Set up a new customer pre-pricing group

You must have the Label/Tag Printing Add-on Module and the Customer Pre-Pricing Add-on Module to use this article.

The Customer Pre-pricing module allows your customer to provide their own pricing and label/tag information for the items in your inventory. You can send them filtered lists of your inventory, they fill out the information, then you store it back in eGrow Connect for creating labels/tags when shipping items to that customer. Multiple pre-pricing groups can be created for a single customer or a single pre-pricing group can be used for more than one customer.

1. Navigate to Sales, then Customer Pre-Pricing.
2. Click New Group in the taskbar.
3. Enter the group name and click Add.
4. Review and complete the tab information. See a description of each tab below.

Preferences Choose which pieces of information will be supplied by your customer. Select a default tag/label format, typically used when a customer wants the same tag for all sizes. Add any notes specific to this pre-pricing group Size & Tag Format Example Scenario: This is typically used when a customer requests a specific tag for a different size of item. A customer may want stickers on gallon pots and stick tags on quarts, or perhaps stickers on all sizes, but with different information included depending on the size. Include a list of item sizes here with the corresponding label/tag size. Customers Include a list of customers in this pre-pricing group with their Ship To address and pricing group. Items Following an [item Import], customer data will appear here with the customer’s information. You can also manually add or adjust items here. Export Use this tab to export lists of items for your customer to fill out. Select the [Pricing Group]. Toggle to only include items with missing information. Toggle to only include items with missing information. This is used primarily when a customer has already sent some information but needs to complete or update information based on new inventory you offer. Select an export type. Items within current pre-pricing group: This list will only include items already added to this pre-pricing group. All Active Item Sizes: This list will include all active item sizes in your inventory. Items on Orders: This list will only include items included on open orders with this customer. Click Export Data to Excel.

Learn more

• [How to import data for customer pre-pricing]
• [Enable cross-updates with customer pre-pricing and open orders]
• [Exclude items from customer pre-pricing]