Approve a Supplier's Pending Batch to your Price Information Management System.
Overview
Once your Supplier has uploaded a new file of their Stock Item prices, the Pending Batch will be available for you to Approve.
You will then have access to the latest prices to be used for Sales Orders, Quotes and Purchase Orders.
Click to read about the Price Information Management System (PIMS) Overview and Login.
Click to read the Supplier Guide to Create & Upload a Price File to PIMS (Price Information Management System).
Click to read about Update Payable Contracts from your Price Information Management System (PIMS).
Wholesaler View
The options that the Wholesaler uses in the Price File are a little different to the options that the Supplier can access.
Your Administrator can manage Stock Groups and Categories and set up access for your own Users and Suppliers, and assign security settings.
Approve a new Price File
When a new Pending Batch has been uploaded by your Supplier, your Price File Administrator can now view the file and Approve it.
If you have administrator access:
On the Home screen:
- Click Supplier Stock Import > Pending Stock Batches.
On the Pending Stock Batch Search screen:
- Locate the Batch you wish to approve and double click on it.
Note: The Effective date must be a future date.
On the Pending Stock Batch screen:
- Click Submit.
The prices will now be synched to your main Lentune database by a scheduled task, which is usually done overnight.
Set up a Rule
You can set up various rules to override some data in the file to Submit. This example shows how to set up a rule to ignore blank or invalid Rebate Codes.
In the Pending batch:
- Click Rules.
- Click Create New.
In the Create Pending Stock Batch Approval Rule screen:
- Click the Arrow on the far right.
- Select the rule Ignore Invalid Rebates.
- Click Save.
Resolving Issues
If there is data missing or not in the correct format in the file you are importing, then these errors will be displayed in the lower part of the Pending Stock Batch screen.
- Click Issues.
- Click Re-evaluate.
Here you can see that these items have an invalid Rebate code in the Supplier Rebate field.
Refer to Notes about Fields in the Supplier Guide to Create & Upload a Price File to PIMS or the Set up a Rule section above for more information, or contact our support team for assistance on support@lentune.com.
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