Step 1.

To import material prices, head to Import/ export under Global settings. Click on the Material prices tab.

‍

‍

Step 2.

Click on the Template CSV file with column headers here. Open the downloaded template, and add or copy your data into the spreadsheet. Only the required fields identified in the template need to include data.

‍

‍

‍

‍

Step 3.

The Material Prices import/export provides the ability to set the following columns in the CSV file:

‍

‍

‍

‍

‍

‍

Step 4.

After you enter the value for each price level, click Choose File and browse to the template file you have created. Import the chosen file by clicking Import Material Prices.

‍

‍

‍

Step 5.

If there are errors in file format or data, an error message will be displayed. Data errors will be displayed by spreadsheet row number.

‍

‍

Step 6.

Once corrections have been made, repeat the Import. When finished, you will be notified that the import was a success. To view custom material prices for each material item click the red Custom Pricing label icon at the top of a material item record.

‍