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How to Update Customer Pricing in Bulk

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Summary: 

Customer Pricing can be updated in bulk, via the Customers > Import Export page.

Steps: 

(Please Note: We recommend exporting and saving the current Customer Pricing before actioning any changes so that you can revert back to these at any point)

Navigate to Customer>Import/Export>Customer Pricing tab

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Click Download Customer Pricing Template File

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Enter your new Customer Prices (columns with an asterisk (*) must contain data)

Enter your Price into the *Price/Discount column and enter Fixed Price in the *Price Type column

OR

Enter your Discount amount into the *Price/Discount column and enter Discount % in the *Price Type column

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Once this document has been completed, save the template as a CSV excel document and return to Customer>Import/Export>Customer Pricing.

In order to make amendments to the Customer Pricing, you will first need to Delete All Customer Prices.

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Import your new Customer Pricing using the Drop file here or click to upload box.

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Additional Information:

You can always double-check the status of this import via the 3 parallel lines next to your name in the top right-hand corner of the screen. An email will also be sent to the email associated with your Unleashed login, containing the status of your import and any error messages.

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