Administrator - Vendors > Adding Pricing to Purchase Units Manually

Up to date as of 11/2021

Pricing can be added to Purchase Units 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 a Purchase Unit 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 Purchase Unit upload during the onboarding process. This article details how to complete this process manually for individual Purchase Units.  

In order for a Contract Pricing to be entered to a Purchase Unit, 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 a Purchase Unit

  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 Purchase Units tab to see a full list of all of the Purchase Units purchased from the Vendor 
  4. Locate the Purchase Unit 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 purchase unit
    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 Purchase Unit detail page and return to the list of all Purchase Units for this Vendor

Adding Non-Contract Pricing to a Purchase Unit

  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 Purchase Units tab to see a full list of all of the Purchase Units purchased from the Vendor 
    1. Note: if you clicked Unspecified as your Vendor, you'll automatically be taken to all of the Purchase Units and you won't need to click on the Purchase Units tab
  4. Locate the Purchase Unit 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 Purchase Unit 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 purchase unit
      3. Click the Save & Close button of the Add Price flyout
    2. If the Purchase Unit 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 purchase unit
      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 Purchase Unit detail page and return to the list of all Purchase Units for this Vendor

 

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