Industrial Parts & Service Wiki

1.7 | How do I adjust a price on the Product Record in Salesforce and what does it do in eCommerce?

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Steps in the screenshots correspond to the numbers in the headings.

The product record lives in Salesforce and is updated through an integration to eCommerce.  From here, discounts are applied based on the customer's account percentages, and this rolls through to a specific price point per product in the ATS Store.

You can adjust the price on any order individually.  However, if you have been given instructions that we need to mark down a product (either for a period of time or permanently), you can adjust the product in Salesforce and it will flow through to the eCommerce store as long as the 'eCommerce Ready' flag is checked.

This will NOT, however, affect any quotes or orders that have already been created.  If you wish to adjust the prices on those as well, please see this document:  What do I do if I have to change the price on an order?

1. Log into Salesforce.  Go to the Products tab.

2. Enter the product number in the search field.

3. Click on the hyperlink for the product to enter the record.

4. Click on the Related tab.

5. Scroll down to the bottom of the screen.  This is where you will find the Price Books.

6. The Standard Price book entry is listed with the list price.

7. Click on the arrow at the far right of the line. Choose Edit from the drop- down.

8. The details for this price book entry loads.  Click Edit.

9. A pop-up window loads.  Change the price to the new price.

In this case we are changing the price from 110.50 to 100.00.

10. Click Save.

Please note:  if the eCommerce Ready flag is not checked, the integration will not run properly and the price will not update.

11. An integration will run to update the price in the ATS Store.  This will take a few minutes because it is updating all the price lists.  Once the integration has finished, the site will display the new price.

Any quotes or orders that are already in existence will not be updated to the new price.  This will only affect jobs going forward from this point.

The Screenshot below was taken from the eCommerce store without being logged in to an account.  This is the list price that everyone will see without discounting.

A video on this topic can be found by clicking the following link:

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