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Managing Approved Price Book Requests

Learn how to update approved Price Book requests and generate Price Book files.

All approved requests from Authorization are organized in Setup for streamlined management of Price Book updates.

Within Setup, easily track which requests have been addressed and view any outstanding Price Book changes that still need action. Also, eliminate manually entering product information into your back-office system by generating and downloading Price Books for requests:

💡 Read more about approving or declining Price Book requests: Manage Vendor Price Book Requests.

Use the search bar to find a specific request by entering a vendor's name, a location, location ID, product ID, product name, or UPC. Use dropdown filters to narrow table results by a requests effective date (Approved Effective Date) or focus on a specific product (Product). 

In the top right corner of the screen, the total number of Price Book requests that have been completed in the current year will be displayed (Processed Price Book Items YTD). To download the current table view as a CSV file, click Export: 

Watch the walkthrough video or continue reading below to learn more:


Editing Effective Dates 

Requests for effective dates can be edited inline or in bulk.

⚠️ An effective date must be the current day or a future day.

  1. To begin editing effective dates, either:
    1. Hover over a single row and click the pencil icon: 
    2. Select multiple rows, then click Edit Effective Date at the bottom of the screen:
  2. Next:
    1. For a single row, edit the Effective Date field for the selection, then click Save:
    2. For multiple files, choose an effective date for all selections, then click Apply:


Managing Approved Requests

⚠️ If a Price Book file is too large to generate in Price Book Setup, it will be sent to the Document Center for to view or download. Learn more here: Using the Document Center.

Mark as Completed

Marking a request as complete notifies the vendor(s) that the request has been approved and commits the change to SBT's dual-approved Price Book.

  1. To mark requests as complete, either: 
    1. Hover over a single row and click Mark as Completed. 
    2. Select multiple rows, then click Mark as Completed at the bottom of the screen:
  2. Choose an Effective Date, then either:
    1. Click Mark as Completed if you do not need a Price Book file:
    2. If you do need a Price Book file:
      1. Checkmark Generate price book file for the selected request.
      2. Select a file format from the File Format dropdown.
      3. Choose how you'd like to receive the file in File Delivery - either Download (save a file to your computer), Transmit (send a file using your configured transmission method, such as email, FTP, or AS2), or Download and Transmit:

        💡 Interested in different Price Book file formats or delivery methods? Contact Support.
    3. Click Mark as Completed when done.

Generate a Price Book File

⚠️ All selected Price Books are combined into a single file. To create separate files, select and generate a Price Book for each row individually.

  1. To generate a Price Book file for a request(s), either:

    1. Hover over a row and click Generate Price Book File:

    2. Select multiple rows, then click Generate Price Book File at the bottom of the screen:

  3. Choose an Effective Date, select Fintech Standard Price Book File in File Format, then choose how you'd like to receive the file in File Delivery - select Download (save a file to your computer), Transmit (send a file using your configured transmission method, such as email, FTP, or AS2), or Download and Transmit:
  4. Click Generate Price Book File when done.


Viewing Stores Associated with a Request 

To view which locations are associated with a given request, hover over a row and select Locations:

Here, each location's number and ID are displayed, along with location details. Use the search bar, state, and city dropdowns, or the More Filters button to refine table results.

You can also export the table as a CSV file. To download the list of stores in the table as CSV file, click Export in the top right corner:

💡 For a more detailed list of active locations, go to Locations: View all Locations.