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Import Price List

In the Import Price List page, price lists can be imported and processed. All imported lines are displayed and can be edited before further processing. The purchase and unit prices in Catalog items and items are updated with the Process Price List action.

Import​

Importing a price list can be done only if no lines exist in the Import Price List page. Process and delete existing lines before importing new ones. The Import action in the menu opens a page for selecting the Data Exchange Definitions and the import file. Confirming the selection imports the selected price list with the filters and fixed values and displays all imported lines.

Process price list​

The Process Price List action processes all displayed lines. After a line has been successfully processed, the Catalog Item Created field is set to Yes, the date and time are entered in Processed on, and the executing user is documented in Processed by. If Delete lines after processing is checked, all successfully processed lines are automatically deleted. In Price List Valid From the date from which the purchase prices are valid can be entered. The date from Price List Valid From will be used in all lines where Valid From is not filled.

Creating and updating Catalog items​

In the Catalog Item, there is information about the suppliers, cost costs, minimum quantities, etc. in the lines and the Manufacturer Code and Manufacturer Item No. fields in the header. If a Catalog Item with the same Manufacturer Code and Manufacturer Item No. is found when processing a line, it will be updated. Otherwise, a new Catalog Item will be created.

If there is already a line in the Catalog Item with the same Vendor No., Vendor Item No., Minimum Quantity, Currency Code and Unit, it will be terminated on the validity date of the new line. For this purpose, a Valid To date is entered in the corresponding line and a new line is created with the values of the current imports. On the basis of the old and new line, price developments can be traced.

The sales price is updated in the Catalog Item card during processing.

Updating items​

When an item is created from a Catalog Item, the lines from the Catalog Item are copied to the purchase prices of the item. At the next import, when the Catalog Item is updated, the purchase prices on the related item are also updated. The unit price is updated in the Item card during processing.