Customer-specific pricing can be managed with Extended Price Profiles (EPP). This ensures contracted prices are applied consistently and accurately.
EPPs can be updated in two ways:

• Bulk updates with CSV files – best for large inventories or many customers, saving time and reducing errors.
• Manual updates – useful for making individual pricing changes.

You can also export, edit, and re-import EPP data for quick updates across accounts and different products.

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Setting the Customer to EPP=Yes

1.) Navigate to the Customer View/Edit page by going to Views > Sales Counter > Customers > View/Edit > Pricing tab.

2.) Set the EPP field to Yes.

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To Update bulk Contract Pricing via a .CSV Spreadsheet

1.) Go to Views > Administration & Utilities > Data > EPP Export/Import.

2.) To obtain the template or existing EPP data:

• Export New Template:
  • In the Export tab, check Download Template Only and click Export.
• Export Existing Pricing:
  • In the Export tab, enter the Customer # (or leave blank for all), and click Export to download the current pricing for update.

3.) Open the exported CSV in Excel.

• Do not edit or delete the first or second header rows
• Do not edit the first column (KEY(DO NOT EDIT)).
• Update or add data in the following columns as needed:
  • Customer # – Customer account number.
  • Mfg Code, Style Code, Product # – Product identifiers.
  • Price Code, Factor, Round To – Contract price settings.
  • Start Date, Stop Date – Optional date range for the pricing.
  • Ref # – Optional reference name.

4.) Save Your File

• Save as .CSV format on your local drive.

5.) Import Your File

• Return to Data > EPP Export/Import.
• Select the Import tab.
• Browse to your .CSV in Local Drive & Path.
• Select Update (to change existing prices) or Add (to add new ones).

6.) Proof & Process

• Click Proof to review for errors before importing.

7.) Review Exceptions

• If any products or accounts could not be processed, they will be listed after import for review.

Please reach out to tech@aasys.com to process and finalize the EPP pricing once your proof is successful.  

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To Update Pricing manually

1.) Click on Views>Administration & Utilities>Pricing>EPP Add/Edit/Delete

 

 

 

 

 

 

2.) Search for the customer using the binoculars icon beside the customer field and double-click to make them active. The customer must have EPP set to YES on their Pricing tab.

 

 

 

 

 

 

 

 

 

 

 

 

 

3.) Click on Add Rule to create a new rule for the customer

4.) Select what the EPP Rule is going by:  MFG, MFG+Style, or MFG+Style+Product, then select the Price Code option from the drop-down menu.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

5.) Enter the Price Factor, Round To details and the Start Date will default to the date the EPP Rule was created.  Enter a Stop Date if you want this pricing to stop on a specific date in the future.

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To report on Customers with Extended Price Profiles (EPP)

1.) Navigate to Views>Reports>Customer>Extended Price Profiles.

2.) The report can be generated for All Stores or Store specific stores. Select EPP Options = All Customer with EPP and click Run Report. You can also exported the report as CSV.

For more information on Inventory Pricing Hierarchy Rules (EPP) Click Here