Updating a product list Price List using a CSV file.
- Prior to updating Price Lists, ensure you are in the Global Database if you are requiring to update globally for new quotations.
- To update the Global database, ensure no job is open or a MAJ type is opened maybe named Admin for future use. Goto step 4.
- If required to update a single job, Open up the job in question This must be an ESJ job for it to only effect this job.
- Goto File
Setup Costing Database and access the Price Lists dialog. - Click the Import Costs button located towards the right of the Price Lists name which is the scroll and disk icon.
- Select the CSV file containing the code, updated price and unit fields.
- Click Open to enter the Import dialog.
- Select whether the import data contains Headers or not from the
option. - Select the mappings for each of the fields, for example: ID relates to ID, Cost to Cost and Unit to Unit etc for each of the drop-downs.
- Ensure that if your NOT wanting to overwrite the Discounts field, leave Discount to Not Used so it will be ignored in this process.
- Click OK to confirm mapping.
- After a short period, the prices will be updated and a summary will be displayed.
- Change the Information bubble to reflect the new date for when the price list was last updated.
- Confirm the Costing Database by selecting OK which will save the changes.
- The costs have now been updated.