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Price list automation

If you need to automate price approvals, you can do this within a few simple steps.

Written by Cristian Bolba

You can automate price approvals based on multiple value or percentage variables, allowing you to auto accept price increases and decreases. Thus, leaving the prices that fall outside of the permitted value or percentage for further review.

πŸ“Œ Notes:

  • If you do not see the option below, please contact the support team via the digital assistant within your Procure Wizard login to have it activated.

  • Multiple rules can be created, and multiple rule sets can be created within a rule.

Create the initial rule

  1. Click the Admin Cogs along the top bar.

  2. Click Suppliers, then click Price List Automation.

  3. Click Add Rule Set.

  4. Enter and set the following:

    • Name.

    • Username.

    • Enabled.

  5. Click Save.

  6. Click 0 Selected Suppliers, then use the check boxes to select which suppliers to include within the rule.

  7. Click Add Rule.

  8. Enter and set the following:

    • Name.

    • Days: when the setting will take effect after the price change appears).

    • Action.

    • If difference is.

  9. Click Save.

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