Step 1: Open the Pricing & Lead Time History
Navigate to the Pricing & Lead Time tab.
Click the History icon ($) next to the item to open its pricing history.
💡Tip: You can filter any of the columns to narrow down the history search. You can also clear a portion of the part number to widen out your search.
Step 2: Reuse Pricing Information
Select the row for the historical record you want to reuse.
Choose from the following reuse options:
Reuse Cost Only – copies only the cost value
Reuse All Pricing – pulls in cost, discount, and sell price
Reuse All Fields - pulls in all pricing and the description .
Pricing and Lead Time Dashboard
For those with Quoting access, you will find the Pricing and Lead time Dashboard on the left panel to conveniently review history information without having to create a quote. All pricing and lead time information entered in by you or a team member will appear here.
Begin by typing in the manufacturer and model number to start searching. You an filter by certain criteria (e.g. quote owner, quote status) or sort by pricing and lead time information.
Import Pricing History into the Pricing and Lead Time Dashboard
Download the Pricing History File Template to import pricing and lead time data, making it easy to access and reference through our Import function.
After uploading the Pricing History File, refresh the page, and you'll see the Source column labeled as 'Import' with all the uploaded data displayed.
Click on Manage Columns to add and rearrange the Data Uploaded column within your Pricing History dashboard screen!