This Help Article covers:
Product Pricing of a Quote can use Contract Quotation Pricing by importing a Contract Quotation Pricing File that contains the Contract Quotation Pricing
The Product Pricing of Contract Quotation Pricing imported into a Quote is referred to as "Price Exceptions"
Products of a Quote will follow the imported Contract Quotation Price Exceptions when calculating the Quote’s Sell Price
⚠️ NOTE: The Supplier Contract Quotation Price File must be formatted to follow Katipolt’s format for the product price file .csv's. The Supplier Contract Quotation Price File .csv must have as a minimum the following column headers; "Product Code", "Product Description" and "Cost Price" with an entry in each column of each line used.
💡 TIP: Column Headers must be entered correctly including capital lettering.
To import a Supplier Contract Quotation Price File into a Quote "this Quote only"
Importing a Supplier Contract Quotation Price File into a Quote for "this Quote only" is done from the Quote Page.
Quick Flow:
Quote Page
“More” (3 dots) menu
[Import price file]
Supplier*
[Select a file]
[IMPORT]
1. From the Quote Page;
Press the “More” (3 dots) menu
Select [Import price file] to display the Import Price File: Job XXXX popup
2. From the Import Price File: Job XXXX popup;
Enter a Supplier*
Press the [Select a file] button
Navigate to where the file is saved, doubling pressing to up-load
Press the [IMPORT] button to import
💡 TIP: Press [DOWNLOAD TEMPLATE] of the Import Price File: Job XXX Popup to export a .csv file with the column headers.
To view Product Price Exceptions imported into a Quote
1. From the Quote Page;
Press the “More” (3 dots) menu
Select [View Price Exceptions] to display the Import Price File: Job XXXX popup
