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Product Sale Pricing

Product Sale Pricing is managed via Exchange Rates, Operator Plans, Product Catalogues & Sales Channel Plans.

Currency Price Recalculation

Prices are calculated or recalculated when:

  • A new operator plan is added to a product catalogue.

  • A new sales channel plan is added/created.

  • An existing operator plan is saved after any type of change to the operator plan (e.g. a description change).

  • An existing plan in a product catalogue is saved after any type of change to the plan (e.g. a description change).

  • An existing sales channel plan is saved after any type of change to the sales channel plan (e.g. a description change).

  • An existing plan in a product catalogue prices are recalculated, if an authorised user edits the prices & clicks the Recalculate Prices button.

  • An authorised user clicks the Update All Prices button on the Exchange Rates page.

  • An authorised user uploads new prices using Bulk Price Import feature on the Operator Plan page.

Note

When a currency price has been locked, the price won’t be changed even if the base price is changed or the user recalculates prices.

Note

A user of UNITE Management Console must have the Finance Manager role to use the Update All Prices button on Exchange Rates page or the Bulk Price Import feature on the Operator Plan page

Review or Update Plan Pricing

Product Catalogue Plan

Search for the required Product Catalogue & click View/Edit button in the Action column.

  • In the list of plans displayed, the base currency price & the first 2 currency prices are displayed for each plan.

  • Any prices with a lock symbol to the left of the price indicates the currency price is locked.

  • On the plan, to view all currency prices click View/Edit link below prices in the Prices column to displayed all the currency prices

  • The currency in the first row is the base price from the operator plan.

  • To over-ride the base price from the operator plan, select the Selling Price, enter the new price, and click the green tick.

  • If the user updates the base price and clicks the Recalculate Price button, all unlocked currencies will be updated immediately.

    • Unlocked currencies have a Lock button in the Action column.

    • Locked currencies have a Unlock button in the Action column.

Sales Channel Plan

Search for the required Sales Channel Plan.

  • If the plan has a N/A in the Sales Channel column, then STOP & go to [Product Catalogue Plan] section above.

  • If the plan has a name in the Sales Channel column, then to view all currency prices click View/Edit link below prices in the Prices column to displayed all the currency prices

  • The currency in the first row is the base price from the operator plan.

  • To over-ride the base price from the operator plan, select the Selling Price, enter the new price, and click the green tick.

  • If the user updates the base price and clicks the Recalculate Price button, all unlocked currencies will be updated immediately.

    • Unlocked currencies have a Lock button in the Action column.

    • Locked currencies have a Unlock button in the Action column.

Update All Prices

Prices can be recalculated based on the exchange rates configured on the Exchange Rates page.

To update all unlocked sales channel plan prices across currencies:

  1. Navigate to the Exchange Rates page.
  2. Click the Update All Prices button.

A spinner will appear next to the button, and it will remain disabled while the update is in progress. The process may take several minutes to complete.

If any errors occur during the update, an error status will be displayed next to the button. Click the eye icon to view detailed failure information.

Bulk Price Import

Permissions

Bulk Price Import can only be managed by users with the Finance Manager role.

To import prices:

  1. Click the Bulk Price Import button.
  2. Select your file in CSV format.
  3. Click the Accept button.
  4. A confirmation prompt will be displayed.
  5. After confirmation, a loader will appear next to the Bulk Price Import button.

If there are any conflicts in the file, the import will fail and the following status will be shown:
Bulk Prices Import status: FAILED. Click the eye icon to view detailed failure information.

The price import file contains the following fields. Mandatory fields are marked with an asterisk (*).

Field Description
operational_product_id (*) The id of the operator plan.
unite_organisation_id (*) The id of the organisation.
operator_name The name of the operating company.
product_name The name of the operator plan.
currency_iso_code (*) The currency code of the operator plan.
current_top_up_value (*) The current (existing) price of the operator plan.
recommended_top_up_value (*) The new price of the operator plan.