Purpose
It’s sale time! This procedure is used to upload and update Special Prices from a file created outside of the system. This is an alternative way of adjusting sale prices to the standard system functions for changing and editing items. Using this method a “spread-sheet” style tool can be used to adjust a list of products you want to set a new sales price with the ease of formulae and quick data entry before the list is ready for upload.
The special prices are uploaded straight to the product prices area and there is no interaction required to activate them. The special prices will apply for orders created between the sale ‘start and end’ dates.
Note: The ‘Special Prices’ uploaded are assumed to be the ‘Sales Units’ so be sure to check the ‘Unit of Measure’ you are using when taking data from a report or from a list of products from OA or from an external data file. For additional details on creating upload files see the note HERE.
Data Input
Step 1 – File Upload
Upload File
Select the spread sheet file you wish to upload, by clicking Browse. This assumes you have access to the file with the new sale prices from the browser you are currently using.
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Step 2 – Review details
The price details of the file selected are displayed so that you can review the data and confirm that the correct file has been uploaded before you continue.
Click Submit to submit all the details.
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Spread sheet format
The spread sheet must be in a csv format. You may download a template here: UploadSpecialPrices
The first row of the spread sheet must be a heading row – it does not matter what the headings are, as long as they are meaningful to you e.g. you could have ‘Product’, ‘Product Code’ or ‘SKU’.
Columns for all 5 price levels must be present – even if you are not using 5 price levels.
The columns required are:
| Column | Name | Additional Details |
| A | Price List Code | If you are using the ‘Default’ price list, then this column can be left empty, or can contain the word ‘Default’ |
| B | Product Code | Must be a valid product on the Product Master file |
| C | Size Code | Must be a valid size on the Sizes Master file. Must be a valid size against the product. If the product has no sizes, leave blank. Enter a * to update all sizes for the product with the same price. |
| D | Price Level 1 | Price can be to 4 decimal places. |
| E | Price Level 2 | Price can be to 4 decimal places. |
| F | Price Level 3 | Price can be to 4 decimal places. |
| G | Price Level 4 | Price can be to 4 decimal places. |
| H | Price Level 5 | Price can be to 4 decimal places. |
| I | Quantity | Quantity is to 2 decimal places in the Sales Unit of Measure. Mandatory, positive and not zero. |
| J | Tax Level 1 | Tax can be to 4 decimal places. |
| K | Tax Level 2 | Tax can be to 4 decimal places. |
| L | Tax Level 3 | Tax can be to 4 decimal places. |
| M | Tax Level 4 | Tax can be to 4 decimal places. |
| N | Tax Level 5 | Tax can be to 4 decimal places. |
| O | Start Date | dd/mm/yy format. Is mandatory and must be before the sale end date. |
| P | End Date | dd/mm/yy format. Is mandatory and must be after the sale start date. |
Updating
Once you click submit, the rows on the spread sheet are validated. If no invalid data is detected, the Prices Master file is updated with the new sale prices.
If there is no existing Price Master record, a new record is created.
Note: If there are existing ‘Special Prices’ this upload tool will overwrite those sale prices with the value in the file being uploaded.