Differences

This shows you the differences between two versions of the page.

--- moneyworks:pricebook_v3 [2018/08/03 05:09] – [Viewing and Setting prices] Mandeswori Maharjan
+++ moneyworks:pricebook_v3 [2019/11/26 20:27] (current) – [Setup and Installation] Craig Drown
@@ Line 10: / Line 10: @@
   * Double-click the script supplied by Sustainable Solutions. Once it is installed, PriceBookList icon will be appear in toolbar of the Product table. To open Product table **Show>Product**
 {{ :moneyworks:productlist.png?600 |}}
-  * If you have prices based on Customer group and Product group, record customer group code in Name Category 4 and Product group code in Product Category 1.
+  * If you have prices based on Customer group and Product group:
+    * Record the customer group code in Name.Category4 field
+    * Record the Product group code in the Product.Category1 field.
 ===== Viewing and Setting prices =====
   - Show the product list by choosing **Show > Products**
-  - Click the **PriceBookList** button in the toolbar. You can see all the prices set for each customer/group of customers for a product/group of product in the list.
+  - Click the **PriceBookList** button in the toolbar. You can see all the prices set for each customer/group of customers for a product/group of products in the list.
   - {{ :moneyworks:pricebooklist.png?600 |}}
-  - Click **New** button in the toolbar
+  - Click the **New** button in the toolbar
   - {{ :moneyworks:enter_prices.png?400 |}}
   - Select **Customer** for customer code and **Group of Customer** for customer group code.
-  - Select **Product** for product code and **Group of Product** for product group code.
+  - Select **Product** for product code and **Group of Products** for a product group code.
   - You'll be alerted if you enter an invalid customer/product code.
   - You only have to fill in a **Special price**. Other fields are optional
@@ Line 30: / Line 32: @@
   * {{ :moneyworks:pricebook_sales_inv.png |}}
   * If the quantity was increased to above a price break level, the price is updated to the relevant price you've specified.
+===== Importing prices in bulk =====
+  * If you have a lot of prices to be uploaded into Moneyworks at once, you can import them from text file in following format.
+  * To import **Command>Import PriceBook**
+  * Select prices text file and click on **Open**
+  * Test file format
+      * 4 columns separated by tabs (press the tab key, not the space bar)
+         * customer/customer Group code
+         * item/Item Group code
+         * special price(s) for use when this product is supplied to this customer
+         * Expiry Date. It can be blank, if there is no expiry data. Moneyworks will assign future date
+      * Format of price breaks
+         * a colon between qty-price pairs
+         * a hyphen between qty and price
+         * So in the example below the customer SMITH will pay for item BA100
+         * $10 if the quantity is less than 5
+         * $9.50 if the quantity is greater than or equal to 5
+         * $9.20 if the quantity is greater than or equal to 10
+         * etc.
+{{ :moneyworks:pricebook_notepad.png |}}
 ===== Important Caveats =====