In this video, we guide you through the process of uploading pricing data into our system. We explain how to match columns from your uploaded spreadsheet to the corresponding fields in our system, emphasizing the importance of correctly aligning model numbers, descriptions, costs, and sale prices. Pay attention to the specific instructions on matching UMRP and MAP pricing to the sale price column for accurate pricing display. No action is requested from viewers in this video.
SOP: Importing Pricing into the System
Purpose
This procedure outlines the steps for importing manufacturer pricing into the system, including creating price sheets, mapping columns, uploading pricing, and configuring visibility of imported pricing.
Prerequisites
Before beginning, ensure you have:
A pricing spreadsheet from the manufacturer.
The correct product group identified (e.g., Appliances).
The manufacturer selected.
Pricing columns properly formatted in your spreadsheet.
An Effective Start Date column included in the spreadsheet.
Procedure
Step 1: Select the Product Group
Navigate to the Pricing Import area.
Select the appropriate Product Group.
Example: If importing appliance pricing, select Appliances.
Step 2: Select the Manufacturer
Choose the manufacturer associated with the pricing file.
Example: Perlick, Bertazzoni, or another manufacturer.
Step 3: Select the Pricing File
Browse to and select the pricing spreadsheet you want to upload.
Check the Use for Pricing option.
Important:
If Use for Pricing is not selected, the system will only create new models and will not import pricing.
Step 4: Select or Create a Price Sheet
If a Price Sheet Already Exists
Select the existing price sheet from the dropdown list.
If a Price Sheet Does Not Exist
Click the + (Plus) button.
Enter a name for the new price sheet.
Example: Bertazzoni Test 2024
Select the product group.
Select the manufacturer.
Click Create.
Search for and select the newly created price sheet.
Step 5: Upload the File
Click Upload.
The column mapping screen will appear.
Step 6: Map Model Information Columns
Match spreadsheet columns to system fields.
Spreadsheet Column | System Field |
Model Number | Model |
Base Model (if applicable) | Base Model |
Short Description | Short Description |
Description | Long Description |
Cost | Cost |
If your spreadsheet includes MSRP, map it to the MSRP field.
Step 7: Map Pricing Columns
The Pricing section controls how pricing is imported.
Required Mapping
Spreadsheet Column | System Field |
Model Number | Model |
Cost | Cost |
You may also map:
Salesperson Cost
MSRP
MAP Pricing
UMRP Pricing
Sale Price
Important: MAP and UMRP Pricing
If your spreadsheet contains:
MAP (Minimum Advertised Price)
UMRP (Unilateral Minimum Resale Price)
Map those values to:
Sale Price
This is important because the system's Exact Sale Price option can use the imported Sale Price as default home-source pricing.
You may also map MAP pricing to the MAP field if desired, but mapping to Sale Price is strongly recommended.
Step 8: Understanding Where Pricing Appears
Standard Pricing Fields
Pricing mapped to:
Cost
Sale Price
MSRP
will be visible when:
Opening the model hyperlink.
Navigating to the Levels tab.
These values do not appear directly in the RPS grid.
Display Pricing in the RPS Grid
To display pricing directly in the RPS grid:
Map pricing values to one of the following fields:
Up 1
Up 2
Up 3
Up 4
Up 5
Up 6
Up 7
Example
If you want Cost displayed in the RPS grid:
Map Cost to Up 1.
The uploaded cost will then appear in the Up 1 column within the RPS grid.
Recommended Approach
Many dealers upload pricing twice:
Price Sheet #1
Cost → Cost field
Price Sheet #2
Cost → Up 1 field
This provides:
Effective pricing in the model record.
Cost visibility directly within the RPS grid.
Step 9: Map Effective Dates
Effective Start Date
Your spreadsheet should contain an Effective Start Date column.
Map:
Spreadsheet Column | System Field |
Effective Start Date | Effective Date |
Example
If the spreadsheet contains:
Effective Date = July 14
Map that column to the Effective Date field.
Effective End Date (Optional)
If your spreadsheet includes an Effective End Date column:
Add the column to the spreadsheet.
Map it to Effective End Date during upload.
Step 10: Complete the Upload
Review all column mappings.
Click Upload.
The system will import pricing for all matching models.
Post-Upload Notes
Up 1–Up 7 Processing Time
Pricing uploaded into:
Up 1
Up 2
Up 3
Up 4
Up 5
Up 6
Up 7
does not appear immediately.
Expected Processing Time: Overnight
The values will populate in the RPS grid after nightly processing.
Managing User Access to Up 1–Up 7 Columns
To allow users to view Up 1–Up 7 columns:
Navigate to:
Site Settings
Columns
Locate the user type section:
Read-Only Users
Management Users
Admin Users
Enable the desired Up columns:
Up 1
Up 2
Up 3
Up 4
Up 5
Up 6
Up 7
Select:
Sync to Read-Only Users on Save (if applicable)
Click Save.
Users assigned to the selected user type will then have access to view those columns.