In this article we will be looking at how to use the Debtor / Debtor Class Batch feature in Jiwa to update your Debtor Specific and Debtor Classification prices.
This feature can also be used to update and delete existing prices.
Before using this feature it is highly recommended that you test the updates in your TEST database before running the updates on your live data.
In the following example we will look at how to apply in bulk a price discount to a range of products for a specific Debtor Classification.
Select Inventory > Utilities > Price Updates > Debtor / Debtor Class Batch
Select the range of products that the update is to be applied to by either;
- Product classification
- Product category, or
In this example the update is only applicable to the clothing product type;
In the Update Configuration section set your Update Mode
|Update and Insert||Update any existing prices and insert new prices|
|Insert Only||Insert prices only|
|Update Only||Update existing prices only|
|Delete Only||Delete existing prices only|
Set your Update Type
|Debtor||Update a specific Debtor account|
|Debtor Classification||Update a specific Debtor Classification|
|All Debtors||Update for all Debtor accounts - will update Debtor Specific Prices tab on Inventory Maintenance|
|All Classifications||Update for all Debtor Classifications - will update Debtor Class Specific Prices tab on Inventory Maintenance|
Set your Update Target the options available to you will be dependant upon the update type you have selected.
In the Pricing Details section set your new price details.
In the example below a discount of 10% for the month of August is to be applied to all clothing products
Complete a final check of your settings then from the menu ribbon press Process
The Status bar will display the number of updated records once the process has finished
As you can see our stock item has now been updated with the Debtor Class Specific Price
The new discounted price is applied to all customers in the Cash Account Only debtor classification.
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