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Price lists

In 2017.2 we added the ability to add price and cost changes on products and items which will occur in the future.

Item price list

The item pricelist can be used to schedule future price changes. When opening an Item Detail form or product detail form you will notice the new section in the Financials tab.

There will always be a record present in the list even when you have migrated from a previous version of ITSM. Nothing will change for users that do not wish to use the scheduled price change functionality. You will still be able to change the price and the cost in the fields labeled cost and price.

However, as soon as you start to use the newly added functionality and add a record, these input fields will become read only and will display the current value of the item according to the price list.

You can alter the cost and the price as long as it is the current price, the start date must be before today and the end date must be after today or empty. The change reason, which is also new, can always be altered.

When you add a new price list record the start date, cost and price will be automatically copied from the previous record and the end date of the previous record will automatically be set to the start date of the record you just added.

  • A start date can never be in the past also you will never be able to manually set the end date as this will be automatically set based on the start date of the next record in the list.
  • Deleting pricelist records is limited to the record without an end date, this is done to prevent so called time gaps in your list.
  • Be aware that the start date is a date time field, so you can enter the exact time the new price should become the current active price and or cost.

Product price list

The product has been given a pricelist section as well. As long as price changes are allowed by the related item you will be able to add, delete and edit prices in the product. There is no functionality in place that will synchronise item pricelists with its related product price lists.

Importing product and item pricelists

Existing product and price imports will not be impacted with the newly added pricelists. However, if you do want to import your own lists for products and items you will have to use new import managers added in 2017.2. The ProductPriceImportManager and the ItemPriceImportManager are newly added import managers which will allow you to update and add lists to products and items. The item cost, price and product price have been removed from the item and product table. You will have to check if any custom reports or imports might be affected by this change and update the views that use them.

For more details and help on imports you can use the on how to import in Clientele ITSM you can use the import module technical reference guide to give you a head start.