HCL Commerce Version 9.1.12.0 or later

Duplicating a price list

Management Center for HCL Commerce allows you to create a copy of an existing price list. You can create a price list through the Price Lists tab from the buyer contract landing page.

About this task

Users with the following roles can create a copy of the price list:
  1. Site Administrator
  2. Marketplace Operator
  3. Marketplace Seller

Procedure

  1. Open Management Center Tools.
  2. From the hamburger menu, select the Marketplace tool. Within the tool are a Sellers tab and a Marketplaces tab (if there are multiple marketplaces).
  3. From the Store filter, select the Extended Sites Catalog Asset Store.
  4. Click on the Sellers tab. A landing page has all the existing sellers created for the selected Catalog Asset Store.
  5. Click on the Access Seller Dashboard option given in the same row as the seller's name. The Seller Dashboard page opens.
  6. Click on the Buyer Contracts tab on the Seller Dashboard page. The Buyer Contracts page opens. This page lists all the contracts created for the Marketplace Seller.
  7. From the right side column, select the Price Lists field.
  8. Enter the name of the price list you want to duplicate in the Search field. All the search results related to the name are listed on the screen.
  9. Click the duplicate icon to create a duplicate copy of the existing price list.
  10. A Duplicate Catalog Filter window is displayed. Enter the new Name and Description of the price list. Note that the descriptions field is optional.
  11. Click Save and Continue to duplicate the price list. This directs you to the edit price list page. From the Edit Name and Description option, you can update the name and description of the price list.
  12. There are two tabs on this page, Current Price List and Product Browser. For a new price list, add products to assign the price list.
  13. Open the Current Price List tab to assign the products. Click Add Products. You are directed to the Product Browser tab. All the products added in the Catalog tab are displayed.
  14. You can add products from the list or enter the SKU or product name in the Search field to add the product.
  15. Click the Filter by Category button to view and add the products for selected categories.
    • The Filter Products window is displayed on the screen. Enter the name of the category in the Search field. Click on the category name. The selected category is listed below the search field.
    • Click Apply Filters to filter the products related to the selected category.
    • To remove the filter, click the cross icon with the product name shown below the search field.
  16. All the products are displayed with the Included in the Price list, Product/SKU name, and Default Price Columns in the table.
  17. Enter the custom value in the Contract Price field you wish to provide in the price list. The default value is taken as the contract price if no value is added.
    Note: You can change the currency shown in the default price column. That changes the currency for the contract price column as well. To change the currency, click the drop-down arrow shown in the bracket. All the currencies supported by the Marketplace are listed. Select the radio button for the currencies. The selected currency is applicable to both default and contract columns. See Supported Currencies document to edit the list of currencies.
    Note: The excluded products are auto included, if you enter the value in a currency field.
  18. To include or exclude products,
    • Select the check box or click on the check mark or red cross icon to Include or Exclude selected products.
      Note: A red cross sign shows that the product is not included in a price list. The red cross sign changes to a green check mark after including the product in a price list.
    • You can select multiple products to add them to a price list. Select the check boxes given for the products and click Include Selected button.
    • You can select multiple products to exclude them from a price list. Select the check boxes given for the products and click Exclude Selected button.
    • Click the check box in the heading to select all products to either Include or Exclude all the products.
    Note: Include and Exclude products are auto-saved. No success message is displayed on the screen. All the included products are shown with a green check mark. All excluded products are shown with a red cross.
  19. Once included, the products are listed on the Current Price List page. You can Search, Manage Displayed Currencies, Enable Volume Pricing, and Delete the product from the price list.
  20. You can sort the product name and SKU column in ascending or descending order by clicking on the arrow shown with the column heading.
  21. To set the custom prices, click Manage Displayed Currencies button.
    • A Manage Displayed Currencies window is displayed on the screen.
    • Enter the currency name in the Search field to search the currency.
    • Select the check box given for the currencies you wish to set the custom prices for.
    • Click Save. The selected currencies are displayed for the listed products.
    • Enter the price for all the currencies. The entered value is auto-saved.
  22. Select the Enable Volume Pricing check box to add the bulk orders price.
    • Enable the toggle button for Volume Pricing to add the price according to the number of products ordered.
    • A Quantity Range option is displayed on the screen. Click the Quantity Range button to add different pricing for different products.
      Note: The first entry shows the minimum quantity as 1. This value cannot be edited.
    • You can add a number of entries for the different quantities and change the price accordingly.
      Note: You cannot add two entries for the same quantity.
    • To delete the entry for any quantity, click the icon from the volume pricing column.
    • To increase the quantity, add the number manually or click the upwards arrow shown in the quantity column.
    • To decrease the quantity, add the number manually or click the downward arrow shown in the quantity column.
  23. To delete the product, click on the icon. The product is deleted from the price list.
  24. Click the Price List Uploads button to download, edit, and upload the existing .CSV file for Price list.
    • Click the Download Current List to download the existing price list. This list include the .CSV file with the list of products shown on the Current Price List tab. You can download the current list, make changes as required and upload the new price list.
    • Click Upload Price List to download the .CSV template or to browse and upload the new price list.
      • To upload a new .CSV file, click Browse for CSV.
      • Select the file from your local machine. The selected file is displayed on the screen. Click Upload. The selected file is uploaded.
        Note: The selected file should support the .CSV file format.
      • To download a template, click Download CSV Template. The .CSV file template is downloaded on your local machine.
    • The following information related to the price list uploads is displayed on the Price List Uploads page.
      1. Uploaded File name
      2. Uploaded by
      3. Date and Time
      4. Status
      5. Actions
        Note: You can refresh and view logs from the Actions menu.
        • When you upload the .CSV file, the status of the file is uploading and refresh icon is shown in the actions menu.
        • Click on the refresh icon to refresh the page. The status of the .CSV file changes to failed or successful.
        • From the Actions menu, click on the View Logs button, to view the failure or success information. The summary report window is displayed with the change log.
    • You can sort the columns in ascending or descending order by clicking on the arrow beside all headers.
    • Click on the Refresh List button to refresh all the list of files on this page.
    • Click the arrow given for Items per page, to update the number of items shown on this page.