Price Level Master Migration

Price Level Master Migration

 

Price Level Master Migration  

 

Price Level Master Migration

 

Purpose :
Price levels allow you to set multiple pricing options for each inventory item. Each customer can be assigned a specific price level, which determines the default item price that appears on their sales bill. This feature enables you to sell the same product at different prices based on the customer category.
For example, you can create a price level group called "VIP Customers" and assign preferred customers to this group. When these customers make a purchase, they will automatically receive special discounted pricing.
This approach helps build customer loyalty and supports long-term customer retention.
Using the Price Level screen, you can define a level, which can be used to generate an increased or decreased Selling Price for a particular customer(s).
 

Page Navigation : Tools >> Master Migration

 

Process involved in creating Price level Master through migration

 

  • Generate the Sheet in master migration

  • Create the Price level master sheet

  • Upload the sheet

  • If you face any error during upload, check in Upload Status

Fields In Detail:

 

Following are the fields of the Price level master csv file and everything you need to know about it :

 

 

Field

Description

Price level Name

Enter Price level name

Type

Enter markup/markdown or price

Based On

Enter cost, selling, landing cost or MRP as based on

Value Type

Enter percentage or Amount as value type

 

Steps followed in Price level master Upload Procedure :


1. Navigate to Tools, and select on Master Migration


 

2.Select Price level master from the master list and choose the Load configuration option after choosing Master from the list to see the appropriate Caption name, Column size, Add to sheet and Data type.

3.Select the fields to include in the sheet. Mark mandatory fields if needed.

 

4.Then click "Save Config" and download the CSV. Before filling it, check column size, data type, and allowed values to ensure accuracy.

5. Fill out the provided template with the information of Price level name, Type, Based on and Value type details.

 


6. After filling up the sheet, Click on Upload Sheet and Select the master then browse the file and click on Upload file.

 

7.Once uploaded will get message as successfully uploaded.

If in case of any incorrect records, it will load in upload status where the incorrect values can be corrected. Select the master and click on Load button, all the invalid records if any will be listed, you can correct it and click save the master for successful upload

7. Verify that the uploaded Price level master migration information is accurate. Access Inventory>>Price Fixing>>Price level



FAQ:

Q1.While uploading the sheet, getting the below message?

Solution : You will get this message if the column value does not satisfy column conditions. In the same master migration menu, click on upload status menu, select the same master from the dropdown and click on load button. The invalid records will be loaded along with the reason. You can correct the invalid record in the same menu and click on the save master button. The data will get saved successfully.



Q2.While updating the sheet, getting the message as "FAILED"

 

Solution : Checked for the mentioned special characters  " ' \ , & :  ! , & @ $ %   in the sheet.Remove the same and then you can upload the sheet again.

 

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