Summary
This guide explains how to Bulk Add Prices for activities, memberships, Point-of-Sale Items, etc. For instance, you may want to introduce a Summer Price for specific activities. The Bulk Add Prices feature allows you to add a new pricing in just a few steps. In order to add a price, you will first need to create a Pricing Option. For information about Pricing Options, please refer to our guide here.
Step-by-Step Guide
1. From the home page, go to the Pricing Options Module.
2. Within the Pricing Options module, click on the Bulk Management submodule.
3. Select 'Bulk Add Prices & Adjustments'.
4. Choose Pricing Options.
- Select the pricing options you want to apply the new prices to.
- You can filter by ID, Reference, Friendly Name, or Finance Code to refine your selection.
5. Fill in the Price Details and click on Create.
-
Apply to: Select the target group (e.g., Global, Regional) or a specific facility.
-
Replace overlapping prices**: Tick/untick depending on your needs.
-
Price: Enter the new price.
-
Name (Optional): Assign a name to this price.
-
Type (Optional): Select Member or Non-member.
-
Timeband (Optional): Choose Peak or Off-Peak.
-
Active Start Date (Optional): The start date for this new price.
-
Active End Date (Optional): The end date for the price change.
6. Review and Manage Prices
- The new prices will now appear in the Pricing tab of the selected pricing options.
- You can create multiple entries and edit or delete them as needed.
N.B: For membership price changes, this process will not affect current members. To change the price for existing users, please refer to this article.
** Overlapping prices occur when multiple adjustments could potentially apply to the same pricing option.
The system has a hierarchy for handling these overlapping prices:
- Adjustments can be added at global, setting group, and facility levels.
- Only one adjustment can qualify, and the adjustment that qualifies at the lowest level will always be used, even if it results in a higher price.
- For example, a qualifying global adjustment resulting in a £5 price will be superseded by a qualifying facility-level adjustment resulting in a £6 price, if the customer is at that facility.
This allows lower levels to increase or decrease the price. To ensure the lowest price wins, adjustments should be set up at the same level.
The exception to this rule is price override adjustments, which will always be used even if another adjustment at the same level results in a lower price.