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.
How Case Pricing Applies to Unit-Level Forecasts
Confido always prices at the Case level – this is a core Confido concept. If you're forecasting or viewing your data in Sellable Units rather than Cases, Confido automatically disaggregates the Case price into a unit price to dollarize the unit-level forecast – there's no separate unit price to enter. The unit price used is derived from whichever Case price is in effect (default or customer-specific) for that item and date.
Why do my promotions still show the old price after I update a product's price?
Updating a Case price in Confido's Pricing tab does not automatically update promotions that already exist in the Trade Calendar. This is intended behavior. Existing promotions keep the price they were built with, so trade calendar views and exports for those promotions can keep showing the old price after a price change. This applies to anyone who manages Case pricing or trade promotions in Confido.
To bring existing promotions up to the new Case price:
Create or edit the Case price in the Pricing tab with the correct Effective Date and Amount, as described above.
Contact support@confidotech.com and ask the Confido team to refresh your promotions for the price change. Include the product or product category, the new price, and the effective date.
After Confido Support confirms the refresh, open one of the affected promotions or re-run your Trade Calendar export and check that the new price appears.
If an affected promotion still shows the old price after the refresh, reply to Confido Support with the promotion name and dates.
Example: You change the price for a 4-pack category to $5.10 per unit. Promotions for that category that were already in the Trade Calendar before the change still show the previous price in the Trade Calendar and its exports until Confido Support refreshes them.
Limitation: Existing promotions are not refreshed automatically when a Case price changes. Workaround: request a promotion refresh from Confido Support after every price change that should apply to promotions you've already planned.
If my prices come from NetSuite, will a price I enter in Confido be overwritten?
Yes. If your Confido account pulls pricing from NetSuite, NetSuite is the source of truth for Case pricing. Confido's Pricing tab updates from NetSuite on every sync. Any default or customer-specific price you create or edit directly in Confido's Pricing tab is overwritten the next time pricing for that item and customer syncs from NetSuite. This applies to anyone who manages Case pricing in Confido on an account connected to NetSuite.
To make a price change that lasts:
Update the item's price (default price or customer-specific price) in NetSuite.
Wait for the next NetSuite sync into Confido.
Open the Pricing tab in Confido and confirm that the Case Product shows the new Amount and Effective Date.
If the new price doesn't appear after the next sync, check that the price is saved on the correct item and customer in NetSuite, then contact Confido Support.
Why does a new item show $0 in my forecast?
When a new item is created in NetSuite with no pricing at all (no default price and no customer-specific price), Confido gives that item a price of zero. Any forecast volume for that item then dollarizes to $0 in Confido's forecasts. For example, a new item forecast at 1,000 cases shows $0 of forecast revenue until a price exists in NetSuite and syncs into Confido.
Limitation: Prices entered only in Confido don't persist for NetSuite-connected accounts. Workaround: Set a default price in NetSuite whenever you create a new item, so the new item never syncs into Confido at zero.