1. In [Catalogues] [Self Managed Pricing] find the Catalogue you want to update and click the [View] icon on the right of the Catalogue name.
2. Click on the [Catalogue Exports] tab to open the exports history.
3. Click on the [+ Catalogue Export] button and wait a few seconds before refreshing the page. The catalogue export should now show as 'Complete.' Click the [File Name] to download the catalogue .csv file.
4. Open the .csv file in your spreadsheet editor.
Edit the following columns ONLY:
Column A: product_code
Column I: pack_price_ex_tax
Column J: tax_percentage
5. To ensure there are no errors when re-importing the catalogue back into Purchase Plus, we recommend clearing the contents of all columns except "product_code," "pack_price_ex_tax," "tax %" and "pp_product_id" (columns A, I, J and Q.) You can now save the file ready for import.
6. Back in Purchase Plus, in [Catalogues] [Self Managed Pricing] find the Catalogue you have amended the .csv file for, then click the [View] icon on the right on the Catalogue name.
7. Click on the [Catalogue Imports] tab to open the imports history. Then click on the [ + ] icon to open the dialogue box.
8. In the pop-up window, [Browse] for the edited .csv file.
Note - If you want a product to be deleted from the list, just delete the whole product line in the catalogue itself on PurchasePlus or tick the 'Delete Unmatched Lines' check box on import. Note that the selection of 'Delete Unmatched Lines' will delete any product not in the import file.
If you want your price update import to be scheduled for a future date and time, input the date, hour and minute in the appropriate fields.
9. Your catalogue import will now show with the state as "Open." Wait a few seconds before refreshing the page. The state should now show as "Complete." You can see the details of your import in the Import Information column and any errors that may have occurred in the Import Errors column.
Your products and prices have now been updated.
Click on the [Catalogued Products] tab to view your updated product prices.
