Setup

Price Item Management has an integrated setup wizard to assist you with the initial configuration of the extension. It is recommended to use the setup wizard page to set up the extension.

  1. Search for and open the Price Item Management Setup Wizard page using the Tell Me search feature.

    Search for the setup wizard with the Tell Me search feature

  2. Read the introduction and click on Next to move on to the next step.

    First page of the Setup Wizard with information about the Price Item Management extension

  3. Read the information about the extension being free-to-use in Sandbox environments and requiring a subscription in Production environments and choose Next to move on to the next step.

    Setup Wizard page with information about use in Sandbox and Production environments

  4. Read the information regarding the Extension Permission Sets and assign these accordingly. Click on Next to move on to the next step.

    Assign Permission Sets

  5. Set up Price Signaling and Manual Price. Click on Next to move on to the next step.

    Assign Permission Sets

  6. Set up Base Unit Cost. Click on Next to move on to the next step.

    Assign Permission Sets

  7. Set up Item Price Import. Click on Next to finish the setup wizard on the next page.

    Assign Permission Sets

Apportunix Price and Item Management is now configured and is ready to be used.

Last update: July 1, 2024