The Import Data function allows you to enter your pricing in the system for such things as Cost, Builder Pricing, UMRP, etc.
This can also be used to add models to your system that are not in the system. Make sure to check Site Settings to see if the Brand already exists. How do I add a brand to R.P.S.
Check the Product Groups that already exist:
Click the Site Settings icon (gear icon)
Click the Initial Setup button
On the Appliance tab, review the brands and identify any that are missing
Repeat the process for any other product groups - Plumbing, Hardware, Appliances and Furniture
4. Click the Next button
5. Click the Finish button
6. Send a support ticket and submit the list of missing brands for our review.
Here is a sample spreadsheet - click on the document to download and view the spreadsheet
Bertazzoni Pricing Sheet.xlsx
01 May 2024, 03:58 PM
Here is a blank Standard Pricing Import Template to enter brands and related information
Standard Pricing Import Template.xlsx
01 May 2024, 04:49 PM
IMPORTANT:
The price sheets have to be uploaded by the individual brands
Make sure there is no spacing between rows and no extra characters or formulas in the spreadsheet and that the file is in .xlsx format
To import the data:
On the Product Homepage, click the Import Data button - this is just below the Advanced Filters on the left side of your screen
2. Choose Product Group: Appliances
3. Choose the Manufacturer - if the manufacturer does not show, go to Site Settings > Initial Setup and search for it
4. Select the file from your computer
5. Check the Use for Pricing checkbox
6. In the Price Sheet field, click the + button and fill in:
Name
Product group
Manufacturer
7. Click Create
8. Click Upload
You will now see your price sheet columns. If you do not see this screen, there is an issue with your spreadsheet and you will have to correct it before trying again.
9. On the top right side of the page, map the following fields:
Model Number - required field - map to the column in the spreadsheet
Short Description
10. If you have the following fields, add them:
MSRP
Dimension
Dimension Type
Unit Type
UPC
11. Scroll down on the right to Pricing Upload Columns section
12. Map the Model Number to the column in the spreadsheet
13. Map the Sale Price to the column in the spreadsheet
14. Match the remaining columns from your spreadsheet such as Cost, MSRP, MAP, Sale Price, etc. These fields will not appear in the main grid, they will appear on the Product Information page when uploaded under the Level tab.
Note: The UP1-UP7 columns will show in the actual grid of RPS. These columns cannot be renamed.
15. Map the Effective Start Date column to the column in the spreadsheet
16. Click Upload
17. Click on the View Status Here link
This will show you the status of your import
If there is a lot of data, click the Refresh button until you get the success message
It will list out the models that were not in the system and what was created. These models will not appear in the grid until the next day as they have to go through the overnight process.
You can click on the models on this page and it will take you to the Product Information Page and you go to the Levels tab and see the pricing you just uploaded.
For models that were already in the system, you can go to the main grid and look them up. When you click on the Model number and go to the Product Information page it will show you the pricing you just uploaded.
If you uploaded pricing into the UP1-UP7 columns they will appear on the Product Information page right away, however they will not appear in the main grid until tomorrow.
If you are using the HomeSource POS and you want to use the Uploaded Pricing as your Unit Price/Sale Price when creating Quotes/Orders, you can create a Price Level for this by following the instructions below.
Click the Green Gog Wheel in the upper right corner of your screen for Site Settings.
2. Select the Cost tab.
3. Click the +Add Price Level
4. Name the Price such as UMRP or Sale Price.
5. Change the List Off to Sale Price as this is the column you used when you imported the data.
6. Change the margin to 0.
7. Click the checkmark to save the Price Level.
8. Scroll to the top and click Save.
You will get a green Successfully Updated banner at top if done correct.
9. Go to Inventory and Model Inventory.
If the models are not in your POS Models Inventory you will need to add them by clicking the +Add Inventory Model option below the Advanced Filters option one by one.
You can then use the Brand Filter to see just that brand.
10. Add the importing column you want to use for the Sale Price to all the items in the grid.
11. Click the Bulk Edit option in the upper right of the Models Inventory screen.
12. Select All or select just the items you want to add this pricing to.
13. In the bottom left select Default Sale Price.
14. Then select the Price Level you created and Named in Site Settings and the Cost tab.
In this example it was UMRP.
The Default Sale Price will now be updated from what you imported on the spreadsheet.
When the items are added to a Quote or Order that is the Unit price that will show when you use the +Add items.