Price Groups

Last Updated January 23, 2021

Price Groups are an essential aspect for any catalog, and any business. They often can vary from customers to regions or even more complex scenarios. Orderwerks allows you to setup, manage and implement a multitude of Price Group options to make sure your Customers have the right pricing.

Price Groups are unique to each Catalog and can be locked down to Customer or even Internal User accounts. Orderwerks offers single Catalog/Price Group Locks for Users to Multiple Catalog/Price Group Locks for using, fully encompassing even the most complex price access scenarios.

  1. Click
    Menu
    then Users.
  2. Click the Button for your Accounts, such as (This is the button next to Supplier Users)
  3. Click the for the row of the Account you want to assign a single price group to.
  4. Scroll Down in the Sidebar to the Option: Catalog
  5. Select a Catalog To Lock To
  6. (Optional) Select a Price Group to Lock To.

If you only select a Catalog, the Account will see only that Catalog, but can create Orders against any of the Price Groups in the locked-to Catalog.

If you selected a Catalog AND a Price Group, then the Accounts Orders will be locked to both that Catalog Selected AND the Price Group selected.

  1. Click
    Menu
    then Users.
  2. Click the Button for your Accounts, such as (This is the button next to Supplier Users)
  3. The Accounts table can scroll to the right. You can also shrink the table with by deselect columns with the at the top right of the table.
  4. Whether you Scroll to the right or Shrink the Table look for the and Click it.
  5. A Drawer pulls up and you can then use the Mapper tool to select what combination of Catalogs and Price Groups the user has access to. If the user has access to no Price Groups in a given catalog, don’t add them to the Selected Options side.
  6. If you are making changes to multiple catalogs, be sure to hit before you move on to the next Catalog.

Manage Price Groups

  1. Click
    Menu
    then Catalogs
  2. Click View next to the Catalog to manage Price Groups for.
  3. Click in the Action Bar.

Add Price Groups

  1. Click
  2. Enter the name of the new Price Group.
  3. Click
  4. Repeat 1-3 for any additional Price Groups.
  5. Click

Update Price Groups

  1. Click
  2. Update the name of the new Price Group.
  3. Click
  4. Repeat 1-3 for any additional Price Groups.
  5. Click

Bulk Price Group Management

Download CSV File

  1. Click
    Menu
    then Catalogs
  2. Check the checkbox next to the Catalog you want to bulk update.
  3. From the Download CSV section in the action bar, click
  4. This will download a CSV File that will allow you to not only manage existing Price Group names, but also create new ones.

Upload CSV File

  1. Click
    Menu
    then Catalogs
  2. Click on the Catalog row, for the Catalog you want to update.
  3. Select Price Group update from the Select/Option Dropdown.
  4. Select / Drop the CSV File to process.
  5. Click