Purpose: Add and update supplier specific prices via a CSV upload for parts already in the main parts list. Introducing supplier specific prices will reduce the administration of requesting prices for PO's as they are raised, giving a more accurate expected cost of the purchase. Maintaining these prices is equally important as prices change over time. Add and update supplier product codes, price and tax
Please note:
- The parts list must be uploaded before the supplier prices are uploaded
- File must be prepared correctly to meet the system requirements, refer to the related guide: Parts and prices: Preparing your parts list and supplier prices
- Must check the correct columns are matched with the correct input type when uploading
Related guides:
Parts: Preparing your parts list and supplier prices
Parts: Import your parts list
Parts: Download your supplier prices as a CSV (spreadsheet)
1. Go to Settings > Parts > Advanced > Add/update supplier prices
2. Seach and select suppliers name > check 'This csv file has a title in the first row' if the file has column headers > click 'Upload CSV to add/update your parts list'
3. Match the columns with the correct input type under 'Column' > search or selected for the dropdown option. Input types will auto-match if the exact column heading was used > Save
4. Notification to confirm the file is in progress > Close > The import may take a few minutes to a few hours depending on the size of the file. You will receive a notification in the top right of Commusoft if the file has failed or been successfully imported.
Successful import
1. View notification 'Import success' > check your data within System settings > Parts and prices
2. Mark notification as completed
Failed import
1. View notification 'Import requires attention' > download file 'Import status.xls' > open file
2. File will list all related errors > resolved all errors in the import file > re-import file following the same steps
2. Mark notification as completed
In the below example, we see a failed parts import notification and what area failed to import. This import failed due to the tax values not being entered into the Commusoft system at the time of import.
