---
title: "How to Use the Price Collection Module"
canonical: "https://resources.shelvz.com/space/KB/192905219/How%20to%20Use%20the%20Price%20Collection%20Module"
format: markdown
---
## **Price Collection Module**

### 🎯 **Objective**

> Macro (excerpt)
> 
> The **Price Collection** module simplifies the process of gathering retail prices for SKUs and comparing them with competitor pricing. This ensures businesses stay informed about market trends, identify pricing gaps, and make data-driven adjustments to remain competitive.

### 📘 **Instructions**

#### **Step 1: Enable the Module**

Ensure the **Price Collection** module is enabled in the **Access** **Rights**.

Next, provide access to admins and field reps’ accounts to the module from **Access** **Rights** > **Groups.**

1. **Portal Level:** Enable for admins.
2. **Mobile App Level:** Enable for field reps.

####  **Step 2: Prior Competitor Setup (Optional)**

> 📝 To collect competitor prices, it is essential to set up the competitor SKUs appropriately. If the objective is to collect prices only for your own SKUs, proceed to the relevant section.

1. **Define** **Competitor SKUs**
  - Refer to the information page on how to set up competitor SKUs [here](https://kb.shelvz.com/docs/company-setup/setting-up-your-portfolio/__trashed-3/).
2. **Link Competitor SKUs **with** **your** SKUs**
  - Refer to the information page on how to link competitor SKUs with your SKUs [here](https://kb.shelvz.com/docs/company-setup/setting-up-your-portfolio/how-to-link-your-skus-to-your-competitors/).
3. **Define **your** SKU's Shelf Price **
  - Set up the shelf price range to be able to keep track of pricing compliance.
  - Refer to the information page on how to set your SKU’s shelf price [here](https://kb.shelvz.com/docs/company-setup/setting-up-your-portfolio/how-to-create-and-manage-skus/).

####  **Step 3: Configure the Module**

1. Go to the **Merchandiser** page, click on the **Price Collection** tab in the left-hand menu to reveal the sub-menu, and click **Setup**.
2. Setup the **Price Group: **
  - To add manually:
    - Click on the **Price Collection** tab.
    - Click on the + button.
    - Fill in the required details.
    - Select the **Default** checkbox to display this price group in all branches, except those with a specific price group assigned.
  - To add in bulk:
    - Click on the import Excel icon and select **Export Template Excel**.
      - Branches sheet:
        - In the Excel sheet, assign non-default price groups to branches in bulk.
      - SKUs sheet:
        - Specify which SKUs and competitor SKUs should be linked within each price group.
    - Upload** **the completed template to the portal by selecting **Import Excel.**

> 📝 The **Default** **Price** **Group** can only be configured manually through the portal, and branch-specific settings cannot be defined within it.

3. **Setup** the **SKUs**:
  - Select the price group in which you want to configure the SKUs.
  - To add manually:
    - Click on the + button.
    - Use the dropdown filters to refine the SKU options.
    - Select the SKU for which the price should be collected.
    - Click Add.
      - If a competitor SKU is linked to this SKU, it will appear next to it with an unchecked box. Check the box to include the competitor SKU in the price collection for comparison with your SKU.
  - To add in bulk:
    - Click on the import Excel icon and select **Export Template Excel**.
    - In the Excel sheet, enter your SKUs and competitor SKUs in the appropriate columns, ensuring that the competitor SKUs are in the same row as your SKUs to link them together.
    - Upload** **the completed template to the portal by selecting **Import Excel.**

> 📝 - Competitor SKUs that are not linked to your SKUs can be added separately by selecting them from the Competitor SKUs filter.
> 📝 - SKUs can be added in bulk without having to link them to competitor SKUs. Simply leave the competitor SKUs column blank.

![Price Collection Setup (Default Group) .mov](media://eff98e5d-3c92-4ac3-853c-911225127c4a)

4. **Branch Setup**
  - Assign the appropriate price group to a branch.
  - To add manually:
    - Click on the price group you wish to assign.
    - Click on the **Branch **tab.
    - Click on the + button.
    - Fill in the required details.
  - To add in bulk:
    - Click on the price group you wish to assign.
    - Click on the **Branch **tab.
    - Click on the import Excel icon and select **Export Template Excel**.
    - In the Excel sheet, fill in the corresponding details.
    - Upload** **the completed template to the portal by selecting **Import Excel.**

![Price Collection Setup (Branches) .mov](media://7e3b25c7-9adf-4d07-af66-3f9439f7a656)

#### **Step 4: Configure the Settings (Optional)**

- Click on the **Settings** page under the **Price Collection** tab.
- Enable the settings based on your preference according to the below:

1. **Validate shelf price:** Enable this feature to get a real-time comparison on the app between the price added with the shelf price defined in the SKU settings. If the price is out of range, it will trigger a red flag.
2. **Get latest prices:** Enable this to allow field reps to validate prices based on their last visit to the same branch.
3. **Display all items**: Enable this to display the SKUs set up for price collection in a single list. If disabled, the SKUs will be categorized according to their respective categories.

#### **Step 5: Configure the Mobile App**