This Help Article covers:

General/Overview:

Product Pricing of a Quote can use Supplier Quoted Contract Pricing by importing a Supplier Quotation Price File that contains the Special Pricing into a Quote.

💡 TIP: A Quote BOM can be exported from the Quote, edited to suit, then sent to the Supplier to request Contract Pricing. For more information, see the Help Article: "Quote - Bill of Materials (BOM)"

The Product Special Pricing of the Supplier Quoted Contract Price File imported into a Quote is referred to as "Price Exceptions".

Products of a Quote, when added, will use the "Price Exceptions" when calculating the Quote’s Sell Price. (The Import does not load the Products to the Quote).

⚠️ NOTE: The Supplier Quoted Contract Price File must follow Katipolt’s price file .csv formatting to enable importing. For more information on formatting the Supplier Quoted Contract Price File, see the Help Article: "Quote - Format Supplier Quoted Contract Price File".

⚠️ NOTE: Once imported, the "Price Exceptions" cannot be deleted. To update/correct a price, you will need to re-import the Supplier Quoted Contract Price file with the updated/corrected pricing for the Product(s) OR create a new price file for the affected products only, then import that price file.

Importing a Supplier Quoted Contract Price File into a Quote is for "this Quote only", and is done from the Quote it applies to.

Quick Flow:

   1.  From the Quote Window:

2.  From the "Import Price File: Job XXXX" Popup:

1. From the Quote Window:

Import Error: Invalid decimal:-

This error normally displays following the attempted Import if there is an Unwanted Character(s) in a Numerical Cell (“Retail Price”, “Trade Price”, or “Cost Price” columns) such as a “0”, or a Non-Numerical character like: “TBA” or “-“,

To Resolve: Reformat the Supplier Products Price File and remove any Unwanted Characters from Numerical Cells.

⚠️ NOTE: Numbers must be Positive numbers higher than “0”.

Import Error: [STRING_TOO_LONG]

This error normally displays following the attempted Import if the character limits of a cell are exceeded. Possibly a wrong Column Header on a column.

To Resolve: Reformat the Supplier Products Price File and check that cell characters are under the cell's character limit, or that the correct Column Headers are used.

Import Issue: Products not displaying some data. I.E. Pricing.

This normally happens when a Column Header spelling is incorrect or contains unseen spaces, so the column is skipped.

To Resolve: Reformat the Supplier Quoted Contract Price File and check that Column Headers are Spelt correctly and don't contain hidden spaces.