Pricing History

Pricing history tracks all price changes, rule modifications, and pricing decisions with a complete audit trail. This guide covers history tracking and comparison tools.

Overview

Pricing history enables you to:

• Track all price changes
• View complete audit trail
• Compare historical prices
• Analyze price trends
• Export history data
• Restore previous prices

Accessing Pricing History

Navigate to Pricing → Pricing History to view price change records.

Understanding History

Change Types

Type	Description
Price Update	List price change
Rule Change	Rule modification
Cost Update	Cost price change
Promotion	Promotional pricing
Bulk Update	Mass price change

History Fields

Field	Description
Date/Time	When changed
Changed By	User who changed
Item	Product affected
Old Value	Previous price
New Value	New price
Reason	Change reason

Change Sources

Source	Description
Manual	User edited
Import	Bulk import
Rule	Rule application
Integration	External system
Scheduled	Automated update

How-To Guides

How to View Price History

Accessing History

1. Go to Pricing → Pricing History
2. Set filters:
   • Date range
   • Product/category
   • Change type
   • User
3. View results
4. Export if needed

History View

Price History - Last 30 Days

Date       | Product      | Old Price | New Price | Change  | User
─────────────────────────────────────────────────────────────────────
Jan 22     | Widget Pro   | $99.99    | $109.99   | +10%    | J. Smith
Jan 20     | Gadget Plus  | $149.99   | $139.99   | -7%     | S. Admin
Jan 18     | Cable Kit    | $24.99    | $29.99    | +20%    | J. Smith
Jan 15     | Power Supply | $59.99    | $54.99    | -8%     | Bulk Import
Jan 12     | Widget Mini  | $49.99    | $49.99    | 0%      | Rule Update

Total Changes: 156
Price Increases: 89
Price Decreases: 45
No Change: 22

How to View Item Price History

Single Item History

1. Navigate to item
2. Click Price History tab
3. View all changes:
   • List price changes
   • Cost price changes
   • Rule applications
   • Promotional prices

Item History Detail

Price History: Widget Pro (SKU-001)

Current:
├─ List Price: $109.99
├─ Cost Price: $48.00
├─ Last Updated: Jan 22, 2026
└─ Updated By: J. Smith

History:
┌─────────────────────────────────────────────────────────────┐
│ Jan 22, 2026 - Price Increase                               │
│ List: $99.99 → $109.99 (+10%)                              │
│ Reason: Cost increase adjustment                            │
│ User: J. Smith                                              │
├─────────────────────────────────────────────────────────────┤
│ Dec 15, 2025 - Holiday Promotion                            │
│ Sale Price: $79.99 (20% off)                               │
│ Duration: Dec 15 - Dec 31                                   │
│ Rule: Holiday Sale 2025                                     │
├─────────────────────────────────────────────────────────────┤
│ Oct 1, 2025 - Initial Price Set                            │
│ List: $99.99                                                │
│ Cost: $45.00                                                │
│ User: Admin                                                 │
└─────────────────────────────────────────────────────────────┘

How to Compare Prices Over Time

Price Comparison

1. Select items to compare
2. Choose date ranges
3. View comparison:
   • Side-by-side prices
   • Percentage changes
   • Trend charts

Comparison View

Price Comparison: Jan 2025 vs Jan 2026

Product        | Jan 2025  | Jan 2026  | Change  | %
────────────────────────────────────────────────────────
Widget Pro     | $89.99    | $109.99   | +$20    | +22%
Gadget Plus    | $159.99   | $139.99   | -$20    | -13%
Cable Kit      | $19.99    | $29.99    | +$10    | +50%
Power Supply   | $49.99    | $54.99    | +$5     | +10%
Widget Mini    | $44.99    | $49.99    | +$5     | +11%

Summary:
├─ Average Price Change: +16%
├─ Items Increased: 4
├─ Items Decreased: 1
└─ Items Unchanged: 0

How to Track Rule Changes

Rule History

1. Go to Pricing → Pricing History
2. Filter by Rule Changes
3. View modifications:
   • Rule creation
   • Rule updates
   • Rule activation/deactivation
   • Rule deletion

