Supplier Price List - Import and Create New Items

Supplier Price List - our suppliers provide us with a price list in excel.  Will the import within Sage 50 Cloud Canada find the equivalent item number, update description and add price?  If the number is not found will it add it?   If not is there another way of adding item numbers in batch vs one by one.  Talking hundreds of items.

What are the steps to  import a price list, is there a template to follow or formula.

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  • 0

    You can download the price list through File / Import/Export / Export Records / Export Price Lists / Inventory & Services. This will give you a download of all your current inventory which can be opened in Excel. The important part is to not change the first line in the file. You can massage the data in the second and subsequent lines being certain that the format remains the same for every line as this is required when importing back to Sage 50. Add, delete, change the information to suit your needs.

  • 0 in reply to Alwyn

    Thanks, so if there is a new item to be uploaded back into SA will it do that, how does it know what accounts to link it to or is that a field within the import / export.

  • 0 in reply to Bobcaygeon

    When you fill in all of the information required, yes, it will add in the new items. I believe the accounts for linking are included in the export/import but if not you may have to add it individually. When I am making changes to inventory I always export the file and make one or two of the required changes/additions or deletions and then import the file back to Sage 50 to see what the import was able to complete. This saves me making all of the changes and then finding something does not react the way I am expecting. 

    Good luck with this as it sounds like a large file you have to work with.

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  • 0 in reply to Bobcaygeon

    When you fill in all of the information required, yes, it will add in the new items. I believe the accounts for linking are included in the export/import but if not you may have to add it individually. When I am making changes to inventory I always export the file and make one or two of the required changes/additions or deletions and then import the file back to Sage 50 to see what the import was able to complete. This saves me making all of the changes and then finding something does not react the way I am expecting. 

    Good luck with this as it sounds like a large file you have to work with.

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