Change purchasing vendors and prices

Planning prices on Create & Manage Orders are the buying-cost assumptions used by the included recipes. They are separate from a client's selling price and from the price saved on an individual purchase order.

Change one item's price or wholesaler

1. Retrieve the records you want to work with and open Summary.

2. Open the three-dot menu at the right of the item's row.

3. Choose Edit Cost or Change Wholesaler.

Both choices open the item's pricing controls. The menu belongs to the whole combined item row, not just one recipe.

Under the correct wholesaler location, click Select beside the price you want to use. To change a price amount or group size, click its pencil icon, check the fields in Edit Price, then click Update. For example, a price for a ten-stem bunch is different from the same price per stem.

Check the scope before editing a shared price. The editor warns when a change will update all active events that use that price. Use Create event specific pricing, when available, for a price that should not replace the shared Core Data price.

The pricing dialog separates the available buying-price choices from the selected price for these recipes.

Changing a planning price here updates that item across the retrieved events and plans. To change only what you paid on one order, edit the purchase order instead.

Change several vendors together

Select the checkboxes beside the items, then click Change Vendor. A vendor-heading checkbox selects that vendor's items; the heading checkbox selects all listed items. In Change Vendor for Selected Items, choose the wholesaler location, review the listed items, and click Change Vendor.

Check the resulting prices as well as the vendor name. A different supplier may use different prices or buying-group quantities.

Replace an item

Choose Swap Item from the item's three-dot menu, select the replacement flower or hard good, and click Swap. This replaces the input in the retrieved recipes, rather than merely changing a line on an export. Check the included records and resulting recipe costs before making a substitution across several events.

Price controls can be unavailable when your role does not allow editing buying costs.