Field Description
Location A valid 2 character location, or *A for all
Customer/Group A valid customer or *ALL for all
Vendor A valid vendor or *ALL for all
Source A valid source code or *A for all
Class A valid class or *A for all
Type A valid type or *A for all
Part Number A valid part number or *ALL for all
Pricing Code

Valid 2 character pricing codes are as follows:

  • Code: CP Meaning: Cost plus %
  • Code: CM Meaning: Cost minus %
  • Code: LP Meaning: List plus %
  • Code: LM Meaning: List minus %
  • Code: SP Meaning: Sell plus %
  • Code: SM Meaning: Sell minus %
  • Code: FP Meaning: Fixed price %
  • Code: AP Meaning: Average cost plus %
  • Code: AM Meaning: Average cost minus %
  • Code: NP Meaning: Landed Cost plus %
  • Code: NM Meaning: Landed Cost minus %
Start/End Date Must be formatted as mm/dd/yyyy
Special Price Must be a 'Y' or a 'N'

Sample File

For the above sample file, the user would enter a '1' in the input box that says 'or ___ In File' in the box that lines up with Part Number. A '2' would be entered in the box that lines up with Comment and a '3' would be entered in the input box that lines up with Percentage / Price. The rest of the values would be keyed in on screen, and would be the same for all records inserted from the .csv file.

Customer Pricing Import

To open the Customer Pricing Import screen, click the Customer Pricing Import link on the Customer Pricing screen.

The Customer Pricing Import screen allows you to import a CSV file that will update customer pricing (customer special pricing).

The following is a description of the fields that appear on the Customer Pricing Import screen:

Field Description
Location Applies the customer pricing to a single location or select all locations to apply the pricing to all locations.
Customer/Group Applies the customer pricing to the selected customer or customer group. Select all customers/groups to apply the pricing to all customers and all customer groups.
Vendor Applies the customer pricing to a single vendor or select all vendors to apply the pricing to all vendors.
Source

Applies the customer pricing to a single source code or select all sources to apply the pricing to all source codes.

The source of supply for the part is used to break down the parts into different categories within each vendor.
Class Applies the customer pricing to a single part category or select all classes to apply the pricing to all part categories.
Type Applies the customer pricing to a single part type code or select all types to apply the code to all part type codes.
Part Number The number of the part being discounted or select all parts to apply the customer pricing to all valid part numbers within the system.
Pricing Code The pricing code for the customer pricing.
Percentage/Price The pricing percentage or the price the part should be sold for.
Start Date The day the customer pricing starts.
End Date The day the customer pricing ends.
Comments Used for noting comments related to the pricing.
Special Price Indicates a part pricing record that should be used regardless of whether the price calculates as higher or lower than any other pricing prices (or existing part price levels).
Program ID Identifies the record as part of a group of common customer part pricing programs.
File to Upload The name of the CSV file.
Column Number

If a value (or All) is not specified on the left side, enter the column number from the CSV file that will be used to populate the field on the Customer Pricing Import screen.

Note:  
Column A in the CSV file will be 1, column B will be 2, etc.

Click on the Delete Program link to delete an existing customer pricing import.

The following button allows you to complete your work on the Customer Pricing Import screen:

Button Function
Save Saves changes made on the Customer Pricing Import screen.
Close Closes the Customer Pricing Import screen without saving and returns to the Customer Pricing screen.