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Essendant Market Xpert YouTube Video Series

Video 16: Price Strategies – Using in Market Xpert

  • This guide covers how to use your Price Strategies in Market Xpert.
  • Watch the video

Outline

Ø  Once you have created Price Strategies, you can start using them in Market Xpert in multiple ways

Ø  To display one of your Price Strategies in Market Xpert Item Search:

·         Login to your Market Xpert account as the Administrator

·         Click the Preferences Button on the toolbar

·         Click IT – Site Options

·         Click PR – Custom Pricing

·         Select the Sell price plan to display using the drop-down box

·         You can also choose to display the cost from the selected price plan

§  Note that the price plan you choose must have an associated cost in order for your correct cost to display

·         Be sure to click the Save Options Button if you make any changes

Ø  If you login to your Market Xpert account as a user, you can change the price plan to display using the Settings

·         Login as a user to your Market Xpert account

·         Click the Settings Button on the toolbar

·         Make sure the Use Custom Settings is set to Yes

·         Change the Custom Price Plan to the plan you want to display for this user

·         Click the Submit Button to save your settings

Ø  To Export Price Strategies to Excel using Bid Wizard:

·         Login to your Market Xpert account

·         Click the Bid Wizard Button on the toolbar

·         Click on any Bid ID in your list

·         Click Export Functions, Export Bid to Excel

·         Under Custom Price Plan to Output, you can select your Price Strategy to include in the Excel file

·         A check-box is available to Only include records where price comes from a details plan

§  This option allows you to limit the output to only those records that can be priced by your plan

§  An example would be if your Price Plan is matching Staples prices, and you only want items carried by Staples to be included in your file

·         If your Price Strategy includes an associated cost, it will be included in your Excel file

·         If no cost is associated with the Price Strategy you select, a default end-column cost will be used in the Excel file

Ø  To Export Price Strategies to Presentations using Bid Wizard:

·         Login to your Market Xpert account

·         Click the Bid Wizard Button on the toolbar

·         Click on any Bid ID in your list

·         Click My Presentations, Create a Presentation File

·         You can select the Price Plan you want to use to price your presentation using the drop-down list

·         The same option is available for presentations to Only include records where price comes from a details plan