Pricing Management Import

This utility can be use to import the latest values for Customer First Tier Rental Rates and Second Tier Rental Rate Levels in the Multi-Tiered Customer Special Pricing tables.

Existing information can first be exported to a spreadsheet using the Pricing Management Export utility.
After the spreadsheet is updated and saved to a 'tab-delimited text file', the file can be moved from the Client workstation to the server by clicking the UPLOAD button at the bottom of the screen.
Then the file can be imported back into the system to complete the update of the customer Tier 1 and Tier 2 rate information for Multi-Tiered Customer Special Pricing.

The selection information required for the Import action includes:

FIRST RATE CODE

Accept the default rate code displayed for this column as assigned on the last Export run, or if the import file is different enter the correct rate code for the first rate column, or select one from the drop-down box as setup in the Company Default Rates.

Note: Each Rate Code description reflects the Description assigned to the corresponding Rate Code in the Company Default Rates, regardless of the rate code description and rate hours setup for a specific Group.
The import updates the rate charges but does not change the rate structure, so the rental rate for the Group will still be updated according the Rate Code, even if the description and rate hours are different for a unique Group.

SECOND RATE CODE

Accept the default rate code displayed for this column as assigned on the last Export run, or if the import file is different enter the correct rate code for the second rate column, or select one from the drop-down box as setup in the Company Default Rates.

THIRD RATE CODE

Accept the default rate code displayed for this column as assigned on the last Export run, or if the import file is different enter the correct rate code for the third rate column, or select one from the drop-down box as setup in the Company Default Rates.

FOURTH RATE CODE

Accept the default rate code displayed for this column as assigned on the last Export run, or if the import file is different enter the correct rate code for the fourth rate column, or select one from the drop-down box as setup in the Company Default Rates.

FIFTH RATE CODE

Accept the default rate code displayed for this column as assigned on the last Export run, or if the import file is different enter the correct rate code for the fifth rate column, or select one from the drop-down box as setup in the Company Default Rates.

CLEAR EXISTING RATES

Uncheck this box to only update the customer's existing Tier 1 Groups, and Tier 2 information from the import file, and to leave any un-reference records unchanged.

Check this box to clear all existing records in the Customer First Tier Rental Rates and Second Tier Rental Rate Levels for the customer on the import sheet, before importing the new rate information.
This means any Tier 1 or Tier 2 rate records not on this import file will be removed from the Multi-Tiered Customer Special Pricing tables for those customers.
Any customers not on the import sheet will remain unchanged.

OPERATOR

Accept the code for the operator currently signed in or enter the correct operator code.

Finished?

After the file has been moved to the server and named properly using the UPLOAD option, click ACCEPT to initiate the data import, or CANCEL to abort.

PASSWORD

To verify and track the operator code, enter the password for the operator as outlined in Password Required.

Post Rate Updates:
If no errors occur, review the changes on the resulting spreadsheet and click YES to update the Multi-Tiered Customer Special Pricing tables, or click NO to abort the changes.

Import Conditions and Errors:
If any errors occur, no customer rate records are updated and a spreadsheet listing the error reasons is generated.
The following rules are respected by the import process:

• Customer number must be a valid "Customer #" or a valid "Alternate Customer #" in Customer Information.
• When not using the Clear Existing Rates option on the import, the Group on the spreadsheet must already be listed in the Customer First Tier Rental Rates for the customer or the import will fail with the error that "Tier 1 Pricing Rates do not exist for this cust/group".
• Expiry Date for 'Tier 1' Group rates must be in the future.
• When a 'Tier 2' Special Rate Level is being assigned, and there are multiple records for the Customer because of multiple 'Tier 1' Groups , then the same 'Tier 2' Special Rate Level must be repeated in that column for each row.
• Each Group number must always be prefaced with a + (plus) to differentiate it from a product number.
• Quote Group numbers and mapped Sys Group numbers must be valid in the Group file.
• The Rate in dollars is imported to 2 decimal places.
• Any Rates for a Group that match the 'Tier 3' pricing in Multi-Tiered Customer Special Pricing will be ignored.
• The Quote Groups in the import file with all associated Sys Groups per the Quote Group Mapping table, must include all the same rate codes in the Group file, as are listed on the Import data sheet.
  To assist with this requirement, the ability to push the Quote Group rate structure to the Sys Groups is provided when the groups are setup in the Quote Group Mapping table.
  e.g. If a Group has only Rate Codes 2 and 3, but there is also a column for Rate Code 4 on the Import sheet, the import will fail with the error that "Ties 1 Pricing Rates do not exist for this group".

Note: If any of the import records fail for any reason, the entire import will fail.
An error report will be generated in the same spreadsheet format with the error reason defined to the right of the error column, and no customer records will be updated.

ACTIONS:
Additional actions provided by buttons on the Pricing Management Import screen include:

• Move a File from the Client to the Server:
  In preparation for importing a 'tab-delimited text file', click the UPLOAD button to move the file from the Client to the Server as outlined in Select a File to Upload.
  The file is automatically re-named on the server to pricing_import.txt so that it can be imported.