Ok... let's do this!

Note that your Crik-IT may look a little different than the screenshots in this document, depending on your company's specific Crik-IT configuration.

Overview

Before we get into the nitty gritty details, here's a quick overview: 

1. Put together your different price lists, each with its own price list code.  For example, you may have different price lists for higher volume vs lower volume customers.  Maybe your best customers will get the "Level 1" price list prices, and the other customers will get the "Level 2" price list prices.  In the Nitty Gritty Details section, we'll tell you how to download a sample spreadsheet to use for your price list.  See details section.
2. Decision time: Crik-IT will need to determine which price list should be used for any particular customer.  We have a couple different ways you can do this: 
   • One option is to record the price list code in the QuickBooks customer notes field like this: "Pricelist: PriceListCode.". 
   • The other option is to use the QuickBooks customer type as the price list code.
   • See details section.
3. Next, you need to tell Crik-IT which option you will use.  See details section.
4. Next, you will record the price list info for your customers in QuickBooks.  See details section.
5. Do a full data sync of your customer info to make sure Crik-IT has the correct pricing info. See details section.
6. Finally, upload your price list info from your price list spreadsheet (discussed in #1 above) into Crik-IT.  Save your price list spreadsheet because you'll update and re-upload the spreadsheet to Crik-IT any time your prices change. See details section.

Notes:

• Uploading a price spreadsheet does not add items to Crik-IT.  Only items that are in your QuickBooks will appear in Crik-IT.  Uploading a price spreadsheet will only set special pricing for items that are already in Crik-IT (i.e. that came to Crik-IT from QuickBooks).  If an item on your spreadsheet is not in QuickBooks, it will be ignored by Crik-IT.
• Volume pricing is not compatible with Bundle items.  Because of the way a bundled item's price is calculated, you must not apply volume pricing to a bundle item.  If you do so, unexpected results may occur.
• Component items of a bundle item always use the QuickBooks price.  Any special pricing uploaded from a spreadsheet is ignored for component items on a bundle.

Nitty Gritty Details

1. Put together your different price lists

First, download our sample pricelist spreadsheet to use while you're developing your price lists. log into Crik-IT as a Crik-IT administrator and 1) go to the Crik-IT Tools tab, and 2) click the "Upload Pricelist" button.

Now click the "Download Pre-Formatted Price List Spreadsheet.  This spreadsheet contains some sample data and instructions.  Read the instructions carefully; there is important information in there.  Following those instructions, enter all your price list info into the spreadsheet, then save the spreadsheet and continue with these instructions. 

IMPORTANT: All price lists should be kept in the same spreadsheet.  When you upload a price list from your spreadsheet, all price list data currently in Crik-IT will be replaced with the uploaded data.

Here's a brief sample of a price list spreadsheet:

Things to keep in mind when updating the spreadsheet:

• VendorSKU must exactly match the Name (see image below) of your QuickBooks item, and cannot exceed 50 characters

• ItemDesc is ignored by Crik-IT. It's here for your information and use only
• SRP is the Suggested Retail price for this item. This is shown as the SRP on the customer's item list in Crik-IT and on the Price List report that customer users can print from Crik-IT
• Cost is the price Crik-IT will use on orders entered into Crik-IT, and is shown as the Cost on the item list in Crik-IT
• Note that Cost in this spreadsheet & in Crik-IT is different than Cost in QuickBooks item. In QuickBooks, cost is YOUR cost from your vendor. In Crik-IT, Cost is the price your customer pays you… i.e. it is THEIR cost
• PricelistID must exactly match the price list code you enter for your customers in the QuickBooks customer notes field
• If you don't include a line for every item for a price list, missing items will use Sales Price from QuickBooks item as both the SRP and Cost for that price list.

2. Decide where you will record your customer's price list code.

Crik-IT will need to determine which price list should be used for any particular customer.  We have a couple different ways you can do this:

• One option is to record the price list code in the QuickBooks customer notes field like this: "Pricelist: PriceListCode.".  IMPORTANT: Note the period immediately after the PriceListCode; it is important to use the period to tell Crik-IT where the price list code ends.
• The other option is to use the QuickBooks customer type as the price list code.  If you choose this option, the Customer Type is used both as the customer's customer type and as the customer's price list code in Crik-IT.   

3. Tell Crik-IT where to find the price list to use for each customer.

Update your Crik-IT configuration to tell Crik-IT exactly where to find the Price List code for your customers. So, log into Crik-IT as a Crik-IT administrator and 1) go to the Crik-IT Tools tab, and 2) click the "Crik-IT / QuickBooks Config Menu" button.

You will be directed to the Crik-IT / QuickBooks Configuration menu.  Click the "Other Configuration" button.

Now, 1) change the Customer Pricing settings to tell Crik-IT where to find the Price List info for customers, and remember to 2) Save your changes. 

4. Update your Customers in QuickBooks with Price List code.

Based on the decision you made above, now update all customers who should use special pricing with the price list code that you want Crik-IT to use for them. 

If you chose the "PriceList:[pricelistcode]." option, enter the appropriate price list info into the QuickBooks customer notes field.  See red outlined info in screenshot below.  Important: make sure to enter a period immediately after the price list code!

If you chose the customer-type option, make sure you have the correct customer type entered for your customers.  See blue outlined info in screenshot below.

5. Do a full data sync.

When you make changes to your Customer Pricing configuration, you must do a full sync of your customer data so Crik-IT pulls over the customer price list from the appropriate area.  So, from the Crik-IT / QuickBooks Configuration menu, click the "Sync Your Data" button and you'll see the next screen. Click on the "Let me choose what to sync" link.

Then click on the "Sync Customer Data" button.  This will do a full sync of your customer data and will update the price list field in Crik-IT.

When the sync is done, click on the button to return to the Config Menu, then click the link at the top of the page to return to Crik-IT.

You can spot check some of your customers to make sure Crik-IT has the correct price list.  We have a couple of ways that you can do this:

• From the Customers tab on the Crik-IT main page, click on the name of a customer to drill down to that customer's dashboard.  See the circled price list in the image below. Note that if you did not specify a price list for a customer in QuickBooks, that customer's PriceList will show as "FromQBOItemSalesPrice" in the image below.

• Another option is to configure your Crik-IT portal to have the price list code show on the Customers tab.  To do this, log into Crik-IT as an administrator, the go to the Tools tab.  Click on the Maintain User Configuration button (if you don't see that button, click on Maintain User Permissions instead). Next, select your username from the drop down menu at the top of the page, then check the "See Customers Price List column" in the Customer Columns or Customer Tab section.

• Now click on the Main Page button at the top left of the page.  Go to the Customers tab.  You'll now see the price list in the Customer grid.

6. Import Your Price List Spreadsheet into Crik-IT.

Note: You should do this when your users aren't entering orders.

Now it is time to import the price list spreadsheet you created in step 1.  From the Tools menu on the Crik-IT main page, click on the "Upload Pricelist" button.  You'll see the following screen.  1) Click the "Choose File" button, browse to and select the Excel file containing your price list, then 2) click the "Upload Price List" button.  Crik-IT will delete any price lists you have uploaded previously and will replace with the data you're currently uploading.

If the upload was successful, you will see a message displayed on the page. If an error occurred, an error message would show instead. 

That should do it!  Enter some test orders for various customers to make sure you've configured everything correctly.

If you have questions or problems, email us at support@crik-it.com.