knowledge base

To import multiple pricing schemes into inFlow there are a couple things you need to know:

1. You will need to import them one at a time
2. You will need to ensure that whichever pricing scheme you’re importing is set as the default before you start the import

Before you start importing your information it’s important to ensure that you’re fully prepared.  Have a look at your import file.  You will need to ensure that your product codes match what is in the system already (if you have products in the system, if you don’t then they will be created when you import).  The easiest way to set up your spreadsheet is as follows:


In this configuration you have five pricing schemes that can be imported.  Each one will need to be imported one at a time.

Before beginning your imports it’s a good idea to set up a pricing scheme for each of the columns you’re going to be importing.  To do so, go to the Main Menu and under the Settings sub-menu click to enter the General Settings window.  Once open, select the “Pricing & Tax” tab and click “Edit Pricing/Currency”.  This will allow you to create a pricing scheme for each of the prices you’re about to import.

 

Once set up you will need to verify which of the pricing schemes is set as the default.  Once you’ve verified that you know which of the columns should be imported first.



In this case we’re starting with the Wholesale Pricing scheme and after that initial setup it’s simply a matter of running through an import.

1. Go to Main Menu > General > Import Data
2. Select “Product” as your data type, select the file you’ve created and  click next.
3. Select the columns of information that should be imported as below
   
4. Once this has been completed re-open the General Settings window and select one of the other pricing schemes as the default scheme then repeat your import with the same file but selecting another column of information.

When you’re finished with the imports the product record will reflect all the pricing schemes that you’ve imported.