If you need to change prices in bulk in Torgsoft, it is important not to confuse the Revaluation Act with the Revaluation Protocol. The Act is used to prepare and apply new prices, while the Protocol only records that the change has already taken place. This confusion most often leads to situations where the user expects a price change but looks at the wrong document, or opens the Protocol and thinks that the system “shows nothing”.
Before bulk revaluation, it is important to check which accounting center the change is being applied to. If you confuse the Act with the Protocol or perform revaluation for the wrong warehouse, you may decide that the prices have not changed. If, after applying the act, the changes still look illogical, it is better to check the revaluation settings.
What is the difference between a Revaluation Act and a Revaluation Protocol
To avoid mistakes, the user needs to clearly understand the difference between the two tools:
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Revaluation Act — this is a tool for preparing and applying a price change. In it, you collect a list of goods, specify new prices or discounts, and only after clicking the «Apply revaluation» button do the prices change in the database.
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Revaluation Protocol — this records the fact of what has happened. This document does not change anything; it works as a log or history. Goods whose retail price has already been changed, or goods for which a product discount has been set, appear here.
Symptom 1. Goods were not revalued or disappeared from the Revaluation Act
Signs:
The user added goods to the Revaluation Act, clicked «Apply», but the price in the warehouse did not change. Or, when trying to perform revaluation, the goods are not displayed in the Revaluation Act at all.
Reason:
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The accounting center(s) were selected incorrectly when applying the Revaluation Act. The act is applied to specific warehouse(s), which can be selected when performing the "Apply revaluation" action for the created act. Thus, the user may have selected the wrong accounting center to which the price change had to be applied.
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An accounting center is selected on the main form where the product added to the Revaluation Act is absent. If the product is absent at the accounting center selected on the main program form, then when opening the "Revaluation Act" form, the product will not be displayed in the Revaluation Act.
How to check:
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Check which warehouses were ticked in the «Select accounting centers» window when clicking the «Apply revaluation» button.
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Pay attention to which Accounting Center is selected on the main form when creating the Act and when viewing/editing information in the Act.
How to fix:
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In the Revaluation Act window, after clicking «Apply revaluation», carefully select the required accounting centers from the list (or click «All» if prices are changed for the entire chain).
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Make sure that the correct accounting center is selected on the main program form before working with the Revaluation Act.
Symptom 2. The Revaluation Protocol is empty or shows an "incorrect" quantity
Signs:
The user opens the Revaluation Protocol and complains that the form does not display information about the product that was revalued or for which a product discount was set. Or the user says: «The Protocol shows a quantity of 10 pcs., but I currently have 5 pcs. in stock — the program is calculating incorrectly!».
Reason:
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Filters are not configured. By default, the Protocol displays information for the accounting center selected on the main form for the current day.
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Using the Protocol for the wrong purpose. Users often try to analyze current product stock through the Revaluation Protocol without understanding the specifics of the «Quantity» column.
How to check:
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Check the «Period» and «Accounting Center» filters in the Revaluation Protocol form.
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Ask the client what exactly they want to achieve: do they want to see price history or current stock balances?
How to fix:
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Set the correct period during which the price change actually took place and select the correct accounting center.
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Explain the logic: the «Quantity» column in the Revaluation Protocol does not show the current quantity of goods in stock, but the quantity at the moment of revaluation for the accounting center where the revaluation was performed.
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If the client needs to analyze product quantity, recommend using forms where quantity is the subject of analysis (for example, «Warehouse Stock» or «Turnover Statement by Quantity»), not the price change protocol.
Symptom 3. The price was changed, but there is no entry in the Revaluation Protocol
Signs:
The sale price was changed (for example, during goods receipt), but these actions were not recorded in the Revaluation Protocol.
Reason:
Recording of these events is disabled in the program settings.
How to check and fix:
Go to Settings → Parameters → Accounting. Check the state of the «Include product quantity in the revaluation protocol (generate revaluation protocol)» switch. If it is disabled, the Revaluation Protocol will remain empty. Enable it so that all sale price changes are automatically recorded in the Revaluation Protocol.
How not to confuse the Act and the Protocol during bulk price changes
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Sequence rule. First create the Act → add goods → set new prices → click Apply revaluation (for a specific warehouse) → and only then check the result in the Protocol.
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Accounting Center control. Make it a rule to always check the Accounting Center filter in the Revaluation Protocol. It is impossible to revalue a product in a warehouse if it is not there (or if another accounting center is selected).
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Analytics by purpose. Do not look for current stock balances in the revaluation protocol - the product quantity in the protocol is shown as of the moment of revaluation. For quantity — use the "Warehouse Stock" form, "Turnover Statement by Quantity"; for the history of retail price changes — use the Revaluation Protocol.
Frequently Asked Questions about the Revaluation Act and Protocol
What is the difference between a revaluation act and protocol?
The Revaluation Act is a tool for preparing and applying price changes. In it, you create a list of goods, specify new sale prices or discounts, and prices in the database change only after you click the «Apply revaluation» button.
The Revaluation Protocol is a document that records the fact of an event that has already taken place. It works as a history or log where goods appear immediately after their retail price is changed.
Why is the product not displayed in the revaluation act?
Most often, this happens because the wrong accounting center (AC) is selected on the main program form. If the product is absent in this warehouse, or if there has never been any movement for it in the selected AC, the program will not display it in the revaluation act.
How to revalue only one warehouse or store?
After you have added goods to the Revaluation Act and set new prices for them, click the «Apply revaluation» button. The «Select retail outlets» window will appear on the screen, where you can tick only the store or warehouse where prices need to be updated. After confirmation, prices will be changed only at this selected retail outlet.
How to make a bulk price change?
Next, select the entire list of goods added to the Revaluation Act using the «Ctrl + A» key combination, click the "Change new sale prices" button and select the «Change sale price» action. In the window that appears, you will be able to increase, decrease or set a new price in bulk (as a percentage or currency), as well as choose rounding rules.
Can revaluation be canceled?
Yes, revaluation can be canceled. If you are in the «Revaluation Act» window, you can click the «Cancel revaluation» button in the execution block. In addition, you can cancel a price change for a specific product or group of products in the «Warehouse» — «Sale price change» menu item, where you need to select the required items and click the «Cancel price change» button.
How to check that the new prices have already been applied?
Successful revaluation is immediately confirmed by an entry in the right part of the "Revaluation Acts" form in the "Revaluation execution" area. In addition, you can check the application of new retail prices in the «Revaluation Protocol», where the revalued product is added automatically. You can also track the price history of a specific product through the «Warehouse» — «Sale price change» mode or in Warehouse Stock itself in the price change history.
Why are results different in different accounting centers?
Revaluation results or the prices themselves may differ in different stores if the «Maintain the same prices at all retail outlets» parameter is disabled in the retail chain settings. Also, prices will not change in those accounting centers where the «Allow price synchronization with the center» checkbox is specifically unchecked in the accounting center settings.
Which document confirms that revaluation has already taken place?
The document confirming the fact of retail price changes is the «Revaluation Protocol». It contains information about all goods for which the price change was applied.
It is worth remembering an important detail: the «Quantity» column in this protocol shows not the current product balance in the warehouse, but the quantity of goods that was available exactly at the moment of revaluation.
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