Check list

[lnorse5588]

We are finally getting around to updating costs in price book and are starting on the inventory.  Wondering is there a check list out there showing each step of the process.   I feel sometimes that I am all over the place with what to do first..

[CPAplumber]

A basic workflow I’ve seen work well is: (1) Gather your vendor invoices in one place (daily or weekly). (2) Compare invoice prices to what’s currently in Pricebook. (3) Identify items that differ, and note the new cost. (4) Update your Pricebook in bulk, either via Excel import or an API update. It can be a bit time-consuming but automation can reduce the time investment significantly.