Uploads To Sage

  • Price and New Price can be amended
  • Lines can be removed or added
  • Upload can be made to multiple Price Lists, SOP, POP or both

Use the Upload option on the menu to update Sage with amended or new values.

Upload Menu Image

The screen immediately following will be shown. The screen shown is for a spreadsheet like

Upload Price List Window

The price list code will default to the value entered on the sheet, although this can be changed. A new price list code can be entered if you wish to create a new code.

Changing Existing Price Lists

If the price list already exists, the following screen will be displayed.

Duplicate warning

This is a very important choice.

  • The first option will delete the current price list, and replace it with the data on your spreadsheet.
  • The second option will delete all the prices held on the existing price list for product or product/customers that you have entered in your sheet
  • The third option will just replace the lines entered, according to their product, or product/customer, or product/customer/promotional dates. This option must be used carefully if using with promotional dates, and you may get an error regarding overlapping promotional dates, when entered dates overlap with existing ones.

For instance, if your Price List as held in Sage contained this data:

469-102

SEALING GASKET

2.200

34.000

47.000

469-104

BODY UPPER CASTING

9.300

35.000

48.000

469-110

DIAPHRAGM SPRING

0.750

36.000

49.000

469-111

BODY LOWER CASTING

9.000

37.000

50.000

469-120

CLIP UNIT

3.500

38.000

51.000

469-167

NR VALVE

1.000

39.000

52.000

469-167

NR VALVE

1.000

01/07/2008

10/07/2008

36.000

0.000

469-167

NR VALVE

1.000

11/07/2008

20/07/2008

35.000

0.000

469-167

NR VALVE

1.000

21/07/2008

01/08/2008

34.000

0.000

But your new data contained this:

469-104

BODY UPPER CASTING

9.300

35.000

48.000

469-110

DIAPHRAGM SPRING

0.750

36.000

49.000

469-111

BODY LOWER CASTING

9.000

37.000

50.000

469-120

CLIP UNIT

3.500

38.000

51.000

469-167

NR VALVE

1.000

52.000

52.000

Document edited with HTML-Cleaner.com

Note that the 469-102 is not longer there. Also, promotional prices for 469-167 have gone, and the price for this product has changed. If "Replace Entire List" then this is exactly how the Price List will appear after the upload. All the old data has been replaced by all the new data. If "Replace all record for products..." then the Price List will be:

469-102

SEALING GASKET

2.200

34.000

47.000

469-104

BODY UPPER CASTING

9.300

35.000

48.000

469-110

DIAPHRAGM SPRING

0.750

36.000

49.000

469-111

BODY LOWER CASTING

9.000

37.000

50.000

469-120

CLIP UNIT

3.500

38.000

51.000

469-167

NR VALVE

1.000

52.000

52.000

 

Note that the 469-102 is not longer there. Also, promotional prices for 469-167 have gone, and the price for this product has changed.

If "Replace Entire List" then this is exactly how the Price List will appear after the upload.   All the old data has been replaced by all the new data.

If "Replace all record for products..." then the Price List will be:

469-102

SEALING GASKET

2.200

34.000

47.000

469-104

BODY UPPER CASTING

9.300

35.000

48.000

469-110

DIAPHRAGM SPRING

0.750

36.000

49.000

469-111

BODY LOWER CASTING

9.000

37.000

50.000

469-120

CLIP UNIT

3.500

38.000

51.000

469-167

NR VALVE

1.000

52.000

52.000

Note that 469-102 has been left untouched, but promotional price records for 469-167 have been removed, and the new price has been stored. If "Update only those.." is selected then the Price List will be:

469-102

SEALING GASKET

2.200

34.000

47.000

469-104

BODY UPPER CASTING

9.300

35.000

48.000

469-110

DIAPHRAGM SPRING

0.750

36.000

49.000

469-111

BODY LOWER CASTING

9.000

37.000

50.000

469-120

CLIP UNIT

3.500

38.000

51.000

469-167

NR VALVE

1.000

52.000

52.000

469-167

NR VALVE

1.000

01/07/2008

10/07/2008

36.000

0.000

469-167

NR VALVE

1.000

11/07/2008

20/07/2008

35.000

0.000

469-167

NR VALVE

1.000

21/07/2008

01/08/2008

34.000

0.000

Note that 469-102 and promotional price records for 469-167 have been left untouched, but the new price has been stored. If the second option is selected, then the four lines will be deleted, and the new line inserted to replace this. No other data will be left unchanged, as far as this line goes. The final data will be: