To create a new batch, press the Add a New Batch Button in the toolbar.


  1. The Create New Batch form opens up.
  2. Select the Batch Type from the drop down.

    • AD batch to create a temporary sale batch.
    • Normal Price Change to apply permanent price changes.
    • Pull Shelf Tags to create shelf labels for use when the batch has or is about to expire.
  1. Use the Batch ID field to assign a Batch ID that is easy to remember.  For example, use the date for when the pricing change goes into effect. You can also indicate:
    • Price Updates. For example 010321PU could indicate the batch product updates will go into effect January 3, 2021.
    • Product Batch. For example, 010321PB could indicate the batch product pricing has been edited and will go into effect January 3, 2021.

 Note:  Do not include an apostrophe in the batch name.

  1. Enter the Batch Description.
  2. Enter the Start and End Dates. If this is a Normal Price Change batch, only the start date will be available.