EPOS KNOWLEDGE BASE
Price Books
⬇ Explore the functionalities of the product page by toggling between tabs below.⬇
This section provides guidance on the features of Price Book. Usually used when there are customary product selling prices that need to be applied to either
- Specific customer group/ membership tier
- Specific outlet
- Specific period
- Or all of the above at once
With this feature, users do not need to make amendments to the actual product information through the edit product function or product override function.
At the Features Panel, Click on Price Books to access Price Books main page.
1. New Price Book
The New Price Book window will be shown. For more information, see the “Create New Price Book” tab.
2. Search Filter
Allows users to search for price books based on date filters and typing the price book name.
3. Price Book Details
Shows the details related to all price books created in BACKEND PORTAL.
- Name of Price Book
- Applicable Customer Groups and Memberships
- Applicable Outlets
- Start date and end date
4. Price Book Overview
Click on the name to access the overview page of a particular Price Book. For more information, see the “Configurations” tab.
5. Edit Price Book
The Edit Price Book window will display, to enable users to make changes to an existing Price Book.
To create a new Price Book, access the Price Book main page and click New Price Book.
1. Name
Enter name of Price Book.
2. Start and End Date
Select the validity period of the Price Book.
3. Customer List
- Enables users to select Customer Groups and Membership Tiers which will be included in the effect of the Price Book.
- Include new lists: ☑️ the checkbox if new customer groups or memberships are to be included automatically when created in the future.
4. Outlet Applicability
- Enables users to select relevant outlets that the Price Book will take effect at.
- Include new stores: ☑️ the checkbox for new stores to be included automatically when created in the future.
5. All Product Option
- ☑️ the checkbox only if the user wants the entire products list to be included in the Price Book.
- Do not ☑️ the checkbox if the Price Book is only applicable to certain products.
6. Create Price Book
Click on Create Price Book when done and users will be directed to Price Book Configuration – see “Configurations” tab.
To access Price Book configuration, click on the name of the Price Book.
Alternatively, once users click on Create Price Book while creating a new Price Book, users will also be directed to the Price Book Configuration Page.
1. Edit Price Book
The Edit Price Book window will be shown. For more information, see “Create New Price Book” tab.
2. Name and Customer List
Shows the name of the Price Book and applicable customer list and membership tiers.
3. Effective Date and Outlet
Shows the start and end date and applicable outlet/store.
4. New Product Price Rule
Click on + New Product Price Rules to create a product name, operation and value. Enables users to add new products to the Price Book with respective price book operations and value. For more information, see Add Products to Price Book.
5. Search Filter
Enables users to search based on:
- Product Name
- Price Book Operation
- Sort by latest created date/ oldest created date/ product name
6. Edit
Allows users to edit product name, operation and value.
7. Delete
Allows users to delete products from price book.
Once products are added successfully to the Price Book, product(s) will be listed with associated Price Book operations. Users can see the revised selling price based on the Price Book in the Output field.
