The main concept is to build a batch of changes, or make changes to a batch using a Global formula.

• The batch can then be applied to the live store files either immediately, or automatically on a date specified in the future.
• A batch of Shelf Labels or Signs can be produced from the batch line items.
• A New/Old comparison report is also available. 
  

• Batch Pricing is most useful when many items are involved that require Global (the same kind of) changes. e.g.  Automatically recalculate retail prices after a 5% Cost increase from a particular Vendor.

• Building a Batch from the Inventory List (or Fast Keyboard Entry)
• Building a Batch by Vendor or Category/Type/Bin/Location.
• Building a Key (Vendor) File Batch
• Building a Batch from an Invoice or Purchase Order

• To start a new Batch Click on the 'New' button at the top of the form.
• The 'P/O Ref' field is filled in only when changes are sent to a batch from a Purchase Order. 
  This will be the PO Number of the Purchase order the cost changes were made for. 
• The Batch Details Tab will be displayed.
• Set the Penny Rounding for the Batch calculations to follow as required. 
• The Apply On date should only be set to a date in the future if you want the Batch to apply automatically on that date.  For batches under your control, leave this date in the past.
• New Batches are always generated with the 'Apply On' date set to yesterday for safety.  Thius means that the batch will never be applied automatically unless you change the 'Apply On' date to the current, or future date. 

If the Batch 'Apply On' date is today or in the future, the batch will be applied automatically by the Polling Scheduler if it is running. 

• Set this option to a valid future date only when you are satisfied with the Batch completely! -  the prices will be applied without further warning!

For accountablity, add a Supervisor ID to the Batch.

• Type in a quick comment, for easy future reference.
• Click the 'Save' button to continue on with the Batch (or click the Exit button to abort the operation if you need to).

Saving the Batch main information reveals the Build Options for the Batch:

There are two main options for the Build operation:

• Use Latest Key Vendor Data - Uses a file with Vendor supplied changes to build the batch.
• Build Batch from Options - Allows the user to specify a build based on Category, Type, Bin, Location or Measure filters.  An option to build all the items in the store is included here also.

• Choose a Build Option
• Fill in the Zone ID, (0 = All Zones)
• Fill in the Vendor ID (0= All Vendors) 
• Select further filters provided by the option selections
• Click on the Build Batch Button      

This displays the Batch 'Items' list, plus the 'Functions' and 'Labels' Tabs used in the rest of the Batch Operations.

• The 'Build' Tab option is no longer available once the Batch has been built.

  

Once you have setup the Batch Information, then items can be added to the Batch. 
A batch can comprise of one item or many items, up to and including all the items in the store if required.

Building a Batch from the Inventory List

• For fast keyboard entry - a Barcode or Shelf code can be input directly into the blue edit area either from a Scanner or a Keyboard.
• Then  press Enter on your keyboard.
• The Item is displayed in the form editor allowing the  New price, New cost and New GM%  to be edited directly. 
• Add the entry to the batch by pressing enter on the 'Update Batch' button. 

• Make the required changes in the blue Edit area and click on the 'Update Batch' button to put the item in the batch.
• This way the price changes are built as you put items in the batch.
• Another concept is to build the batch then use the 'Apply Global Setup' options (under the Functions Tab)  to make changes to all the items in the batch in one sweep.

Building a Batch for a Vendor or by Category/Type/Bin/Location.

Manual entry is great for picking a few items, but could become tedious if there was  300 items that all required a fast price change.

If  the items have a Vendor, Category, Type, Location or Bin in common, a batch can be built using the 'Build Batch' button instead of picking items manually.

• Create a New Batch and Save it to see the 'Build' Tab option.
• Select the 'Build Batch From Options' option on the Build Tab.
• Select a Vendor or leave the entry at zero for All Vendors. 

• Select either Bin, Location, Type, Category, Measure or 'All Items' as further filters.
• The example shown here would build a batch for all items for 'Amercan Beers for Vendor 'BDL'. 
• Click on the 'Build Batch' button to build the batch.

When the Batch build is done, you will have a list of items based upon the parameters you supplied when building the batch.

Building a Key (Vendor) File Batch

• Another Batch Build option supplied is the 'Use Latest Vendor Data' button. 
• This will cause a build of changes based on your Key Vendor  file information. 

• If any items on your file have cost changes. Then a batch will be built with all of the changes in it. 
• The options to build the batch here are Price Increases only, Price Decreases only or All Changes.
• Click the 'Build Batch' button to view all the selected changes in the Items List. 

Building a Batch From an Invoice or Purchase Order

• A pending price batch is also built by the Vendors - Receivings routine when an Invoice is finalized.
  This occurs ONLY when item cost changes are made to an Invoice or the Purchase order behind it.
• The affected items are sent to a batch for later recalculation of Retail prices if required.
• An option to create a price batch appears when the Invoice is finalized.
• This saves you having to make notes of all the costs you changed on the P/O or Invoice as you worked on it - they will all be in the Price Batch!

• If you click on 'Yes' the program will give a number for the Batch it creates, by which you can locate it later.

Once selected, the batch can be edited and applied as normal.