Accolent ERP provides the ability to update vendor prices and certain other fields using a standard import CSV template. Typically, vendors will provide spreadsheets of products and updated costs and prices. Copy the vendor-provided spreadsheet with updated prices into the Accolent ERP CSV template and import to update prices and costs in the system.
Purpose of the Vendor Price Import Template
- The Vendor Price Import template is designed to quickly update Vendor Product Codes, List Price and Costs for products that already exist in the database.
- The import has been simplified to facilitate the price update, and so cannot be used to create new products.
- Use the Products Import and related imports to enter new products.
Download the Vendor Price Import Template
- Go to Utilities > Imports > Bulk Imports, select Import Category=Value Lists, select Import Type=Vendor Price Import.
- Download the latest template as a CSV file.
- The Vendor Price Import CSV template will look like this when opened.
- Delete the contents of the second row and insert your data.
Available Fields
| Field Name | Required Field? | Field Data Instructions | Sample Data |
| PRODUCT CODE | Required | Existing Product Code in the system, or new Product Code with 20 character maximum. No spaces. Use only standard ASCII characters (no *,/, etc.). | 18JP1000V |
| PRODUCT DESCRIPTION | Required | For an existing Product, no need to enter this. For a new Product, Description cannot exceed 50 characters | Flow Coupling |
| VENDOR’S PRODUCT CODE | Required | Either the Product Code or the Vendor’s Product Code is required to identify an existing product. New Vendor Product Code has a 20 character maximum. No spaces. Use only standard ASCII characters (no *,/, etc.). | AMD18JP1000 |
| PRODUCT CODE SYNONYMS | Product Code Synonyms that are used to identify the product. Could be shorthand names or bar codes. | Coupler | |
| WAREHOUSE | Required | Existing Warehouse Code | 100 |
| PRICING UOM | Required | Label for pricing unit of measure (e.g., “EA”, “CS”, “DZ”, “PKG”) only. This must already exist in the system | EA |
| LIST PRICE | Price per unit for the Pricing UOM. This will be shown as the List Price for the product. Can display up to 5 decimal places | 60.00000 | |
| STANDARD COST | Enter the standard cost in the Pricing UOM for the product code entered. Accepts up to 5 decimals for costs | 32.00000 | |
| ALTERNATE COST | Enter the alternate cost in the Pricing UOM for the product code entered. Accepts up to 5 decimals for costs | 30.00000 | |
| SPECIAL COST | Enter the special cost in the Pricing UOM for the product code entered. Accepts up to 5 decimals for costs | 28.00000 |
Using the Vendor Price Import
- If a Product exists in the database, any values for that product for that warehouse and that pricing UOM will be updated to the values in the CSV file.
- A product will be identified by either the Product Code or the Vendor Product Code, if both are already in the database, either one of these may be entered.
- If only the Product Code is already in the database, the Vendor Product Code will be updated to the value in the CSV spreadsheet.
Error Reporting
- The import screen will provide details of all the Exceptions encountered.
- This can be exported to a CSV file, the offending data records corrected and the file re-imported.
- See also the wiki: https://help.accolent.net/using-data-imports/