Buying Group Import

Summary

This feature provides the ability to import a CSV file which contains the Net-Net and Net-Net-Net discount percentage provided by a Buying Group.

Note: Pricing will only import for codes that are in your Code Maintenance and will only apply to codes that have a manufacturer specified within Code Entry > Code Maintenance > Supplier & Manufacturer.

Details

What does the CSV file need to contain?

The CSV file has 4 columns. These columns are:

Column A - wholesaler product code [including leading zeros].
Column B - purchase discount 1 [manufacturer discount].
Column C - purchase discount 2 [settlement discount] (Wholesaler Discount).
Column D - purchase discount 3 [not currently used – set at zero].

Note: that the file assumes you already keep the product list prices maintained within your system.

How do I import the CSV file?

1. Go the Utilities>Wholesale and select the Price Updates tab. Select the supplier from the drop down.
2. On this screen, you will find the 'Import Group Discount' option
3. Select the 'Choose File' button and browse to the file you wish to import and select 'Open'.
4. Once done, you will receive a confirmation message.

To check the code has imported correctly:

1. Search for the item in Code Entry.
2. Column B value is imported to Net-Net-Net Override %
3. Column C is imported to Net-Net Override %
4. The pricing is updated accordingly
5. To then pass on this discount to clients on selected codes, change the cost type within the pricing configurations within Code Entry.

Note: Pricing will only import for codes that are in your Code Maintenance and will only apply to codes that have a manufacturer specified.