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Import Customer Pricing Field Definitions

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The Import Customer Pricing template is used to update or add Customer specific product sale prices in bulk.
 
  • The Import Customer Pricing template must be used ONLY for existing customers and products.
  • You cannot create a new customer or product using the Customer Pricing import template.
  • The  Customer Name and Product Description fields cannot be updated with the the Import Customer Pricing template.
  • You must specify either the Product Code or Product Group per row in the Import Customer Pricing template. You cannot specify both the Product Code and Product Group in the same row.
  • Do not remove any columns from the Import Customer Pricing template. Any columns removed from the template prior to import will result in a failed upload or removal of data in Unleashed.
Field Name Description
*Customer Code Unique customer code for an existing customer. Ensure that the customer has been created in Unleashed before you import customer pricing.
Customer Name Customer Name, as given in the Customer record in Unleashed. 
*Product Code Product Code for an existing product. Ensure that the product has been created in Unleashed before you import customer pricing. 
Product Description Description of the Product, as given in the Product record in Unleashed. 
Product Group Ensure that the Product Group has been created in Unleashed before you import customer pricing. 
*Price/Discount

Specify the value for the fixed price or discount % based on the value you have entered in the "Price Type" field.

If Discount Type = Discount %, you can enter any number between 1 to 100 only. 

*Price Type Values are Fixed price or Discount %
Min. Quantity Minimum quantity of the product to apply the specified price or discount.
Valid From (DD/MM/YYYY) Date the price/discount will be applied from.
Valid To (DD/MM/YYYY) Date upto which the price/discount will be applicable.
Comments

Any additional notes related to the customer pricing.

* denotes mandatory fields. Ensure that you enter correct values in the template before importing into Unleashed. 

For more information about how the customer pricing is applied for products, see Customer Pricing Tab.

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