Working With Pricing Searches

A pricing search lets you set up an item search to generate a price list. For example, you can run a pricing search to display the price of items at a certain price level for all items on that level.

There are three ways to run a pricing search:

• Running a Standard Pricing Search

  A standard pricing search defaults to search with filters for Items and Customers.

• Customizing a Pricing Search

  A custom pricing search gives you greater flexibility to determine search filters and the results that show.

• Creating a Saved Search for the Quantity Pricing Feature

  A saved pricing search enables you to set specific search criteria and results, as well as save the search to use again in the future.

Running a Standard Pricing Search

Use the following procedure to run a standard pricing search.

To run a standard pricing search:

1. To set up a price list search, go to Reports > New Search.

2. On the Search page, click Pricing.

3. In the Item field, select any of and then enter the name of the item.

   To search by exclusion, select none of.

   To select more than one item:

   1. Beside the field, click the Select Multiple icon.

   2. Click each item to add to the Current Selections column.

   3. After you have selected all your items, click Done.

4. To search for prices by customer:

   1. In the Customer field, select any of.

      To search by exclusion, select none of.

   2. Enter the customer name.

      To select more than one customer:

      1. Click the Select Multiple icon.

      2. Click each customer to add to the Current Selections column.

      3. After you selected all your customers, click Done.

5. Click Submit.

The search results show the Item Name, Quantity Range, Sale Unit, and Unit Price for all applicable items. When viewing the search results, you can choose to print, email, or export the results. You can also save the search to run it again in the future.

Note:

If you use the Multiple Currencies feature, results are shown in the customer's currency.

A price list report does not show all pricing levels for an item. The report shows only the price level for the specified customers.

If you require more details than provided in the standard pricing search, see the following procedure.

Creating an Advanced Pricing Search

Use the following procedure to create an advanced pricing search.

To create an advanced pricing search:

1. To set up an advanced price list search, go to Reports > New Search. On the Search page, click Pricing.

2. On the Pricing Search page, check the Use Advanced Search box.

   You can chose to show only the price levels set for the customer on the list you generate.

   1. On the Criteria subtab, click the Standard subtab.

   2. In the Filter field, select Assigned Price Level.

   3. In the popup window, select Yes for Assigned Price Level.

   4. Click Set.

   5. In the Filter field, select Customer.

   6. In the popup window, set the customers by selecting any of or none of and choosing customers to include or exclude.

      If no customer is selected, no search results are returned.

   7. Click Set.

3. Set additional criteria and results settings as needed.

4. Click Submit.

Customizing a Pricing Search

Use the following procedure to customize a pricing search.

To customize a pricing search:

1. To set up a price list search, go to Reports > New Search. On the Search page, click Pricing.

2. On the Pricing Search page, click Personalize Search.

3. Use the Available Filters subtab to limit the set of filters available on the form when you reuse this search. You can also set footer filters for the results, such as when used as a list view.

   Select the item and customer information you want to filter the search by.

   Note:

   Remove all filters to use advanced search.

4. On the Results subtab, select the data you prefer to show in the results and determine sorting.

5. You can click Show More Options to check the Show in Menu box. Then, this search appears in the list of saved searches at Lists > Search > Saved Searches..

6. Click Save.

Your custom search is available to run a pricing search, as needed.

Creating a Saved Search for the Quantity Pricing Feature

If you use the Quantity Pricing feature, on the Results subtab you can select to show the item Minimum Quantity and Maximum Quantity. Because fractional quantities are allowed in some cases, the maximum quantity is the same as the minimum quantity of the next level. The Price Range results subtract 1 from the maximum quantity and set the minimum quantity to 1 if it is 0.

You can optionally set up a formula to generate an alternate range, such as “0-99.99” or “0 up to 100”. For more information, see Formulas in Search.

The search results list all items grouped by the quantity pricing brackets that apply to each. Within each group, items are sorted as specified in the item sublist. Items with no quantity pricing are shown in the Unit Price column.

You can also create a saved search for pricing.

To create a saved search for pricing:

1. To set up a price list search, go to Lists > Search > Saved Searches > New.. On the Search page, click Pricing.

2. Click Create Saved Search.

3. Set the criteria and results for this search:

   • On the Criteria subtab, in the Filter column select the item and customer information you want the search to find.

   • On the Results subtab, select the data you prefer to show in the results and determine sorting.

   For example, to search by price level, on the Criteria subtab, set a filter for Price Level. Select the price level you want to appear. Then, on the Results subtab, include pricing in the data you select to show. The search results will display only customers that are assigned the price level you selected.

4. If you check the Show in Menu box, this search shows in the list of saved searches at Lists > Search > Saved Searches..

5. Preview or Save the search:

   • Click Preview to see the results.

   • Click Save to save the search without running the results.

   • Click Save and run to save the search and also display the results.

   • Click Save and Email to save the search and also email the results.

   If you use the Multiple Currencies feature, the results show in the customer's currency.

Related Topics

Customize Price List Pages and Forms

Price List Formats

Searching for Price Lists

Absolute Pricing for Customers

Generating Bulk Price Lists and Customizing Lists

Generating an Individual Price List

Customizing Price List Forms

Generating Price Lists

General Notices