. For instance, if you have a global price list of 1,000 items and you want to add 100 new items, you will need to load a new list with all 1,100 items.

To add a reusable price list:

  1. As an admin in the console, navigate to the Directory section and click on the Price Lists section

  2. Click “New Price List”

  3. Click “Upload”

     

  4. Next, you'll need to select the price list from your computer. See the image below for which column headings belong in a reusable price list upload file (manufacturer, catalog #, price).

    1. Make sure that the correct manufacturer is entered on each line for each catalog number, or the import will not work.

    2. Note: with this feature you can add multiple manufacturers to the same spreadsheet.

    3. We recommend creating a very descriptive file name, which probably includes the date, so that you can easily manage your price lists and ensure they are kept up-to-date over time.

       

  5. Next, map the column headers from your spreadsheet to the appropriate fields in the Price List. For each field, use the drop-down menu to select the appropriate column headings from your spreadsheet.

  6. After you've mapped your fields, you will see a display of the prices being added where you can make small adjustments, if necessary, to your pricing. Clicking on the pencil icon will allow you to edit the price; clicking on the red “x” icon will remove that price from the list.

  7. Once you're done, you'll be brought to the detail screen for that price list where you can make any adjustments going forward.

     

Now let's assign that price list to a facility:

  1. Navigate to the Directory section of the console and click on Facilities

  2. Locate the Facility you would like to assign this list to, and click on “Pricing”

  3. Next select the option for “Use an existing (reusable) price list”

     

  4. Note: Assigning this price list will clear away any prior contract pricing for this facility.

     

  5. Then select the appropriate price list from the menu.

     

  6. Then click “Apply”

 

That’s it! You’ve just added a global price list. You can repeat that process as many times with as many facility/price list combinations as needed.