Adjusting Price Book for Specific Locations

In PIM, you set up the Price Book items data for a group of locations having the same tag at once. In some cases, however, the Price Book data in a specific location may differ from the data in other locations. For example, you may need to exclude some items from the Price Book in a certain location and keep these items in other locations having the same tag.

The Import Tool allows you to manually adjust the Price Book data for individual locations in the Export Items Retails to PIM draft. After you adjust the data, you can export it to the necessary location or locations in PIM.

To adjust the Price Book data, you can use the following options:

• Filter Price Book items by categories
• Delete several items at once
• Export filtered data to Excel

Filtering Price Book Items by Categories

You can filter the Price Book items by categories. As a result, the Export Items Retails to PIM draft will display only those items that match the specified criteria. After you apply the filter to the draft, you can manipulate the items in the list the way you need.

To filter the Price Book items by categories, follow the steps:

1. In the Import Tool, load the data from the necessary location. For more details, see Exporting Items Retails to PIM from Location.
2. In the draft table, click the arrow icon on the right of the Categories column and select Filters.
3. In the text field on the right, specify the criteria by which you want to filter items:

• If you want to display items that belong to a specific category, enter the category number or its name in the text field. The Import Tool will filter data using the 'Like' condition: that is, will display the items that belong to categories having the specified text in the category number or category name fields.
• If you want to display items of all categories, leave the text field empty.

4. Press ENTER on the keyboard.

   

   Result: The draft displays only those items that belong to the categories matching the filter.

Deleting Several Items at Once

You can delete several items from the draft at once. For example, you may need to remove items that belong to a specific category from the Price Book in a specific location. In this case, you can filter the items by this category in the draft, delete the unwanted items in one click and then export data to the necessary location in PIM.

To delete several Price Book items at once, follow the steps:

1. In the Import Tool, load the data from the necessary location. For more details, see Exporting Items Retails to PIM from Location.
2. In the draft table, select the check boxes on the left of items that you want to remove from the draft.
3. On the right of any selected item line in the table, click the Remove icon and then confirm the items deletion.
   Result: All selected items are removed from the draft at once.

Exporting Filtered Data to Excel

After you have filtered the data by categories, you can export the filtered items data to Excel. You can use the exported data for further analysis. Or you can adjust the items data manually in the Excel file and then re-import it to the Import Tool.

To export the filtered items data, follow the steps:

1. In the Import Tool, load the data from the necessary location. For more details, see Exporting Items Retails to PIM from Location.
2. Filter the items data by the necessary category or categories. For more details, see Filtering Price Book Items by Categories.
3. In the draft table, select the check boxes on the left of the items that you want to export.
4. At the top right corner of the draft table, click the Export to Excel icon.
   Result: Data of the selected items is exported to an Excel file, and the file is downloaded to the default downloads folder.