Creating a Sage Price List as a duplicate of Selling Prices

Creating a Sage Price List as a duplicate of Selling Prices

Why might this be required?

This may be a requirement in the following scenario.

Your trade or wholesale prices are held in Sage in the Sage Selling Prices and you want to make these available to trade customers when they login to your website, via role-based pricing. The Regular Prices in your website are to be used for another customer group, say Retail, and a price list is created for these prices, which will be used to populate the Regular Price on your website using Woosage.

The problem is that you can’t use Woosage50 to update the website role-based prices from the Sage Selling Price, Woosage can only populate role-based prices from a Sage Price List and or Special Prices.

To get around this issue the following explains how you can easily create a price list that is a duplicate of the Sage Selling Prices, which can then be assigned to a website user role.

Creating The Price List

  1. In Sage>Customers>Price Lists>New, enter a Name for the Price List.
  2. Tick the checkbox Recalculate Price List when Prices change. This ensures that any future changes to your selling prices are reflected in your price list.
  3. Click Save to create an new price list with no products or customers (see last step for adding at least one customer).
  4. In Sage>Products and Services ensure that no products are selected and that the display shows the Product Code and Selling Price columns, as a minimum. Untick the Include Inactive checkbox, if ticked.
  5. Click Send to Excel, which will export all the products with their product codes and selling prices.
  6. In Excel remove all columns, expect Product Code and Selling Price, then rename these column headings as Product Ref and Price, respectively.
  7. Save As a CSV file, making a note of the name and location of the file.
  8. In Sage>Customers>Price Lists, select the previously created empty price list and click Edit.
  9. Click Import, then click Browse to locate the previously created CSV file then click Continue. This will import the products and their prices into your empty Price List, which can be amended, if necessary.
  10. Click Apply, then click Save.
  11. Assign this Price List to a customer, either via the Price List or via the Customer Record. As this price list is being used to duplicate selling prices it would not normally require a customer to be assigned to it in Sage.  Woosage requires that at least customer is assigned, so we recommend creating a Customer Record specifically for this purpose, rather than using a real customer.

Woosage50 can then be used to update the website role associated with the price list name (see separate articles relating to role-based pricing implementation for different plugins).