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.

Price Lists under Admin drop-down

 

Find the items you want to schedule new pricing for.

"Find Items" tabs

 

Select the item and scroll down to Schedule New Pricing > Toggle to On. gif showing Schedule New Pricing toggle 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.

Schedule New Pricing fields

 

 

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 section

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 1-800-692-5111!