Title:

Customer Price Lists and Contracts Import

Products: Hallion Paramo 'Pro', 'WRC'
Last Updated: 10 April 2015
Related Links:  Importing Customer Records, Sale Price Lists

Contract Prices Update

A contract price will be loaded preferentially during sales order entry.  The prices are in the customer account currency.  Prices are defined using the stock keeping unit (SKU)  with its default multiple of 1.  For other units, see Home - Inventory - Setup - Units.  Contract Numbers must be unique or left blank

Contract Prices Import

Item prices can be entered manually or imported from a CSV comma separated file, or a Excel File Worksheet. A CSV file can be created from Microsoft Excel, by saving the file as a CSV file type.

When the Import  button is clicked on, existing prices will be temporarily cleared. Select the import file.  Items must already exist as Inventory records. Invalid records are highlighted in yellow.

Import File Select

Price List Import Options

Import Supplier Price List

Customer contracts import