This function is used to update the supplier catalog prices from a file.
If there are discounts or new references in the file, these will also be updated in CARL Source.

 

Accessing the price list import function

1. On the supplier detail form, select [Import price lists], via the menu on the icon.
   → The Import price lists form is displayed.

 

Import conditions

• The column separator in the file is a semi-colon (;). Example: Excel file saved in CSV format.
• The prices and discounts are written as 0.00.
• The reference used in the file to identify the item is that indicated in the CARL Source rate terms on the [Catalog] tab of the supplier or item.

 

Import procedure

Describing and loading the file

The column positions are to be filled in which whole numbers and start with 1.

• Reference: Position of the column containing the supplier's current reference of the item.
• Gross unit price: Position of the column containing the new price.
• Discount: To be filled in as % if a column contains the discount. For example: 5, for a 5% discount.
• New reference: To be filled in if the file contains a change in the item references.
• Name: To be filled in if a column indicates the name of the item at the supplier's plant.
• Header: Number of lines to be ignored at the beginning of the file.
• Encoding: Specifies the encoding format of the imported file (important in the event of special characters or if there is no header).
• File: Select the file using the "Browse..." button.

Once the file has been filled in, click on "Send."
→ The application reads the file and displays one line for each reference of the file found in the database catalog.

 

Viewing data

You can check the contents of the file while limiting the display to a range of variations.

1. Enter a minimum and/or maximum variation and click on the "Apply" button.
   → The display is limited to lines having a net unit price variation within the indicated range.

• Item: Item code In CARL Source.
• Current reference: Reference used to identify the item.
• Changed reference: Reference after importing the file.
• Current gross UP: Gross unit price in the database.
• Changed gross UP: Gross unit price after importing the file.
• Current discount: Discount in the database.
• Changed discount: Discount after importing the file.
• Current name: Name of the item at the supplier' plant in the database.
• Changed name: Name after importing the file.
• Net UP: Net unit price after importing the file, that is Gross UP × (1 + discount/100).
• Variation in net UP in %: Rate of net unit price variation calculated as follows: ((Final net UP/Initial net UP) - 1) × 100.

 

Import

All the checked lines will be imported.

1. Uncheck the lines you do not want to import, and click on the "Import" button.
   → The updates are applied in CARL Source.