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Main Menu > Inventory Control > Supplier Product Catalogues > Supplier Product Catalogue Import/Maintenance

 

The Supplier Product Catalogue Import/Maintenance program allows users to import and maintain ad-hoc supplier product catalogues where the data is only available in a spreadsheet and cannot be automated.

 

Supplier Product Catalogue Import/Maintenance Screen

Supplier Product Catalogue Import/Maintenance Screen

 

Number 1

Supplier - The supplier code or click magnifying glass to search.

Number 2

Catalogue - The product catalogue code or click magnifying glass to search. Enter a new code for a catalogue to create one. Please refer to Creating a new Supplier Product Catalogue for more information.  

Number 3

Catalogue Name - The catalogue name.

Number 4

Pricing Type - The catalogue pricing type.  

•Actual Standard Pricing - Pricing will be imported as actual standard pricing ie. these are the prices you will pay if you buy from this supplier.

•Guide Pricing Only - Pricing will be imported as a guide price ie. these prices are a guide only for the purpose of unit of measure matching.

•Promotional Pricing - Pricing will be imported as promotional pricing ie. these are the prices you will pay if you buy from this supplier within the promotional period and should be treated as promotion costs/sell prices in BBS.

Number 5

Valid From - The date the imported supplier product catalogue is valid from.

Valid To - The date the imported supplier product catalogue is valid to.

Note: All automatically downloaded and imported catalogues will be dated from the date they are imported up to 31/12/2099.

Number 6

Clearout existing catalogue entries prior to import - When ticked, existing catalogue entries for the selected catalogue will be removed prior to import. This allows users to completely replace an existing catalogue with a new catalogue.

Number 7

Important Notes - Displays important notes relating to the information required to be entered into the spreadsheet for a successful import/edit.

Number 8

Save - Saves the selected supplier product catalogue and any changes made.

Number 9

Import/Edit Catalogue - Allows users to manually import or edit the selected supplier product catalogue. Refer to Importing Data from a Spreadsheet for more information.

Number 10

Delete Catalogue - Allows users to delete the selected supplier product catalogue.

tog_minus Creating a new Supplier Product Catalogue

To create a new supplier product catalogue enter the Supplier Code the product catalogue is being created for, enter a unique catalogue code and select Yes when prompted.

 

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Enter a name for the supplier product catalogue, select the pricing type and enter the dates the pricing is valid for then click the Import/Edit Catalogue button.

 

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Answer No to the below pop up when creating a new product catalogue.

 

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An Excel spreadsheet will open in the background where users can enter or copy/paste the data in to. The Supplier Item Code and Description are mandatory fields and sell and cost prices must be entered excluding GST.

Note: Users will not be able to add, remove or change the order of columns.

 

After all data required has been entered, Save the spreadsheet, close the spreadsheet and click OK on the below pop up that appeared at the beginning when the Import/Edit Catalogue button was clicked to import the catalogue into BBS.

 

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To Amend a Supplier Product Catalogue enter the code for the Supplier Product Catalogue that you would like to amend or click the magnifying glass to search for the Supplier Product Catalogue, make any price type or date changes if required, untick the Clearout existing catalogue entries prior to import unless users want to completely replace an existing catalogue with a new catalogue and click Import/Edit Catalogue, click Yes to exporting all existing entries make the necessary changes on the spreadsheet, Save, Close, OK to import and then click Save.

 

To Delete a Supplier Product Catalogue enter the code for the Supplier Product Catalogue that you would like to delete or click the magnifying glass to search for the Supplier Product Catalogue and click Delete Catalogue.

  

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