Bulk Price Updates - Sarah

Although Sarah doesn't have a native bulk price update function, this guide will help you understand how to manage price changes efficiently.

Available Methods

Individual Editing

The most direct method is to edit each product individually:

Go to Inventory > Products
Search for the product you want to update
Open edit form
Modify price
Save changes

When to use:

Few products to update
Specific changes per product
Point adjustments

Product Import

If you have many products, you can use the bulk import function:

Go to Inventory > Products
Look for "Import" or "Bulk Import" option
Export your current product list (if available)
Modify prices in exported file
Import updated file

When to use:

Many products to update
Systematic changes (e.g., +10% to all)
Update from external system

Update Strategies

Global Percentage Update

If you need to increase or decrease all prices by a percentage:

Process:

Export product list
Calculate new price: new_price = current_price * (1 + percentage/100)
Update file with new prices
Import updated file

Example:

Current price: $1000
Increase: +15%
New price: $1000 * 1.15 = $1150

Update by Category

If you want to update prices only for certain categories:

Process:

Filter products by category
Export only those products
Apply price change
Import updated file

Update by Brand

Similar to by category, but filtered by brand:

Process:

Filter products by brand
Export those products
Update prices
Import

Selective Update

For specific products:

Process:

Identify products to update
Edit each one individually
Or create an import file only with those products

Using Price Lists for Temporary Adjustments

Instead of changing base prices, consider using price lists for temporary adjustments:

Advantages

✅ Doesn't modify base prices
✅ Easy to revert (just deactivate the list)
✅ You can have multiple "versions" of prices
✅ Doesn't affect historical sales

Example

Scenario: You want to temporarily increase prices 10%

Solution:

Create a price list "Adjustment +10%"
Assign this list to all customers (or channels)
Prices are shown with +10%
If you need to revert, simply deactivate or delete the list

External Tools

Spreadsheets

You can use Excel, Google Sheets, or other tools to:

Export products
Calculate new prices with formulas
Validate changes before importing
Keep change history

Automation Scripts

If you have technical knowledge, you can create scripts to:

Calculate new prices automatically
Validate changes before applying
Generate change reports
Schedule periodic updates

Validation Before Applying

Checklist

Before applying bulk changes:

✅ Backup: Ensure you have a backup of your data
✅ Test: Test with one product first
✅ Verification: Verify calculations are correct
✅ Review: Review a sample of updated products
✅ Communication: Inform your team about changes

Test with Test Product

Create a test product
Apply price change
Verify in POS that price displays correctly
Confirm calculations are accurate
If everything is good, proceed with the rest

Important Considerations

Impact on Sales

Price changes affect:

Future sales: New prices will be used
Historical sales: Not modified (maintain original prices)
Reports: Historical reports reflect original prices

Synchronization

If you use multiple channels:

POS: Prices update immediately
Online Store: May require additional synchronization
Integrations: Verify external integrations update

Communication

Inform your team about:

When changes will be applied
Which products are affected
How to handle customer inquiries
If there are promotions or price lists that also change

Best Practices

Planning

Plan in advance price changes
Document reasons and strategy
Communicate changes to customers if necessary

Frequency

Don't change prices too frequently (can confuse customers)
Group changes when possible
Use price lists for temporary adjustments

Documentation

Keep record of price changes
Document reason for each change
Save backups before bulk changes

Alternatives: Using Promotions

For temporary adjustments, consider using promotions instead of changing prices:

Advantages

✅ Doesn't modify base prices
✅ Easy to activate/deactivate
✅ Can be more specific (by product, category, etc.)
✅ Better for marketing and communication

When to Use Promotions vs Change Prices

Use Promotions when:

Change is temporary
You want to communicate it as "offer"
You need flexibility to revert
Change is specific (not all products)

Change Prices when:

Change is permanent
It's a general adjustment
You need it reflected in base price
It's part of a long-term strategy

Next Steps

Creating Price Lists - Use lists for temporary adjustments
Assigning Lists to Customers - Learn to assign lists