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This are my recommended options, but use what works for you. I called the File 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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We now need to Change Column 'B', which (in this example) is G8, the new price list Contract 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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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' (that gets ALL the rows.)
Next
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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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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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Apply the New Profile
What I need to do now if is apply this Price Increase to the appropriate Debtor accounts.
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