Set Up Price Management
- Jason Epp
Before setting up Price Management, outline your Price Tier Groups and Price Tiers for the sites. Defining Price Tier Groups—such as item categories—helps streamline Price Tier assignment. Sites can be assigned to different Price Tiers, and Deployment Tiers can be used to schedule price updates across multiple sites on specific dates/time.
Each menu item or component belongs to only one Price Tier Group but can have multiple Price Tiers for a tier base price and menu prices. A site can be assigned only one Price Tier within each Price Tier Group.
Example
A Price Group called Drink might include the following Price Tiers:
Drink Tier 1 – $1.00
Drink Tier 2 – $1.25
Drink Tier 3 – $1.50
A second Price Group, Food, could have Price Tiers such as Company 1, Company 2, Texas, and Franchise, with different prices for each menu item.
In this setup:
A site could be assigned Drink Tier 2 from the Drink group.
The same site could be assigned Texas from the Food group.
A Deployment Tier can be assigned to a site with a future date/time for a price change to apply.
On this page:
Set Up Price Tier Groups
Open Price Management
If the account has access to Price Management, users will see it as an option when they sign in to ECM.
Select Price Management.
By default it will open to Price Tier Groups, if not select the Price Tier Groups tab at the top of Price Management
Click Add to create a Price Tier Group. Enter a name and description.
Click Save to create the group. Repeat as needed.
Editing Price Tier Groups
Click the pencil icon for the Price Tier Group
In the Edit Price Tier Group dialog box, update the Name and Description as needed.
Click Save.
Removing Items from a Price Tier Group
Once items are setup on the Setup tab, to remove the items from a Price Tier Group:
Navigate to the Price Tier Group tab
Click the pencil icon for the Price Tier Group
Click the Menu or Component tab in the Edit Price Tier Group dialog box.
Select the checkbox for the item(s) to be removed.
Click Remove Item.
Removed items can be reassigned to a Price Tier Group on the Setup tab.
Managing Price Tiers
Adding Price Tiers
Navigate to the Price Tiers tab.
Click Add Price Tier.
In the dialog box, enter the Name and Description.
Select the associated Price Tier Group.
Click Save to add the Price Tier. Repeat as needed.
When a Price Tier is added to a Price Group, all Items assigned to that Price Group will automatically be available in the new Price Tier.
Price Groups and Price Tiers will be visible in both Menu Items and Components.
Use the Search Item field to find a specific item.
Note: Only Menu Items and Components that have already been assigned a Price Group will appear on the Price Tiers tab.
Changing Prices
Before updating prices:
Items must be assigned to a Price Group in the Setup tab.
The associated Price Group must have Price Tiers on the Price Tiers tab.
Once set up, navigate to the Price Tiers tab:
Click Menu Items or Components.
Expand the Price Group panel on the left.
Select a previously added Price Tier (e.g., in Figure 3a, the Price Tier “Food T1” is selected under the Price Tier Group “Food Group” for Menu Items).
For the selected Price Tier, the following details will be displayed:
Item Name
Status
External Code
Base Price (specific to that Price Tier)
Menu pricing (all menus associated to the item)
Note: The Base Price shown corresponds to a specific Price Tier Base Price and may differ from other Price Tiers or the price listed in ECM > Menu Items. To view the correct Price Tier Base Price in ECM, first assign a Site to the Price Tier, then apply a Site Selected filter under ECM > Menu Items.
Updating Prices
To update the Status, select the checkbox.
To modify Prices, double-click the value and enter the new amount.
Modified prices will be highlighted in pink until saved.
Use the Search Item field to quickly locate an item.
Click Save Changes to apply updates.
To undo changes before saving, click Cancel, then select Discard.
Edit Price Tiers
Expand the Price Group panel on the left and select a Price Tier.
Click the pencil icon next to the Price Tier name (above the list of items).
In the Edit Price Tier dialog box, update the Name and Description as needed.
Click Save.
Items
The function of this tab is to export or import pricing *.CSV files.
Navigate to the Items tab. By default, all menu items appear in the list.
Use filters to refine the list by:
Price Tier
Store Tier (?)
Type (Menu Items or Components)
There is a also a Search Item field if needed to search by name
Importing and Exporting Items
For Items to be exported and imported they should already be assigned a Price Tier Group.
Import/Export options are available.
File type limitations on import are CSV
Items cannot be added, renamed or reassigned through the imported file. Only prices and status can be modified on the exported CSV and re-imported. Any changes to the other fields in the CSV will result in an error and the import will fail.
