Importing a Core Selection

Important! When inputting purchase or sales prices into the spreadsheet they should be entered excluding VAT as this will be added on automatically on import.

1. Create an Excel spreadsheet listing the articles and price.  It should be formatted as such:
   
   
   
   Column A = The code reference to the existing article code in the intended catalogue.
   Column B = The customised purchase price.
   
   
2. Save the Excel spreadsheet as a CSV (Comma delimited) .csv file in the Save as drop-down selection.

1. At project level, click on Register in the menu bar.
   
   
2. Select Catalogues... .
   
   
3. In the Registered catalogues window, click on the catalogue name you want to customise.

1. With the catalogue highlighted, click Catalogue in the top left.
   
   
   
   
2. Select Import core selection file... .
   
   
3. In the file section window, locate your saved .csv file and click Open.

1. In the Add decimals window, you will be asked if the last two digits should be used as decimals.
   
   In this example:
   
   
   
   Clicking Yes will make the price for U40-3 1.01
   Clicking No will make the price for U40-3 101.00
   
   Take your time to check this and select your option.
   
   
2. Once complete, you will be asked if you want to see the log.  Clicking Yes will open a notepad where you can review if all articles were imported correctly.
   
   
3. Once the import is complete, click the Close button at the top-right.
   
   The import is now complete.
   
   

The same steps as above can be taken including a Sales price. 

1. At step 1. Prepare the .csv file,  add the sales price in Column C of the excel file.
   
   
   
   
2. Follow step 2. Select the catalogue as above.
   
   
3. Before you import the core selection, enable the purchase price and sales price in the customisation.  In the Registered catalogues window, double-click on the selected catalogue.
   
   
4. In the Catalogue information window, click on the Settings tab.
   
   
5. In the Settings, tick Purchase price and sales price for each product and click OK.
   
   
   
   
6. Follow step  3. Import the core selection as above, ensuring that a third column, column C, has been included in the .csv.
   
   
7. Follow step  4. Confirm decimal place as above.

IMPORTANT! the simultaneous use of a core assortment with purchase and sales prices and a core assortment with only purchase prices in one catalogue is not possible!
*It is only possible to use either only purchase prices Columns A and B or the purchase and sales prices Columns A, B and C selection.