For the below tutorial to work, you must have a role that can access the sessions in Step 1. If you do not and think you should, put in a helpdesk ticket or contact your manager.
- Go to the session eXtend Equipment -> Equipment Pricing -> Model List Price
- Click the "New Folder" button (even if you know there is already pricing for the unit):
- Type the unit number in the first field (labeled "Unit No.").
- Hit Tab or Enter. If pricing already exists, it will take you to the existing folder. If pricing does not exist, it will create a folder.
- Click the "New Line" button. Do NOT just edit the previous price. That destroys our pricing history.
- On the new line, you can put a future effective date and time, if you want. If not, just leave it as today's date. Do not change currency. Enter your price without a dollar sign and without commas.
- Click "Save" (red) or, if you are done changing prices, "Save and Close" (blue)
- The price in ERP is now updated. The CRM will sync with ERP around 9pm each night.