Rule Change Log

Rule History: Volume Discount Tier

Date       | Action      | Details                    | User
────────────────────────────────────────────────────────────
Jan 15     | Modified    | Tier 3: 10% → 12%         | J. Smith
Dec 10     | Modified    | Added Tier 5 (100+ units) | Admin
Nov 01     | Activated   | Rule enabled              | Admin
Oct 28     | Created     | Initial rule creation     | Admin

Current Configuration:
├─ Tier 1: 1-9 units = 0%
├─ Tier 2: 10-24 units = 5%
├─ Tier 3: 25-49 units = 12%
├─ Tier 4: 50-99 units = 15%
└─ Tier 5: 100+ units = 20%

How to Export History

Export Options

1. Set filters for data
2. Click Export
3. Choose format:
   • CSV
   • Excel
   • PDF
4. Configure options
5. Download file

Export Configuration

Export Settings

Data Selection:
├─ Date Range: Jan 1 - Jan 31, 2026
├─ Products: All
├─ Change Types: All
└─ Include: Deleted items

Format: Excel (.xlsx)

Columns:
├─ Date/Time
├─ Product SKU
├─ Product Name
├─ Old Price
├─ New Price
├─ Change %
├─ Change Type
├─ Changed By
└─ Reason

Options:
├─ Include headers: Yes
├─ Include summary: Yes
└─ Separate sheets: By category

How to Restore Previous Prices

Price Restoration

1. Find price in history
2. Click Restore
3. Review change:
   • Current price
   • Previous price
   • Impact analysis
4. Add reason
5. Confirm restoration

Restoration Process

Restore Price: Widget Pro

Current Price: $109.99
Restore To: $99.99 (Jan 15, 2026)

Impact Analysis:
├─ Revenue Impact: -$500 (estimated)
├─ Margin Impact: -2%
├─ Active Orders: 5 (will not change)
└─ Quotes Affected: 12

Reason Required: Yes
Approval Required: No (within threshold)

[Cancel] [Restore Price]

How to View Audit Trail

Complete Audit

Audit Trail: SKU-001

All Changes (Last 90 Days):

Jan 22, 10:45 AM | Price Changed
├─ User: J. Smith
├─ From: $99.99 → $109.99
├─ Reason: Cost increase
├─ IP: 192.168.1.100
└─ Approval: None required

Jan 15, 2:30 PM | Cost Updated
├─ User: System (Import)
├─ From: $45.00 → $48.00
├─ Source: Supplier price list
├─ File: supplier_prices_jan.csv
└─ Batch: IMP-2026-0045

Dec 15, 9:00 AM | Promotion Applied
├─ Rule: Holiday Sale 2025
├─ Discount: 20%
├─ Duration: Dec 15 - Dec 31
└─ Auto-Applied: Yes

Advanced Features

Bulk History Analysis

Analyze patterns:

• Seasonal trends
• Category patterns
• Margin evolution
• Discount trends

Change Alerts

Notifications:

• Large price changes
• Margin threshold
• Unusual patterns
• Rule conflicts

Version Control

Track versions:

• Price list versions
• Rule snapshots
• Configuration history
• Rollback capability

Compliance Reporting

Audit requirements:

• Change documentation
• Approval records
• Retention policies
• Export capabilities

Best Practices

Documentation

• Always add reasons
• Meaningful descriptions
• Link to decisions
• Complete records

Review Process

• Regular audits
• Approval workflow
• Exception review
• Trend monitoring

Data Retention

• Define retention
• Archive old data
• Compliance needs
• Storage management

Analysis

• Regular reviews
• Trend identification
• Pattern analysis
• Decision support

Configuration

History Settings

Navigate to Settings → Pricing → History:

• Retention - How long to keep
• Detail Level - What to track
• Audit - Audit requirements
• Alerts - Change alerts

Export Settings

• Formats - Available formats
• Templates - Export templates
• Scheduling - Auto-export
• Access - Export permissions

Troubleshooting

Common Issues

History not recording

• Check settings enabled
• Verify permissions
• Review change type
• Check system logs

Cannot find change

• Expand date range
• Check filters
• Search by user
• Try different criteria

Export failing

• Check file size
• Verify permissions
• Review format
• Try smaller range

Restore not working

• Check permissions
• Verify approval
• Review conflicts
• Contact admin

Related Documentation

Learn about Pricing Preview to test pricing scenarios before applying.