Scheduled Item Price with Effective Date | Supy

Scheduled Item Price with Effective Date

The Scheduled Item Price with Effective Date feature allows restaurants to pre‑update supplier item prices when suppliers inform them of a future price change. This ensures that upcoming price revisions are recorded/scheduled in advance, helping restaurants avoid missing updates and plan costs more accurately. Once the scheduled price is added and saved, the system displays the item with a scheduled price in the corresponding item row.

Who Can Use This Feature

This feature is designed for users responsible for supplier pricing and cost management:

Cost Controller – Tracks cost changes and ensures pricing accuracy.
Procurement Manager – Manages supplier contracts and negotiates pricing.

How to Use

Option A: Add a Scheduled Price

Go to Supplier Module> Select Supplier > Supplier Items.
Locate the required item using search, filters, or category selection.
Enter the upcoming price in the Scheduled Price column.
The Effective Date field becomes active once a scheduled price is entered.
Select the effective date (the date from which the new price should be applied).
Click Save to store the scheduled update.

After saving:

The scheduled price appears in the Scheduled Price column.

Option B: Scheduling via import / Export (in case of bulk changes)

Navigate to Actions > Export All or Export Selected.
In the exported file, update:
- Scheduled Price
- Effective Date
Import the updated file using Actions > Import.
Click Save to apply all scheduled updates.

Update Schedule Date or Edit End Date (If required)

Use the date pop-up beside the Effective Date field.
The End Date defines how long the scheduled pricing is valid.

Cancel a Scheduled Price

Check the box next to the scheduled item.
Open Actions > Cancel Scheduled Price.
The scheduled price is removed from the item.

Benefits

Ensures future price changes are entered before they take effect.
Prevents missed or delayed price updates.
Provides visibility of upcoming supplier pricing changes.
Supports multi-location planning and cost forecasting.
Saves time, especially when scheduling changes for multiple items.

Permissions Required

Users must have access to:

View Supplier Items
Edit Supplier Items
Import/Export Supplier Items

Roles with these permissions typically include:

Branch Manager
Group Admin
Group Data Manager
Group Operations Manager

Configuration & Pre-requisites

Users must have permission to edit supplier item pricing.
Location visibility settings determine which scheduled prices the user can see.

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