First Steps (for Admins)

There are two essential steps that an Admin needs to do for the Price Book function to work correctly:

1. Create a price book template for exporting price books. Creating a template will set up the general formatting for your reps. Once you do this, they can quickly make and export a price book from the Products page.  

2. There is no limit on the number of templates that can be created.

3. Update each producer with the pertinent information to be displayed on any export. 

1. Setting Up Your Price Book Template (Admin only)

1. Go to the admin panel by clicking on My Account in the top right

2. Click Manage on the upper left of the Your Profile page

3. Click on Manage Price Book Template under the Manage section on the left-hand navigation

4. Click Create A New Template on the upper left

   • Create a title (this is an internal value)

   • Click on Save

5. Click on the template name you just created

6. Populate the template with your selected options. (Note: the company logo used on this template is stored at the My Account level)

   • Add Vintage to Product Names?

   • Hide Price Column If no Prices to Show?

   • Add Pack Size to Product Names?

   • Add UPC?

   • Include SRP Price column?

   • Include Price Per Ounce? Only shown on Price Layout: Columns and only added to Spirit, Beer, Cider, and Fortified Product.

   • Add Pre Arrival Date? The Pre Arrival Date will only appear if the Product has any pre-arrivals and the generated price book includes Products with no inventory.

   • Group by

     • Country

     • Products and Spirits (Category options at the item level)

     • Products and Spirits (Spirits by Type)

     • Importer - If group by importer is selected, it will include only products with an Importer set at the Producer level. This is not applied to the Importer set to the Product.

   • Table of Contents -- checking this box will include a table of contents in your price book automatically

   • Cover Page -- this option allows you to attach your own cover page (PDF) or create one within the template

   • Trailer Page -- just like the cover page, this option allows you to attach your own trailer page (PDF) or create one within the template 

7. Select Save

2. Update Your Producers' Information (Admin only)

Two fields at the Producer level organize the price book: Country and Region. There is also a place to add information about the Producer.  

• Click on the Producers tab

• Click on a Producer

• Next, click on Edit

  • The following items are used in the price book

    • Country

    • Region

    • About/Info

    • Farming Practice