Price Book Enrichment

• Introduction
• Opening the Price Book Enrichment page
• Enrichment workflow
• Step 1. What to Enrich
• Starting a new enrichment
• Continuing with a draft
• Step 2. Preview
• Step 3. Checkout
• Step 4. Result
• Reverting enrichment
• Refunding enrichment

Introduction

The Price Book Enrichment service automatically enhances and corrects item information in your price book, ensuring accuracy and completeness. The following item data will be verified and updated:

• Image
• Description
• Cash register description
• Size
• Manufacturer name

By maintaining a high-quality price book, you create a robust resource that supports every aspect of your business:

• Customer experience
  Providing accurate product details, images, and descriptions enhances customer trust and satisfaction, making it easier for them to make informed purchasing decisions.
• Operational efficiency
  A well-maintained price book streamlines processes such as inventory management, procurement, and reporting, reducing manual work and minimizing errors.
• Sales enablement
  With detailed and reliable product information readily available, your sales team can operate more effectively, closing deals faster and improving customer interactions.
• Risk mitigation
  The specified item size allows you to submit the Scan Data reports with relevant data, reducing the risk of submitting the reports with invalid data.
• Data insights and decision-making
  A comprehensive price book enables better analysis of pricing strategies, product performance, and market trends, supporting smarter business decisions.

Price Book Enrichment is a paid service available through either per-item pricing or a subscription plan.

Opening the Price Book Enrichment page

To open the Price Book Enrichment page, follow one of these paths:

• In the main menu, select Price Book > Price Book Enrichment.
• In the main menu, select Price Book > Import Tool. Then, in the left pane, select Quick Operations > Price Book Enrichment.

The PriceBook.ImportTool.Items.Enrichment permission is required for access to the Price Book Enrichment page. To find this permission in the permissions list, follow this path:

• Price Book > Related Components > PriceBook.ImportTool.Items.Enrichment.

Enrichment workflow

The enrichment is a step-by-step process:

1. Choose the items to be enriched. You can either enrich your entire price book, or select specific item categories for the enrichment.

If your Price Book or category contains a large number of items, the initial analysis and verification process may take several minutes to complete. You can navigate away from the screen; the system will notify you once the enriched items are ready for preview.
The system automatically saves the enriched items as a draft, allowing you to review them at your convenience. You can access one of the 5 most recent drafts, and upon selecting a draft, the preview of the enriched items will open for further review.

2. Preview how the enriched items will look after paying for the enrichment and uploading the enriched items to your POS. You can review added images and changes in the item data . At this step, you can see the price for the enrichment. The enrichment is free for the first 100 items. You can amend the enriched item data manually.
3. Pay for the enriched items. Once you pay for the enrichment, the system starts preparing the enriched items for your price book. The fourth step is to review the enrichment result and upload the enriched items to your POS.

Step 1. What to Enrich

Starting a new enrichment

1. Choose items for the enrichment by using one of these options:
2. To enrich all items in your Price Book, select the Whole Price Book tab.

   

3. To enrich only specific item categories, select the By Categories tab and select the categories of items you want to enrich.

   

2. To start the enrichment, click the 2 Preview icon or click Show Preview in the upper right part of the page.
   
3. You can wait for the preview on the current screen or leave it and get a notification once the preview is ready.
4. If you left the screen, you will be able to proceed to the next step by clicking the button in the notification or selecting the latest draft.
   

Continuing with a draft

The Last incomplete draft tile allows you to open the preview of the latest enrichment draft. To open one of the previous drafts, click the button right to the tile and select the draft.

Step 2. Preview

• To view only enriched or not enriched items, use the Enriched and Not Enriched check boxes.
• Right to the Enriched and Not Enriched check boxes, you can see the number of enriched and not enriched items.
• To view the price for the enrichment, click the Price breakdown button in the upper right part of the page.



• To proceed to the payment for the enriched items, click Checkout.

  

Step 3. Checkout

1. Select the payment method and fill out the payment details.



2. To add a promotion code, click Add promotion code and enter the code.
3. To pay for the enrichment, click Pay.
4. You can wait for the next step of leave the current screen and proceed to the next step after receiving a notification.

Step 4. Result

1. Once your Price Book is enriched, you can review the result.

   

2. To upload the enriched items to your cash registers, click Review and send to POS.
   Result: You will be redirected to the Price Book Dashboard page.
3. Upload the enriched items to your POS following the instructions in Items Updates.

Reverting enrichment

You can revert the enrichment of your Price Book in the Price Book Changes History report.

Refunding enrichment

To refund the enrichment, submit a ticket or contact Support.