This Help Article Covers:

General/Overview:

When formatting a Supplier Product Price File for Importing, saving as a MS Excel Workbook makes it easier to format. You can use MS functions or manually colour cells to keep track of your formatting, and should you need to stop, you can save and retain your formatting tracking so when you open the MS Workbook next time, you know what you have done and what is to be done.

There are two types of Supplier Product Price File Import:

"Basic" Column Headers

The "Basic" Columns are the minimum needed for a Supplier Product CSV Price File Import.

💡 TIP: If you don’t have a Trade Price, use the Cost Price OR make up a Trade Price using a Margin you would be happy with.

"Extended" Column Headers

The "Extended" Columns are used to provide additional information about the product or are used to "Classify & Display" products.

💡 TIP: Column Headers can be keyed in OR, Copy & Pasted from a Supplier Product Price File Template, from the Supplier Window, Press the “More” (3 dots) menu and Select option "Export Product CSV", then from the export you can Copy & Paste the Column Headers into the CSV file you are formatting.

⚠️ NOTE: Supplier Products Price File Imports are limited to 5,000 product lines.

Quick Flow:

Save file as MS Excel Workbook (if not already, and you want to)

Save the Supplier Quoted Contract Price File as a MS Excel Workbook to make formatting easier. For more information on Saving as an "Excel Workbook (*.xlsx)" file, see the Help Article "MS Excel Functions"

Insert a new Row "1"

Insert a new Row "1" to provide a place to Add the Katipolt Column Headers. For more information on inserting a Row, see the Help Article "MS Excel Functions"

Add Katipolt/Delete Original Column Headers

In the new Row "1", Add the Katipolt Column Headers to the appropriate Columns, then Delete the Row with the Original Column Headers

💡 TIP: Column Headers can be keyed in OR, Copy & Pasted from the exported Product CSV.

Check the Column Headers

Column Headers must be Spelt correctly and have no unseen spaces. Work across the Column Header Cells, Clicking in each, checking the Spelling, then from the Text Entry field, Click past the end of the text and swipe Left to see if there are any unseen spaces, Deleting any unseen spaces as required

Delete Unwanted Columns

Delete any unwanted Columns so that only the Columns needed for the import remain

💡 TIP: The Columns to be Deleted should not be displaying Column Headers.

Position the Columns

Position the Columns in the Order required for the Import, ensuring that Column “A” is: Product Code. For more information on Moving Columns, see the Help Article "MS Excel Functions"

Add Column Filters to Row "1"

Add Column Filters to Row "1" so that Column "A" "Product Code" can be filtered. For more information on Adding Column Filters, see the Help Article "MS Excel Functions"

Filter Column “A”

From Column "A", Click the Filter Dropdown to display the Options Menu, then Click Option Sort A to Z

Check Column “A” for Duplicates

Column “A” "Product Code" cannot have duplicate values and must have the Product Code changed to a Non-Duplicate Code OR the Row deleted, either: Visually check Column "A" Cells, OR use the MS Excel Conditional Formatting function. For more information on using the Conditional Formatting function, see the Help Article "MS Excel Functions"

💡 TIP: When the MS Excel Conditional Formatting function is used, Duplicate Values in Column "A" will be highlighted by the cells being coloured Light Red.

Check Cells for Excess Characters

There are limitations on the Characters of Katipolt Fields. When importing a file, if the cell Character Count exceeds the Character limit of the Katipolt field it is to populate, this will break the import. Excess Character Cells must be found and the Character Count reduced to suit, either: Visually check the Cells, OR use the MS Excel Character Count function "=LEN(XX)". For more information on using the =LEN(XX) function, see the Help Article "MS Excel Functions"

Character limits:

Check Cells for Unwanted Characters

Import files cannot contain certain Characters. Unwanted Characters must be found and removed, either: Visually check Cells, OR use the MS Excel Find function. For more information on using the Find function, see the Help Article "MS Excel Functions"

Examples of Unwanted Characters:

💡 TIP: File Number Cell's Format Category needs to be "General".

Save file as CSV

For the import, the Supplier Quoted Contract Price File must be a "CSV (Comma delimited) (*.csv)" file. For more information on Saving as a "CSV (Comma delimited) (*.csv)" file, see the Help Article "MS Excel Functions"