Price batch update workspace

Description

This project would create a new workspace where users could perform "batch" operations on multiple products at once.

Product Selection Criteria

Products may be selected using their:

  • archetype, e.g. "Medication"

  • name, e.g. starting with "Acepromazine*"

  • product type, e.g. "Medical"

  • classification e.g. "Vaccination"

  • target species, e.g. "Canine"

  • price range e.g. $25-$35

Price Update Criteria

The workspace would allow specifying:

  • a whole or percentage value to fixed prices or unit prices. E.g:

    • increase all fixed prices by $2.50

    • increase all unit prices by 10%

    • decrease all fixed prices by 5%

  • a starting date or date range for the new prices

  • a rounding option. When checked, this would round by using the currency rounding convention to the minimum denomination. The minimum denomination can be specified. E.g round prices to nearest 10c.

The existing fixed and unit price end dates will be set to that of the new price start date - 1.

The markup of each price will be recalculated.

Update Review

When applying a price update, the workspace will prompt the user to review changes before committing them. This would:

  • display the matching products

  • display their previous and new prices. If multiple prices for a product are included, these would be displayed

  • display the date range that the prices apply to

  • enable editing of indidividual prices

Reporting

It should be possible to print off a price report of those prices matching the criteria before making the changes. This report would contain:

  • Product Identifier

  • Product name

  • Unit price

  • Fixed price

  • Unit price start date

  • Unit price end date

  • Fixed price start date

  • Fixed price end date

Similarly, it should be possible to print off a report prior to committing a batch update indicating the new prices. This report would contain:

  • Product Identifier

  • Product name

  • Old unit price

  • Old fixed price

  • New unit price

  • New fixed price

  • New unit price start date

  • New unit price end date

  • New fixed price start date

  • New fixed price end date

Environment

None

Status

Assignee

Tim Anderson

Reporter

Matt Costa

Labels

None

Time tracking

40h

Components

Priority

Major
Configure