With each passing year, you want to make sure that the prices of your products are up to date. Fortunately you don’t need to change this product by product in Teamleader Focus. Continue reading to find out how Teamleader Focus can help you save time by doing this in bulk for your products.

Export your products

First of all, you’ll need to export all your products, or a segment of your products. Follow these steps:

1. Go to Products
2. Click on Export
3. Select a segment or ‘Select all’
4. In ‘Select’, choose Create new template to select a new export template. Include the following columns:
   • Name
   • ID
   • Price
5. Click Start export
6. Open the Excel file

Update prices in Excel

Now that you have the Excel file:

• It’s time to update your prices in the file by adjusting the ‘Price’ column 
• Save the Excel file

Import your products again

After you’ve updated your Excel file, you can now import your adapted products at once in Teamleader Focus:

1. Go to Products
2. Click on Import
3. Choose the Excel file you just updated
4. Match the right fields Name, ID & Price
5. Finish the import. Don’t worry, no duplicates will be created as Teamleader Focus will recognize by means of the Name/ID that you’re updating the same products.

That’s it, the prices of your products are updated!

Note

If you want to use the current prices in Teamleader Focus and only charge the price increase for certain customers, you can work with price lists. You can find more information in this article.

Subscriptions indexation by support

What will happen to subscriptions if you've increased your product prices? The prices of the products in your subscription won't update automatically. You'll need to navigate to the subscription in question, edit the price(s) of the article and save the subscription again. The invoices generated afterwards will have the updated prices.


! Once every year, our support team can do an indexation of the existing subscriptions for you if you want. 

At the moment there is no functionality available in Teamleader Focus to update the prices of your subscriptions in bulk. Over the past months, we have researched the possibility to implement such functionality, but this is a complex matter, as not everyone wants to or is able to index their subscriptions in the same way. In our research it was clear that the most favourable option is to index subscriptions based on the product prices set via the products module in Teamleader Focus.
 

Although the functionality itself is still some time away, we would like to offer you an intervention to update your subscription prices.
 

During this intervention, we will retrieve all (updated) item prices from your account, and apply them to all / a specific part of your subscriptions. This implies that you need to create a segment in advance for which the intervention can be performed (probably with the rule "inactive = no", to exclude inactive subscriptions that no longer need to be updated).

All you need to do is the following:

1. Make sure the product line items on your subscriptions are linked to an existing product in your account. (If this is not the case for (some of) your product line items, you’ll need to manually update these prices in your subscriptions.)
   
   To check this, follow the following steps:
   • Export your active subscriptions
   • Create a new export template and include the columns:
     • Customer name
     • Title
     • Product line: Item name
     • Product line: Item: Existing product
     • Product line: Item price excl. VAT
     • Product line: Item VAT rate
   • Product line items that are not linked to a product in your account have the value “0” in your export file in the column “Product line: Item: Existing product”.
     
     Note: discount lines (i.e. line-level discounts) are exported without an existing item, but the percentage will still be applied to the updated item price of the line to which they belong.
   • Add these products to your account via the products module. (If you have many products that need to be added, you might consider adding them in bulk via an import.)
   • Go to the subscriptions containing these products, remove the original product line item and add it again by selecting the product you just added.
      
2. Make sure the prices of your products are up to date.
   Edit the price of the item to be changed via the items module. If multiple items are involved, you can do this in bulk. Follow these steps:
   • Export all your products out of Teamleader Focus 
   • Create a new export template and include the columns:
     • Name
     • ID
     • Price
   • Update the prices in your Excel file.
   • Import the file again in Teamleader Focus and match the right fields.
      
3. Contact us and let us know:
   • Your account number.
   • The earliest date on which we can plan the intervention for your account (= the moment your product prices will be up to date).
   • The deadline for the intervention to be executed (= the last day before your subscriptions renew).
   • The name of the subscription segment to which the intervention is to be applied.
      

Once the intervention is done, all future invoices created from your subscriptions will contain the updated prices.