Importing Customer Price List Prices

Importing Customer Price List Prices

Price Lists allow you to create a prices for specific products, which can then be assigned to one or more customers in Sage.  There is a Price List import facility that can be useful for creating fixed price price lists (i.e. the calculation is not linked to the underlying product Selling Price). 

Notes
Note: if creating a price list for your website Regular Prices, for use with Woosage50, then it does not need to be assigned to customers in Sage

Create a list of Product Codes (SKUs) and their VAT-exclusive Prices as a CSV file in the following form. This can be done in a spreadsheet or note app (e.g. Excel or Notepad). The headings must be as shown and only the first 2 columns are used (any data in other columns is ignored, but we recommend that you remove additional columns from the import CSV).

Product RefPrice
BEAN0113.5
CAP014.5
HOOD0114.85
HOODZ0127
POLO0118
POLO0218
POLO0318
POLO0418
SUNG0127

Import the file to a Price List, which can be a new or existing one, as follows:

  1. In Sage, go to Customers>Price Lists (rather that the File>Import menu.)
  2. Select the Price List to import to or click New to create a new one
  3. Click the Import button to open the Import Customer Price List window
  4. Click Browse... and locate the import CSV file
  5. Click Continue... and you will see a summary of your import as shown below, where the data can be edited, if necessary
  6. Click Apply to import the data

Alert
Important considerations!
  1. The CSV file must be closed before importing
  2. The calculation method for the imported price list is automatically set to Fixed and cannot be changed.
  3. If the product already appears on the price list the price is overwritten.