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Debtors
Pricing
Contract Prices
Query
Here I’m going to use the existing P6 G8 profile to create a new P7 G9.
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Press OK
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Now, with the list appropriately Filtered, use Send To Price Profile Export ( at the bottom of the screen) to export that list.
This are my recommended options, but use what works for you. I called the File P7 G9 , because that is what this Contract Price Profile it will become.
Click Save.
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Update the Prices In Excel
Open that file in you favorite Spreadsheet package, if you can can’t find that, then you will have to use Excel….
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Account
Profile
Item
Description
Price
Delete everything else, it’s not needed.
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Becomes:-
Break Qty
Break Price
You can not go through and Update the prices as required. In this Example, I have increased ALL prices by 3%.
We now need to Change Column 'B', which (in this example) is P6 G8, the new price list is P7Contract Price Profile is G9, so go ahead & bulk update that column now. (Control D from memory)
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You can also change the first Column, Account, if you wish to create a new Group Price list. Just make sure it exists in the Debtors Master. Normally the Contract price groups are prefixed with a 'Z' to ensure they appear at the bottom and out of the way. |
SAVE your file at this point.
Now go through the new price list and update as required….. When complete, SAVE ! but also Save as an xlsx file if you wish.
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Importing Contract Price Profile into Minder
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At the bottom of that screen is an Excel a Price Profile Import button, click that.
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Create a New Import Map
You normally only need to do this the very first time, after that you simply load this Import Map.
This will open up the Import function, you can save various mappings here, but let’s create a new one.
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Enter your file details, you can import xls, xml, xlsx, even csv.
Set the Start row to ‘3'. (don’t believe me, check where your data starts in the spreadsheet)
Rows = '0'‘0' (that gets ALL the rows.)
Next
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Mapping
This is actually fairly simple, we just wish to eliminate the columns that are not being imported, remember, we are only doing 4 a few columns.
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The mapping is correct, but you can go ahead & remove the extra columns if you wish. But, provided your spreadsheet file has those extra columns blank, it isn’t really necessary.
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Now click on Import,
Save this format if you wish, it’s a good idea for next time…
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Import the Price List
Anyway, either save the Mapping, or click Import. Minder will now import your new Price List.
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An xls or xlsx format file will be the slowest, try to use something else, like xml, if possible, to speed things up. |
And your done…
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Checking
Going back to the Browse Contract pricing screen (which is still open), change the Query to filter you new Price List, and you should see it appear ready for use.
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And here is my Updated Price List.
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Apply the New Profile
What I need to do now is apply this Price Increase to the appropriate Debtor accounts.