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Price Matrix Wizard - Price list will not import

Updated over a week ago

This usually happens because a column in the import is not populated.

Please check all the columns of the import file are populated correctly as described below:

Columns

Detail

Type (see key below)

Reset price list

1 or 0
Set to 1 to overwrite a price list of the same name.
Set to 0 to amend a price list and for additional product lines.

A

Price list name

Example: Access Sample Price List

A

Effective from date

Example: 02/01/2008

A

Effective to date

Example: 31/01/2008

A

Price list type

SPL = Standard Price List
WOD = Whole Order Discount
BGF = Buy One Get One Free

A

Crystal Report Name

Enter the report name as seen in the wizard window.
Example: Standard Price List

A

Currency

Enter the currency symbol. Example: £

A

Active

1 = Active; 0 = Not Active

A

Priority

1 to 99 as would have been entered in the wizard.

A

Sort Key

Leave this column empty.

A

Notes

Enter the notes as they would have been entered them in the wizard.

A

Sub Analysis Filter

1 = Yes; 0 = No

A

Sub-analysis string

A string to define the selection criteria: Number of Sub Analysis field | Value ~ Number of Sub analysis field | Value ~
Example: 1|NOT~2|L1~3|R3~

A

Customer list

A string to define the selection criteria: Key field | Include/Exclude | Value ~
Where the Key field is: C for Code; S for Sort Key; 1 for User Sort 1; 2 for User Sort 2; 3 for User Sort 3, and 0 = Include; 1 = Exclude.

Example: S|0|HOTEL~2|0|NOTTINGHAM~

A

Product Cat Type

The key field for the product.
C for Code; S for Sort Key; 1 for User Sort 1; 2 for User Sort 2; 3 for User Sort 3.

A

Product Cat

The value of the key field.
Example: ZINFANDEL

A

Exclude Product

1 = Yes; 0 = No

A

Single/qty

0 = Single; 1 = Quantity

S

Qty from

Leave blank for single otherwise enter the quantity for the beginning of the range.

S

Qty to

Leave blank for single otherwise enter the quantity for the end of the range.

S

Method

F = Fixed Price; L = Line Discount; P = Price Discount

S

Value

Enter the Fixed Price value (Standard and BOGOF using Fixed method)

Disc %

Enter the Discount percentage (Standard and BOGOF using Discounted method)

Cash Discount

Enter the Discounted value

S

Chained discount

Chained Discount is available as an additional discount for Fixed and Price Discount methods and is applied as a Line Discount.

0 = No, or enter the Discount %.

A

Apply to Sales orders

YES or NO

*Note that this different than other columns

A

Apply to Credit notes

YES or NO

*Note that this different than other columns

A

Match all customers

YES or NO

*Note that this different than other columns

A

Match all products

YES or NO

*Note that this different than other columns

A

Apply to all customers

YES or NO

*Note that this different than other columns

A

Apply to all products

YES or NO

*Note that this different than other columns

A

Gross prices

YES or NO

*Note that this different than other columns

A

Buy one get one free type

0 = Free; 1 = Fixed; 2 = Discounted

B

Buy Quantity

Enter the quantity to be purchased. This will be the quantity charged at full price.

B

Free Quantity

Free type lists: Enter the quantity that will be free in the order.
Fixed type lists: Enter the quantity that will be charged at the fixed price.
Discounted type lists: Enter the quantity that will be discounted.

B

Max Allowance

Enter that maximum number of offer items.

B

Min Qty

Enter the minimum order quantity required to qualify for the offer.

B

Same or diff product

0=No, 1=Yes

B

Diff product type

C=Code, S=Sort Key, 1=User Sort 1, 2= User Sort 2, 3=User Sort 3

B

Diff product

The value of the key field for the discounted different product.

B

Include/add free items

0=include, 1=add

B

WOD - Qual Type

0 = Order Value; 1 = Order Quantity

W

WOD - Qual Value

For Order Value type price lists, enter the qualifying value.

W

WOD - Qual Qty

For Order Quantity type price lists, enter the qualifying quantity.

W

WOD - Fixed Disc

Enter the discount value.

W

WOD - Disc %

Enter the discount percentage.

W

WOD - Price Code

Enter the code of the Price Record that will be used to post the discount.

W

WOD - Single or multiple

0=single, 1 multiple

W

WOD - From

From value(only applicable for the Multiple Method)

W

WOD - To

To value (only applicable for the Multiple Method)

W

WOD - Offer type

0=discount, 1=free item

W

WOD - Product type

Product category type of free item:

C=code, S=Sort key, 1=User sort 1, 2=User sort 2, 3=User sort 3.

W

WOD - Product

The value of the key field for the WOD free item

W

WOD - free qty

The quantity of the free item

W

Key

A=All

S=Standard Price Lists

‡=Buy One Get One Free (and Standard) Lists

B=Buy One Get One Free Lists

W=Whole Order Discount Lists

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