Edit a Pricing Group

Editing a pricing group allows you to change the pricing group's name, add or remove clients or products from the existing pricing group and edit product prices.


Edit a pricing group

  1. Go to the Clients menu from the Sales sidebar and click Pricing Groups.
    • You will be taken to the Pricing Groups page.
  2. Click the pricing group's Bamboo ID in the Bamboo ID column.

Change the pricing group's name 

  1. Click the pencil icon next to the pricing group's name. Pg_pencil_icon.png
  2. Type a new name for the pricing group.                                      pg_name_update.png
  3. Click Confirm to save the new name.                                                                              pg_name_update.png

Add product(s) to the pricing group

  1. Click the Categories tab. Pg_pencil_icon.png
  2. Click Add.      add_categories_to_pg.png                                                                                                      
  3. Click the Choose Product Categories drop-down and select the categories to add to the pricing group.                                                                                                                        PG_Categories.png
  4. Click Confirm to add the selected categories. 
  5. Type the products' pricing group prices in the Price field.

    For Made to Order products, click Add Strain Price to set different prices per strain.

  6. Click Save New Prices. PG_Save.png

Remove product(s) from the pricing group

  1. Click a category's  X icon to remove it from a pricing group. mceclip8.png

Edit pricing group pricing

  1. Type the product(s) updated prices in the Price field(s).

    You can also click the Up or Down arrows to increase or decrease the prices.

  2. Click Save New Prices.                                                                      

Add client(s) to the pricing group 

  1. Click the Clients tab. add_categories_to_pg.png
  2. Click Add.
  3. Click the Choose Retailers drop-down.                                                              add_client_to_pg.png
  4. Select the retailers(s) to add.
  5. Click Confirm.

Remove client(s) from the pricing group 

  1. Click the Clients tab.
  2. Select the clients to remove.                                                                                                  remove_client_from_PG.png                                     
  3. Click Remove.