Overview
Use this guide to add or update price levels for multiple items using Excel. You’ll prepare the template, map the columns, validate the data, and verify the imported prices.
Before You Begin
Set up your company’s price level names under Settings > Items > Item Settings > Item Pricing Levels.
Steps
Open Items from the Main Menu.
On the Item List, click Upload to 1place in the upper-right corner.
Select Item Price Levels as the Import Type, then click Download Excel Template.
Enter one item, price level, and quantity range per row. Complete all four required fields.
Required column What to enter ItemID The existing item number in 1place. MatrixPriceCode The applicable price level code. QtyLow The lowest order quantity covered by the entry. QtyHigh The highest order quantity covered by the entry. Enter 0 in both QtyLow and QtyHigh for unrestricted quantities. To define quantity breaks, enter a separate row for each range.
Review the additional fields and complete those that apply.
Additional column What to enter Price The selling price for the selected level. DiscountPercent The applicable discount percentage. FuturePrice A planned future price. FuturePriceDate The date when the future price should take effect automatically. LastPrice The previous price, if applicable. LastPriceDate The date associated with the previous price. Note: The discount applies to the price level’s List Price. If that List Price is 0, 1place uses the item’s main List Price.
Save the file. Return to the Import Wizard, click Browse, and select your completed file.
Select Import New Records to add price level entries or Update Existing Records to change existing entries.
Review Map Columns. Match each spreadsheet column to the correct 1place field, including all four required fields, then click Proceed.
Review the validation results. Correct any flagged data and validate the corrected file.
Click Start Import.
Open several affected items and select the Financial tab. Compare their price level entries with your spreadsheet to verify the imported values.
Example of Quantity Pricing
| ItemID | MatrixPriceCode | QtyLow | QtyHigh | Price |
|---|---|---|---|---|
| PART001 | A | 1 | 5 | 100.00 |
| PART001 | A | 6 | 20 | 98.00 |
| PART001 | B | 0 | 0 | 90.00 |
Level A provides a unit price of $100 for 1–5 units and $98 for 6–20 units. Level B provides a unit price of $90 without a quantity restriction.
Example of Discount Pricing
If the item’s main List Price is $300, the price level’s List Price is 0, and its discount is 20%, 1place uses the main List Price to calculate a Net Price of $240.