Export:
Filter Items as needed
Click Export Items
In the Save As dialog box, select a file location.
Click Save
Price changes:
Open the saved file in a spreadsheet application. In the example below the header fields and the data in orange should not be edited.
Edit only the following fields as needed:
Base Price
IsActive
Menu(s) Price
Remove unedited rows to:
Keep a record of only the changes made.
Reduce the risk of overwriting unchanged prices.
Minimize import errors and assist with troubleshooting.
Save the updated file in CSV format before importing.
Import Validation
During import, rows are validated for differences, which may result in errors.
Best Practices for Avoiding Errors:
Always export a new file, edit it, and re-import it with each set of changes.
Do not use outdated export files, as this may:
Overwrite prices that were not intended to change.
Cause general import errors.
Import
Click Import Items
Select the CSV file from the Open dialog box and click Open
The file will be processed for updates, and a status message will briefly appear in the bottom right, like one of these:
Item pricing can be reviewed or further edited on Price Tiers tab.
Managing Sites
The Sites tab is where pricing can be sent to ECM or deployed. Sites will automatically appear from the ECM account, but configuration is required to assign sites to:
Price Tiers
Site Groups
Deployment Tiers
Assigning Sites
Navigate to the Sites tab in Price Management.
Existing sites will be displayed and ready for assignment.
Click the pencil icon next to a site to open the Edit Store dialog box.
In the Edit Store dialog box:
Under the Store Info tab, site details are displayed (but cannot be edited).
Navigate to the Price Tier Groups section.
All Price Tier Groups will be listed.
Use the dropdown menu for each group to assign a Price Tier.
Click Save
Create Site Groups
Select the Site Group tab
Click Add Site Group
In the Add Site Group dialog box:
Enter the Name for the group.
(Optional) Select a Deployment Tier from the dropdown. (This requires Deployment Tiers to be set up in the Deployment Tier tab first.)
Select the checkbox for each site to be added to the group.
Use the Search Box to find sites by name, if needed.
Click Save.
Editing or Deleting Site Groups
To edit, click the pencil icon.
To delete, click the trash icon
Sending Pricing to ECM or Deploying
Once all pricing changes are finalized:
Select a Site or Site Group by checking the corresponding checkbox.
The Send to ECM and Deploy Now buttons will become active.
Choose one of the following actions:
Send to ECM → Updates the ECM database with the new price changes.
Deploy Now → Immediately triggers a site deployment in ECM for the selected Site or Site Group.
Deployment Tier
A Deployment Tier includes a scheduled date and time for a price update.
Creating a Deployment Tier
Navigate to the Deployment Tier tab at the top of Price Management.
Click Add Deployment Tier.
In the dialog box, enter the Name, Description, and Scheduled Date/Time.
Click Save. Repeat as needed.
Assigning Deployment Tiers
Once created, a Deployment Tier can be assigned to Sites under the Site tab.
Editing or Deleting Deployment Tiers
To edit, click the pencil icon.
To delete, click the trash icon.
Navigating the Setup Tab
Assigning Items to a Price Tier Group
Navigate to the Setup tab.
The tab displays all unassigned items.
A Search Box is available to search by Item Name (Does not support searching by External Code).
Use filters to adjust the view:
Type: All, Menu Items, or Components
Sort By: Name or External Code (Ascending/Descending)
Select the checkbox for items to be assigned to a Price Tier Group.
Click Add to Price Tier Group.
In the Add to Price Tier Group dialog box:
Available Price Tier Groups will be listed.
Select the checkbox for the group to assign the items.
Items can only be added to one Price Tier Group
When Items are assigned to a Price Group, they are automatically included in all Price Tiers within that group.
A search box is available to quickly find Price Tier Groups.
Click Save. Repeat as needed.
Once an item is assigned to a Price Tier Group, it disappears from the Setup tab.
What Happens After Setup Assignment?
Once an item is assigned to a group, it disappears from the Setup tab.
It now appears on the Price Tier tab, under the assigned group.
To reassign an item: have to
go to Price Tier Group tab,
edit the Price Tier Group that the item is assigned to
select the Menu Items or Components tab
select the checkbox for the item
click the Remove. Now the item can be assigned again
Important:
If a Price Tier Group does not have any Price Tiers, the Menu Item will not be displayed on the Price Tiers page. Adding Price Tiers to the Price Tier Group will automatically display any items already assigned.