Navigation: Products (Broker) > Products >

Price Import

Product Price Import

Product Price Import is a wizard for importing price changes from an Excel, CSV or TXT type file into Naviteer. The prices from the imported sheet replace the prices currently in the system. The import procedure can also be used to import new products into the system.

NOTE: The price sheet must have been already uploaded into the system. To upload a price list go HERE.

Overview

The Price Import tool allows Naviteer users to update principal product sales prices by processing product data provided by the principal via Excel (XLS/XLSX) spreadsheet or comma delimited text files (TXT/CSV).

Optionally, you can choose to add all products that are not in the database but in the file.

Import Steps

NOTE: The first column on the file to be imported can't be blank.

The price import is an option in Products (F4):

The Price Import window is shown:


	The form retains the values from the last import session. You can clear the form by clicking on the Clear Form button (upper right).


	Select the Principal or Vendor by typing the company in the entry field or clicking on the lookup button.


	The bottom list will show that principal/vendor’s products already in the system.


	The default File Format is Excel. Both XLS and XLSX files are supported. Select Text if you want to import a comma delimited text file (TXT/CSV) were the columns/fields are separated by a comma.

The Price Update date defaults to the current date. This date is used to show when the price was changed.

This date shows here on the principal product update form:

The change is shown in more detail in the bottom Last Add/Chg By section. Price Import is appended to the end to indicate the price was changed or the product was added via the Price Import.

Click the button next to the File entry field to select the file to import. Files that are copied from the user’s computer to the Naviteer cloud server are placed in the user’s Documents folder. The contents of this folder are shown:

Select the sheet that contains the products to process. If there are multiples sheets of products then each sheet will require the import process to be run regardless if the format is the same.

Select the starting product row. If this row is the column header row, check:

Click the button. His will populate up to 30 rows of products into the first list.

You will then have to specify the columns that represent the product code, description, pack/size and price. For price updates, only the product code and price columns are necessary to look up existing products. The other fields would be necessary if you will be adding missing products.

The import data column >> product record field matching process is accomplished via drag and drop process.

Left-mouse-click onto the product code column in the first list and drag the column (hold the mouse button down) down to the bottom list of principal products and drop it onto the Product Code column header. See example above where the drag is supposed to end. If the column is dragged to the lower column a error will be displayed.

As you make the matches, they will be shown in the Column <> Field list, lower right, ie:

In the above example, the Product Code is found in Column 3/C, Description 1/A, Pack/Size 4/D and Price 5/E.

The final step is to import the data via:.

A message will be displayed indicating the import has completed and the import results will be displayed. You can also get to the imports results via the Last Import Results button

The imports results consists of up to four lists of products:

Normally, if you are updating existing products, you will see the products listed in the Updated tab’s list with an Update Result of Updated. The old price is included if you need to see if prices went up or down.

You can use the standard Send To option to print the list or save the list to one of the following formats:

Click the Update Product button to drill down to the principal product update form for further updates and review.

Products not found can be found listed via the Products Not Found tab. The listed product can be modified by double clicking on it or by pressing Change button. The line turns into entry fields like in a spreadsheet. Tab from field to field to make changes.

A Delete button is available that will allow you to delete products from the list that you do not wish to add to the product database table.

Once you are satisfied with the list, this tab includes an Add button that you can use to add all of the missing products: .

The Product Type will be set to NEW PRODUCT.

The products added can then be displayed via the Products Added tab.

You can then drill down to each product to set the Product Type or via the main product list (F4) by sorting and searching by Product Type for NEW PRODUCT.

The import configuration for the last import is saved and restored between sessions.

Up to 7 price areas can be updated with this import. Price level one fills in the Sell/Transfer Price.

All prices can be set by product at the customer level.