How to Import Vendor Prices Into PartsManager

Derek Torres
Derek Torres
  • Updated

Important Note: PartsLedger is now PartsManager. PartsManager retains all of the parts purchasing and warehouse management automation benefits of its predecessor. To read more about this exciting change, click here.

 

This article will walk you through how to import your Vendor Prices into PartsManager, formerly known as PartsLedger. Click the link to learn how to Create a Vendor Price Table for an Item.

Note: Importing in PartsManager requires an Account Admin user role. There is no way to update vendor item prices using the Dimension Upload tool.

How to Input Vendor Price Information into the Vendor Prices Template

  1. Download the Vendor Price .csv Template
  2. Input your Vendor Price Information into the relevant fields.
    • The Vendor Prices Import Template has 5 columns but only 4 are required. The table below will define the field names in each column.
  3. After filling out the template, save it as a .csv file type.
Field Name Description
vendor.id

*required The Vendor ID of the vendor you are creating a Vendor Price for.

Where to Find the Vendor ID

item.number

*required The Item Number of the Item you want to set a Vendor Price for.

Where to Find the Item Number

price *required The Vendor Price that is associated with the order quantity range you will be setting between minvalue and maxvalue.
minvalue *required The Minumum Value breakpoint of this item’s order quantity range for the listed Vendor Price.
maxvalue The Maximum Value breakpoint of this item’s order quantity range for the listed Vendor Price.

If you leave this value empty, the end of the breakpoint range will be considered infinite until the next minimum value in the item's vendor pricing table.

Important Note: If you leave the Maximum Amount empty, you cannot edit the vendor price. So if you need to edit vendor prices ever, we recommend you enter a very high maximum amount that you would never actually order like "999999".

 

Where to Find the Vendor ID

On the Nav Bar click Accounts Payable, then click Vendors.

This will take you to Vendors List Page. The ID column lists your Vendor's ID numbers. See the below image:

Part_Number_ID.png

 

Where to Find the Item Number

On the Nav Bar click Inventory, then click Items.

This will take you to Items List Page. The Number column lists your Item's Number. See the below image:
Number_Part_Number.png

 

Importing Vendor Prices into PartsManager

  1. In PartsManager, on the Nav Bar, click Admin
  2. Click Dimension Upload, to navigate to the Dimension Upload Menu
  3. Click the Dimension Drop-down Menu, and select Vendor Price
  4. Click the blue Upload button
    Vendor_Price_Dimension.png
  5. Click Choose File and select the .csv Vendor Prices Import file you just created.
  6. Click the blue Upload button to import your Vendor Prices.
    • If successful, a record of the completed upload will now be present on the Dimensions Upload list.
      Clicking the blue Upload icon under the Actions column of that record will allow you to download the import file you uploaded.
      Upload_Button.png
    • If unsuccessful, a record of the failed upload will now be present on the Dimensions Upload list.

Vendor Price Import Template File

Import this template file into your spreadsheet software. After entering your Vendor Prices, this file should be saved as a .csv file.

Download the following file:

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