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Cost Update Wizard

Bulk-update component costs by vendor, fence type, or category using percentage changes.

Published · 6 min read

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Overview

Cost Update Wizard applies a percentage increase or decrease to part costs in My Components. Pick a vendor, optionally narrow the list by fence type, category, or collection, then preview and confirm before costs are written to your catalog.

The wizard updates costs for one vendor at a time on the parts you select through filters. It does not replace part numbers or import new rows from a spreadsheet.

Where in the app: Sidebar → Fence → My Components → Catalog tools → Cost Update Wizard
Open: Cost Update Wizard

You can also open it from Catalog tools → Vendor costs & updates → Cost Update Wizard.

When to use this tool

Use Cost Update Wizard when a supplier sends a blanket price change (for example, a 5% increase across a product line) and your catalog already has the right parts with current costs assigned to that vendor.

Skip it when you receive a full price sheet with new SKUs or exact dollar amounts. In that case, use Import Vendor Costs (CSV) to match rows and refresh pricing. See Related for that path.

Step 1: Open Cost Update Wizard

  1. Go to Fence → My Components. Open My Components
  2. Click Catalog tools on the toolbar.
  3. Choose Cost Update Wizard, or open Vendor costs & updates and choose Cost Update Wizard. Open Cost Update Wizard

Step 2: Select vendor and filters

The wizard starts on Select Vendor & Filters.

  1. Choose a vendor (required). Only components tied to that vendor are included.
  2. Optionally choose a fence type to limit the update to one fence family.
  3. Optionally choose a category (available after you pick a fence type).
  4. Optionally check one or more collections (available after you pick a category). Use Select All to include every collection in that category.
  5. Confirm the matching components count is greater than zero before you continue.

If the count is zero, widen your filters or confirm the vendor is assigned to parts in My Components.

Tip: Start with vendor plus fence type when a supplier raises prices on one line only. Leave fence type blank to update every part for that vendor in your catalog.

Step 3: Set the percentage change

  1. Review the summary: which vendor is affected and how many components will be updated.
  2. Enter the percentage change. Use a positive number for an increase (for example, 5 for 5%) or a negative number for a decrease (for example, -3 for 3% off).
  3. Click Next.

Step 4: Preview changes

The preview lists each affected part with current cost, new cost, and the dollar change.

  1. Review the component count and percentage at the top of the screen.
  2. Scan the table for outliers before you proceed.
  3. If some parts show $0 current cost, they are listed for reference but will not be changed when you run the update. Use the toggle to show or hide zero-cost rows.

Warning: The preview reflects costs stored for the selected vendor on each part. If a part has no cost for that vendor, it stays at $0 after the update.

Step 5: Confirm and execute

  1. On the Confirm step, review the summary (component count, percentage, and vendor).
  2. Click Execute Update.
  3. When the run finishes, choose Start New Update for another vendor or filter set, or Close Wizard to return to the app.

Cost changes apply to My Components immediately. Future quotes that use those parts pick up the new costs.

To review past wizard runs, click Cost Update History in the wizard header. Open Cost Update History

Warning: Execute Update cannot be undone. Double-check the preview before you confirm. For exact prices from a vendor file, use Import Vendor Costs (CSV) instead.

Related