Set up a new customer pre-pricing group

You must have the Label/Tag Printing Add-on Module and the Customer Pre-Pricing Add-on Module to use the functionality within this article.

The Customer Pre-pricing module allows your customer to provide their own pricing and label/tag information for the items in your inventory. You can send them filtered lists of your inventory, they fill out the information, then you store it back in eGrow Connect for creating labels/tags when shipping items to that customer. Multiple pre-pricing groups can be created for a single customer or a single pre-pricing group can be used for more than one customer.

1. Navigate to Sales, then Customer Pre-Pricing.
2. Click New Group in the taskbar.
3. Enter the group name and click Add.
4. Review and complete the tab information. See a description of each tab below.

Preferences Alter the Group Name and toggle whether the group is Active UPC: You may set this field as not required, provided by the customer or to use your internal UPC/GTIN Barcode as defined on the General tab of item size records SKU: You may set this field as not required or provided by the customer Retail Price: You may set this field as not required or provided by the customer Select a default tag/label format which will automatically be used when printing from the Pre-Pricing Label/Tags screen from the Print menu Add any notes specific to this pre-pricing group Size & Tag Format Define specific mappings of a label/tag format to selected item size(s) here. These mappings will override the default label/tag format selected on the Preferences tab. Example Scenario: This is typically used when a customer requests a specific tag for a different size of item. A customer may want stickers on gallon pots and stick tags on quarts, or perhaps stickers on all sizes, but with different information included depending on the size. Customers Set the list of ship to customers to map the pre-pricing group to here. Items Following an item Import, customer data will appear here with the customer’s provided ginformation. You can also manually add or adjust mapped items here. Export Use this tab to export lists of items for your customer to fill out. Select the Pricing Group. Toggle whether to only include items with missing information. This is used primarily when a customer has already sent some information but needs to complete or update information based on new inventory you offer. Select an Export Type. Items within current pre-pricing group: This list will only include items already added to this pre-pricing group. All Active Item Sizes: This list will include all active item sizes in your inventory. Items on Orders: This list will only include items included on open orders with this customer. Click Export Data to Excel.