PrintVis Pricelist import and export

Introduction

You can import vendor price lists from Excel spreadsheets using the PrintVis Import Setup List page. This feature allows you to create new items, update existing items with new prices, and block discontinued items. You can also import price lists with different pricing methods (e.g., kg, lbs, 1000 pcs, Boxes) and associate them with specific vendors.

Setup

1. Access the Setup:
2. Search for PrintVis Import Setup List. If not found, try searching Pricelist import.

1. Create or Edit:
2. Click Create to start a new setup or Edit to modify an existing one.

FastTab	Field	Description
General	Code	Type in a Code
	Type	Excel or Kepa (For Kepa see another Article)
	Description	Type in a description
	Export Item No. filter	Filter to specify exactly which items are to be included in the export
	Import Item No. Template	The Import Item No. Template can be selected from the Item table. When the Import is used to create Items from, the selected Template is used to fill in information not given by the Excel Import, such as for example posting Setup, Base Unit of Measure, Unit of Measure, Item Quality and/or Item Type Code. Templates should be created to be just templates.
	Vendor No.	Select from the Vendor table
	Cost Price Markup Ratio	If you require a "MarkUp" added from the CostPrice which should filled in on the PriceList for the Items, please write the required % in this field. However, we recommend that you use Page PrintVis Additional Rate Groups for this, as updating will be easier.
	Prefix	If you require a Prefix given to all the Item Numbers being created. For example; Papyrus = Prefix "P"; Stora Enzo = Prefix "SZ"
	Update With Template	Yes or No. If all Items are to be updated with the current selected Template, please tick this field to indicate so.
	Description, Uppercase	Yes or No. If ticked, all Item-Description will be made in capital letters
	Description With Formats	Yes or No. If ticked, Items-Description will be made of the actual description followed by "format 1 x format 2", where format 1 will describe the papergrain direction
	Block Items not incl.	Yes or No. If ticked, Items from Vendor that were not found in the Excel sheet will be blocked in PrintVis
	Unit	Select from dropdown the Unit, in which the prices are stated in the Price List
	Calculation Unit	Select from dropdown the Unit you wish to use in the Estimation when using these items
	Ordering Unit	Select from dropdown the Unit you are to use when purchasing the items
	Quantity Principle	Select from dropdown. Often paper prices have different steps, so the more you purchase the cheaper the price per unit.
Excel	Excel Sheet Name	Show the Excel Sheet Name. Choose the Excel sheet at the 3 dots
	Excel Start Date Row	Enter in which Row in Excel is the starting row for date
Special	Special Import Object Type	Use if a special function has been developed specifically for your company
	Special Import Object ID	Use if a special function has been developed specifically for your company

Fields

Field	Description
Excel Column	Inset column number to read from. The Columns are defined in numbers, so column A = 1, B = 2, C = 3, etc.
Type	Item Field: Use if this column must be imported to the Item Card Pricelist field: Use if this column must be used on the pricelist
Item Field	If Item Field was selected in the "Type", please select the exact field from the Item Table the column represents. By looking up into the field, a full list of Item Fields are displayed.
Price Column	If Pricelist Field was selected as "Type", please enter which Price Column in the Pricelist the current Excel-column represents.
Price Field	Each set of PriceList consist of a (from) Quantity, then a Price for that quantity-interval, and perhaps a description to the Price Column. Please select from dropdown.
Allow Zero Price	Yes or No.
Fieldname	Show the selected fieldname (Item- or Price Field).

Note: Ensure the quantity column is before the price column in the Excel file for proper import functionality.

Selecting Excel Spreadsheet

1. Click on the 3 dots to select the Excel spreadsheet.

1. Enter the Start Date Row in the Excel file.

Import

1. Review the Setup: Double-check the setup parameters.
2. Click "Excel Import" in the ribbon to start the import process.

KEPA Pricelist Import

1. KEPA File: Use XML format for more detailed information than Excel or CSV files.

Build KEPA Header:

Set up the import header in the Item Pricelist Import/Export page.

1. Mapping Table:
2. Kepa UoM Vendor Mapping: Map KEPA units to PrintVis base units and specify the ordering unit.

Result

• New items are created if they don’t exist.

• Existing items' price lists are updated.

• Discontinued items can be blocked as needed.