# Price List Management

Staff manage price lists by updating details, reviewing history, resolving upload errors, and changing the active status.

{% hint style="warning" %}
Update the price list carefully to avoid unintended changes to item pricing, mappings, or validity.
{% endhint %}

***

### Steps to Modify the Existing Price List

* Open the **Price Master (Home > Admin > Items > Price Master)** screen.
* Click the required **Price List** to open the detailed screen with the list of items.

  <figure><img src="/files/9subsQ0H4LbT8TfvIlIS" alt=""><figcaption></figcaption></figure>
* Modify the **Validity Period**, if required. Update **Clinic**, **Price Group**, **Insurance**, or **Network** mappings as needed.

  <figure><img src="/files/ATdzQ28CThPpa7U2Wlik" alt=""><figcaption></figcaption></figure>
* **Add**, **Modify**, or **Delete** items, or update item-level pricing.

  <figure><img src="/files/fvYYLwIK9HC2pPsghqJi" alt=""><figcaption></figcaption></figure>
* Click **SAVE** to store the updated details.

***

### Steps to Modify Items using 'Copy by Item'

* Open the **Price Master (Home > Admin > Items > Price Master)** screen.
* Click the **COPY BY ITEM** button to open the pop‑up screen.

  <figure><img src="/files/CyyRcxTGt1l0cz5qA7TX" alt=""><figcaption></figcaption></figure>
* Click the required **item** to view its mapped price lists.

  <figure><img src="/files/3oAdIVxGh1oCl0GUAMZI" alt=""><figcaption></figcaption></figure>
* Update the price details for the selected item, as required.

  <figure><img src="/files/bYw67rQkkdPSMEKiRlx6" alt="" width="563"><figcaption></figcaption></figure>
* If required, use the **Plus** icon to map the item to another price list.

  <figure><img src="/files/cOEJTSzp5un81ym6EXAW" alt="" width="563"><figcaption></figcaption></figure>
* If required, use the **Price List** search field to locate specific Price List. Enter the discount value using either **Disc. %** or **Disc. Amt**. Click **APPLY** to apply the discount to the selected item(s).

  <figure><img src="/files/C2VdTbrZZrSHOnoVVNwx" alt="" width="563"><figcaption></figcaption></figure>
* Click **SAVE** to store the updated details.

***

### Steps to Restore or Download a previous Price List&#x20;

* Open the **Price Master (Home > Admin > Items > Price Master)** screen.
* Each price list row includes a **Show History** icon to view the version history. The same icon appears while creating or modifying the Price List.

  <figure><img src="/files/m7NAJYqyHUV2FCMhZWTe" alt=""><figcaption></figcaption></figure>
* **Major versions** are created through the file import process.&#x20;
  * Use the **Restore** button to revert to an older version of the price list.
  * Use the **Download Excel** option to download the selected price list version.

    <figure><img src="/files/7DvKwuAMUOFlA4AbxFAI" alt=""><figcaption></figcaption></figure>
* **Minor versions** are created through item-level changes, such as item or price updates.

***

### Steps to Fix the Error Items

* Open the **Price Master (Home > Admin > Items > Price Master)** screen.
* Upload the **Excel file** containing the price list details.

  <figure><img src="/files/wffSYNTTEnAH97RFy4Fu" alt=""><figcaption></figcaption></figure>
* In the **Upload Summary** pop‑up, click **FIX ERROR ITEMS AND UPLOAD** button to address the errors.

  <figure><img src="/files/TVjibb3UHZpfAcgCSSBv" alt=""><figcaption></figcaption></figure>
* Click on the respective **Field** and correct the invalid data.

  <figure><img src="/files/xozn8XhaTyT6K9eM83oP" alt=""><figcaption></figcaption></figure>
* After correction, click **PROCEED** to re‑upload the corrected items.

  <figure><img src="/files/gXvUNHwlLRxamtnDjkNS" alt=""><figcaption></figcaption></figure>

{% hint style="info" %}
**Alternative method:**\
In the **Upload Summary** pop-up, selecting **PROCEED WITH VALID ITEMS** downloads the failed items as an Excel file. Correct the items in the file and reupload it to the price list.
{% endhint %}

***


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