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

Managing Site Price Groups - Export & Import

Follow these steps to manage site price group information in the via export to spread sheet and import:

Exporting

1. Click the 3 dot menu | select Export Site Price Groups

2. Confirm the export by clicking Export

   The exported spread sheet will be added to your downloads folder, open the sheet to begin editing

   The spread sheet will contain all of the sites (across all pages) at the time of export
   The file name of the spread sheet will be the following format: SitePriceGroups

Editing the Spread Sheet

1. Set the Date and Future Price Group within the sheet

   Dates should entered in the following format:

   Only the date and future price group fields can be edited all other cells are blocked from entry
   

2. Save the spread sheet

Importing

1. Select Site Price Groups

2. Click Import | or from an open site price groups grid click the 3 dot menuselect Import Site Price Groups

3. Drag and Drop the file into the import area or click the link and locate the file to upload

   One file can only be uploaded at a time, the file will be validated and displayed that it uploaded correctly, if the wrong file was selected it can be deleted at this time and the process repeated to select the correct file

4. Click Import

   When the file has imported the banding information will be updated with the new settings