Creating a New Price
To create a new price, click the New Price button in the top left corner of the Pricing window. You will be prompted to fill in the following fields:
Case Product – The Case you are setting pricing for. This pulls from the Case tab in the Products settings in Confido.
Customer (Optional) – Leave blank to apply the price as the default for all customers. Only select a customer if you are entering a customer-specific price (e.g., Walmart receives a unique price that differs from the default).
Best Practice: You should create a default price for every Case created in Confido. Customer-specific overrides should then be used to handle any deviations from that default.
Distribution Center (Optional) – Only applicable when a specific customer is selected. Use this field if the pricing applies to a particular customer Distribution Center. If left blank, the price will apply across all DCs for that customer.
Effective Date – The date the pricing takes effect. This can be used to schedule a future price change by entering a new price with a forward-looking effective date.
Amount – The price of the Case product.
Editing an Existing Price
To edit an existing price, navigate to the Pricing tab and click the box/arrow to the left of the relevant Case. This will open the pricing record and allow you to make updates.