Import Inventory Quantity Breaks |
  
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Import Inventory Quantity Breaks |
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You will be using the following fields in the importer...
Price Brk Price** These are for importing QUANTITY PRICE BREAKS (Over not Sell) See below.
Price Brk Price Levl** Leave this BLANK if you want to select All Price Levels
Price Brk Quantity**
POSitive uses two methods of Price Breaks
--- "Sell" means 2 for $3.00, 3 for $4.00, etc.
--- "Over" means if you buy more than a designated quantity, then a new each price will be applied. For example: 2 for 1.25 each, more than 5 for .85 each
NOTE: This importing link is designed to only import "Over" type Quantity Breaks. There is no provision for importing "Sell" type Price Breaks.
Your import file needs to have a field for
Price Brk Price** = the EACH selling price when the designated quantity is purchased
Price Brk Quantity** = the designated quantity
Price Brk Price Levl** Leave this BLANK if you want to apply this to All Price Levels However, you it will only apply to price level 2 customers, then the import file must have a 2 in the field.
A quantity break offers a different per each price of an item. Typically, if one buys more than a set minimum quantity, then a new price will apply. For example, an item may cost 1.00 each, but if you by a quantity of 5 or more, then you pay only .90 each, and a quantity of 10 or more at only .80 each.
These quantity breaks are usually defined one inventory item at a time. To do so you select a customer price level, an "each" price, and the minimum quantity.
An import file can be created to import many quantity breaks all at once and thereby save time and effort.
Advance Preparation
The import file must contain a
•SKU - the primary barcode or SKU of the item
•Description - the exact description of the item. TIP: a starting file can be created by choosing Send To from the Inventory Center. Export Inventory which will give you the primary sku and exact "brief" description of each inventory item.
•Price Brk Price - the "each" price when the minimum quantity is purchased
•Price Brk Level - the customer price level. This allows one to offer this special pricing to only select customers. POSitive uses 6 price levels. The codes are 1, 2, 3, 4, 5, and 6 respectively. If a 0 is used, then the price break will apply to all price levels.
•Price Brk Quantity - the minimum quantity for which the new "each" price will apply.
Define Import Inventory Definition
Follow the general steps of defining the Inventory Import Definition. Select the file name and choose Display File.
1) on the Field Assignments tab, link the sample fields to the appropriate POSitive fields on the right.
2) on the Costs tab, choose to Update Prices
3) on the Defaults tab, you must choose a vendor and a default department and category. TIP: select TEST entries. It is very unlikely that any item will be assigned to the TEST entries, but in the event the SKU does not exist, you will have a method for finding and correcting the item.
4) on the Update Options tab, select "Update Item Only If Descriptions Match; Otherwise Add As New". (Do not choose to "Add/Update Imported Items To Vendor Inventory List.")
5) on the UDFs, Numeric Format, and Matrix tabs no changes or settings are needed
6) and on the SKUs tab, uncheck "Delete Dashes In Imported SKUs" unless you are sure no primary SKU has a hyphen in it.
Import The Data
Before choosing to import the data, be sure to make a backup of POSitive. If something does not import correctly, it is easier to restore the backup and make adjustments to the import and try again.