Products and price books
Products are the parts your manufacturers make. Price books load a manufacturer's new price sheet without retyping a single price.
How do I load a manufacturer's new price sheet?
- On Products, press New and pick the manufacturer first.
- Type the part number exactly as the manufacturer prints it — that is how price sheets find it later.
- Leave the commission rate blank to use the manufacturer's normal rate. Type today's list price and save.
- When a new price list arrives, open Price books, say whose sheet it is, choose their .xlsx file and press Read it.
- Check which part numbers matched. Choose the day the prices start, name the book, and put the prices in.
Good to know
- Nothing changes until you put the prices in — reading a sheet is always safe.
- Each part keeps its price history with dates, so last year's orders still use last year's price.
Where to find it
- Catalog › Products — try it in the demo (opens in a new tab)
- Catalog › Price books — try it in the demo (opens in a new tab)
Read the video transcript
Products are the parts your manufacturers make. Let's add a new Cutler part, then load Cutler's new price sheet. Each part belongs to one manufacturer, with its list price and, if it differs, its own commission rate. Pick the manufacturer first.
Use the part number exactly as the manufacturer prints it. That is how price sheets find it later. Leave the commission rate blank to use Cutler's normal rate. Type today's list price.
Save the part. Search for it to check it went in. Now Cutler sends a new price list. Instead of retyping prices, you load their spreadsheet as a price book.
Say whose sheet it is, then choose their .xlsx file. Read it only shows you what it found. Nothing changes until you say so. Four part numbers matched your parts, including the one you just added.
One is not in your catalog, so it is left out. Choose the day these prices start and give the book a name. Put these prices in. The price book is in, with its start date and the new price for each part.
Now look at the part again. Open it from Products. The price book now answers for this part: $41.25 from today. Orders and invoices pick up that price.
What it has cost keeps each price with its date, so last year's orders still use last year's price. Load each new sheet the same way, and every part keeps an honest price history.