To update a product list Price List using a CSV file:
- Prior to updating Price Lists, ensure you are in the Global Database if you need to update globally for new quotations.
- To update the Global database, ensure no job is open or a MAJ type is opened.
- 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.
- Select the CSV file containing the code, updated price and unit fields.
- Click Open to display 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 you do NOT want to overwrite the Discounts field, leave Discount set to Not Used so it is ignored in this process.
- Click OK to confirm mapping.
- After a short period, the prices will be updated and a summary displays.
- Change the Information bubble
to reflect the new date for when the price list was last updated.
- Confirm the Costing Database by click OK to save the changes.
The costs have now been updated.