01What it is
Price list import reads purchase prices from a wholesaler CSV file. Each row is matched to the catalogue in order: by EAN, manufacturer number, OE number and item code (SKU).
Prices of matched items go into the supplier's price history. The purchase cost in the catalogue changes only if you tick that option. Items not in the catalogue can be added to a chosen group with a markup on the sale price.
The screen is visible to people with access to finance, and the import is run by someone with edit rights to suppliers. The whole import is saved at once or not at all.
- NO RETYPING
- A wholesaler price list in minutes.
- PREVIEW BEFORE SAVING
- What happens to every row.
- NEW ITEMS
- Into a chosen group, with a markup.
02What it is for
Current costs
Purchase prices always from the latest price list.
Comparing suppliers
Price history feeds the supplier analysis.
A quick catalogue
New parts from a price list in one import.
03Main options
Import has two steps: uploading the file and mapping columns with a preview and a decision on what to do with the prices.
Purchase prices from a wholesaler file
The first step.
- Wholesaler (supplier), required
- Prices in the file: net or gross
- A CSV or TXT file up to 5 MB and 5,000 rows
Which column is which field
Tiles: rows in file, in catalogue, not in catalogue, rows with errors.
- Fields: item code, EAN, manufacturer number, OE, name, manufacturer, purchase price, unit
- A changed mapping applies after Refresh preview
- A preview of the first 50 rows
Catalogue and new items
Options before importing.
- Set as purchase cost in the catalogue (items already in it)
- Add items not in the catalogue to a group, or do not add them
- Markup for the sale price of new items, 30% by default
04Tasks step by step
- STEP 1Open Modules › Suppliers and catalogues › Price list import.
- STEP 2Pick the wholesaler, say whether prices are net or gross, upload the file.
- STEP 3Check the column mapping, and after any change choose Refresh preview.
- STEP 4Decide on the purchase cost and new items, then choose Import price list.
05Actions
The most common tasks in a price list import.
Upload file
A CSV with wholesaler prices.
Refresh preview
The preview after changing the mapping.
Import price list
Prices saved in one operation.
06What it connects to
Choose a module to see where the prices go.
Suppliers
After the import the supplier card opens with the prices.
Go to the topicSuppliersParts catalogue
Prices and new items go into the parts catalogue.
Go to the topicParts catalogue