Setting up local buys

Overview

Local buy prices can be loaded automatically into a "Local Buys" price level on your system. If you make "Local Buys" the default price level for your customers. Then those customers will get the local buy prices.

The current procedure is temporary. For now Readysell is loading the data for you. The process will change in the future

Procedure

Creating a new price level on products

1. From the Navigation panel click on 'Administration' then click on 'Price Level'

2. The Price Level browse window opens

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   3. To create a New Price Level

   1. Click on button New

   2. Price Level entry window opens

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   3. Key in the Code - LBQ
   4. Key in the Description - Queensland Local Buys
   5. Enter the Sort Index - 11

   6. Enter the Price Book Level Number - 8 

   7. Web Price Level ID which is provided by office brands - do not enter this in!

   8. Enter Price Level Code which is provided by office brands

Creating an Import to import the data into the Price Book

1. In the navigation panel, click Import/Export. The Import/Export Definitions list opens, with the definitions grouped by category.
    

2. Click on button New

• Key in Name - Queensland Local Buys
• Select Category - Inventory
• Select Data Type - Price Book
• Select Import/Export Format - XLSX
• Enter Sheet - 1
• Enter Start at row - 1

• Enter the following fields as followed for this particular spread sheet then click Save, Please Note every spreed sheet may be different.
   

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  Procedure to importing the Data
   

  1. In the definitions list, select the definition you want to run, then click Import Data in the ribbon.

  2. Readysell will display a file dialog box. Locate and highlight the file you want to import, then click Open.

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     This is a standard Windows file dialog box. Navigate to the location of the data file you want to import, then click Open to open the file. If you cannot find the file you are looking for, check the location. You may also need to choose a different import/export format.

     Readysell will import the data contained in that file, and then display a confirmation message.

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     The confirmation message shows the time took to complete the import, and the number of records that were updated. (Price Book imports will never create new records.) If the number of updated records is 0, your import has failed, and you will need to check your import definition before trying again.

     

Updating product files from Price book run

1. In the navigation panel, go to Inventory then Price Book Run.

2. Click 'New'. The Price Book Run detail view displays.

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3. In the Name field, enter a name for your price book run.

4. Click Extract from the top panel to begin extracting data. The Extract Price Book Run window opens.

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5. In the Price Book Run Set field, create a new run set, click New. See Creating a price book run set for more information.
6. In the Settings tab, Nothing is to be selected. For more information on these fields,see Price Book Run settings.
7. In the Price Level Mapping tab, select the price levels Update Price Level 8 and make sure LBQ is in the price level 8. For more information on mapping and updating price levels, see Updating price levels.
8. In the Match On tab select EZ Code > Product ID
9. Click Save and Close. 
10. Click Ok.

11. Once you have extracted the data, click Post. 
    
    

    For the customer to receive the LBQ pricing you will need to go to the customer card>Settings>Customer settings> Price Level and select LBQ