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Data Import - Base Prices

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(File – Data Import – Selling Prices – Base Prices)

Use this screen to enter initial base prices prior to system startup day or to mass update base prices as an alternative to doing so in the Base Prices screen.  

When to use this import

Use this import under two conditions:  

Your items all have a single base price, without any quantity break prices.    
Your items have quantity break prices that are calculated during sales order entry as a percentage of base price.  In that case, you will import in two steps, using this import for your base prices and the Qty Breaks by Percentage import to specify the percentage breaks.  

Skip this import if your items have quantity break prices

If your items have quantity break prices, skip this import and use the Qty Breaks by Price import instead to import base prices and quantity break prices in a single import.  In that import, each item’s base price is given a row in the spreadsheet, with a quantity value of null (blank), ‘0’, or a text value of ‘BASE’.  

New prices go into effect immediately

This import bypasses the Next Base field and directly updates the Current Base value displayed in the Base Prices screen, which means that imported prices go into effect immediately.

Supporting Tables  

The following table must be created in advance before you can import base prices.  Refer to the Startup Guide for details.

Stock Items (Required)

All the items you sell must be entered or imported before you can import base prices.    

*.csv File Format

Make sure you save the base prices spreadsheet as a *.csv file type, which is the format required by the mapping screen.  

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 base price.  Any value in the column must correspond to a record in the Stock Items table.  

Base Price (Required, Float)

This is the new base price, which goes into effect immediately upon being imported.  

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.