Price lists

Why

A price you pay only counts once it sits against the product you sell.

What

A price list is one supplier's prices in one currency, with breaks, validity and a match to your catalogue for every row.

How

Import the supplier's CSV, clear the unmatched rows, then activate the list.

Import a list

1. 1
   Step 1.

   Open /app/suppliers?view=price-lists and choose Import CSV, or Add a price list on the supplier's record.

2. 2
   Step 2.

   Pick the supplier, name the list, set its currency and its valid from and valid to dates, then choose the file.

3. 3
   Step 3.

   The columns are supplier_sku, description, sku (yours), min_qty, unit_price, currency, uom, pack_qty, moq, lead_time_days, valid_from and valid_to.

4. 4
   Step 4.

   Each row is matched by your SKU, or by the supplier SKU already linked to a product. The message says how many rows came in and how many matched.

Match and activate

1. 1
   Step 1.

   Open the list. The Unmatched tab holds every row with no product: type your SKU under Search your catalogue and choose Match. The supplier's SKU stays linked to that product for the next import.

2. 2
   Step 2.

   The Changes tab compares the list with the newest superseded list for the same supplier and currency: new rows, removed rows and price moves.

3. 3
   Step 3.

   Choose Activate. The previous active list for the same supplier and currency is superseded in the same step.

When activating leaves a product's best price beyond the price change alert from its current cost, the workspace gets a notification. The alert percentage sits in the Source block of Settings then Organisation.