Update Self Managed Catalogue Pricing Via Import

In this section, we will show you the most efficient way of updating a number of prices in your self-managed list through import.

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 [Export] button that can be found at the left bottom part of the page.



3. Your new catalogue export will now show with the state 'Open.' 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



Note - You can find the PP Product ID in any export from Purchase Plus. If you do not have the PP Product ID, you will need to add the product to your catalogue within Purchase Plus first. See: Create a catalogue and add products


 

4. 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.

 

5. Back in Purchase Plus, in [Catalogues] -> [Self Managed Pricing] find the Catalogue you have amended the .CSV file for, then click the [Import] button on the left side of the [Export] button on the left bottom side for the catalogue.



 

6. In the pop-up window, [Browse] for the edited .CSV file.



 

7. 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.