Price updates
Hello... so I exported the prices for idexx and then closed off the date for the unit price. Then imported this to open.
ie closed off the old price on 14/3/2022
Manually worked out the new unit price for each product and added that to the spread sheet with the new start date 15/3/2022, and imported this....
When I uploaded the new spread sheet with the new start date it deleted the old information ending on the 14/3/2022
One of the reason I did the close off dates and start dates is to keep a record of previous prices... but it did not work out that way and just looking for some insight as to where I went wrong?
Thanks Anna
Re: Price updates
Hi Anna,
If you're wanting the old prices to be visible there's a couple of processes that have been missed.
We recommend copying the exported csv file into another sheet. Then you remove the Fixed Price ID & Unit price ID. You then add a formula that looks to Sheet1 and adds a percentage increase and a rounding formula.
You then need to update the date for the fixed price & unit Price.
What this does when imported into OpenVPMS is updates the prices, closes off the old date i.e 23/3/2022 and then starts a new date of 23/3/2022 with the new price.
Please Note: I used OpenOffice for the price Increases and the formula - =IF(Sheet1!E2>0,ROUND(Sheet1!E2*1.1,2),"") I had to use semi colon instead of commas otherwise I received an error. New formula here - =IF(Sheet1.M2>0;ROUND(Sheet1.M2*1.1;2);"") . You would need to change the percentage to suit your needs. In this example it's 10% and rounded to 2 decimal places. The original formula may work if using Excel.
There's some additional information here: https://openvpms.org/documentation/csh/2.3/concepts/pricingUpdates
It'll look like the below.
Lisa Vanden Berg
OpenVPMS - Implementer/Support