Import Price Break (Price Book)

Where Used: Inventory > Inventory > Price Book

Import Price Break Overview

SapphireOne Price Book allows you to set up a variety of conditions in which various pricing can be established. This pricing may be based on Client buy price, Vendor purchase price and a large number of other options that can be established. 

Once the SapphireOne user has set up the price book you can then use the price break import price break tool.

Before commencing to establish a Price Book, you will need to turn on the Price Book Master default. This can be found in Utilities > Controls > Master Defaults > Inventory. The user is presented with two options to select from – Price Book and Price Book 2. Price Book is a simplified criteria list and Price Book 2 is extremely extensive. By default when a new inventory item is created the checkbox is not selected. 

When either a Base or Location Inventory Inquiry is performed, one of the Pages it includes is Price Book. Using a Base Inventory Inquiry will set the Price Book option active in all locations. If the Price Book checkbox is not selected then all Price Book rules will not be applied to any location for this inventory.

Sapphire Tools-Price Book-Menu Item
Sapphire Tools-Import Price Break-Tool-Menu Item.

A Price Book entry for AACUT from Bondi Blue is displayed below.

The format for this function is different from normal gateway imports as it does not require a syntax in column A to determine where to or from, it is to process data. 

Once the Price Book item has been selected from the toolbar drop down menu, and the price book list is on screen, the Import Price Book tool will be displayed on the Sapphire Tools drop down menu

It will operate according to the following criteria. 

  • Type of File – The import spreadsheet must be saved as a tab delimited text file.
  • First Row of Data – The first row of data is ignored. (Headers may be placed on this first row.
    • Blank Cells – Even if all cells are in the first row are not blank, SapphireOne will still not read the first row of data! 
  • Second Row – From the second row of data it will then carry on reading until it finds an empty row. 
  • Quantity Columns – If all of the quantity columns from Cell F to cell S are blank it will ignore the complete row of data and will not create any price book entry for that row.
  • Columns A to E – These columns including column A must have data entered as follows.
    • Column A – This column must have a valid Base Inventory ID
    • Column B –This column is for the entry of a Start date.
      • If it is empty SapphireOne will use the computers current date as the Start date. 
    • Column C- This column is for the entry of a Finish date.
      • If it is empty SapphireOne will set the Finish date to be around 10 years after the date that the user imported the file. 
    • Column D – This column is for the entry of a Client ID.
      • If it is empty SapphireOne will set it for all Clients. 
    • Column E – This column is for the Company ID.
      • This should normally be left empty as SapphireOne will enter the Company ID that the user is currently logged into when they are importing it. 
  • Reference Numbers – SapphireOne will also automatically create new price book entries with next reference number in the numbering sequence. 

Usage

  • Columns A through to E are documented above. Columns F through to S are documented below and are the qty or quantity cells mentioned above.
  • Each cell from F to S is read as a different price book entry. Entering data/prices into every cell will tell SapphireOne to create 14 individual price break records. Entering data/price into a single cell will tell SapphireOne to create a single price book record. Entering no prices will result in no price book entry.
  • On reading the text file SapphireOne simply checks each cell in the text file from F to S. Each time it finds a price or rate it creates a price new book entry for the current Inventory ID item in the cell of data.

For example, entering 250 in to column O will tell SapphireOne to create a single price book entry for from Vol Min 250 to Vol Max 499 in the price book entry.

The user will have to be careful in setting up these price breaks as the cells from M up should all have an entry up to 100 or more. SapphireOne reads price book literally and odd pricing will be the result if not correctly set up. 

Cell:  Quantity Breaks:  Cell:  Quantity Breaks: 
F:  0 to 1  M:  100 to 124 
G:  2 to 2  N:  125 to 249 
H:  3 to 4  O:  250 to 499 
I:  5 to 9  P:  500 to 999 
J:  10 to 24  Q:  1000 to 2499 
K:  25 to 49  R:  2500 to 4999 
L:  50 to 99  S:  5000 or more 

You can review our Blog and YouTube channel for additional information and resources on SapphireOne ERP, CRM and Business Accounting software.

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