06. Pricing

Created by Migration Bot, Modified on Fri, 23 Oct at 2:30 PM by Migration Bot

Originally written by John Hardwick, last updated Jul 27, 2026, on the Swan Retail knowledge base (FRS).

Part of: Product Creator - v1214

This document relates to spreadsheet version 1214.1.00 onwards

There are several ways to manage prices within the spreadsheet, this document provides an overview as to how to achieve this.

This video describes the new menu system and the settings available within the Pricing section of the Main Menu.

This video is based on 1211.0.0 and may not show all features available in later versions.

Catalogue Control

The spreadsheet has several ‘modes' of operation. This means the operator can be prohibited from changing specific data sets. This is controlled via the Operators tab within the Admin section.

To access price related data, the operator must have either the Admin or Pricing Access Type.

Products & Choices

When operating with the access mode set to Pricing, it is possible to view data within the PRDUCTS and CHOCIES buttons, however it is only possible to change price and lead time related data within these forms and in the tabular data presentations.

Product Enquiry - (Items / SKUs)

This button allows the operator to search for a particular SKU using a keyword or to pick a SKU from the list. Once selected, the screen then refreshes showing the prices linked to the SKU

When using the keyword search, the system shows the first match, clicking the NEXT button shows the next matching item, and so on until all matches have been displayed.

Once the item (SKU) has been selected, the screen populates with its details.

Button	Action
CHANGE LANDED	Clicking this button instructs the routine to change the source cost field thus changing the Landed Cost. The active cost is shown with a light pink boarder. In the example above the landed cost is the sum of Cost 1 plus any ancillary costs specified.
CHANGE COST	Clicking this button instructs the routine to change the source cost price which is used when showing the Achieved Margin and calculating the Required Selling price field. The active selling is shown with a darker pink background. In the example above, Landed Cost has used to calculate the required selling price.
CHANGE SELL	Clicking this button instructs the routine to change the source selling price field, thus changing the Achieved Margin field. The active selling is shown with a darker pink background. In the example above, Sell 3 is used to calculate the achieved margin.
CHANGE MARGIN	Clicking this button, subject to permission, allows the operator to change the margin percentage used to control the background colour of the Achieved Margin and Required Selling price fields.
EDIT PRICES	Clicking this button, allows the operator to change the prices linked to the selected SKU. Changes are only recorded once the SAVE button has been clicked. Temp Pricing When editing prices, it is possible to temporarily use the selling price of another item (SKU) via the SET button. This replaces the prices of the highlighted item. Once set, it is possible to revert back the SKUs original prices via the UNSET button
CLOSE	Closes the Item Pricing window and returns control back to the Main Menu.

Price Refresh

This screen is designed when a uniform change is to me made to a selection of items. There are other ways of achieving the same results ( QUICK SET for example within the ITEMS main menu button), this method is designed to simplify the process and is focussed solely on price changes.

Pressing the question mark icon displays a page of ‘tips’.

Button	Action
SORT DATA	Clicking instructs the system to re-sequence the item's data list in the chosen order.
CHANGE MARGIN	Subject to permission, clicking opens a margin change window whereby the desired margin percentage may be changed.

Once one or more SKU has been selected, additional buttons are available.

Processing Price Changes

Selecting a ‘action’ button presents a window whereby the details of the action required against the selected SKUs can be specified.

Button	Action
CHANGE LEAD TIMES	Selecting presents a window allowing the operator to define what is to happen to the lead times of the selected items. Clicking APPLY, applies the changes to the selected rows.
CURRENCY CONVERT	Clicking opens a currency conversion window whereby the operator may choose which column is to store the results of converting the currency column to base price.
UPDATE PRICES	Clicking opens the pricing window, whereby the operator may choose how a price is to change Selecting Product Line Mark-Ups will use the line specific markup percentage, where set or the default markup value set in admin if the line specific value is blank. Only selected items will have their price changed. This process will ‘skip’ any SKU where the ‘Block Auto Price Changes' is set to Yes. This feature applies only to this window.

Button

Action

CHANGE LEAD TIMES

Selecting presents a window allowing the operator to define what is to happen to the lead times of the selected items.

Clicking APPLY, applies the changes to the selected rows.

CURRENCY CONVERT

Clicking opens a currency conversion window whereby the operator may choose which column is to store the results of converting the currency column to base price.

UPDATE PRICES

Clicking opens the pricing window, whereby the operator may choose how a price is to change

Selecting Product Line Mark-Ups will use the line specific markup percentage, where set or the default markup value set in admin if the line specific value is blank.

Only selected items will have their price changed.

This process will ‘skip’ any SKU where the ‘Block Auto Price Changes' is set to Yes. This feature applies only to this window.

Grid Pricing

This button, where visible, once clicked closes the main menu and opens the Item Pricing tab whereby it is possible to work with prices in a tabular fashion.

This is a separate working are to the main ‘items’ data, and prices will not show in the dataset until the UPDATE MASTER button has been selected.