Preparing Your Price List for Import

Suppliers will be able to generate an export of pricing.  This information will vary from Supplier to Supplier and depend upon the systems they are using.

Import Tips

Here are a few tips when working with a raw price file and the Ascora Import Template in Excel.

1. Check for multiple description columns

   Depending upon the source system and how old it is the description for a particular part may be split across multiple columns.  This can be joined together using a simple formula in Excel like =B2 & " " & C2  This will join both cells together separated by a space.
   
   

2. Check for the Your Price Column
   Sometimes a price file can contain a retail price, base price and your price columns.  You'll want to ensure that the Your Price column is used otherwise your pricing will be off (and potentially way too high).
   
   
3. Check if the Your Price is per Unit or Per Box
   Some price files will contain a Units Per Case Price or a Your Price Per Unit column.  You'll want to ensure that you either grab the Your Price Per Unit column or divide the Your Price by the Number of Units.
   For example the Price may be for a 100m box of cable rather than a per M cable price.
   
   
4. Check the Units Per Case
   The Units Per Case will generally be the minimum quantity you can purchase the item.  
   For example if cable can only be purchased in boxes of 100m there will usually be a column for Units Per Case.  You'll want to import this as the Pack/Box Quantity in Ascora - when you create Purchase Orders the quantity ordered will be in multiples of the Pack/Box Quantity.
   As an example if 175m of cable is needed on a Job and the Pack/Box Quantity is 100, when the Purchase Order is generated the Quantity will be 200m.
   
   
5. Apply Your Markup
   After the Cost Price has been determined you can apply your markup directly in Excel.  For example the formulae can be =B2*1.40 to increase the cost price by 40%. 
   
   If needed you can also add an IF statement to set different markups depending upon the cost price - for example a markup of 40% if less than $200 otherwise 30%.
   
   
6. Set the Default Supplier
   If only importing a single Supplier or importing the item for the first time, set the Supplier Name and Is Default Supplier to "Yes".  Setting Default Supplier to "Yes" causes the import to use all of the columns on that row rather than just the Supplier Name, Supplier Part Number and Cost.

Related articles

• Page:
  Pricing Method - Stages
• Page:
  Importing Supply Price List
• Page:
  Effect of Price Updates on Kits