Import Stock Pricing Changes from PIMS to send To your Receivable Accounts

You can download a file of the updated prices from your PIMS system to import to your Lentune database and email to your customers.

Overview

Upload the Pricing Changes Report

Scheduled Task

Overview

You can export a document of Price File changes from your PIMS system that you can then automatically send to your Receivable customers by using a Scheduled Task. If you wish, you can upload your logo to be placed on this document.

You will need the Security Role of Pims Price Import Maintenance to access the relevant menu.

To read about including or excluding the discount percentages in your Pending Stock Batch, click Set Discount Percentage to appear for Pricing in PIMS.

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Upload the Pricing Changes Report

• Go to Stock > Stock Price Change.
• Click New Stock Price Change.

In the Upload price change report window:

• Month end date: Enter the month that you want the report to start being sent out.
• Select and upload the report file that you created in your PIMS system.
• Email body:  This text is taken from the field Stock price change email standard message in your Receivables Manager, and will be emailed with the report.
• Click Save.

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Scheduled Task

Now you can set up a new Scheduled Task called Email Unsent Stock Price Change and set it to run daily or as often as you wish.

This will pick up any changes that have been imported and send the report to all active Receivable Accounts, using the email address on their Entity details.

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