Importing contract prices

The option Import contract prices allows you to batch import contract prices for sales or purchasing into PANTHEON Web Light.

HINT For a more detailed explanation of how contract prices work and how they are used, see the chapter Contract prices in the technical guide.

This chapter shows how to download and populate the import template and how to import the template populated with data into the program.

CASE SUMMARY The person responsible wants to import the contract prices for item LARA6 for several customers under the same conditions. The person responsible opens the panel Contract prices and downloads the template for entering data on contract prices. Then, the person responsible opens the template using a spreadsheet editor and populates it with data. After importing the template, the person responsible checks whether the data has been imported correctly and corrects any potential errors and saves the data. This is done as follows: Opening the panel Contract prices Downloading the import template Populating the template with data Uploading the Excel file Editing data before saving Saving the imported contract prices

1. Opening the panel Contract prices

Contract prices can be imported in the panel Contract prices from any item on the list of items.

To open the panel Contract prices from the main menu, the person responsible clicks Registers | Items. The list of items opens, where the person responsible selects any item, in this case LARA6.

When the window General item data opens, the person responsible clicks the panel Contract prices on the right side.

2. Downloading the import template

By clicking the arrow button next to the button Import contract prices on the right side of the command line, the person responsible opens a drop-down list with two options.

Clicking the button Download import template starts the automatic download of the template in .xlsx format to the device.

3. Populating the template with data

The import template is made up of thirteen highlighted columns representing the type of contract price data. The mandatory data to be entered includes:

• Item code
• Subject code
• Type
• Price
• Date from

The person responsible populates the rows with data on the subjects in an Excel or a similar spreadsheet editor that allows editing the .xlsx format. First, the person responsible enters the contract prices for the item LARA6 for several domestic customers for the second half of 2022. All customers have the same terms and conditions, that is a 20 % discount on the sale price of 1450 EUR. The data for each customer is entered in separate lines.

The person responsible starts entering data in the field Item code where the code LARA6 is entered.

In the field Subject code, the subject code is entered: INTERSPORT Ltd.

In the field Type P or N, the value P is entered to indicate a sale.

In the field Price, the sale price is entered: 1450.

In the field Rebate 1, the value of the agreed discount is entered: 20.

In the fields Date from and Date to, the person responsible specifies the date period from 01.03.2023 and 31.12.2023.

Finally, the person responsible enters the euro code EUR in the field Currency.

In the same way, the person responsible enters the data for IKEA Europe Plc. and INTERSPORT Koper Ltd. When finished, the person responsible saves the file.

4. Uploading the Excel file

To open the file upload window, the person responsible clicks the button Import contract prices in the command line of the panel Contract prices.

A new file upload window opens and the person responsible uses the drag-and-drop function to transfer the icon of the file containing the data on the contract prices into the central part of the window.

Once the file is uploaded, a list with the details on the contract prices is automatically displayed.

HINT You can also upload a file using the standard procedure of clicking the central part of the file upload window. This opens the file explorer, where you can search for the file, select it and upload it.

5. Editing data before saving

PANTHEON Web Light allows you to edit the imported data before saving it to the register. It also checks whether the data has been entered correctly or whether any data is missing and reports potential errors.

HINT After the data has been imported, it is possible to complete or edit the data in all line fields before saving.

In this case, the program reported one error. The number of errors is visible in the field No. of errors in columns and the line containing the error is indicated by the x icon in the column Status.

The person responsible checks the fields of the line marked with the error. In order to find the error quickly, the field with error  is marked with an exclamation mark icon .

In the field Subject, the subject code was incorrectly spelled IKEA Europe Plc., which is why the person responsible corrects it to the correct form IKEA Eurupe Plc.

HINT To gain a better overview of errors when importing large amounts of data, you can enable the toggle button in the field Show only errors so that only the lines with errors are displayed and edited accordingly.

The person responsible double-checks the entered data before saving.

6. Saving the imported contract prices

Once all the data has been entered correctly, the person responsible saves it by clicking the button Save on the right side of the command line.

The imported contract prices are now entered in the database and displayed in all linked registers.