Using the Import Customer Pricing template, you can add new and update your customers' pricing in bulk.
🤓 Tips:
Do not remove any columns or cells that are not due to be changed for a customer. Blank cells along a customer's row in the template will remove any existing data in the customer record's matching field upon import.
The customers and products included on a template must exist before importing the Import Customer Pricing template.
Do not specify both the Product Code and Product Group in the same row.
The table below describes each field, displayed per column in the template, included in the fixed template, and how it should be used.
Import Customer Pricing field* denotes mandatory fields | Description |
*Customer Code | The unique Customer Code for the customer's pricing. |
Customer Name | The customer's name. |
*Product Code | The unique Product Code for the product. |
Product Description | The unique description of the product. |
Product Group | The name of the Product Group. Product Sub-groups are not available for Customer Pricing. |
*Price/Discount | Enter the unit price or a discount percentage that will apply to the product If Price Type is Discount% the value must be between 1 -100. |
*Price Type | Enter Fixed price to apply *Price/Discount as the price. Enter Discount% % to apply *Price/Discount as a discount to the unit price. |
Min. Quantity | Enter the order quantity required for the customer pricing to apply to the customer's Sales Orders. |
Valid From (DD/MM/YYYY) | When the customer pricing is only available on or after a set date, enter the date in the Valid From field. |
Valid To (DD/MM/YYYY) | When the customer pricing is only available on or before a set date, enter the date in the Valid To field |
Comments | Enter any additional notes relevant to the customer pricing. |