Duplicate Price List
Problem
I need to add the same products from one price list on to a new price list but at a different price. Is it possible to duplicate a price list?
Solution
Yes, using grid exports you can create a duplicate a price list. Follow the steps below to accomplish this.
- Firstly create your new price list, by name, in [System Setup | System Data | Price Lists].
- Go to [Promotions | Customer Price Lists].
- In the Price List dropdown menu, select the price list you wish to duplicate.
- Products on the price list should appear in the grid.
- Click the purple cog icon, select Export Grid Data and then click CSV.
- You will be presented with a CSV download of your pricelist grid.
- Open the downloaded CSV file.
- Modify the csv file as follows:
- Delete all columns except stock_code, qty_start, qty_end and amount.
- Rename these columns as follows:
- stock_code - STOCK_CODE
- qty_start - BAND_LOW
- qty_end - BAND_HIGH
- amount - The name of your price list from step 1.
- Set the quantity breaks and price of each item as required.
- Save the file as a text (tab delimited) file.
- If you are using Open Office or Google Sheets you may find it easier to copy the spreadsheet in to notepad and save as a text file.
- Import the text file using the data import tool and following the guide here, Importing your data.
That's it, your price list is done.