Have a price or cost increase or a change going into effect on a specific date? Schedule an automated update for your price and cost changes.
Don't see this feature? Check your Roles settings or contact your Passare Admin to get it turned on.
Schedule New Pricing
Find your price list items by going to Settings.
Under Price list > Price List items.
Find the items you want to schedule new pricing for.
Select the item and scroll down to Schedule New Pricing > Toggle to On.
Enter the new Price.
The Associated Sales Account will most often be the same but will need to be manually selected.
Select the new Effective date.
This change will become effective at 12:01 a.m. on the date specified.
Be sure to Save!
Schedule New Cost
Below the Schedule New Pricing section, you'll also see a Schedule New Cost section.
Toggle to On.
Enter the new Cost.
The Associated Cost Account will most often be the same but will need to be manually selected.
Select the new Effective date.
Be sure to Save your changes.
Need More Information?
Need Help? Email us at support@passare.com or call (800) 692-5111!