How do I add or adjust a product?

Setting up new products or service to a location is a 3-step process:

1. Adding products and rates
2. Selecting the stores
3. Reviewing the request prior to submitting

When you create a request, an ID is assigned to it for tracking. This is called the PMR (Pricebook Modification Request) ID and appears as PMR-1234. You can track these requests on the Request Status screen.

Before you get started

Have the following information ready:

• Product Name
• Product UPC
• Wholesale Cost (how much you'll be paid for each sale)
• Suggested Retail Price (how much your customer pays for the item)

⚠️ When adding information, only use PREV to return to a prior page for edits. Do not use the BACK button on your browser or you will lose all your progress. 

How to Add or Adjust a Product

Watch our video tutorial, or follow the steps below:

1. Go to Price Book > Product and Store Request.
2. Select Open, Schedule Open, or Temporarily Closed locations, then click Add to my selection: 
   
3. Towards the bottom of the page, click Add Product: 
   
4. Type your product name in the Product field. A dropdown will appear after the first 3 characters are entered. Either:
   1. Select an existing product from the list:
      
   2. Create a new product by clicking the + Create option. Type the product's name and enter a 12-digit UPC, then click Save Product: 
      

      💡If the product UPC already exists in the system, you'll get a message indicating a potential duplicate. Hit Yes to accept the product. Hit No if you need to enter a new product UPC.

5. Edit and confirm each product's UPC, Wholesale Cost, and Suggested Retail Price, then click Continue: 
   
6. Choose the Requested Effective Date to indicate when you’d like your product(s) to become available at the selected store(s). then click Continue:
   

   1. You can add more locations to the selection - use the Select Retailer dropdown, search bar, or filters to help find the location(s) you are looking for. Select them, then click Add:

      ⚠️ Don’t see your retailer? They may use a different “Corporate” name listed on their website. If you still cannot find your retailer then please contact our support team.
      
      💡 Click More Filters to clear your filters:
      

7. To review or remove any selected locations, go to My Selection, then either hover over a store and click the trash can icon, or select multiple locations and click Remove from my selection:
   
8. Add any special instructions or comments in the Comments field. For example, you may want to note that you are taking over from another vendor. To make changes, select Prev to return to the previous steps. Use the Selected Products tab and Locations Submitted tab to review your request before clicking Submit:
   

Your PMR ID will be provided once the request is successfully submitted. The ID will help you track the request's status.