(File – Data Import – Selling Prices – Qty Breaks by Percentage)
This screen is only used when your items have quantity break prices that are calculated during sales order entry as a percentage of base price. Use this screen to import the quantity break percentages.
Import base prices first
Before you can import quantity break percentages, you must import base prices using the Base Prices import.
Training Video
Support Center – Videos–Setup – Data Import – Selling Prices Import
Supporting Tables
The following table must be created in advance before you can import quantity break percentages.
Base Prices (Required)
Each item must have a base price before you can import quantity break percentages.
*.csv File Format
Make sure you save the quantity breaks by percentage spreadsheet as a *.csv file type, which is the format required by the mapping screen.
Excel - Special Warning Regarding Leading Zeroes in your Reference IDs
Excel will automatically drop leading zeros from a Reference ID in a spreadsheet data column. This can lead to an "unable to find value" error during data import. If you encounter this issue, you may consider using the Open Office spreadsheet tool. The Open Office spreadsheet .csv format will not auto-format your data.
Spreadsheet Columns
Your spreadsheet must include the following columns. Be sure and insert a title in row one of each column heading so that the column can be identified during the mapping process.
Item ID (Required, String, 30)
This is the item ID associated with the price. Any value in the column must correspond to a record in the Stock Items table and must also have a Base Price record already set up.
Qty (Required, Float)
This is the quantity associated with the price break percentage.
Percent (Required, Float)
This is the percentage multiplier that gets applied to the item’s base price. For example, if you want the quantity break price to be 10% lower than base price, enter ‘90.00’.
Spreadsheet Import
The import process involves four screens that are presented in succession by clicking the Next button.
Screen 1 – Introduction
This first screen provides information notes on each particular import, a list of supporting tables that should be populated prior to running the import, and a listing of required fields.
Screen 2 – Select Import File
1. Column headings
This checkbox is selected by default and tells the program to skip row one of the spreadsheet because it contains column headings.
2. Choose the import file
Click the button in this field to navigate to your *.csv spreadsheet file.
Screen 3 – Map Fields
Om this screen you will map each DBA field, where applicable, to the corresponding column on your spreadsheet. Field explanations are as follows:
Your Data
Click the down arrow and select the column heading from your spreadsheet that matches the DBA field.
Required
This checkbox is selected when the field is required, which means all rows in your spreadsheet must have a value. Mapping is optional with non-required fields.
DBA Field
This is the descriptive name of the field in DBA.
Type
This indicates the field type, such as ‘Blob’ (freeform text), ‘Boolean’ (true/false), ‘Float’ (floating decimal), and ‘String’ (alphanumeric).
Length
This indicates the field length, when applicable.
Screen 4 – Import Data
When you are done with your mapping, click the Import button. The program will attempt to import your data. If any errors are found, the data will not be imported and a list of errors is presented on the screen.
