New item prices found in invoices through the invoice digitisation process will usually automatically update the prices in market lists. However, if you prefer to manually review any new prices found through this process, we can also enable this feature on request.
When enabled:
The new prices will still be saved in the digitised invoices, but they will not update the prices in market list.
You can review the new prices in the Price changes report and approve any of them that you'd like to appear in the market list.
How to enable
Please contact a member of our team if you'd like to enable this feature.
Invoices containing items with price changes
After the invoice has been digitised, you will see that the invoice has been given the "In review" status.
If you click to view the invoice details, you'll notice that we've also added a remark next to the status saying that a 'price variation' has been found in this invoice.
Items with price changes will have a "Price variation" label next to its unit price.
Approving new prices to update the market list price
If you do not want a new price to be the market list price, you do not have to do anything. The market list price will remain unchanged.
However, if you agree with the new price, there are several ways to approve it.
From the invoice details page
To approve from this page, you need to change the invoice status to "Approved" first.
Click the "In review" banner.
You will see the "Approval status" dialog.
Select "Approved". You may also want to remove the remarks here if needed. Make sure the checkbox next to "Review price update in next step" at the bottom is selected, then click "Save".
In the next step, select the items with price changes that you'd like to update in the market list, and then click the "Update" button.
The new price should now be reflected in the market list.
From the 'Price changes' report
Go to "Reports" and select "Price changes".
Next to price changes that have not been reviewed, you will see an "Update" button.
Click the "Update" button to approve. A confirmation dialog will appear and will indicate the number of any older unapproved new prices that will skip approval if you choose to approve this price.
Click "Save". The new price should now be reflected in the market list.