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    3 Mar, 2022
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      How to import a price list

      You can either add a new price list with import or edit an existing one. When importing the price list has to be created in advance in Erply by going under “Retail” and then “Price lists”. The price list has to have a title, the “Active” box ticked, and the starting date marked down, otherwise the price list will not be shown in the mapping list when importing. The ending date is not mandatory, unless the price list is temporary.

      The limit of importing at once is 50 different price lists in one excel.

      Attention! Only regular, matrix and variations can be imported! Bundles and assembly products have to be added manually!

      In the excel sheet you should have an unique code for the product (a code that belongs to only one certain product EAN, Product code, ID) and the new price list net sales price or the new price list gross sales price in order to import the price list. If the product is existing in Erply already then it matches the existing product by the unique code. If the product is not yet been created in Erply it will create a new product with that code and also add it ti the price list straight away. 

      Here's an example of how the excel could liik like for the price list import. 


      Attention! It is advised to import the file in .xlsx format and to make sure that all formulas have been removed before saving! Also when you are adding existing Erply products to price list, leave as little information as possible in the spreadsheet. Only the necessary fields. 

      In order to import, use the “Import Products” feature by going PIM - Import Products. After uploading the file,  pay attention to the “File has headers” button and to choose under configurations whether it is necessary to add new products or update info on of existing ones. Match existing product by is an important filed, this is where you should choose which is the unique code of the product that the import can use for matches existing and not existing products. So make sure there is chosen the right filed (Product code, EAN, ID etc)

      Now under “Data Mapping” choose which columns have which information in the,. The list with possibilities opens up when you click on the “Not mapped” column headers You may also use the search bar in that window. So if in your first column you have the product code then choose “Product code” and in the price column the price list (price list name). Note that you can import either price list price with vat or price list net price.

      If you have new prodcts in the excel that have not yet been added to Erply, then tehre is some addition information that should be added in the excel. Instructions for that can be found on this link: Product importer

      At the end of the process, it is recommendable to download the report on the import, for which we have the “Download Report” button, as this way you will be able to see if all rows from the Excel file got imported.

      Once the price list has been created or edited, it has to be associated in order to use it automatically. You can read about it here: Associate Price lists