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Importing a Core Selection

Caroline
  • Updated

Importing a Core Selection file allows you to import your own prices for codes that exist in the catalogue.  You are only able to import one CSV file for a catalogue at any given time, or you can receive one from Winner Support.

 

You can import as many core selection files as required if you use the extension Catalogue customisation (CMC: Catalogue Maintenance Component).  Winner's global regions support this extension in differing ways due to catalogues used.  It is advisable to contact Winner Support to discuss if this is the correct option for your company.  

For guidance importing Core selections using this extension, click here.

 

The following steps will guide you through the importation process without Catalogue customisation.

 

Step 1 Prepare the .csv file

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:

    Core_selection_1.png

    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.

Step 2 Select the catalogue

  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.

Step 3 Import the core selection

  1. With the catalogue highlighted, click Catalogue in the top left.

    EN_Import_core_selection.png

  2. Select Import core selection file... .

  3. In the file section window, locate your saved .csv file and click Open.

Step 4 Confirm decimal place

  1. In the Add decimals window, you will be asked if the last two digits should be used as decimals.

    In this example:

    Core_selection_1.png

    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.

Step 5 Importing with sales price

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.

    Core_selection_4.png

  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.

    EN_Import_Core_Selection_2_.png

  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. 


Related articles

Importing Core Selections using Catalogue customisation
How to set up catalogue customisation
CMC: Catalogue Maintenance Component
How can I import blocks? (Without advanced catalogue management)
How can I import blocks? (With advanced catalogue management)

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