Difference between revisions of "Update Inventory Pricing"
Jump to navigation
Jump to search
(Created page with "Updating inventory pricing is similar to importing inventory but with less information to import. You basically use the SME UID field plus cost and price for the items. It's us...") |
|||
| (One intermediate revision by the same user not shown) | |||
| Line 12: | Line 12: | ||
## You may want to export Vendor or Manufacturer name if you plan to update pricing for just one vendor or manufacturer | ## You may want to export Vendor or Manufacturer name if you plan to update pricing for just one vendor or manufacturer | ||
# Open the file in excel | # Open the file in excel | ||
| − | |||
# Filter the data for the items you want to update. Do internet search for excel filtering if you need to know how. | # Filter the data for the items you want to update. Do internet search for excel filtering if you need to know how. | ||
# Copy the filtered data into a separate excel file | # Copy the filtered data into a separate excel file | ||
# Update the cost and pricing in excel and save | # Update the cost and pricing in excel and save | ||
| − | |||
# Import this file into SME using the importing process. | # Import this file into SME using the importing process. | ||
| − | ## [[ | + | ## [[Importing Inventory Items]] |
| − | |||
| − | |||
| − | |||
| − | |||
Latest revision as of 16:39, 2 November 2017
Updating inventory pricing is similar to importing inventory but with less information to import. You basically use the SME UID field plus cost and price for the items.
It's useful to understand UID's, see Before Importing - About UID
To import NEW inventory items see Importing Inventory Items
Manually updating pricing with excel
Just updating cost and price for inventory items:
- pictures coming soon...
- Export your inventory list using exporting, see SME Import Export Process
- Pick the following fields for export: UID, ItemName or ItemNumber (so you know which part), Cost, Retail1 (standard price)
- You may want to export Vendor or Manufacturer name if you plan to update pricing for just one vendor or manufacturer
- Open the file in excel
- Filter the data for the items you want to update. Do internet search for excel filtering if you need to know how.
- Copy the filtered data into a separate excel file
- Update the cost and pricing in excel and save
- Import this file into SME using the importing process.