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Price Page Automation/Efficiency Help Needed
Our take
Managing over 100 price sheets for your family's company can be a daunting task, especially with frequent price changes driven by material costs. While Excel serves its purpose, the manual updates can be time-consuming and lead to employee fatigue. Exploring automation options, such as macros or AI tools, can significantly enhance efficiency and reduce the workload on your customer service and order entry teams.
Part of what I manage in our family's company is overseeing our customer service and order entry team. We have all of our price sheets in excel files, which works well. The only problem is we have over 100 price page files now as we have at least one per customer and it becomes time consuming to update each sheet when we have price increases or decreases due to material costs.
In the photo, you can see the previous pricing (2/1/2026) and the current pricing (3/8/2026). We multiply the previous case price times 1.1 if there's a 10% increase and divide that new case price by the case weight to determine price per pound. Very basic formulas.
What is the best way to get this automated or improve the speed of updating all of our spreadsheet? I know macros or some form of AI might be helpful but I am not familiar with macros and only use AI for basic research and problem solving. Any feedback or help would be greatly appreciated as I am trying to figure out how to keep my employees from having to work late since we are experieincing monthly price changes right now with current world events.
Side note, I know we could switch to a different CRM (we have Sage 50) but that has already been shot down even though I know we could easily do price changes through the newer Sage or Netsuite.
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