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Quick Pricebook Startup

This function is designed to load items into My Pricebook from the My Handheld App on a hand held scanner. This is designed to only be used on initial setup when your items are not yet loaded in My Pricebook. This program will import items from hand held device that were entered in the Quick Builder function. For more information on the Quick Builder app, click here.
 
Before you begin using this app, please have Support load down a Master UPC list so that this program can supply descriptions for the items you will be adding to My Pricebook.  This will save a lot of work for you.
 
These instructions assume you have already sent a Quick Builder file to the My Pricebook computer.
 
 
Quick Pricebook Startup
1

Open Quick Pricebook

    Startup

1. Open Quick Pricebook
    Startup
Open program from Pricebook screen by clicking on Hand Held button and then click on Quick Pricebook Startup.
2

Items automatically import

2. Items automatically import
The items from the file will automatically import and fill the screen.
3

Get Descriptions

3. Get Descriptions
Click the Find Descriptions button. NOTE: Please make sure Support has helped you load a Master UPC list into your My Pricebook so the system has descriptions to look through.
4

Update Descriptions

4. Update Descriptions
My Pricebook will find descriptions. It will also update the 'InPB' column.  If there is a check mark in this column it means that this item was already in My Pricebook and the system pulled the description from there.
5

Edit information

5. Edit information
You can edit  Action, Price Date, Description, Price or Department if you need to.
  The Action allows you to Accept or Ignore the item when updating the Pricebook
  The Price Date is the date the price will take effect.  You usually want that to be the day you are working on these item.
   Update the Description, Price or Department if they need to be changed.
6

Process Items

6. Process Items
Click Process Items button when you are happy with the information.  This will create items that are not in the Pricebook and update the information for items that are in the Pricebook if those items have an Accept action.  This will also mark this import as complete.
7

Click OK

7. Click OK
Click Ok and Click Close.