Administrator - Vendors > Adding Pricing to Items Manually

Up to date as of 12/2021

Pricing can be added to Items either as part of a contract or not. Pricing added as part of a contract has an effective date in which that pricing is applied and that information is auto-populated when the Contract number is selected. Pricing added to an Item that is not part of a contract can be entered but the user will have to manually enter the effective date for the pricing entered.

Pricing and contract numbers can be added to items during an initial Vendor Item upload during the onboarding process. This article details how to complete this process manually for Items if this information wasn't uploaded or otherwise entered anywhere in the system.

In order for a Contract Pricing to be entered to an Item, there must first be a Vendor and Contract entered. For information on how to create and configure a Vendor, click here. For information on how to setup a Vendor Contract, click here. This article assumes the Vendor and Contract have previously been created and configured. 

Note: Only users with DA (District Administrator) level access will be able to perform the functions below. 

Adding Contract Pricing to an Item

  1. Navigate to the Vendors module from the left side black navigation panel
  2. Click on the Vendor that you get the item you intend to add pricing to from
  3. Click over to the Items tab to see a full list of all of the Items purchased from the Vendor 
  4. Locate the Item you intend to add pricing to and click on it
  5. Click the +Add Price button
  6. From the Add Price flyout: 
    1. Click the drop down menu to select the appropriate contract number. The effective date for contract pricing will auto-populate
    2. Enter the price for the item
    3. Click the Save & Close button of the Add Price flyout
  7. Click the Save & Close button from the top right hand side of your screen to close out this Item detail page and return to the list of all purchased Items for this Vendor

Adding Non-Contract Pricing to an Item

  1. Navigate to the Vendors module from the left side black navigation panel
  2. Click on the Vendor that you get the item you intend to add pricing to from
  3. Click over to the Items tab to see a full list of all of the Items purchased from the Vendor 
    1. Note: if you clicked Unspecified as your Vendor, you'll automatically be taken to all of the Items and you won't need to click on the Items tab
  4. Locate the Item you intend to add pricing to and click on it
  5. Click the +Add Price button
  6. From the Add Price flyout: 
    1. If the Item was located in Unspecified: 
      1. Enter an effective date by clicking on the calendar icon or typing in a date. It will default to showing the current date
      2. Enter the price for the item
      3. Click the Save & Close button of the Add Price flyout
    2. If the Item was associated with a Vendor and not in the Unspecified category: 
      1. Leave the Select a Contract drop down menu in it's default status of "Select a Contract"
      2. Enter an effective date by clicking on the calendar icon or typing in a date. It will default to showing the current date
      3. Enter the price for the Item
      4. Click the Save & Close button of the Add Price flyout
  7. Click the Save & Close button from the top right hand side of your screen to close out this Item detail page and return to the list of all purchased Items for this Vendor

 

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