Multi-Currency Pricing is basically when you have multiple prices for the item in the different currencies. Then you can use “Upload Item Prices” module.
Overview
- Download the latest CSV Template from the “Upload Item Prices” module.
- Copy Item Prices information into the CSV Template.
- Upload the CSV Template into Xoro.
Download the CSV template file
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- Go to “Upload Item Prices” using the Search Menu.
- Click on “Download Template”.
Copy the information into the template
Once you’ve downloaded the template file, you can copy in your data using any spreadsheet software. There are columns that you must complete, and others that are optional. Mandatory fields are marked with a double asterisk (**) prefix.
- The file must be a CSV (Comma-separated values) file. The name of your file must end with csv.
- Make sure you don’t change any of the column headings from row 1 in the template – these are needed for the file to import correctly.
- All date fields will accept a format of MM/DD/YYYY or MM-DD-YYYY.
- Be mindful of any leading zeros in your data, some spreadsheet software will trim them automatically without notifying you. This can be resolved by ensuring your columns have correct formatting.
- Sometimes long numbers (UPC, etc.) are formatted as scientific notation. Be sure to change the formatting on this data to display these long numbers correctly.
| Column Name | Data Type | Description |
|---|---|---|
| **ItemNumber | Text | The item’s (SKU) number. This property is unique to this item, another item cannot be created with the same Item Number. |
| **CurrencyCode | Text | The Currency Code used for defining the item price. |
| StandardUnitCost | Numeric | The standard cost at which the item is purchased from vendors. |
| StandardUnitPrice | Numeric | The standard price at which to sell this item. This price is retrieved by default when an item is added to an estimate or sales order. |
| CustomPrice1 | Numeric | CP1 can be customized as any price in the system (Distributor, Wholesale, Retail, etc.) for the home currency. If necessary, enter a price for it here. |
| CustomPrice2 | Numeric | CP2 can be customized as any price in the system (Distributor, Wholesale, Retail, etc.) for the home currency. If necessary, enter a price for it here. |
| CustomPrice3 | Numeric | CP3 can be customized as any price in the system (Distributor, Wholesale, Retail, etc.) for the home currency. If necessary, enter a price for it here. |
| CustomPrice4 | Numeric | CP4 can be customized as any price in the system (Distributor, Wholesale, Retail, etc.) for the home currency. If necessary, enter a price for it here. |
| CustomPrice5 | Numeric | CP5 can be customized as any price in the system (Distributor, Wholesale, Retail, etc.) for the home currency. If necessary, enter a price for it here. |
| CustomPrice6 | Numeric | CP6 can be customized as any price in the system (Distributor, Wholesale, Retail, etc.) for the home currency. If necessary, enter a price for it here. |
| CustomPrice7 | Numeric | CP7 can be customized as any price in the system (Distributor, Wholesale, Retail, etc.) for the home currency. If necessary, enter a price for it here. |
| CustomPrice8 | Numeric | CP8 can be customized as any price in the system (Distributor, Wholesale, Retail, etc.) for the home currency. If necessary, enter a price for it here. |
| CustomPrice9 | Numeric | CP9 can be customized as any price in the system (Distributor, Wholesale, Retail, etc.) for the home currency. If necessary, enter a price for it here. |
| CustomPrice10 | Numeric | CP10 can be customized as any price in the system (Distributor, Wholesale, Retail, etc.) for the home currency. If necessary, enter a price for it here. |
| CustomPrice11 | Numeric | CP11 can be customized as any price in the system (Distributor, Wholesale, Retail, etc.) for the home currency. If necessary, enter a price for it here. |
| CustomPrice12 | Numeric | CP12 can be customized as any price in the system (Distributor, Wholesale, Retail, etc.) for the home currency. If necessary, enter a price for it here. |
| CustomPrice13 | Numeric | CP13 can be customized as any price in the system (Distributor, Wholesale, Retail, etc.) for the home currency. If necessary, enter a price for it here. |
| CustomPrice14 | Numeric | CP14 can be customized as any price in the system (Distributor, Wholesale, Retail, etc.) for the home currency. If necessary, enter a price for it here. |
| ImportError | Numeric | If there any errors from an upload, they will be listed in this column. |
Upload the template
Once you have filled the CSV file with your data, you can follow the steps below to upload it into Xoro:
- The Default values for required columns can be configured before the upload.
- Click Browse to select the saved CSV template file.
- After the file has been selected, click on Upload to start importing.
- While the import is in progress, the summary of the progress will be displayed at the bottom of the screen with the progress bar.
- After the import has been completed, the result will be displayed with the message for success or error (if any).
- Item prices will only get uploaded into the system if there are no errors in the file. If there are errors in the file, you can download the error file, fix the errors in the original file and upload it back into Xoro.
Video Tutorial
