Pricing Level export and import
System Configuration>Administration> Imports
Before proceeding with this, please ensure you have done a backup.
To export your current pricing levels from the system, go to the reports menu group in one of the modules and then click on the report lists menu item.
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Select the inventory costs report under the inventory category. Ensure you have the price levels selected as ALL so that you select all your price level categories. Click on the “Generate Report”
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Once the report is run, click on the copy to clipboard button and take the report to excel (follow the help file on how to use the copy to clipboard function)
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Export the pricing levels once the file is in Excel, remove the headers so you have the stock code at the top of the first row
Remove the columns called
| 1 | Supplier Cost |
| 2 | Unit Cost |
Use the selling price column to amend your prices
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Note:
The price column will contain both the percentage mark-up amount and the actual amount, the column called mark-up or amount will tell the import what to use.
Use the % mark-up column to fill in your Selling Price Column with the percentage that you want to mark-up the item by.
After you have sorted your item prices taking note that you have ensured that the percentage amount is indicated in the selling price column
These columns below are the only columns you will need to effect the import
|
INVENTORYCODE |
Price Level |
Markup / Amount |
Selling Price |
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Click on the upload button and select the import type as pricing level, then click on the browse button to find the CSV file you have saved
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Click upload the file will be displayed under the pricing level tab click on the Import Button to Import the changes.
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