Upload Supplier Price Lists & Price books
CSV formatted spreadsheet to load price books - either your own or from a supplier
Description / Code / Buy / Sell / Inventory (using y or n or blank)
- Inventory y n or blank is used for reporting. You can choose whether you want something marked as an inventoried item to then report on it from Reports section
- Buy price can be $0 if you do not want to have one
- Buy price can be hidden from staff under individual user settings
When you are uploading, please ensure:
1. There are no comma's (,) in your file (CSV stands for comma separated so they screw with the formatting)
2. There are no speech marks (")
3. The columns have to be named correctly. For example, if your supplier sends you a price book with the product description in a column called "Product Name", you will simply need to adjust the column name to "Description".
*To find characters fast in either Excel or Open Office:
WINDOWS: click CNTRL (Control) F or H (find & replace), and find and replace the above characters
MAC: Click Apple F or H
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TIPS NZ
Chesters
They can send you a price file monthly - great service to have
File often can be uploaded straight away
Reece
Delete columns not needed
Sort by code
Delete all lines (at bottom of list) without codes (they include section headings)
Insert header row and place code/description/sell/buy labels in columns
Find and replace speech marks
Save/export as CSV
Mico
They have a "Jobsheet NZ" option in their web access. Enable it by emailing them a request.
Download the file
Should be good to go - just check speech marks
Plumbing World
Get the Tab Separated
Open and re-save as xls or odt (Open Office)
Remove columns not needed and rename columns
Adjust column heading names
Find and replace all , (commas), and " (speech marks)
Save/export as CSV
JA Russell
SimPro format works best
Edit columns as necessary
Usually a very good file with no commas