How to update the Cost/ Selling Price via master migration?
Purpose :
The Cost/Selling Price Update feature in TruePOS allows you to set future prices for your items without changing the current ones.
For example :
* In Supermarket, if you plan to increase the price of an item every month, you can schedule the new price in advance by setting a date range. This ensures the current price remains active until the new price automatically takes effect on the specified date.
* While using this Cost/Selling it will ask for the date range, if you select the date range for the particular date range only the updated price will work. Then either it will revert back to old price or if any new price updated then it will work based on the new price.
Note :
* It is an add on Feature, Please contact retaileasycloud-support@gofrugal.com in order to enable the menu for your domain.
* Also, the main purpose used for the DMS domains.
* If need to work in normal retail domain you have to set the 'SAP based Rate' configuration as 'Optional'. Then if you change cost it will affect in future purchase, for selling it will affect in current batches.
Steps to update cost/selling price migration.
1. Navigation : Tools → Master Migration
2. Select sheet Generation → select master ( cost/ selling price update ) than click on load config.
3. Select the Load configuration option after choosing Master from the list to see the appropriate Caption name, Column size, Add to sheet and Data type. enable the field which you want to add in the sheet than click on save config → Download Csv. the sheet will download in csv format
Fields In Detail :
Following are the fields of the Cost/Selling Price update file and everything you need to know about it,
Field | Description |
Type | Enter Type, Cost or Selling |
Location | Enter Global or select location |
Item Code | Enter Item code, Masters→Item→Item→ID |
UOM | Enter Unit as UOM |
Price | Enter Price |
Effective From | Enter Item Quantity |
Effective To | Enter cost of item |
4. Fill out the provided template with the information of Item code, Location, Type, Price, Effective from and Effective To etc.
5. After filling up the sheet, Click on Upload Sheet and select the master then browse the file and click on Upload file.
6. Once uploaded will get message as successfully uploaded.
FAQ :
Q1. How to do the verification of updated selling price on Sale bill?
Answer : Go to Sales → Sale bill and load the item(s). → You can able to see the latest price which has been updated
Q2. How to do the verification of updated cost price on Purchase Invoice screen?
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