Working with Price Book Price Groups

With the Import Tool, you can perform the following operations with the price groups:

• Import price groups to a location from the following data sources:
• Account Price Book
• Location
• Drafts
• File (for more details, see Preparing a File for Data Import)
• Export price groups from the current account to a file.
• Manage the price groups.

Importing Price Groups to Station (Location)

To import the price groups to a station (location), follow the steps:

1. Go to Operational Menu > Price Book and then click Price Groups.
2. Go to DRAFTS and create a new draft. For details, see Working with Drafts List.
3. Import price groups to the draft from any of the available data sources:

For more information on importing data to the draft, see Importing Data to Draft.

1. Account Price Book - use this data source in case you need to import the price groups of the current account without the retail prices.
2. Location - use this data source in case you need to import the price groups from a specific location with the retail prices.
3. From File - use this data source in case you have a file in CSV or XLSX format with the price groups data.

For more information on working with the data sources, see Importing Data from Different Sources.


4. Copy the draft's data to any of the current account's locations. For details, see Exporting Draft Data.
5. Make sure the price groups are copied successfully.
   Go to CStoreOffice® main menu and then click Price Book > Price Groups.

Exporting Price Groups from Current Account to a File

To export the price groups from the current account to a file, follow the steps:

1. Go to Operational Menu > Price Book and then click Price Groups.
2. Go to DRAFTS and create a new draft. For details, see Working with Drafts List.
3. Import the price groups to the draft from the Account Price Book source.
   For details, see Importing Data to Draft, Import Item Tags from Account Price Book.
4. Export the price groups from the draft to a file. For details, see Exporting Draft Data.

Managing Price Groups

You can manage the price groups in the draft and then save this draft to any location on the current account. For more information on how to update the price groups in the draft, see Editing Draft Manually.

Preparing a File for Data Import

You can use CSV or XLSX files to import data about price groups and work with them in the Import Tool. In the file, you must provide data for all price groups whose data you want to import. Each line in the file contains data for a separate price group. Each entry in the line corresponds to a specific price group field, and each comma indicates where one entry ends and another entry begins.

The file that you use for import of price groups data must have the following structure. Non-mandatory fields can be omitted.

Field Name	Mandatory (Yes/No)	Description
Number	Yes	Price group number in CStoreOffice®.
Name	Yes	Price group name in CStoreOffice®, for example, Pepsi Family 200z.
Retail price	No	Retail price for the price group at the station or cluster level.
Ignore fixed retail	No	Ignore fixed price flag when updating items for stations. Possible values: - "0" = do not ignore - "1" = ignore
Reconciliation	No	ID populated automatically, obtained from the Inventory Item Group Reconciliation form for high risk items due to shortage.

File Template

To construct a file for import, you can use a template provided by Petrosoft. To get the template and prepare the file, follow the steps: 

1. In the Import Tool, on the Data Sources panel, select From file.
2. Click the Download example link.

   

3. The downloaded file is provided in the XLSX format:

• On the Fields Description tab, get information about every entry that must be filled in the file.
• On the csvPricegroupsDatasourceTemplate tab, fill data for the price groups that you want to import.

4. Once the file is ready, switch to the csvPricegroupsDatasourceTemplate tab and save the file in the CSV or XLSX format.
   Result: You can use the saved file for import.