Minimum Version Required: 23.10
Pre-Conditions
Install the application from the app library.
Application Setup:
Install Application
Enter the roles for the reports
Click install application
Package Configuration Setup:
Go to the package configurations table
Fill out package configuration field based on state expectations provided in template on state website
Product Configuration:
Filter to a supplier
Match the products to the products in the state website (This can also be downloaded to excel to make the process quicker)
Fill out the product name override, manufacturer name override, and trade name override to match the states configuration by using column edit and fill down to edit in bulk
Steps
Initial Posting:
Post products like usual using standard posting
Select the effective date of the most recent posting. This should be a posting that is effective within the next 10 days
Optional: Select a template
Click create report
Click export and select excel
Clear formatting on the header by selecting home in excel, clicking clear in the editting tab, and selecting clear formatting.
Upload to state website using the bulk import tool
After initial upload to post new products or changes:
Follow regular CA Price posting process posting new products as they are added and pricing changes at least 10 days in advance
Select effective date of most recent posting (Standard or new product)
Click create report
Click export and select excel
Upload to state website using the bulk import tool
Note: Price changes will be noticed by the CA State System and automatically will be effective in 10 days following being posted. If you are posting prior to the 10 days where this will be active, you can schedule a bulk upload to be run so 10 days after the upload is run, pricing changes will be in effect.
Fields And Definitions
Note: You need to run CA Price posting tool like normal to be able to post pricing to the state. This new application simply translates the data that was previously used in the PDF into an excel format that can be used to bulk upload your price posting.
How to create a new product posting:
Go to CA Price Posting Dashboard
Click New_Product tab.
Enter Filing Date
Enter Price Effective Date
Select new Products to be posted
Clicked Create Price Posting
How to create a standard posting:
Go to CA Price Post dashboard
Select Date Range and Template
Click Create Price Posting
Best Practices
Clean up your templates by making sure there are no duplicates prior to running the CA State Price Posting Process.
Ensure you review the data before uploading to the state website to ensure pricing is entered as expected and package configuration/product size is reported correctly. (Link to Template from ABC website)
Troubleshooting Errors following a bulk upload:
If product name is not matching please review your brands table and configure the brand names to match the state expectations
If package configuration is not matching, please review the package configuration table to make sure it matches the expected format. If package configuration is not setup, we will report the package name from encompass.
If product size is not matching, please review if the product size being reported is valid. If the product size is not found we will report the product in ounces. If you are not finding a matching product size, please contact Encompass.
To request new product sizes or package configurations, please go to the online portal and request these. For any issues in the portal or any errors, please reference the CA ABC website and Videos created by the CA ABC to troubleshoot (Beer Price Posting - YouTube).