51. Customer Price Lists

These are the price lists specific to a single individual customer, we check whether the product you are selling exists on this price list then we look at the product price lists then the product price.


Template Download

Some files contain example data in them, you should remove this before submitting back to us for loading.

Template / Example File

 


Key Field Information

Further Reading about field types and notes are contained in the expand sections below, expand if you need to know more details.

Field Type Information

Name

Description

BIT

0 is NO / 1 is YES
BIT fields must have an entry and can not be blank

Varchar(50)

Is an alpha numeric field of length 50, this can accept letters, number and symbols

INT

Is a single number field   (no decimals)  e.g. 1,2,3,4,5
Fields marked as INT must have an entry

DECIMAL (8,5)

Is a decimal field which can contain 8 before and 5 after the .dot separator

 

Field Notes

  • Default will be used unless you enter something in a field marked as DEFAULT

  • The CL column indicates the code list that this list can be found in within the document.

  • Mandatory fields are marked on the excel spreadsheets and in RED below

  • The field names in the import document can not be changed as these are used for matching.


Data Field Definition

Price List Import requires two parts

Header – Which contains information about the price list in general

Details – the products on the price list.

Section

Field Name

Type and Limitations

Mandatory

Notes

HEADER

Currency

Int

Yes

Provide the 3 digit code for the currency e.g. USD, GBP

PriceListName

Varchar(30)

YES

A unique name for the price list, this should be concise short name which will appear in the drop down on the customer setup.

PriceListDescription

Varchar(50)

YES

More detail on the name

Vision Customer

varchar

YES

Insert the account code which these prices apply for.

Start Date

Date

YES

 

End Date

Date

 

Leave blank is no end date

PricesincludeVAT

Bit

Default 0

Yes

We would ALWAYS suggest NO !
(Unless you are a shop where it is vital to quote prices list £12.98 inc vat)

DETAILS

ProductCode

 

Yes

This code must exist already in the product list

QuantityFrom

 

Yes

This allows for band prices e.g. 1-9 is X 2-49 is Y and above 49 is Z

This always starts with a 1

QuantityTo

 

Yes

Used with the Quantity from field.

This always ends at 99999

DPCase

 

Yes

The Duty Paid price for a Case.

When inserting prices in the application, the DPCase price is used to automatically work out all the other prices.

DPSingle

 

Yes

The Duty Paid price for a bottle

UBCase

 

 

The underbond price for a case

UBSingle

 

 

The underbond price for a bottle.

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