Update Prices

Update Prices

Update Pricing (Bulk)

The Update Pricing feature allows you to update prices for single herbs and premix formulas in bulk using a CSV file.

Important:
All herbs and premix formulas must already exist in your dispensary before updating pricing.

When to Use Bulk Pricing Updates

Bulk pricing updates are useful when:

  • You need to adjust prices across many herbs or formulas

  • Cost structures or margins change

  • You want to introduce pricing rules or tiered pricing

Step 1: Export Current Pricing

Navigate to:

Admin > Settings > Data > Export > Pricing

  1. Choose Herbs or Premix Formulas

    • These must be exported separately

  2. Click Export Pricing

  3. A CSV file will be generated and downloaded to your computer

Open the file in Excel or a similar spreadsheet program.

Note: Apple Numbers is not supported.

Understanding the Pricing Export File

The exported CSV will include your existing pricing data and system-calculated values.

Important Rules

  • Do not change the Herb ID / Formula ID

    • The ID must stay associated with the correct item

  • The default herb or formula name is read-only

    • You cannot rename items in this file

  • The Latest Cost of Goods is system-calculated

    • This value cannot be edited

    • It is calculated based on costs when inventory is added

Editable Pricing Fields

Manual Cost of Goods

You may enter a Manual Cost of Goods value.

  • This will override the Latest Cost of Goods

  • Useful when you want pricing based on an adjusted or standardized cost

Default Selling Price

You may update the default selling price.

Rules:

  • Do not include a $ symbol

  • Values may include up to three decimal places

    • Example: 0.095 (allows half-cent pricing)

Pricing Rules (Optional)

If you use pricing rules:

  1. Create the pricing rule in the system first

  2. Enter the exact rule name next to the herb or premix formula in the CSV

The rule will be applied automatically when pricing is calculated.

Tiered Pricing (Optional)

Tiered pricing allows you to charge different prices based on quantity ordered.

  • Up to 10 pricing tiers are available in the file

  • You may use all, some, or none of the tiers

For each tier:

  1. Enter the quantity range

    • Examples: 0.1-5 or 1-5

  2. Enter the Tier Condition, one of:

    • exactPrice

    • margin

    • markupPercentage

    • fixedMarkup

  3. Enter the Tier Price

Step 2: Save Your File

  • Review all changes carefully

  • Ensure IDs and names were not altered

  • Save the CSV file

Step 3: Import Updated Pricing

To apply your changes:

Navigate to:

Admin > Settings > Data > Import > Import Existing > Pricing

  1. Upload the saved CSV file

  2. Review the data

  3. Confirm the import to apply pricing changes

Best Practices

  • Always export pricing before making changes

  • Keep a backup copy of your original file

  • Update herbs and premix formulas separately

  • Test pricing changes on a small set of items first if needed

Need Help?

If pricing does not update as expected, contact support and include:

  • The CSV file you uploaded

  • Whether you were updating herbs or premix formulas

  • Any error messages shown during import

We’re happy to help.


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