With the Import Tool, you can quickly and easily set up your Price Book at CStoreOffice® account.
Using the Import Tool, you can do the following:
- Set up your Price Book, including the following actions with the Price Book elements:
- Copy the item tags between accounts,
- Import the items, item tags, promotions, and vendors from different data sources to the drafts,
- Export the items, item tags, promotions, and vendors to the selected account, location, or CSV or XLSX file,
- Manage the Price Book elements.
- Import and update the detailed information about the account's stations.
- Perform the following quick operations:
- Synchronize the Price Book data,
- Export items retails to PIM (available only for the users of the PIM module),
- Assign item taxonomy.
- View user actions history log and reverting last actions
- Set up taxes for the locations
To be able to use the Import Tool, ensure that the following settings are configured:
- CStoreOffice® account is created for you.
- Import Tool module is enabled for your user.
To learn more about the Import Tool and start working with it, go to the following sections:
- Turning On Import Tool Module
- Opening the Import Tool
- Configuring Import Tool Permissions
- Import Tool Main Interface
- Main Workflows Overview
- Setting Up Price Book
- Setting Up Taxes for Locations
- Working with Drafts
- Working with Data Sources Panel
