V8 - Bulk editing price tiers

 

If you are on the Plus or Pro plans and intend to use the Price tiers feature, you can export, edit, and import the price tiers using this method.

 

warningIMPORTANT: If a line item was uploaded previously, the new import will overwrite the existing data in the system. If you limit your import to include only those price tiers that have been changed or are new, the other price tiers in the system will be unaffected.

  1. If you need to add new price tiers, go to Company menu > Miscellaneous > Price tiers. If you do not need to add new price tiers, go to Step 2.

    1. For each new price tier, select Add new.

      1. Enter a name for the tier.

      2. Save the tier.
         

  2. Go to Company menu > Data tools > Export data > Plus > Price tiers. 

    1. Under the Columns section, select Add all columns required for import. Ignore the Filters and Options sections.

    2. Under the Actions section, choose the Format (Excel or CSV) and either Save as Excel/CSV (to download directly) or Send via email (to download the file as an email attachment).
       

  3. If opening the spreadsheet in Excel and the exported format was also in Excel, you must unprotect the sheet prior to editing. Save a copy of the spreadsheet to perform your edits and keep the unedited original file as a backup.
     

  4. Edit the spreadsheet as needed. Each price tier row has columns for the Tier name, an Item the tier affects, the Price of that item for that tier, and the Quantity for which the price applies. Do not make any edits to the SosAccount column. A sample spreadsheet is shown below.

    Sample price tiers spreadsheet
     

  5. Import your data.
    1. Go to Company menu > Data tools > Import data.
    2. Under the Importing dropdown, choose Price tiers.
    3. Under the File field, choose the file you wish to import.
    4. Select Preview. SOS will display the first 10 lines of data so you can check to ensure that the correct file is being uploaded.
    5. If the Preview looks correct, select Import.
       
  6. Perform a bulk edit of your customers to add price tiers to customer definitions.

 

After the tiers have been entered into SOS Inventory and added to the customer definitions, you will see a customer's price tier above the line-item area of a sales transaction. For more information on using price tiers, click here.

 

Was this information helpful?

©2023-2024 SOS Inventory, LLC.

-