Schedule a Future Pricing or Cost Change on the Price List

Have a price or cost increase or a change going into effect on a specific date? Don't wait to edit your items. Schedule an automated update for your price and cost changes.

Don't see this feature? Check your Roles & Permissions settings or contact your Passare Admin to get it turned on.

Schedule New Pricing:

Find your price list items by going to Admin > Price Lists.

 

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 should be the same as what is already selected on the price list item.

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:

Under the Schedule New Pricing section, you'll see a Schedule New Cost section in the Price List item.

Toggle to On.

Schedule New Cost Toggle screenshot

Enter the new Cost.

The Associated Cost Account should be the same as what is already selected on the price list item.

Select the new Effective date.

Be sure to Save your changes.

Need More Information?:

 

Need Help? Email us at support@passare.com or call 1-800-692-5111!