The Pricing matrix feature allows you to specify price levels for your item records within NetSuite. Start off with building the template.
In this video, we are going to show you how to update prices within the template.
There are multiple ways to manage your prices using CloudExtend, also outlined in this article.
Template Layout
💡 Tip: It is best to check out the forms and fields and identify the header, column, and required fields in NetSuite that you may need to build the template.
Sample for Inventory item pricing matrix template:
Item Id
Tax Schedule (Mandatory)
Pricing Matrix: Currency
Pricing Matrix: Price Level
Pricing Matrix: Quantity
Pricing Matrix: Value – this is for the price amount
Pricing Matrix: ReplaceAll - add when updating other price levels
Update the Existing Base Price using the Refresh function
💡 Note: For NetSuite, to auto-populate other price level details in the pricing matrix include only the base price and currency |
Step 1: Get the internal Ids of the items you want to update and put the value in the Internal Id field of your CloudExtend template.
Step 2: Click Reload records then hit the Reload Records button to stream the records to the template.
Step 3: Filter to only show the Base Price by using the Excel filter feature and remove the rows to be excluded on the update.
💡 Note: NetSuite has a workflow to assign values to other Price Levels once you added value to the Base Price. |
Step 4: Update the values accordingly. To send back the changes to NetSuite, click Upload to NetSuite and hit the Upload Records button.
Step 5: Open the items in NetSuite to validate the changes.
Creating the Base Price of an Item with Multiple Quantities
Step 1: Get the internal Id of the item you want to update and put the value in the Internal Id field of your CloudExtend template.
NetSuite Item
For this example, I only have Qty 0 with a 200 value in its Base Price.
CloudExtend template
Step 2: Set the Price level to Base Price and add the quantity and value for each line.
Step 3: Repeat the header level fields for all the line levels of an item.
Step 4: Update the values accordingly. To send back the changes to NetSuite, click Upload to NetSuite and hit the Upload Records button.
Step 5: Open the items in NetSuite to validate the changes.
Updating Other Price Levels
You can update the existing price level of items using CloudExtend. To avoid errors, make sure to do the following:
Add Pricing Matrix: Replace All - Set this to FALSE. This will tell the system to not affect the other price levels
Include all the existing Price Levels and Quantities in the table
How to remove the Quantity and Price level for an existing item
Watch the video on how to remove quantity and price level. For this example, This will only retain The base price of Quantity 0.