Contract Pricing - Export, Update in Excel & Re-Import as a New Profile.

Sometimes it is just easier to manipulate prices outside of Minder. This procedure allows you do to that:-

What we are going to do is use the Query Filter to isolate an existing Price Profile, export it to Excel, update our prices, and then re-import as a New Price Profile into Minder.

Export an Existing Profile to Update:-

• Debtors

  • Pricing

    • Contract Prices

      • Query

        • Here I’m going to use the existing P6 profile to create a new P7.

Press OK

Now, with the list appropriately Filtered, use Send To to export that list.

This are my recommended options, but use what works for you. I called the File P7, because that is what it will become.

Update the Prices In Excel

Open that file in you favorite Spreadsheet package, if you can find that, then you will have to use Excel….

We only need the columns :-

• Account

• Profile

• Item

• Description

• Price

Delete everything else, it’s not needed.

Becomes:-

1. We now need to Change Column 'B', which (in this example) is P6, the new price list is P7, so go ahead & bulk update that column now. (Control D from memory)

2. SAVE your file at this point.

3. Now go through the new price list and update as required….. When complete, SAVE ! but also Save as an xlsx file if you wish.

Importing Contract Price Profile into Minder

Once you have completed the price list, we can now import it back into Minder:-

In Minder

• Debtors

  • Pricing

    • Contract Prices (same screen we Exported from)

At the bottom of that screen is an Excel Import button, click that.

Create a New Import Map

This will open up the Import function, you can save various mappings here, but let’s create a new one.

• Click ‘Create a New Import’

• 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'

  • Next

Mapping

This is actually fairly simple, we just wish to eliminate the columns that are not being imported, remember, we are only doing 4 columns.

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.

Now click on Import,

Save this format if you wish, it’s a good idea for next time…

Import the Price List

Anyway, either save the Mapping, or click Import. Minder will now import your new Price List.

And your done…

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.