Moving a Value to a Different Price Group

This article describes how to move a value from one price group to another. For instructions on adding a new value to a price group please see Related Article: Maintaining Sell Products.

There are 2 ways to move values to different groups. I'll give a summary of the two options and then show you the step by step instructions for each option. I'm going to use sell products for my example but the process is the same for purchase products.

Option 1 - Edit the price groups directly to make the change. This option will need to be done separately for both the sell product and the purchase product.
Option 2 - If the price groups are based on a Parent Field you can make the change in the attribute's list of values and then regenerate the price groups for the product to reflect the change.

Step by step instructions for Option 1

  1. Go to Quote::Edit Prices and click on Options...

  2. Select the appropriate Product and click OK

  3. In the Price Group column, click on the name of any price group and select Edit Price Groups for 'pricelist > product'.
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    TIP: For products on multiple price lists, update the price groups on one price list and then copy the updated price groups to other price lists. See step 6 below.

  4. Select the values to move to a different group and then click on 

  5. Select the Price Group and click OK

    As shown below, Beige Olimpo and Coral Troya have been moved to Group B

  6. (Optional) To copy the price groups you created for this product to the same product on other price lists, use the copy function shown below:
    1. Go to Quote > Edit Prices and click on Options...
    2. Select the appropriate Product and click OK
    3. In the Price Group column, click on the name of any price group and select 'Copy Prices from another Price List...'
    4. Choose the Price List(s) to update for this product, select the Price List containing the price groups you want to copy, select whether to copy just price groups or price groups and price and then click OK.

Step by step instructions for Option 2

  1. Go to Quote > Edit Sell Products
  2. For the appropriate product, click on the Attribute and select Edit List of Values

  3. Select the values you want to move to a different group and click on Move Selected to Parent....

  4. Select the Parent Field and the Value and then click OK

  5. Repeat steps 3 and 4 until you have moved all the values to the correct groups and then follow the steps below to generate price groups
  6. Go to Quote > Edit Prices and click on Options...

  7. Select the appropriate Product and click OK

  8. In the Price Group column, click on the name of any price group and select Generate Price Groups
  9. Select the Price Lists to update, select the radio buttons for All Product Variants and Create Price Groups using Product Attributes, and then select the parent field to generate the price groups.

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