Importing & Exporting Prices

The price list import can be used to import prices and volume discounted prices (price breaks) from a spreadsheet.

The product import can also be used for importing item prices, but not for volume discounted prices (price breaks).

Net or gross

All prices should be imported as net (excluding tax), even for price lists that are set as "show prices as gross".

All prices are stored in the data base as net and then Brightpearl will calculate the gross value to display to the user based on the tax codes applied at the time.

Preparing a price file for import

When importing prices the file must be saved as a .csv file and contain the following columns, in this order, and with no column headings:

Product ID Product name Product SKU Supplier SKU Price Breaks Prices per break

This is a system assigned ID for the product. It can be seen just below the product SKU on the product list. It is exported with each product. It can be used for matching the product for the import.

Product ID and the corresponding SKU must match or the update will be skipped.

This is the name of the product record. This column can be left blank but must be included.

This is the main product SKU assigned to the product. It can be used for matching the product for the import.

Product ID and the corresponding SKU must match or the update will be skipped.

A supplier SKU is one recorded against a price list for the product. This column can be left blank but must be included. Every product requires a price per item, in which case a "1" is entered. To add additional prices, for example the price for 5 or more items, 10 or more items, 20 or more items, enter "1; 5; 10; 20". This column must include at least "1" in order to import a price.

Every product requires a price for a single item. Additional prices can be added by using the previous price break column. For each break entered a price can be entered in this column, each separated with a semi colon, for example, "5.66; 5.20; 4.99; 4.80".

All prices must be net (excluding tax).

Example in Excel:

MWSnap113

It is possible to export a complete list of all products in this format and ready to be updated and imported at Settings > Products/Inventory > Price lists .

Export_prices_all

Related how to guides - Importing & Exporting Prices

How to import a price list

  1. Create your file ready for import. This can easily be done by exporting either an existing price list, or all items at Settings > Products / Inventory > Price lists . For the import the file needs to be CSV , so export your file in this format:
    list import
    Note : Prices must be net (excluding tax).
  2. The import file must be a CSV file, and contain the following columns:
    • Product ID
    • Item name
    • SKU
    • Price list SKU
    • Price breaks
    • Price (net prices)

    No column headers should be used.

  3. Save the file as a CSV type file.
  4. Go to Settings > Products / Inventory > Price lists , and click the Import a price list  button at the top of the screen.
  5. Select by which field to match products - product ID or SKU.
  6. Select the price list to be updated.
    list import
  7. Browse for the .csv file and click the Import CSV button.

How to update prices via a CSV Import

  1. Ensure you have your file in the correct .csv format (as above)
  2. Go to Settings > Products / Inventory > Price lists
  3. Click Import a price list
  4. Choose how you would like to 'match' your products --- the field you match by must be unique
  5. Decide whether you want to 'Skip any items that are not matched'
  6. Choose your CSV file
  7. Choose an existing price list to update
  8. Click Import CSV

Note:

If you are updating your price list due to discounting certain items for a limited time; then the steps above might not work best for you. The steps above are used to update your prices permanently; and if you wish to put your prices back to the original value then a second import is required. In this case, you might want to consider creating a new price list called 'Holiday Season Discount' or similar to be used just for the period you are discounting items for.

 
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