Bulk Asset-level Override

Overview

Bulk overrides allow users to modify the pricing for assets.

Steps to Bulk Override Prices

1. Enable the 'Bulk Assets Packages Pricing Management Enabled' feature flag. Once enabled, the import and export buttons will appear at the top of the packages list page.

2. Set preferable item for pricing

   • In the Settings section, an existing item can be edited and designated as the preferred item for pricing.

3. Export

   • Exporting generates an Excel file containing all assets along with their packages and prices across all billing frequencies. By default, export prices is based on the minimum term. If no default minimum term is set at the package level, the first available minimum term from the selected options is retrieved.

     • Migrated packages are not considered in the export.

     • Exported price: If prices are overridden at the asset level, that prices will be exported. If not, prices set at the category level will be exported. Otherwise, prices of the preferred item will be exported.

     • Currently, the exported prices always includes tax. Tax rules are not applied; instead, the price is multiplied by 1.1.

4. Import

   • The exported file can be modified to update pricing and then imported back. Typically, the asset is identified using the 'vin' field, and the price is overridden in the preferred pricing item for that asset within the package.

   • During import, prices are always treated as tax-inclusive. When prices are overridden, the provided prices are divided by 1.1 before being updating.

   • Only assets with details provided in the file will be updated. If the price remains unchanged, no update will occur.