Overview
Importing a price list is a two step process, first a price list will need to be imported and then the price list details. Price List must be set to active before running the import.
Creating a Price List File
The Price List import file contains the following fields:
PriceListID: This is a numerical number that identifies the sequnce number of the price list. It typically will be one more that the last file you created.
Description: This would be some description that you would apply to the file name that would allow you to easily identify it in the User Interface. It is best to make sure that you are using unique names, most users use a combination of change reason plus the effective date
Special Characters are not allowed.
StartDate: This would be the effective date that the Price List would take effect. it would be a future date and would be formatted in YYYY-MM-DD format. If you are creating your file in Excel you may want to format this cell as a text file as Excel may automatically reformat the field to a MM/DD/YYYY.
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Start Date should be greater than the current date. If you need to import a price list and have it effective on teh same date, you will need to import it wait a start date for a future date and then modify it using the UI to a date and time greater than the current time. |
Once this file is created, save it as a CSV format file. and begin creating the Price List Details file.