8 steps to a successful project price import
Overview: 8 steps to successful project price import
Step | Goal | Important actions |
1 | Start of the module | Open project price import module |
2 | Selection or creation of a project price | Select existing project price or create new one |
3 | Configure interface | Create a new interface or use a template |
4 | Import supplier file | Open file / Drag & drop, define start and end lines |
5 | Check filters and data | Set filters, check customer and item assignments |
6 | Import files & fix errors | Check price differences, correct errors (e.g., manufacturer code) |
7 | Check bundle items | Identify bundles, create them correctly, and clean up positions |
8 | Complete import | Import files permanently |
1. Step
Open the project price import module in c-entron.NET.
2. Step
Then select the project price from the project price table or create a new project price using the [New project price] button.
3. Step
After selecting a project price, we come to the interface.
This defines which data should be read from the subsequent file. You can also save this interface as a template so that you don't have to rewrite it every time.
To do this, click on [Interface], where you can then create a new interface (the bottom three pieces of information are optional).
4. Step
Now you can open the supplier file via [Open File] or add it to the file using drag & drop.
Start and end lines should match the Excel file. The interface offers you a selection directly in the file using the arrow
5. Step
Now you can set the filter to ignore small amounts such as $0.99, for example. The "Customers" tab shows which customers have a project price stored, and the "Items" tab shows which items are included in it.
6. Step
[Import files] – a window/dialog box will open, informing you exactly which items are being removed from the project price. You can send this "price difference" overview to yourself by email, print it out, or save it as an Excel file. Click [Close]
now we have an error that we need to fix first. To do this, we open the file again. The error is that no manufacturer code was found, so we enter a manufacturer code
confirm this by pressing Enter and reopen the file, and the error will be fixed
the price in the preview is calculated using the stored center price calculation and stored. This is the price deviation from the imported file
7. Step
examine the file for researchers on bundles and mark them as bundle items. Then create this change item again and select a product group here
confirm the dialogs and save the article. Then delete the change positions and click [Check]. There are no errors.
step 8
Import files. You have now successfully imported a project price