Price List Import Tool

Overview

It is possible to import and update price lists of type [ Promotion | Price Lists | Stock Item / Price List ].

Preparation

1. Excel will strip leading zeros from numeric stock codes and barcodes, so please ensure that you take appropriate formatting steps if you have any leading zeros in these fields.
2. Your import file must be saved as CSV.

Usage

Once you have created your import file:

1. Open a Promotion screen (show me how).
2. Press F9 or clicking the down arrow immediately to the right of the to open the 'Other Actions' menu.
3. Select Import/Export > Import > CSV Stock Item Price Lists.
4. Browse to the CSV file to be imported and select it.

Mapping Table

All YES/NO fields should be done as Boolean values. YES: -1, NO: 0

Field Name	Mandatory	Description	Field Type	Character Limit
STOCK_CODE		The stock code of the item to be included in the price list.	FREE TEXT	50
BAND_LOW		The lower banding for the price.	NUMERIC	5
BAND_HIGH		The higher banding for the price	NUMERIC	5
PL NAME		The column HEADER should match the Price List name, exactly as it shows in [ System Data | Price Lists ]. The values within the data, should then be the sell price which should be used on the price list. Note: If "DELETE" is used, it will remove the stock code from the specified price list	NUMERIC	18,2

See Also

• Stock screen
• Promotions Overview