How to Bulk Adjust Pricing
Step 1: Open the Pricing Menu
From the left-hand menu, click Services & Pricing.
You’ll see a list of your current pricing menu and any drafts you might be working on.
Select the 'three dots menu' next to the pricing menu you want to bulk adjust and select 'Bulk Adjust Pricing'.
⚠️ If you want a pricing menu to automatically become active on a future date, you'll need to copy your active pricing menu first and then set the new start date. You can then continue to 'Bulk Adjust Pricing' on the new draft pricing menu instead of your active pricing.
Step 2: Select the Adjustment
Click 'Get Started'.
Choose either 'Fixed Amount' or 'Percentage' and enter the amount you want to adjust each current price by.
Click 'Preview'.
Enter a negative percentage to reduce prices rather than increase them. Percentages accept two decimal places.
Step 3: Review the Changes
Now you can see each service or driver and how much the change will be, expand drivers to see more information about each one.
If you aren't happy with the changes you can alter the fixed amount or percentage from the edit bar at the top.
You can choose to 'exclude' services or drivers by unticking that service or driver. This will then exclude this item from the bulk changes.
When happy with any exclusions or changes, choose 'Save as Draft'.
Step 5: Publish the New Pricing
Finally publish the new pricing menu by choosing the 'Publish Changes' option at the top.
If you are publishing immediately this will overwrite your current menu.
⚠️ Publishing changes will overwrite your active pricing menu. This can't be undone, so make sure to keep your new pricing menu in draft until you're sure you want to publish it.
Related articles
Bulk Adjustments, for applying the new pricing to your existing client proposals