This Help Article covers:
Product Pricing of a Quote can use Supplier Quoted Contract Pricing by importing a Supplier Quotation File that contains the Special Pricing into a Quote
The Product Special Pricing of the Supplier Quotation File imported into a Quote is referred to as "Price Exceptions"
Products of a Quote will follow the imported "Price Exceptions" when calculating the Quote’s Sell Price
⚠️ NOTE: The Supplier Quoted Contract Price File must follow Katipolt’s price file .csv formatting to enable importing. The Supplier Quoted Contract Price File .csv must have as a minimum the following column headers; "Product Code", "Product Description" and "Cost Price" with an entry in each cell of the column line used.
💡 TIP: Column Headers must be entered correctly including ant capital lettering.
💡 TIP: File Cell Category for Numbers should be "General".
💡 TIP: The file should be Saved as a "CSV (Comma delimited) (*.csv)".
To import a Supplier Quoted Contract Price File into a Quote
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:
Quote
“More” (3 dots) menu > "Import price file" Option
Supplier*
[Select a file]
[IMPORT]
1. From the Quote;
Press the “More” (3 dots) menu
Select the option "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 XXXX" Popup to export a .csv file with the column headers.
To view Product Price Exceptions imported into a Quote
1. From the Quote;
Press the “More” (3 dots) menu
Select the option "View Price Exceptions" to display the "Price Exceptions" Popup
