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My Pricebook Manual  07-08-15 ©2013-2015 Apex Back Office Solutions  Legal Notice

Pricebook Maintenance

The Pricebook Maintenance function allows you to modify or add items to your Pricebook. Modifications and additions will them be uploaed to My Pricebook and then to your register.
 
Before doing Pricebook Maintenance please update your validation files on the hand held. Instructions on downloading new validation files are here.
 
When your Pricebook Maintenance is complete, import the changes into My Pricebook by following these instructions.
 
Valid for My Handheld Version 3.04
 
 
Pricebook Maintenance
1

Tap Add Items

1. Tap Add Items
Tap Add Items to edit and existing item or add a new item.
2

Scan Item

2. Scan Item
Scan item.
  If the item was already in the Pricebook, the fields will fill and you can modify any information.
  If the item is not in the Pricebook, you can update the information.
  If no information displayed and you think it should have, your Validation file is not up to date or did not load. Click here for instructions to load Validation file.
 
3

Update information

3. Update information
Change or add information for this item. All Items must have a Price, Department and Description to work with a register.
4

Tap Save

4. Tap Save
Tap Save. The app will send you back to the UPC field and you are ready for your next item. 
Repeat steps 2 thru 4 until you have updated or added all the items.
5

Tap Close

5. Tap Close
After all items are entered, tap Close.  The app will then go to screen 3 and will be filled with all the items you updated or added.
6

Edit Item if needed

6. Edit Item if needed
If you want to edit or remove an item, tap on the item you want to change and the line will highlight in blue, then tap Edit item. The app will take you to screen 2 and you can change the information or tap to delete the item.
7

Connect to Computer

7. Connect to Computer
When you are done entering Items, connect the hand held device to your My Pricebook computer so the changes can be uploaded.
8

Tap Send

8. Tap Send
Tap Send to prepare the Maintenance file for upload.
9

Tap ok

9. Tap ok
Tap ok after the file has been prepared. The app will upload the file to the computer.
10

Tap Close

10. Tap Close
After the upload is complete, tap Close. You are now ready to import the Maintenance changes into My Pricebook. Click here for instructions to import your changes.