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How to Pull in Historical Pricing

Learn how to pull historical pricing into your BOM, use the Pricing & Lead Time Dashboard to search past quotes, and import pricing history in bulk.

Written by Ni Nguyen
Updated this week

Pricing history lets you quickly pull in cost, discount, and sell price from past quotes — saving time and helping you quote more accurately based on real data your team has already used.

1. Open the Pricing History Icon

  1. Navigate to the Pricing & Lead Time tab.

  2. Click the History icon ($) next to the line item you want to look up.

Tip: Filter any column to narrow your search. You can also clear part of the model number to broaden results and find matches across a product series.

2. Reuse Pricing Details (Cost, Margin, Sell, Lead time)

  1. Select the row for the historical record you want to reuse.

  2. Choose a reuse option:

    • 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 plus the product description.

3. Use Pricing and Lead Time in the Tool Bar

For users with Quoting access, the Pricing & Lead Time Dashboard is available in the left panel — letting you review pricing history without needing to open a specific quote.

  1. Open the Pricing & Lead Time Dashboard from the left panel.

  2. Type in a Manufacturer and Model Number to search.

  3. Filter by criteria such as Quote Owner or Quote Status, or sort by pricing and lead time columns.

4. Import Pricing History In

  1. Download the Pricing History File Template from the dashboard.

  2. Fill in your pricing and lead time data and upload the file.

  3. Refresh the page — the Source column will display Import for all uploaded records.

  4. Click Manage Columns to add and reorder the Date Uploaded column as needed.

Screenshot 2024-12-02 135445

Tip: Importing pricing history is a great way to pre-load historical data for your team before they start quoting in Parspec.

Need help? Visit the Parspec Training Academy or use the in-app support chat.

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