Customer Price File Upload for Parts
Upload a CSV of agreed prices for one customer or customer group; rows land inactive for review, activate, and undo as a batch.
Included with your module subscription at no extra charge. An administrator switches each pack on for your business in Admin > Features.
What price file upload is
A large account sends over their agreed prices as a spreadsheet, and someone then spends an afternoon keying them in. Price file upload turns the file into price rules. It lives under Operations > Pricing > Price file upload.
Choose the customer or customer group, then upload a CSV with a part number, either a price or a percent off, and an optional minimum quantity. MDMS previews the file and lists errors before anything is saved. When you commit, the rows become price rules that are inactive, so nothing changes for the customer at that point. Activate turns them on, and it refuses if a part already has an active rule for that customer or group, so two rules cannot silently compete.
If the file turns out to be wrong, Undo removes the whole upload at once. Quotes and invoices already priced from those rules keep the prices they were given. Access is enforced by database functions and requires the pricing permission rather than only hiding a button. Methods are fixed price and percent off, there are no effective dates, and the file can be up to 5,000 rows.
Each upload is a unit you can reason about. Rows from one file are created together, activated together and undone together, so there is a clean answer to the question of which price list a customer is on. Activation refuses where a part already has an active rule for that customer or group, which means a second file cannot quietly override the first.
Part of these modules
What price file upload covers
- Takes a CSV of part number, price or percent off, and an optional minimum quantity
- Applies it to one customer or one customer group
- Previews errors before commit
- Creates the rows as inactive price rules; Activate turns them on
- Undo removes the whole upload's rules
Where price file upload stops
Stated as it behaves today, so you can judge the fit before you switch it on.
- Supports fixed price and percent off only: no margin or price-break methods
- Has no effective dates and no per-brand templates
- Accepts up to 5,000 rows per file
- Undo removes rules but quotes and invoices already priced keep their prices
Price file upload in a working day
A fleet customer's purchasing officer emails a new price list for filters, hoses and belts. The pricing clerk picks the customer, uploads the CSV, and fixes the three rows the preview rejected for part numbers that do not exist. She commits, reads the inactive rules once more, and activates them. A week later the customer says one column was wrong; she undoes the upload and loads the corrected file.
Switching on price file upload
Included with your module subscription at no extra charge. An administrator switches each pack on for your business in Admin > Features.
Ask MDMS AI about price file upload
Try asking Read
“Which price uploads are active?”
People with the pricing permission. Reads only. MDMS AI is an optional add-on with its own price and an AI seat, and what it can answer depends on your modules and role.
About MDMS AIMore feature packs
Price books and itemised quoting
Import supplier price books and quote machines, options and trade-ins on one itemised screen, with a margin floor and manager approval.
Commission matrix
Pay commission per invoice line by product group, at a flat rate or by margin band, with amounts frozen when paid.
Hide cost and margin
Hides margin badges, margin bars and the profitability card on quotes and sales orders from roles outside management and finance.
Frequently asked questions
- Does uploading change prices straight away?
- No. Rows land inactive. Nothing changes for the customer until someone activates them.
- Can I schedule a price to start next month?
- No. There are no effective dates. Activate when the prices should apply.
- Does undo fix documents I have already issued?
- No. Undo removes the rules, but quotes and invoices already priced keep their prices.
Where this work shows up
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