Site Price Groups

The site price groups functionality offers a convenient way to organise your site locations by assigning them to individual price groups. These groups can be created based on various criteria, such as brands, concepts or different business segments.

Furthermore, the flexibility of the system allows for configuring site locations to transition to a different price group on a selected date. This feature enables you to seamlessly adapt to changes in your organisations pricing structure or business needs. By scheduling the change in price groups, you can ensure that site locations are automatically aligned with the relevant pricing strategies at the desired time, streamlining the management and implementation of pricing updates.

Step 1 of 2

Selecting Sites by Applying Filters

Follow these steps to set filters before loading site price groups:

1. Select the required filters from the organisation filters

   As least one filter must be selected to be able to load the site price group

2. Click Apply Filters | the site price group grid should now be displayed based on the filter criteria selected

Step 2 of 2

Allocating Price Groups to Sites

Follow these steps to allocate a site to a price group:

1. For each site location displayed the following is displayed within the grid

   • Company

   • Site

   • Site Reference

   • Current Price Group

   • Future Price Group

   • Date

     Additionally using the column button will allow the follow to be added to the grid (or default columns removed for that session):

   • Last Sync

   If the site has already been allocated to a price group the current price group field will be displayed with the group name

2. Click into a future price group cell | from the drop down select the new price group

3. Click into the date cell | from the calendar drop down select the date the new price group will take effect

4. Click Save

   When a site has had its group changed each sales area must be updated in banding so that the correct prices are displayed for sites

Other Features & Settings

Exporting Site Price Group Information

The price group grid information can be exported to Excel for view outside of the platform.

• From the 3 dot menu:

  • Select Export Site Price Group

  • Confirm the export by clicking Export | the exported spread sheet will be added to your downloads folder