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Customer experience | Sales, Customer Insights,...
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Bulk Update Price List Items Price by Percentage

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Posted on by 32

Hello Community,

I need to bulk update the price of price list items by percentage. I read a thread where they were bulk updating price list items by going into the price list and then clicking on the Update Prices button, but I couldn't find the button on my CRM. Any help would be appreciated. Thanks!

  • AbubakrWorking Profile Picture
    32 on at

    Hello Community,

    I need to bulk update the price of price list items by percentage. I read a thread where they were bulk updating price list items by going into the price list and then clicking on the Update Prices button, but I couldn't find the button on my CRM. Any help would be appreciated. Thanks! 

  • Haig Liu Profile Picture
    Microsoft Employee on at

    Hi AbubakrWorking,

    Sales can be used in all environments, but it can behave differently in different environments.

    Sales trail/marketing trail:

    pastedimage1669776962207v1.png

    My test environment:

    pastedimage1669776962213v2.png

  • Abdul Wahab Profile Picture
    12,119 Moderator on at

    Hi AbubakrWorking

    What about using excel online feature to bulk update the price of price list items by percentage?

    pastedimage1669780206346v1.png

    The feature is available in the Main grid as well in the subgrid view.

  • AbubakrWorking Profile Picture
    32 on at

    Hi Haig Liu, I am using Sales hub in my sandbox environment, is it something to do with not showing Update Prices button?

  • AbubakrWorking Profile Picture
    32 on at

    Hi Abdul Wahab,

    It may be done through excel online, but I am just wondering why the OOB button for Updating Prices is not available on my system.

  • Abdul Wahab Profile Picture
    12,119 Moderator on at

    Hi AbubakrWorking,

    Please share the link in which the feature is explained.

  • AbubakrWorking Profile Picture
    32 on at
  • Bipin D365 Profile Picture
    28,985 Moderator on at

    Hi,

    Check if you have system admin role assigned to the user

  • Abdul Wahab Profile Picture
    12,119 Moderator on at

    Hi AbubakrWorking,

    In the blog, Sam  is referring to the Project Operations documentation link:

    pastedimage1669791487355v1.png

    pastedimage1669791521761v2.png

    pastedimage1669791550259v3.png

    I am wondering if the feature is only available on the Sales Hum app when Project Operations is installed. What do you think? Sam ?

  • AbubakrWorking Profile Picture
    32 on at

    Hi Bipin Kumar ,

    The system administrator role is assigned to me and currently I am trying to find the button. Is there any additional role that needs to be assigned to me?

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